Small Firm Navigator
Empowering Small & Emerging Accounting Firms
The CalCPA Small Firm Navigator is an interactive resource designed to help small and emerging accounting firms successfully launch, manage, and grow their practices. Developed in collaboration with industry experts and solution providers, the Navigator serves as a practical handbook and online hub—featuring actionable insights, educational content, vendor solutions, and opportunities to connect through events and discussions.
Navigator Highlights
Curated articles, checklists, and templates
Instructional videos and “How-To” guides
Links to educational content, office hours, and in-person roundtables
Opportunities for peer discussion and networking
Each section concludes with up to five featured providers—one Section Sponsor, two Supporting Sponsors and two Community Sponsors.
Small Firm Navigator Sections:
Succession Planning
Artificial Intelligence
Marketing & Business Development
Outsourcing
Staffing & HR
Practice Management & Operations
Section Sponsor
Investment:
-
$9,000 (One per section)
Benefits:
-
5-minute “How-To” video or co-authored case study with CalCPA
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Co-host one Office Hour session (with registration list)
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Monthly lead list of section downloads
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All Supporting Sponsor benefits
Supporting Sponsor
Investment:
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$4,000 (2 per section)
Benefits:
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Logo placement and backlinks
Inclusion in promotional materials
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1–3-minute CalCPA-produced video or downloadable checklist/template
Community Sponsor
Investment:
-
$1,000 (2 per section)
Benefits:
-
Recognition as a community partner within the section
Contact us
Email advertising@calcpa.org or fill out the form below to explore your advertising options with CalCPA.
Terms
All advertising is subject to approval by the staff of the California Society of CPAs. The publisher reserves the right to decline any advertisement considered unethical or unsuitable, regardless of contract. If time permits, the advertiser will be allowed to submit acceptable material as a substitute.
