CPA.com

CPA.com

CPA.com was formed in 2001 as an affiliate of the American Institute of CPAs (AICPA), the world's largest member organization for the accounting profession. AICPA leadership saw technology reshaping practice economics and handed CEO Erik Asgeirsson the mandate to build a commercial entity that sat outside the partnership governance structure. The firm now operates from headquarters in New York and offices in Dexter, Durham, and San Jose, serving firms of all sizes with technology adoption, strategic guidance, and a curated product portfolio. The firm's deployment model is unusual: rather than investing balance-sheet capital or managing funds, it manufactures the technology and consulting infrastructure that accounting firms consume to modernize their own advisory, audit, and tax practices. Its three main practice pillars are Client Advisory Services (CAS) — a category it claims to have led the development of — audit and assurance transformation through the Dynamic Audit Solution (DAS) and OnPoint A&A Suite, and tax advisory enablement via programs like the Sales and Use Tax Advisor initiative. Technology partnerships include Sage Intacct for outsourced accounting and Blue J for AI-driven tax research. Publicly named offerings cover cloud accounting, audit methodology software, and domain verification through the .cpa gTLD. Leadership includes Asgeirsson as President and CEO; Michael Cerami as EVP of Strategic Alliances; COO Patrick Bonnaure; and CFO Michael Murray. The board draws from the AICPA ecosystem, including AICPA CEO Mark Koziel and former Chair Tommye Barie. As of May 2026, the firm is actively promoting its 2026 CAS Benchmark Survey and a free CPE-credit webinar series, signaling continued emphasis on education-led go-to-market. No headcount, AUM, or revenue figures are publicly disclosed. CPA.com's structural distinction lies in its quasi-captive relationship with the AICPA. It is a for-profit affiliate of a non-profit membership body, giving it distribution across 400,000-plus AICPA members without the friction of a traditional enterprise sales motion. That architecture allows it to build software and professional-services programs that function like an industry utility — a model closer to a standards body with a commercial arm than a conventional professional-services technology vendor.