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CPA.com
Find the best solutions for your organization or firm at CPA. We offer expert guidance and answers for businesses and professionals in tax and accounting.
CPA.com
Find the best solutions for your organization or firm at CPA. We offer expert guidance and answers for businesses and professionals in tax and accounting.
General information
Firm type
other
Year founded
2001
Location
Region
North America
Country
United States
City
New York
Corporate office
1345 Avenue of the Americas, 27th Floor, New York, NY 10105, United States
Additional offices
Dexter, MI, United States · Durham, NC, United States · San Jose, CA, United States
Principals
Erik Asgeirsson
President & Chief Executive Officer
Michael Cerami
EVP, Strategic Alliances, Business Development & Communications
Kalil Merhib
Executive Vice President, Growth & Professional Services
Patrick Bonnaure
Chief Operating Officer
Michael Murray, CPA, CGMA
Chief Financial Officer
Sector focus
Frequently asked questions
How is CPA.com related to the AICPA?
CPA.com is a for-profit affiliate of the American Institute of CPAs, the world's largest professional accounting membership organization. It was formed by AICPA in 2001 to operate outside the partnership governance model and help member firms adopt technology faster. The AICPA's current CEO, Mark Koziel, sits on CPA.com's board of directors alongside former AICPA chairs.
What exactly does CPA.com sell — software, consulting, or both?
CPA.com sells a mix of proprietary technology, resold third-party platforms like Sage Intacct and Blue J, and professional-services consulting. Its revenue comes from technology subscription and implementation fees, as well as billable advisory engagements. The firm explicitly calls out 'consultative advice' and 'dedicated account management' as core offerings alongside the software.
Does CPA.com manage investment capital or function as a family office?
No. CPA.com does not manage third-party or proprietary investment capital. It is an operating business — a technology and professional-services company — that generates revenue by selling products and advisory to accounting firms. It does not function as a family office, asset manager, or institutional allocator.
What specific technologies has CPA.com built in-house?
The Dynamic Audit Solution (DAS) and the OnPoint A&A Suite are the two proprietary audit-software platforms actively marketed on its website. CPA.com also operates the .cpa domain registry as a global trusted domain for verified CPAs. Other referenced programs, including the Sage Intacct Accountants Program and Sales and Use Tax Advisor Program, appear to be partnership resale arrangements.
Who makes investment and strategy decisions at CPA.com?
President and CEO Erik Asgeirsson leads strategy and execution, supported by a leadership team that includes EVP Kalil Merhib (Growth & Professional Services), EVP Michael Cerami (Strategic Alliances), and COO Patrick Bonnaure. The board provides governance but operational and investment decisions ultimately rest with this executive team.
Does CPA.com disclose financial metrics like revenue, AUM, or headcount?
CPA.com does not publicly disclose revenue, assets under management, headcount, or any other financial metric. It is a private, for-profit affiliate with no public reporting obligation. Estimates are unavailable from verifiable primary sources.
What is CPA.com's geographic operational footprint?
The company lists four office locations on its contact page: New York (headquarters), Dexter, Michigan, Durham, North Carolina, and San Jose, California. The website offers no additional information about international operations or non-US personnel.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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