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We create Client Attraction Systems with our clients, which are tailored marketing systems that incorporate your total client life cycle. From your ideal prospect finding you, all the way to your referral marketing strategy. We create a tailored marketing system that supports the unique way your firm operates. Our facilitated processes give you confidence in your decisions. Our 4FP HighLevel all-i...

MS Consultants (MSC) provides a wide range of real estate tax services, including engineering based Cost Segregation Studies, 179D & 45L Energy-Efficient Certifications and Tangible Property Regulation Analysis. We recently celebrated 25 years of service, trust and excellence and since 1996, the directors of MSC have completed over 22,000 Cost Segregation Studies and thousands of 179D & 45...

At Fastrics, we specialize in empowering Chief Audit Executives (CAEs) with the resources they need to strengthen their IT audits, cybersecurity assessments, and SOX testing. Serving Fortune 1000 public companies, our tailored approach ensures you get high-quality, efficient support at reasonable rates, helping you meet deadlines, enhance oversight, and maintain compliance with confidence. Let us...

Boston Financial Management (BFM) is an independent, employee-owned wealth management firm providing investment management, financial planning, estate planning, and trust services to individuals, families, foundations, and not-for-profit organizations.

Gallagher Affinity is committed to servicing the insurance needs of MassCPA members. We specialize in Accountants Professional Liability Insurance, Cyber Liability Insurance and Business Insurance. We work with multiple insurance carriers to tailor a policy that addresses your scope of practice and costs that meet your budget. Gallagher also offers a group vision plan to MassCPA members.

EPSA USA partners with CPAs to help their clients unlock valuable tax incentives and credits, including the Research and Development (R&D) Tax Credit, 179D Energy-Efficient Commercial Building Deduction, and Section 174 amortization strategies. Our team of technical, legal, and financial experts ensures compliance with IRS guidelines while maximizing savings for your clients. By collaborating...

At Universal Registered Agents, we have everything you need to keep your company compliant.We understand the daily concerns of keeping your company compliant. At Universal Registered Agents, our dedicated team of experts across the country helps you with these concerns to make your job easier so that you can focus on doing what you do best – running your business.What We Can Do For YouURA is your...

Proxurve Solutions, founded in 2002, is a locally owned and operated firm that works with our clients to simplify technology in service of people.  ‘Proxurve’ is a combination of the word Proxy (to be your advocate) and Serve (to help or assist) – thus Proxurve Solutions. We serve our clients in the areas of Cybersecurity, AI Architecture, and Network Design and Management.

Automate your QuickBooks Online Finance Reporting in Excel! We help Accounting Firms, Outsourced CFO's & Advisors struggling with inflexible reporting refresh their finance data directly in Excel allowing them to build insightful, scalable reports more easily.

FTI Technology solves data-related business challenges, with expertise in legal and regulatory matters. As data grows in size and complexity, we help organizations better govern, secure, find, analyze and rapidly make sense of information. Innovative technology, expert services and tenacious problem-solving provide our global clients with defensible and repeatable solutions. Organizations rely on...

We founded AttorneySync to provide more transparent and accountable digital marketing services to law firms. We offer our services on a monthly basis, there are no long-term contracts, we are accountable for communicating value every month. We offer market exclusivity. We won't work with your local competition. We don't have conflicts with our clients. We are committed to delivering mean...

FI Strategies is a small but mighty consulting company with a unique suite of big personalized solutions for you and your organization. Simply stated, our mission is to help our financial institution clients be wildly successful by planning, growing, and creating outstanding experiences for their consumers and employees. Our engagement process allows us to get to know our clients thoroughly and be...

Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accountin...

.orgCommunity connects you to a vibrant network of association executives, entrepreneurs, and strategic partners dedicated to shaping the future of associations. When you join .orgCommunity you gain access to collaborative events, small group learning opportunities, and peer-to-peer counsel with trusted allies, mentors, and friends who share your passion for excellence.

.orgSource has been helping associations improve operational efficiencies and create growth strategies for more than 15 years. .orgSource was formed to help associations advance their missions by being a partner in their success.

Pay-as-you-go, affordable, flat fee retirement plan provider for small businesses and solopreneurs. As small business retirement pioneers, Ubiquity Retirement + Savings have been around for over 20 years. Unlike our competitors, our team has decades of combined experience working specifically in retirement and with small business clients. Longevity, sustainability, and expertise matter.

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000...

The Pramata enterprise grade contract AI platform gives you the power to use AI-driven contract management to solve business-critical challenges—like stopping revenue loss, reducing vendor costs, accelerating the contract lifecycle and ensuring compliance.

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