CPA2Biz Acquires Capital Professional Advisors

CPA2Biz announced today that it has acquired Capital Professional Advisors, Inc., the exclusive provider of financial services to 17 top public accounting firms in the U.S.

CPA2Biz Capital, as it will now be called, works with CPA firms to provide insurance, brokerage and investment advisory services through CPA firms to over 300,000 individual and small business clients totalling over $750 million in assets.

Doug Wright, President and COO of Capital Professional Advisors, Inc. As more and more CPA firms have migrated towards providing financial services to their clients, Capital Professional Advisors has positioned itself with many high profile, well-respected CPA firms as a partner to assist with the delivery of these client services.

Capital president Doug Wright is a seven year veteran in providing financial services opportunities to the accounting profession. "We saw this opportunity to become part of CPA2Biz as the perfect way to meet the increasing demand among CPAs and their clients for a broad portfolio of financial services," said Mr. Wright.

Upcoming CPE Webinars

Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.
Aug 28
Excel spreadsheets are often akin to the American Wild West, where users can input anything they want into any worksheet cell. Excel's Data Validation feature allows you to restrict user inputs to selected choices, but there are many nuances to the feature that often trip users up.