Client Accounting Services (CAS)

WHY SHOULD YOU JOIN THE ITA?

IN ORDER TO QUALIFY AS A CLIENT ACCOUNTING MEMBER, YOU MUST:

  • Be the Client Accounting Services (CAS ) leader of a firm with at least $10M in revenue or a Top 100 CPA firm, or directly report to that person.
  • Have a demonstrated track record for delivering high quality and cost-effective accounting and advisory services to your customer base.
  • Be willing to share your experiences with, as well as learn from the experiences of fellow ITA members.
  • Endorse and agree to abide by the ITA Code of Professional Conduct.

WHY SHOULD YOU JOIN THE ITA?

As an ITA Client Accounting Services (CAS) member, you and your firm would enjoy these benefits:

  • Prepaid Attendance by one firm member at our Spring Collaborative Meeting to network with and learn from the leaders of similar organizations and other leading industry partners and vendors in premier settings with first-class accommodations.
  • Unlimited additional attendees for Spring or Fall Collaborative at the standard member registration fee.
  • Participation in, and access to, specific peer firm Benchmarking exercises and data, sharing of CAS technology Best Practices, and the ability to “pick the brains” of industry leaders.
  • Access to current, real-world market intelligence (“first mover” advantage) through vendor product direction presentations and technical information, as made available to members at our meetings, via our website, and by contacts with your peers.
  • Receive strategic updates and discussions on the leading infrastructure technology roadmaps from ITA member users and leading vendors in the market.
  • Special access to ITA Members Only information on the ITA website.
  • Opportunities to speak at ITA events and participate in ITA leadership roles and committees, as available. 
  • Enjoy the opportunity to promote your firm’s skill sets, experiences, and accomplishments to the profession’s leading firms.  
  • The ability to enhance your business, your network, and your skills and have fun while doing it!   ttendance at two events per year to network with similar organizations and other leaders of similar organizations and other leading industry partners in premier settings with first-class accommodations.
  • Access to current, real-world market intelligence (“first mover” advantage) through benchmarking, best practices and demographic information made available to members at our meetings and via our website.
  • Updates on the leading infrastructure technologies by leading vendors in the market.
  • Opportunities to partner with other ITA firms to deliver larger and more complex solutions to your clients.
  • Special access to ITA Members Only information on the ITA website.
  • Opportunities to speak at ITA events and participate in ITA leadership roles and committees, as available. 
  • The ability to promote your firm’s skill sets, experiences and accomplishments to the profession’s leading firms.  
  • The ability to enhance your business, your network and your skills and have fun while doing it!

HOW CAN I TAKE MAXIMUM ADVANTAGE OF MY ITA MEMBERSHIP?

When you become an ITA member,  you affiliate yourself with a highly recognized and respected community of Accounting and IT professionals. To maximize the ITA’s brand recognition, member firms are encouraged to:

  • Participate actively in the ITA. You will benefit from the incredible resources and networking opportunities by getting involved.
  • Link your website to the ITA website.
  • Actively network with other ITA members.
  • Use the ITA logo as described in the ITA Logo Usage Guidelines on your firms believe it has marketing value.

IN ORDER TO QUALIFY AS A CR PRACTICE FIRM MEMBER, YOU MUST:

  • Provide business application products and/or services to the SMB market.
  • Have a good-standing relationship with a significant IT vendor.
  • Be sponsored by an existing ITA member or member of the ITA staff or Board.
  • Have achieved professional recognition for IT consulting excellence.
  • Demonstrate a history or track record in delivering quality services.
  • Employ professionals who have demonstrated a willingness to serve in volunteer capacities to further the IT profession.
  • Endorse and agree to abide by the ITA Code of Professional Conduct.
Click Here to Inquire About ITA Membership

WHEN YOU MEET OUR MEMBERSHIP CRITERIA AND ARE APPROVED, THEN:

  • Submit your one-time enrollment fee and agree to pay your first years annual fee at September 1 each year. Currently fees are $2,500.
  • Agree to abide by the ITA Code of Professional Conduct.