WHY JOIN PASBA?

PASBA is the national community for accounting firm owners who serve small businesses. We help you shift from working in your firm to working on your firm with the mindset of a CEO. As a member, you’ll gain access to proven resources, peer support, and practical strategies to grow your firm, increase profitability, and streamline operations—all while delivering exceptional client service.

National Meetings:

PASBA members gather each May and November at locations across the country to teach, share, and learn.

  • Spring Marketing & Technology Conference (May) – Focused on Marketing & Technology, with strategies and tools to help you attract clients and stay ahead of industry trends.
  • Fall Management Conference (November) – Dedicated to firm management, including production, staffing, leadership, and preparing for a successful tax season.
  • National Training Meeting (September)– Designed for your team members, with hands-on training in bookkeeping, management, and tech stack. 

Monthly Lunch & Learns:

Members enjoy free monthly Lunch & Learns, featuring practical insights and strategies from both industry experts and fellow members. Sessions cover a variety of topics relevant to running a successful accounting firm.

Resource Library:

Members have access to a comprehensive Resource Library that stores past conference handouts and recordings, Lunch & Learn recordings, and other educational content. Whether you missed a session or want to revisit key strategies, the library makes it easy to find practical resources whenever you need them.

Regional Meetings:

Regional meetings are an opportunity to gather with members in your area to discuss current industry initiatives, technology, marketing strategies, tax planning, and other important topics.  Schedule is determined by the attendees and CPE is offered FREE of charge with your membership.

  • California
  • Central
  • Colorado
  • Florida
  • Mid Atlantic
  • Southeast

Networking:

As a PASBA member, you’ll connect with a nationwide community of firm owners who prioritize leading their firms strategically. This network gives you the chance to share ideas, gain perspective, and learn from peers who have successfully navigated the challenges of running a firm. 

Blueprint For Success Series:

This foundational series offered to members consists of our Blueprint for Success classes and eight separate digital manuals:

  • Owners Manual
  • Manager Manual
  • Client Accounting Manual
  • Trainer Manual
  • Bookkeeping Training Manual
  • Payroll Training Manual
  • Client Payroll Manual
  • Sales & Marketing Manual – Vol 1 & Vol 2

Online Forum:

Connect quickly and easily with PASBA members nationwide. Ask questions, share insights, learn about industry hot topics to stay informed and get practical solutions.

Referral Website Listing:

Not only is the PASBA website filled with information to help you stay up-to-date, it also provides a referral listing of our members to the public. 

Vendor Discounts:

As a valued PASBA member, you have access to special offers and discounts from our Associate Members.