Be an Ally.

Grow the Club. Shape the profession. Earn rewards and recognition while supporting the next generation of CPAs.

How CPAClub Ally Works

1. Open the Door

Know a firm or company that belongs in the Club? Help us start the conversation.

2. Make a Referral

Share their name and contact info through our referral form or by emailing ally@cpaclub.cpa

3. We'll Reach Out

Our crew will connect with them directly and keep you posted.

4. Unlock the Rewards

Enjoy exclusive savings and curated experiences when they join.

5. Support Future CPAs

Each referral helps fund the CPAClub Scholarship Program

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Firm of the Year

Thank you to CalCPA for recognizing our innovation and impact. We’re proud to support our passholders and grateful to our crew and allies who help bring our vision to life every day.

What’s in It for You? 

When you refer others to CPAClub, you help advance the profession and receive recognition in return. Each successful referral unlocks exclusive perks, curated experiences, and scholarships that support the next generation.

Ally Rewards

As your Ally rank grows, so do your rewards. You unlock greater savings, standout experiences, and deeper support for future CPAs.

1-2 Referrals
  • 5% savings on CPAClub passes
  • Premium Experience Gift Box
  • $100 donation to CPAClub Scholarship Fund

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  • 10% savings on CPAClub passes
  • Bucketlist Experience Gift Box
  • $250 donation to CPAClub Scholarship Fund 

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  • 15% savings on CPAClub passes
  • Ultimate Experience Gift Box
  • $500 donation to CPAClub Scholarship Fund

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  • 20% savings on CPAClub passes
  • Once in a Lifetime Experience Gift Box
  • $1,000 donation to CPAClub Scholarship Fund

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Ally Rank

Climb the ranks as your referrals grow:

White Star Ally

1–2 lifetime referrals

Blue Star Ally

3-5 lifetime referrals

Silver Star Ally

6-9 lifetime referrals

Gold Star Ally

10+ lifetime referrals

Recognizing
Our Allies

The CPAClub Ally program is powered by those who believe in our mission and help expand our reach by referring firms and companies to CPAClub. Each Ally advances the profession through connection, generosity, and shared purpose—and we proudly recognize them here.

Each Ally earns recognition for every successful lifetime referral. Their current rank—White, Blue, Silver, or Gold Star Ally—is reflected by the color of the star icon, accompanied by their total number of referrals.

Gary Krausz
Gursey Schneider
White Star Ally
1
Steve Schurhamer
Harrington, Langer & Associates
White Star Ally
1
Kristel Maikranz
AGT CPAs & Advisors
White Star Ally
1
Dennis Batin
Synaptic Medical
Blue Star Ally
3

Frequently Asked Questions

Anyone who supports our mission. Whether you are a current or past passholder, an accounting professional, or someone connected to the profession—such as a lawyer, banker, or consultant—you are welcome to refer a firm or company that could benefit from CPAClub. 

Accounting firms or companies that may benefit from our support across audit and assurance, accounting and advisory, quality management, training and transformation, or regulatory and risk. If we can help them, they are a great fit for the Club. 

You can simply fill out our referral form or email the name and contact information of your referral to ally@cpaclub.cpa.

A referral is successful once the referred accounting firm or company becomes a Crew, Chiefs, Captains, Command, Compass Plus, or Compass Max passholder and submits payment.

Experience gift boxes are fulfilled shortly after each confirmed referral.

 

Scholarship donations are pooled and distributed through the CPAClub Scholarship Fund at least once per year.

 

Pass savings begin as soon as your referral is confirmed and last for 12 months from that date. Each additional confirmed referral extends savings for another 12 months at your current rank (or upgrades you if you move up a rank).

Once you earn a rank—White, Blue, Silver, or Gold Star Ally—you keep it. Rank is lifetime based on total confirmed referrals and does not reset. Pass savings are activity-based and renew for 12 months with each new confirmed referral.

Yes. You can earn rewards gradually. Each referral counts toward your lifetime total and unlocks additional benefits as you reach new ranks. Your Ally rank and benefits grow as your total referrals increase over time.

You can still earn all Ally rewards, including experience gift boxes and scholarship donations. For pass savings, you may gift your eligible discount to the firms or companies you refer, provided they become a Crew, Chiefs, Captains, Command, Compass Plus, or Compass Max passholder. Each referred passholder can receive up to 5% in gifted savings for 12 months following their confirmed referral. If they later become an Ally themselves, their own rewards will replace any gifted savings—benefits cannot be stacked.

Experience Gift Boxes are curated gifts that allow you to choose one activity from thousands of options around the world—ranging from relaxing getaways to once-in-a-lifetime adventures.

We currently use Tinggly, a global gift-solution company, to fulfill these experiences. You’ll receive a digital voucher or physical box to redeem for the experience of your choice. We reserve the right to substitute the box for a comparable gift if needed.

For each successful referral, CPAClub allocates funds toward our Scholarship Fund. These donations are pooled and distributed at least once a year to support future CPAs.

Yes. You’ll receive confirmation for each successful referral. We also recognize Allies on our website, showing your Ally rank and the number of stars you’ve earned based on your lifetime total.

No. Ally discounts, Annual Pass savings, Command Pass savings, and other promotional offers cannot be combined. If you qualify for more than one, we will apply the single highest discount available.

Yes. CPAClub follows AICPA guidance on referral fees. If a benefit—such as a discount, gift, donation, or recognition—is provided in connection with a referral, we disclose that to the referred party through our services agreement. To comply with professional ethics, no referral benefits are provided in connection with attest engagements.

Yes. While we’re committed to recognizing and rewarding our Allies, CPAClub reserves the right to adjust the structure, benefits, or terms of the Ally program at any time. Any changes will be made with fairness in mind and communicated clearly.

What Our Passholders Are Saying 

“Fantastic service provider. Instrumental in reducing our compliance risk. Very responsive and knowledgeable.”
Sam Salty
Global Managing Partner, GuzmanGray

More Ways to Be an Ally

Even if you don’t have someone to refer right now, you can still help others discover the Club. Leaving a 5-star review on Google is another way to expand our reach and amplify our mission.

If you’ve had a great experience, we’d be honored if you’d share it. Your words help others understand the impact of what we’re building and why it matters.

A Recognized Leader in the Profession

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CalCPA Firm of the Year

Thank you to our passholders, crew, and allies. See why they trust us to lead the way.