Members of the HK Alliance enjoy the following exclusive benefits:
Don’t reinvent the wheel! Our member firms readily share with each other the practices excelling at their firms.
Shared Resources and Services
Our firms leverage each other's strengths, niches and resources to optimize each of our own firm's operations and menu of services.
Through our events, website, monthly newsletter and contact with HK Alliance, staff and members share articles, tidbits, insights and presentations on the most pressing topics in our industry.
The HK Alliance has formed strategic partnerships with several preferred providers that give favorable rates to our member firms.
HK Alliance continuously negotiates group discounts with vendors for our member firms.
Due to independence issues, geography constraints or lack of services, sometimes firms may decide to build relationships for referrals with each other. (Please note that the alliance itself may not facilitate referral programs.)
Every fall, the HK Alliance hosts a forum for our member firms to meet each other, share best practices, learn from each other and our subject matter experts, and build relationships. Invitation to this event is for HK Alliance member firms only.
Annual Partners Roundtable Meeting
On the morning of the first day of the Avantax Elevate conference, an exclusive roundtable meeting is held for the partners of HK Alliance firms. It is a high-level discussion on CPA firm issues, giving each participant innovative ideas and solutions to take back to their firms.
Succession Planning Many of our member firms are looking to acquire other firms or sell their firm in the future. The HK Alliance can help facilitate firms that have similar goals for succession planning.