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Montana Society of CPAs

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Namestring
Montana Society of CPAs
Legal namestring
The Montana Society of Certified Public Accountants
Websiteurl
mscpa.org
Company typeenum
Private
Founded yearint
1913
Short descriptiontext

The Montana Society of CPAs (MTCPA) is a nonprofit professional membership association serving licensed CPAs and accounting students in Montana through membership dues, continuing professional education, advocacy, peer review, and a public CPA directory.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersHelena, United States
HQ citystring
Helena
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
professional association, continuing professional education, CPA membership, accounting advocacy, peer review services
NAICS code2 codes
  • Business Associations813910
  • Professional Organizations81392
SIC code1 code
  • Services-Membership Organizations8600
Product category
Professional Association Services
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model3 records
1Membership Dues
TypeSubscription Recurring
Description

Annual membership dues from CPAs and accounting professionals in Montana. Members pay dues to access benefits including CPE, advocacy representation, networking, and member resources.

montana.cpa
2CPE and Event Fees
TypeSubscription Recurring
Description

Revenue from continuing professional education courses, conferences, webinars, and on-demand CPE subscriptions. Includes specialized conferences such as Farm & Ranch, Fraud & Industry, and Governmental events.

montana.cpa
3Sponsorship and Advertising
TypeAdvertising
Description

The organization offers sponsorship and advertising opportunities to vendors and businesses seeking visibility among Montana CPAs and accounting professionals.

montana.cpa
Marketing channels10 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels5 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Marketing or Sales, Technology or R&D
Pricing details3 tiers
1Individual CPA Membership
ModelSubscriptionBilling cadenceAnnual
Notes

Annual membership dues for certified public accountants. Specific rates available to members through 'My Dues' portal.

montana.cpa
2Student Membership
ModelSubscriptionBilling cadenceAnnual
Notes

Discounted membership rates for undergraduate students pursuing accounting careers.

montana.cpa
3Anytime CPE Subscription
ModelSubscriptionBilling cadenceAnnual
Notes

On-demand CPE subscription offering continuing professional education courses for members.

montana.cpa
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

The Montana Society of CPAs (MTCPA) is a nonprofit professional membership association founded in 1913 that serves Certified Public Accountants in Montana. It delivers membership services, continuing professional education (CPE) courses, conferences, peer review programs, legislative advocacy, and a public Find-a-CPA directory to support CPAs and the accounting profession statewide.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

The Montana Society of CPAs operates as a unified professional association offering membership services, CPE/continuing education, and member resources. The core offering is membership which provides access to the My MTCPA member portal, Find a CPA directory, CPE catalog, advocacy representation, peer review services, and the Knowledge Hub. CPE is delivered through multiple formats including LIVE in-person, VIRTUAL webcasts, On-Demand self-study subscriptions, and Chapter Events. The society also organizes annual conferences (Annual, Governmental, Farm & Ranch, Fraud & Industry) and supports future CPAs through student membership, scholarships, and internship programs.

Product and service7 records
1CPA Membership
CategoryMembership
Description

Annual membership in the Montana Society of CPAs for individual Certified Public Accountants, providing access to the member community, member benefits, and chapter participation.

2Continuing Professional Education (CPE)
3Annual Conference
4Find a CPA Directory
5Peer Review Program
6Legislative Advocacy
7Chapter Events and Networking
Scale indicator1 record

Each record includes

Type, Value, Description, Source

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

TXCPA mirrors MTCPA's offering (membership, CPE, advocacy, peer review, Find a CPA) at Texas scale. Directly comparable business model and member services.

TypeOthers
Description

NASBA is the umbrella body for state boards of accountancy. It is adjacent to MTCPA rather than directly competitive, as MTCPA represents CPAs while NASBA coordinates the licensing boards MTCPA engages with on advocacy.

3Colorado Society of CPAs (COCPA)
TypeDirect peer
Description

COCPA is a Mountain West state CPA society with a similar rural-urban mix as MTCPA, offering the same membership, CPE, and advocacy services. Comparable peer at similar scale.

TypeDirect peer
Description

ICPAS is a state-level CPA membership organization with the same product mix as MTCPA: dues, CPE, advocacy, and peer review. Comparable structure and value proposition.

TypeDirect peer
Description

CalCPA is the largest state CPA society in the US, offering the same core model as MTCPA: membership dues, CPE delivery, advocacy, peer review, and a CPA directory. It is the most operationally comparable peer, scaled to California's market.

TypeBroad incumbent
Description

AICPA is the national CPA association that MTCPA members typically also belong to. It is a broad incumbent offering overlapping CPE, advocacy, ethics, and standards work, but at a national rather than state-society level.

TypeBroad incumbent
Description

IMA is a broader accounting and finance professional association offering membership, certification (CMA), and CPE. It overlaps with MTCPA's membership/CPE model but targets management accountants rather than licensed CPAs.

TypeDirect peer
Description

NYSSCPA operates the same membership, CPE, advocacy, and peer review model as MTCPA, just at New York scale. It is a direct functional peer with similar product structure and customer base.

TypeDirect peer
Description

FICPA offers membership, CPE, advocacy, and peer review services to Florida CPAs, structurally identical to MTCPA's model. Direct peer in business model and customer type.

TypeDirect peer
Description

WSCPA provides the same suite of state-society services (membership, CPE, advocacy, peer review) as MTCPA, with comparable Pacific Northwest/mountain region CPA demographics.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Montana Society of CPAs

Professional Association Servicesmscpa.org

The Montana Society of CPAs (MTCPA) is a nonprofit professional membership association serving licensed CPAs and accounting students in Montana through membership dues, continuing professional education, advocacy, peer review, and a public CPA directory.

Montana Society of CPAs firmographics

Firmographics
Name
Montana Society of CPAs
Legal name
The Montana Society of Certified Public Accountants
Website
https://mscpa.org
Company type
Private
Founded year
1913
Operating status
Operating
Headcount range
1–10 employees
Short description
The Montana Society of CPAs (MTCPA) is a nonprofit professional membership association serving licensed CPAs and accounting students in Montana through membership dues, continuing professional education, advocacy, peer review, and a public CPA directory.
Ownership category
akta.pro rank

Where Montana Society of CPAs is headquartered

Location

Headquarters

HQ city
Helena
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Montana Society of CPAs business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

  1. Membership Dues: Annual membership dues from CPAs and accounting professionals in Montana. Members pay dues to access benefits including CPE, advocacy representation, networking, and member resources.
  2. CPE and Event Fees: Revenue from continuing professional education courses, conferences, webinars, and on-demand CPE subscriptions. Includes specialized conferences such as Farm & Ranch, Fraud & Industry, and Governmental events.
  3. Sponsorship and Advertising: The organization offers sponsorship and advertising opportunities to vendors and businesses seeking visibility among Montana CPAs and accounting professionals.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualIndividual CPA Membership
SubscriptionAnnualStudent Membership
SubscriptionAnnualAnytime CPE Subscription

Go-to-market motion2 records

Distribution channels5 records

Marketing channels10 records

Montana Society of CPAs product offering

Product offering

Core offering

The Montana Society of CPAs (MTCPA) is a nonprofit professional membership association founded in 1913 that serves Certified Public Accountants in Montana. It delivers membership services, continuing professional education (CPE) courses, conferences, peer review programs, legislative advocacy, and a public Find-a-CPA directory to support CPAs and the accounting profession statewide.

Product overview

The Montana Society of CPAs operates as a unified professional association offering membership services, CPE/continuing education, and member resources. The core offering is membership which provides access to the My MTCPA member portal, Find a CPA directory, CPE catalog, advocacy representation, peer review services, and the Knowledge Hub. CPE is delivered through multiple formats including LIVE in-person, VIRTUAL webcasts, On-Demand self-study subscriptions, and Chapter Events. The society also organizes annual conferences (Annual, Governmental, Farm & Ranch, Fraud & Industry) and supports future CPAs through student membership, scholarships, and internship programs.

Differentiator

Problem solved

Functional benefit

Products and services

  • CPA Membership Annual membership in the Montana Society of CPAs for individual Certified Public Accountants, providing access to the member community, member benefits, and chapter participation.
  • Continuing Professional Education (CPE)
  • Annual Conference
  • Find a CPA Directory
  • Peer Review Program
  • Legislative Advocacy
  • Chapter Events and Networking

Companies that use Montana Society of CPAs

Customer profile

Segments3 records

Ideal customer profiles3 records

Montana Society of CPAs technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Montana Society of CPAs partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Montana Society of CPAs competitors and assessment

Company assessment

Direct peers

  • Texas Society of CPAs (TXCPA): TXCPA mirrors MTCPA's offering (membership, CPE, advocacy, peer review, Find a CPA) at Texas scale. Directly comparable business model and member services.
  • Colorado Society of CPAs (COCPA): COCPA is a Mountain West state CPA society with a similar rural-urban mix as MTCPA, offering the same membership, CPE, and advocacy services. Comparable peer at similar scale.
  • Illinois CPA Society (ICPAS): ICPAS is a state-level CPA membership organization with the same product mix as MTCPA: dues, CPE, advocacy, and peer review. Comparable structure and value proposition.
  • California Society of CPAs (CalCPA): CalCPA is the largest state CPA society in the US, offering the same core model as MTCPA: membership dues, CPE delivery, advocacy, peer review, and a CPA directory. It is the most operationally comparable peer, scaled to California's market.
  • New York State Society of CPAs (NYSSCPA): NYSSCPA operates the same membership, CPE, advocacy, and peer review model as MTCPA, just at New York scale. It is a direct functional peer with similar product structure and customer base.
  • Florida Institute of CPAs (FICPA): FICPA offers membership, CPE, advocacy, and peer review services to Florida CPAs, structurally identical to MTCPA's model. Direct peer in business model and customer type.
  • Washington Society of CPAs (WSCPA): WSCPA provides the same suite of state-society services (membership, CPE, advocacy, peer review) as MTCPA, with comparable Pacific Northwest/mountain region CPA demographics.

Others

Broad incumbents

  • AICPA & CIMA: AICPA is the national CPA association that MTCPA members typically also belong to. It is a broad incumbent offering overlapping CPE, advocacy, ethics, and standards work, but at a national rather than state-society level.
  • IMA (Institute of Management Accountants): IMA is a broader accounting and finance professional association offering membership, certification (CMA), and CPE. It overlaps with MTCPA's membership/CPE model but targets management accountants rather than licensed CPAs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Montana Society of CPAs social profiles

Digital presence

Montana Society of CPAs financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Montana Society of CPAs leadership team

Management profile

Number of profiles

Profiles1 record

Montana Society of CPAs funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Montana Society of CPAs M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Montana Society of CPAs

What does Montana Society of CPAs do?

The Montana Society of CPAs (MTCPA) is a nonprofit professional membership association founded in 1913 that serves Certified Public Accountants in Montana. It delivers membership services, continuing professional education (CPE) courses, conferences, peer review programs, legislative advocacy, and a public Find-a-CPA directory to support CPAs and the accounting profession statewide.

Is Montana Society of CPAs a public or private company?

Montana Society of CPAs is a private company. It is classified as nonprofit foundation owned and is currently operating.

When was Montana Society of CPAs founded?

Montana Society of CPAs was founded in 1913. It employs 1 to 10 people.

Where is Montana Society of CPAs based?

Montana Society of CPAs is headquartered in Helena, United States, in the North America region.

How does Montana Society of CPAs make money?

Three revenue lines are on record. Membership Dues are the primary driver. The others are CPE and Event Fees and sponsorship and Advertising.

Who are Montana Society of CPAs's main competitors?

Direct peers on record are Texas Society of CPAs (TXCPA), Colorado Society of CPAs (COCPA), Illinois CPA Society (ICPAS), California Society of CPAs (CalCPA), New York State Society of CPAs (NYSSCPA), Florida Institute of CPAs (FICPA) and Washington Society of CPAs (WSCPA). National Association of State Boards of Accountancy (NASBA) is listed as an others. Broad incumbents are AICPA & CIMA and IMA (Institute of Management Accountants).

Does Montana Society of CPAs have an API?

No public API is recorded for Montana Society of CPAs.

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