Wisconsin Association of Accountants

What Wisconsin Association of Accountants does

The Wisconsin Association of Accountants (WAA) is a member-driven professional association founded in 1955 and headquartered in Monroe, WI. It serves independent accountants and tax practitioners in private practice, including CPAs, EAs, ACAT credential holders, and uncredentialed preparers, with membership eligibility extended to practitioners in Wisconsin, Illinois, Minnesota, and Michigan. WAA is the Wisconsin chapter of the National Society of Accountants (NSA), giving members access to national advocacy and a broader professional network.

WAA's core product is continuing professional education (CPE) and tax-update seminars, delivered both in person through four regional chapters (Southeast, Southwest, Northeast, Northwest) and via live webinars using TaxSpeaker-produced content. The organization runs an annual state conference and maintains committees, peer-networking events, and social functions that anchor its member community. Operational technology consists of the MemberClicks membership management platform for renewals, event registration, and seminar delivery.

WAA monetizes through annual membership dues ($135 standard, $99 first-year), per-seminar fees ranging from approximately $90 to $325, and conference/event registration. As a non-profit professional association, financial data is not publicly disclosed; revenue is sustained by recurring dues plus transaction-based seminar participation across its regional chapters and webinar audiences.

Name

Wisconsin Association of Accountants

Legal name

Wisconsin Association of Accountants Inc.

Website

https://waainc.org

Company type

Private

Founded year

1955

Operating status

Operating

Headcount range

51–100 employees

Short description

The Wisconsin Association of Accountants is a non-profit professional membership association founded in 1955, serving independent CPAs, EAs, and tax practitioners across Wisconsin, Illinois, Minnesota, and Michigan with CPE seminars and regional chapter programs.

Ownership category

akta.pro rank

Headquarters

HQ city

Monroe

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership Dues: Annual membership dues are the primary revenue source. Active and Associate members pay $135/year, with first-year pricing at $99/year. The dues year runs July 1 through June 30, with proration available on a monthly basis for first-year members.
2. Seminar Registration Fees: Revenue generated from seminar registrations. Members receive discounts on seminars. Seminar rates vary by course length and content (e.g., $90-300 for members, $100-325 for non-members). The organization partners with TaxSpeaker for seminar content.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Wisconsin Association of Accountants (WAA) is a member-driven professional nonprofit organization serving independent accountants in private practice, including CPAs, enrolled agents, ACAT-accredited accountants, and un-credentialed tax preparers. The organization delivers membership services that include continuing professional education (CPE) seminars delivered via live webinars, networking opportunities across four regional chapters, legislative advocacy through affiliation with the National Society of Accountants (NSA), member-only discounts on business services, and access to professional liability insurance programs.

Product overview

The Wisconsin Association of Accountants is a member-driven professional organization serving independent accountants in private practice since 1955. The organization offers a unified membership platform providing core membership services including professional networking, advocacy, and member benefits. The portfolio includes seminars and live webinars for continuing professional education (CPE credits), the Tax Talk E-List discussion forum, professional liability insurance through Forrest T. Jones, the Accountant's Protection Plan, and various member discount programs for office supplies, identity protection, and tax software. The organization also provides a Find an Accountant public directory for member referrals.

Differentiator

Problem solved

Functional benefit

Products and services

• WAA Active Membership

Quantifiable outcome

• Members must earn 25 hours of CPE credits annually (no less than 5 hours in accounting), ensuring continuous professional development.
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core and minor.

• National Society of Accountants (NSA)coreStrategic or Co-development PartnerWAA is affiliated with the Washington D.C.-based National Society of Accountants (NSA), an organization approximately 13,000 strong with significant legislative influence. This affiliation provides WAA members with additional advocacy resources and professional development opportunities.
• TaxSpeaker (Bob Jennings)coreStrategic or Co-development PartnerWAA partners with TaxSpeaker for seminar content, utilizing expert speakers like Bob Jennings and Terry Bakker to deliver high-quality CPE courses on tax topics. The partnership includes affiliate discount links for members.
• Office Depot and Office MaxminorGTM or Marketing PartnerWAA has partnered with Office Depot and Office Max to offer members exclusive discounts on office supplies purchased online or in-store.
• Forrest T. Jones & CompanyminorChannel Partner/ Reseller/ DistributorProvides Accountants Professional Liability Insurance plans to WAA members. Contact: Ladonna Filler at 800-821-7303, ext. 1157.
• Get Net SetminorGTM or Marketing PartnerOffers WAA members 20% off on custom websites for accounting firms. Provides professional website design with mobile responsiveness and secure client portal.
• Legal Shield and ID ShieldminorGTM or Marketing PartnerIdentity theft protection and legal services offered as member discount programs to protect members' personal and business interests.
• Drake SoftwareminorGTM or Marketing PartnerTax preparation software vendor linked on WAA's resources page for member reference.
• QuickfinderminorGTM or Marketing PartnerTax and accounting reference material vendor linked on WAA's resources page.
• TASC (Total Administrative Services Corporation)minorGTM or Marketing PartnerAdministrative services vendor linked on WAA's resources page.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Market position

Weaknesses5 records

Competitive moat4 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/WisconsinAssociationOfAccountants
• LinkedInlinkedin.com/company/wisconsin-assn-of-accountants-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Wisconsin Association of Accountants