Pasba: Professional Association Of Small Business Accountants

What Pasba: Professional Association Of Small Business Accountants does

PASBA — the Professional Association of Small Business Accountants — is a U.S. nonprofit professional association headquartered at 4919 Lamar Ave., Mission, Kansas, that serves owners and team members of accounting firms focused on the small business market. Its membership footprint spans six regional chapters (California, Central, Colorado, Florida, Mid Atlantic, Southeast) and is described by the organization as 'hundreds' of accounting professionals. The association positions itself around the central challenge of moving small-firm accountants 'from working in their firm to working on it,' addressing firm management, profitability, staffing, marketing, technology adoption, and operational scalability through a structured curriculum and peer community.

The core product is the Blueprint for Success Series: eight proprietary digital manuals (Owners, Manager, Client Accounting, Trainer, Bookkeeping Training, Payroll Training, Client Payroll, and Sales & Marketing Vol 1 & Vol 2) delivered through a Blueprint Learning Management System that permits up to three logins per member firm. The technology platform is a Higher Logic-powered members-only online community that hosts an online forum, a Resource Library of conference recordings and Lunch & Learn archives, and integration with the public referral directory at smallbizaccountants.com. Member-facing engagement is layered through semi-annual national conferences (Spring Marketing & Technology in May, Fall Management in November), a National Training Meeting in September, monthly Lunch & Learn webinars, and regional meetings offering free CPE.

PASBA's business model is fundamentally subscription-based. Primary revenue is annual membership dues: new members pay $1,520 ($1,020 annual dues plus a $500 one-time Blueprint access fee), renewals are $1,020, and a prorated tier of $1,010 is available starting in November. A secondary Associate Membership tier for vendors costs $1,000 annually with no proration. Additional revenue streams include tiered vendor sponsorships (Premier Sponsors, Preferred Vendors, Friend of PASBA, Associate Members), conference exhibitor and sponsorship fees, and advertising in the quarterly PASBA Insider newsletter (rates from $100 for an 1/8 page to $495 for a full page). The association is governed by a member-elected Board of Directors, operated by a lean Central Office staff (1–10 employees) led by Executive Director Jordan Bennett, and managed under a Strategic Plan 2025–2030.

Name

Pasba: Professional Association Of Small Business Accountants

Legal name

Professional Association of Small Business Accountants

Website

https://pasba.org

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

PASBA is a U.S. nonprofit professional association for owners and team members of accounting firms serving small businesses, delivering the Blueprint for Success curriculum, a Higher Logic community platform, regional meetings, and national conferences on a recurring annual dues model.

Ownership category

akta.pro rank

Headquarters

HQ city

Mission

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, Infrastructure

Revenue model

1. Primary Membership Dues: Annual membership dues constitute the core revenue stream. Full new member initial fee is $1,520 ($1,020 annual dues + $500 one-time Blueprint for Success access fee). Prorated new member dues of $510 are available starting in November. Annual renewal is $1,020. Membership term runs July 1 through June 30.
2. Associate/Vendor Membership Fees: Vendors join as Associate Members for an annual fee of $1,000. Membership period is July 1 through June 30 with no proration. This provides vendors access to PASBA's network of accountants for sponsorship and networking opportunities.
3. PASBA Insider Advertising: PASBA Insider is a quarterly E-newsletter distributed to all members, prospective members, associate members, and advertising vendors. Vendors can purchase advertising at discounted rates: Full Page $495, 1/2 Page $250, 1/4 Page $125, 1/8 Page $100.
4. Conference Exhibitor Fees: Reduced exhibitor fees are available at Semi-Annual Conferences for Associate Members (does not apply to sponsorships). Full exhibitor and sponsorship fees provide additional revenue from vendor partners.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

PASBA is a membership-based professional association that sells annual memberships to owners of accounting firms serving small businesses. Members receive the Blueprint for Success Series (eight digital manuals plus an LMS), access to semi-annual national conferences, monthly Lunch & Learn webinars, regional meetings, an online peer forum, a resource library, and a public referral directory listing. A separate Associate Membership tier gives accounting industry vendors access to the PASBA community for sponsorship and networking.

Product overview

PASBA offers a membership-based professional community for small business accountants centered around the Blueprint for Success Series, which combines digital training manuals (8 titles covering operations, client services, training, and marketing) with a Learning Management System for team access. Members receive access to national semi-annual conferences, monthly virtual lunch & learn sessions, regional meetings, an online forum, resource library, and a public referral directory. The program also includes Associate Membership for vendors seeking network access and partnership opportunities.

Differentiator

Problem solved

Functional benefit

Products and services

• PASBA Membership (Small Business Accounting Firm Owner) Annual B2B membership sold to owners of accounting firms that serve small businesses, including $1,020 annual dues plus a $500 one-time Blueprint for Success access fee for new members and prorated $510 dues starting in November. Members receive the Blueprint for Success Series, LMS access, conference and webinar participation, regional meetings, online forum, and referral directory inclusion.
• Associate Membership for Vendors Vendor-tier membership at $1,000 annually (July 1 through June 30, no proration) granting access to PASBA's network of accounting firm owners for sponsorship, networking, reduced conference exhibitor fees, quarterly member listings, PASBA Insider subscription, and discounted newsletter advertising.
• PASBA National Conferences and Training Meeting Recurring member events including the Spring Marketing & Technology Conference (May), the Fall Management Conference (November), and a virtual National Training Meeting (September) for team training, all included with PASBA membership.
• Monthly Lunch & Learn Webinars Free monthly virtual sessions for PASBA members featuring industry experts and fellow members covering practical topics relevant to running a small business accounting firm.
• PASBA Regional Meetings In-person member gatherings organized across six U.S. regions (California, Central, Colorado, Florida, Mid Atlantic, Southeast) covering industry initiatives, technology, marketing, and tax planning with free CPE credits.
• PASBA Insider Newsletter Advertising Quarterly e-newsletter distributed to members, prospective members, associate members, and advertising vendors, with paid placements offered to vendors at $495 (full page), $250 (1/2 page), $125 (1/4 page), and $100 (1/8 page) per issue.

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

14 partnerships are on record, tiered core, secondary and minor.

• CanopycoreGTM or Marketing PartnerCanopy is a Premier Sponsor of PASBA. As a sponsor, Canopy receives prominent placement on the PASBA Premier Sponsors page, visibility at semi-annual conferences, and access to PASBA's network of accounting firm owners. Contact: Jake Godfrey, [email protected].
• ExecupaycoreGTM or Marketing PartnerExecupay is a Premier Sponsor of PASBA. As a sponsor, Execupay receives visibility at PASBA events and access to the PASBA member community for networking and business development. Contact: April Ferrera, [email protected].
• Quount (Qount)coreGTM or Marketing PartnerQuount is a Premier Sponsor of PASBA. As a sponsor, Quount is featured on the Premier Sponsors page and has speaking/sponsorship opportunities at PASBA events. Contact: Uday Koorella, [email protected].
• SkillAbility (MyTaskLMS)coreTechnology or IntegrationSkillAbility (operating MyTaskLMS) is a Premier Sponsor of PASBA. The company provides learning management system services relevant to PASBA's Blueprint training programs. Contact: Chris Haugen, [email protected].
• TrusscoreTechnology or IntegrationTruss is a Premier Sponsor of PASBA, providing technology solutions to accounting firms. As a sponsor, Truss is featured at PASBA conferences and events. Contact: Marcus Guerra, [email protected].
• Alternate Tax SolutionssecondaryGTM or Marketing PartnerAlternate Tax Solutions is listed as a Preferred Vendor of PASBA. The company offers tax-related services to PASBA members. Contact: Andrew Parrish, [email protected].
• XerosecondaryTechnology or IntegrationXero is listed as a Preferred Vendor of PASBA, offering accounting software to PASBA member firms. Contact: Molly Garcia, [email protected].
• isolvedsecondaryTechnology or Integrationisolved is listed as a Preferred Vendor of PASBA, providing HCM (Human Capital Management) technology solutions to accounting firms. Contact: Josh Barilar, [email protected].
• RightworkssecondaryTechnology or IntegrationRightworks is listed as a Preferred Vendor of PASBA, providing technology solutions to accounting firms. Contact: Reagan Rogers, [email protected].
• McGowan Professional LiabilityminorGTM or Marketing PartnerMcGowan Professional Liability was named the 2026 Vendor of the Year by PASBA, recognizing its service and support to the PASBA community. The company provides professional liability insurance to accountants. Contact available via the McGowan Professional Liability website.
• AnalytixminorGTM or Marketing PartnerAnalytix is an Associate Member of PASBA, listed among vendors providing services to accounting firms. Contact via the PASBA Associate Members page.
• CanopycoreGTM or Marketing PartnerCanopy appears both as a Premier Sponsor and as an Associate Member of PASBA, indicating a multi-level partnership providing practice management software to PASBA members.
• Profit First ProfessionalsminorGTM or Marketing PartnerProfit First Professionals is an Associate Member of PASBA, offering the Profit First financial methodology services to accounting firms. Listed among PASBA's vendor ecosystem.
• Guardian SolutionsminorGTM or Marketing PartnerGuardian Solutions (Daniel Lavinder) was named the 2026 New Member of the Year by PASBA, indicating active engagement with the PASBA community as a firm providing CFO and financial services.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• The Woodard Group: Provides coaching, training, and community programs for accounting firm owners, addressing firm growth, leadership, and management. Comparable to PASBA's Blueprint for Success methodology and firm-owner focus, with similar training-and-community business model.

Broad incumbents

• AICPA (American Institute of CPAs): The largest US accounting professional association, AICPA serves CPAs broadly (including small business owners) with extensive CPE, advocacy, and resources. PASBA competes for the same population of accountants but with a much narrower, more vertically focused offering on small business firm management.
• AICPA ENGAGE / Conferences: AICPA's flagship annual conference for CPAs and accounting professionals, providing CPE, networking, and vendor exposition. Comparable to PASBA's semi-annual national conferences as a member-engagement touchpoint, but at much larger scale.

Others

• Karbon: Cloud-based practice management platform built for accounting firms, and a Friend of PASBA partner. Comparable as a technology provider serving PASBA's member firms, not as a direct peer but as a key vendor in the ecosystem.
• Canopy: Practice management and client accounting software for accounting firms, and a Premier Sponsor of PASBA. An ecosystem partner rather than a direct peer, but deeply integrated into the PASBA member experience they help fund.
• CPA Practice Advisor / Accounting Today: Industry media and resource platform for accounting professionals, providing news, education, and vendor reach to small business accounting firms. Comparable adjacent ecosystem as PASBA's PASBA Insider newsletter and Resource Library.
• Intuit ProConnect: Tax and accounting software suite for professional accountants serving small businesses, including ProConnect Tax Online and QuickBooks Online Accountant. Comparable end-customer base (small business accountants) and revenue model (subscription), though operating as a software vendor rather than a membership association.

Direct peers

• National Society of Accountants (NSA): National professional association specifically serving accountants who work with small businesses and individuals, with a focus similar to PASBA's small business accountant niche. Directly comparable in target market, membership model, and continuing education offerings.
• IMA (Institute of Management Accountants): Global professional association for management accountants and financial professionals, with membership dues, certifications, and a similar dues-based revenue model. Operates in adjacent accounting professional space with overlapping service offerings (CPE, networking, advocacy).

Regional players

• California Society of CPAs (CalCPA): Large state-level CPA society providing membership, CPE, and networking to accountants in California — one of PASBA's six active regions. Comparable in operating model (dues-based, events, peer networking) but with a geographic constraint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/pasbaaccountant
• LinkedInlinkedin.com/company/professional-association-of-small-business-accountants

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Pasba: Professional Association Of Small Business Accountants