What CPA Network does

Infinity CPA Network is a private, founder-led professional association operating from Suwanee, United States, that connects CPA firms with vetted attorneys, bankers, insurance professionals, and investment professionals to deliver collaborative advisory services. The network organizes Continuing Professional Education (CPE) events focused on industry challenges and facilitates a referral framework that allows member firms to extend their service offerings into retirement planning, estate planning, life insurance planning, and Social Security planning without building those capabilities in-house. The platform is positioned as a forum for knowledge sharing, best-practice distribution (planning, marketing, technology), and practice management improvement among member professionals.

The business is structured around subscription/membership fees paid by CPA firms and financial professionals, making it a recurring-revenue professional network rather than a software product. There is no proprietary technology platform; the company operates as a relationship-mediated association with a basic GoDaddy-built website, a single public contact (Larry, [email protected]), and a single phone line. Go-to-market is sales-led, relying on direct outreach and relationship-building rather than digital marketing channels or paid acquisition.

The company is small (1-10 employees) with no disclosed funding, parent company, acquisitions, or institutional backing. Service delivery is human-mediated and collaboration-driven, and the network's value proposition rests on the curated cross-disciplinary partner ecosystem and the referral pathways it establishes among members. Revenue, member count, and pricing are not publicly disclosed.

Name

CPA Network

Legal name

Infinity CPA Network

Website

https://infinitycpanetwork.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Infinity CPA Network is a private, founder-led professional membership network that connects CPA firms with vetted attorneys, bankers, insurance, and investment professionals, offering collaborative advisory services and CPE education for retirement, estate, life insurance, and Social Security planning.

Ownership category

akta.pro rank

Product category

Professional Accounting Network Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)

akta.pro secondary industries

Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Professional CPA network
• Financial planning collaboration
• CPA referral framework
• CPE education events
• Accounting practice expansion

Headquarters

HQ city

Suwanee

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Network Membership: The network generates revenue through membership fees paid by CPA firms and financial professionals who join the network to access collaborative benefits, referral frameworks, CPE education, and shared best practices.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Infinity CPA Network operates as an educational and collaboration network for Certified Public Accountants (CPAs) and financial professionals, enabling member firms to expand client services into retirement planning, estate planning, life insurance planning, and Social Security planning through vetted referral pathways, shared best practices, and CPE educational events. The network connects CPAs with vetted attorneys, bankers, insurance professionals, and investment professionals to deliver integrated tax and financial planning advisory services.

Product overview

Infinity CPA Network is a collaborative network for CPAs and financial professionals that offers a unified suite of advisory services rather than a traditional software product. The core offerings include Retirement Planning (integrating tax and financial planning), Estate Planning (with tax law expertise), Life Insurance Planning, and Social Security Planning. These services are delivered through collaboration among member firms, with access to vetted attorneys, bankers, insurance, and investment professionals, supplemented by CPE educational events and shared best practices.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning
• Estate Planning
• Life Insurance Planning
• Social Security Planning
• CPA Network Membership

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• Vetted Attorneys NetworkcoreStrategic or Co-development PartnerThe network provides member CPA firms with access to a curated network of vetted attorneys for collaborative client service, particularly in estate planning and other legal matters requiring attorney involvement.
• Bankers NetworkcoreStrategic or Co-development PartnerMember CPA firms have access to vetted banking professionals for collaborative financial planning and wealth management services for shared clients.
• Insurance Professionals NetworkcoreStrategic or Co-development PartnerThe network facilitates collaboration between CPA firms and vetted insurance professionals for life insurance planning, estate planning protection, and legacy planning services.
• Investment Professionals NetworkcoreStrategic or Co-development PartnerMember firms access a network of vetted investment professionals to support retirement planning, portfolio management, and comprehensive financial planning integration with tax services.

Scale indicators1 record

Recent moves3 records

Expansion highlights2 records

Emerging players

• RightCapital: A financial planning software platform widely used by CPA firms and financial advisors for retirement, tax, and estate planning. Comparable to Infinity CPA Network because it serves the same CPA+financial advisor intersection with tools that enable integrated financial planning services.
• Kitces.com: A leading independent resource for financial planning practitioners offering research, education, and a paid member community. Comparable to Infinity CPA Network as a content- and education-driven platform that helps financial professionals deepen their expertise and serve clients more comprehensively.
• Holistiplan: A tax and retirement planning software platform used heavily by CPA firms to deliver financial planning services to clients. Comparable to Infinity CPA Network because it directly addresses the same CPA-firm pain point of expanding service offerings into retirement and financial planning.

Broad incumbents

• CFP Board: The certifying body for CFP professionals in the US, setting education, examination, and ethics standards and providing ongoing CE resources. Comparable to Infinity CPA Network because it is a profession-shaping institution that drives continuing education and engagement among financial professionals.
• AICPA (American Institute of CPAs): The largest US professional membership organization for CPAs, offering CPE, credentials, and member resources. Comparable to Infinity CPA Network because it serves the same core CPA audience with education and professional community, but at vastly greater scale and breadth.
• The American College of Financial Services: A non-profit educational institution offering professional certifications, designations, and CE for financial services professionals. Comparable to Infinity CPA Network because it serves the same financial professional audience with continuing education and credential-aligned learning.

Direct peers

• XY Planning Network: A network for next-generation fee-only financial advisors offering community, compliance support, and practice resources on a recurring membership basis. Directly comparable as a subscription-based professional network explicitly designed to help financial advisory practices expand and collaborate.
• NAPA (National Association of Plan Advisors): A membership organization focused on retirement plan advisors, providing education, conferences, and a peer community. Comparable to Infinity CPA Network as a vertical professional network built around education and collaboration for advisors serving a defined client niche.
• Financial Planning Association (FPA): A membership-based professional association for financial planners that delivers CE/CPE education, peer communities, and practice resources. Directly comparable to Infinity CPA Network as a recurring-membership professional network built around education and collaboration for financial professionals.
• NAPFA (National Association of Personal Financial Advisors): A membership organization for fee-only RIAs that provides education, community, and a referral directory for the public. Comparable to Infinity CPA Network as a curated, membership-driven professional network serving financial advisors with collaboration and educational resources.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/103057988051646

Revenue estimate

Valuation estimate

Number of profiles

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 CPA Network