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CPE Solutions for CPA Firms

In addition to the tens of thousands of individual CPAs who have benefited from Surgent CPE courses over the past 30 years, Surgent has provided tailored CPE solutions to more than 350 accounting firms across the country. If your firm has at least ten CPAs and you're interested in exploring firm-wide approaches to continuing education, our Firm Solutions team can help. We offer:

Flexible options tailored to firms

Our goal is to become your firm’s trusted resource for the essential education and insights that your professional team needs to stay informed and at the top of your game. To that end, Surgent provides the highest-quality, most complete, and most convenient professional education programs in the industry—in a range of delivery formats that include live seminars, webinars, on-demand webcasts, and downloadable self-study courses.

The top instructors teaching the best courses

Surgent instructors, including industry leaders like Sue Smith, Jen Louis, Frank Ryan, Mike Tucker, and dozens more are consistently praised for their ability to make challenging content accessible, relevant, and engaging. Our courses cover all areas and stages of continuing professional education, including:

Search our entire selection of in-firm courses by topic and keyword.

CPE programs delivered in many convenient formats

For firms with at least five CPAs, Surgent can help you develop tailored CPE programs that include courses in any format you need, such as live in-firm training, live webinars (including both public and custom-scheduled for your firm), on-demand webcasts, and downloadable self-study PDFs. We're also pleased to provide our industry-leading materials to support your in-house Discussion Leader, if desired.

Flexible Access for Firms

It can be incredibly challenging for firm learning directors to predetermine how many CPE hours each CPA will use during a year, leading too often to firms overbuying and under-utilizing CPE hours. With Surgent’s Flexible Access for Firms, you can avoid this struggle and rest assured that you have the most flexible, cost-effective solution for your firm.

The Surgent Flexible Access for Firms option (which is available in increments starting with 100 CPE hours) provides 12 months of firm-wide access to any Surgent live webinar, self-study PDF, or on-demand webcast. We provide access to everyone in your firm--with no need to buy seats or licenses. We track your usage and inform you regularly so you can adjust your hours if needed.

Firm Portal

Surgent’s new Firm Portal is the latest CPE innovation allowing you to track and manage continuing professional education for all users in your organization quickly and easily. We’ve combined our 30 years of industry experience with client feedback and research to give you the tools and features you want and need. Create a positive impact across your organization, knowing you have a solid handle on your firm’s expenditure for training. With our new firm portal, you can feel confident all users have access to the most cost-effective, highest quality continuing professional education.

Surgent CPA Review

If your firm has associates or other staff members considering sitting for the CPA Exam, you should consider Surgent CPA Review. It's the only review course that:

  • Will help your associates pass faster by focusing them on what they don't know: Surgent CPA Review is built with a proprietary adaptive learning technology that personalizes each associate’s study plan based on his or her specific knowledge gaps and AICPA weightings. This has been proven to save as much as 100 hours of studying per exam part--or 400 hours in all.
  • Will tell your associates when they're ready to pass: Surgent CPA Review assesses each candidate’s progress and identifies exactly when an associate is ready to sit for the CPA Exam via our proprietary ReadySCORE. The course's integrated Study Planner even calculates how many hours an associate needs to study to be ready before an upcoming exam date.
  • Combines top instructors with cutting-edge instructional design: Surgent CPA Review features more than 350 video lectures from some of the top instructors in CPA Review, including Liz Kolar. Most lectures last just 10-20 minutes, making it easy for even the busiest associates to fit in the study time they need to pass within as few as six months.

Learn more by visiting the Surgent CPA Review website.

Contact our Firm Solutions Team to learn more about any of our CPE Programs for Firms or our adaptive CPA Review course:

We'd love to hear from you via phone: (484) 588-4197 or email.

Surgent's 2020 Course Catalog:

 2020 Catalog Cover

Be sure to explore Surgent's wide selection of Practice Tools, designed to support the needs of accounting, tax, and finance professionals and their firms:  

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CPE Webinars
CPE Webinars

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