Have you been considering adding new services to drive organic growth?

CPA University Private Branded Program


COSi is partnering with a select number of progressive accounting firms that are committed to helping small and mid-market clients prosper. The 12 step private branded University program provides select accounting firms with a unique service expansion model designed to generate organic growth in a very competitive environment.

This practical educational program will position your accounting firm as a thought leader within the small and mid-market private business world. Hundreds of businesses from a wide array of industries have successfully completed and implemented the COSi program. Many of these graduates will tell you that this program either saved or transformed their companies and greatly improved the quality of their personal lives.

Benefits of the CPA University for your Firm:


  • Generates organic growth with current clients
  • Deeper insights into client operations provides incremental service opportunities
  • Provides a competitive advantage for new client acquisition
  • Increased client engagement results in greater loyalty, retention, and referrals
  • Positions your firm as a strong advocate of small and mid-market businesses

Businesses will enroll in your CPA University for a variety of reasons:


  • Sustainability – The desire to continue to grow their companies’ top and bottom lines over the long run
  • Under Performance – The need to learn and implement powerful business tools to turn the company and its culture around
  • Exit Strategy – Owners who want to maximize the valuation of their companies prior to selling their business
  • Winning Culture – The core of the COSi program is about engaging people and developing an energized, creative and driven culture. When this happens, great things happen throughout the organization.
  • Contract Awards – Procurement departments of large corporations encourage their suppliers to attend COSi workshops and enroll in the program to greatly improve their performance. Graduating companies are strongly considered for larger contract awards.

Turnkey Private Branded University Program


COSi provides select accounting firms:

  • 12 fully developed classroom presentations
  • Weekly coaching sessions (2hrs each)
  • All reference materials including workbooks, handouts, and SOPs
  • Experienced instructors and coaches
  • Comprehensive workshop marketing program including a detailed planning timeline, all customer touch points, and online registration capabilities

Revenue sharing program


COSi offers accounting firms two options:

  • Option 1: COSi provides the instructors and coaches
  • Option 2: Train-the-Trainer program – COSi will train your staff to deliver the program
  • Client tuition ranges from $30,000 - $90,000 per company for the program

CPA University Breakfast Workshops


COSi offers accounting firms two options:

  • The starting point of the program is inviting the firm’s current and prospective clients to attend impactful two hour breakfast workshops packed with the proper techniques that will immediately ignite their employees’ creativity and engagement levels.v The workshop will also greatly improve their problem solving skills to grow sales and profitability. Everything attendees learn may be applied to their businesses immediately. In addition to learning many new and powerful tools, attendees will have the opportunity to network.
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