Member Discounts & Partners

Enhance your success and maximize your membership with savings on a variety of products and services from these WICPA Affinity Partners and member benefit providers.

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  • Becker

    Accounting and finance industry professionals and leading firms around the globe count on Becker for the help they need to raise their game, plus the ongoing expertise necessary for continued achievement. As the industry originals, we have helped more than one million candidates prepare for the CPA Exam and continue to advance the industry through our relationships and resources.

  • CPACharge

    CPACharge gives you a professional way to accept credit, debit, and eCheck payments in your office or online, with no equipment or swipe required. Give your clients the convenience of paying with the click of a button, while you get full daily client payment deposits, complete transaction details, and robust reporting for easier reconciliation. Our system is PCI Level 1 compliant, so payment data stays safe and private, and our team of in-house payment experts is here to ensure your success. Trust the experts for a solution that’s used by 60,000 professionals–CPACharge.

  • Insperity

    Insperity, a trusted advisor to America’s best businesses since 1986, provides an array of human resources and business solutions designed to help improve business performance. Insperity® Business Performance Advisors offer the most comprehensive suite of products and services available in the marketplace. Insperity delivers administrative relief, better benefits, reduced liabilities and a systematic way to improve productivity through its premier Workforce Optimization® solution. Insperity business performance solutions support more than 150,000 businesses with over 2 million employees. With 2018 revenues of $3.8 billion, Insperity operates in 70 offices throughout the United States.

  • M3 Insurance

    M3 Insurance offers insight, advice and strategies to help clients manage risk, purchase insurance and provide employee benefits. We are committed to being experts in both the products we represent and the industries we serve. Our people advance M3’s competitive advantage in the marketplace, and our focus on community builds better places to live and work. M3 is consistently ranked a Top 100 Broker in America. In 2019, M3 cracked the top 50 on this list for the first time in its 51 years of business.

  • Pearl Insurance

    With comprehensive and competitively priced coverage, Pearl Insurance has been providing accountants professional liability insurance for 60 years. Our team is continuously evolving our insurance plans, ensuring we stay ahead of the curve as an industry leader with coverage that is responsive to the needs of accounting professionals.

  • Professional Insurance Programs

    Owned and operated by a professional association for over 30 years, Professional Insurance Programs provides quality comprehensive and affordable insurance programs with a variety of customized insurance and risk management solutions available to best suit your needs.

  • Roger CPA Review

    The Roger CPA Review mission is simple: to change the way students learn to achieve maximum efficiency. With the power of new SmartPath Predictive Technology™, future CPAs are empowered to achieve their career goals through impactful, data-driven learning--faster than ever before.

  • Schneider Wealth Management Group of Wells Fargo Advisors

    Financial Advisors Ken and Jim Schneider focus on retirement plans, 401(k), SEP/SIMPLE IRA, etc., and work extensively with CPAs, individual investors, attorneys and business owners on wealth management, investment planning and estate strategies. Wells Fargo Advisors, LLC, Member SIPC.

  • Shakespeare Wealth Management

    Shakespeare is a Fiduciary Advisor serving as the Financial Quarterback for our High Net-worth Clients. We work in concert with CPAs to add value in every facet of a client’s financial plan. This includes ongoing tax planning strategies, Social Security Planning, retirement income strategies, tax sensitive investment strategies, charitable planning, business planning and succession, estate planning, and more. We specialize in working with clients with investable assets over $1mm.

  • Spectrum Investment Advisors

    Spectrum Investment Advisors has a passion for serving clients as a professional retirement plan consultant and individual wealth management advisor, striving to be a valued partner in meeting each client’s unique needs. In the role of an independent, professional retirement plan consultant and fiduciary, Spectrum guides plan sponsors with plan design, investments, governance policy monitoring and provider evaluation, along with individualized participant advice through implementation. Our tagline, “Colors Simplify Investing®”, represents the uniqueness of our patented color-coded materials and education process used with participants from all different industries and backgrounds. Whether acting on behalf of retirement plans or individual wealth management clients, Spectrum is dedicated to the financial wellness of all clients and is committed to supporting a financially secure retirement.

  • The Payroll Company

    The Payroll Company is a leading provider of cloud based (HCM) human capital management software, HR outsourcing, and 401(k) recordkeeping. Founded in 1998 with headquarters in Middleton, WI, we pride ourselves in exceptional customer service and quality products shown by an industry best, 95% client retention rate. We offer a comprehensive, single database HCM solution for payroll, time, HR & benefits. Our sales team will work with you to right-size a solution for your needs.

  • The Prudential Insurance Company of America

    Helping people and businesses worldwide with their insurance and financial needs. With operations in the United States, Asia, Europe and Latin America, Prudential provides customers with a variety of products and services for asset management and retirement planning strategies. Prudential strives to create long-term value for their stakeholders through strong business fundamentals, consistent with their mission guided by their vision and directed by the company's core values. The Prudential Insurance Company of America. 1008960-00001-00

  • von Briesen & Roper, s.c.

    von Briesen & Roper, s.c. is a full-service law firm ready to assist you with all matters of local, state, federal or international tax matters. With nine locations in Wisconsin, our practice areas include business valuations, employee benefit plans, employee stock ownership plans, sale of a business, mergers, business and corporate law, intellectual property, estate and succession planning, and audit and tax controversies.

  • West Bend

    For over 120 years, West Bend has been providing valuable insurance coverages and services to home and auto owners, as well as business owners, throughout the Midwest. West Bend is a relationship-based company with core values that emphasize excellence, integrity, and responsibility. Our vision is to be the company of choice for associates, agents and policyholders.