Member Discounts & Partners

Associated Bank takes an outcomes-based approach to retirement plan services to relieve employer burdens and produce results for employees. We offer comprehensive retirement plan consulting and investment advisory services as well as our full-service, discretionary trustee platform that bundles plan administration, recordkeeping, custody and ERISA 3(38) investment management.

Bank-A-Count Corp. is a leading national printer of business checks located in central Wisconsin with an unwavering focus on low prices and exceptional customer service. We offer a variety of complementary items, including deposit products and pre-inked stamps as well as custom print and mailing services.

CPACharge makes it easy for accounting industry professionals to securely accept payments in person, online or on the go — with no equipment or swipe required. As an affinity partner of the WICPA, we offer members competitive pricing, plus zero setup, application, annual or cancellation fees.

CTaccess is a technology performance company. We use technology to improve how people work. As a managed service provider, we outsource your IT completely or co-manage it with an existing team member. We also specialize in automating business processes with electronic workflow, artificial intelligence and e-form solutions.

EPSA USA is focused on helping companies of all sizes take advantage of the research and development tax credit at both the federal and state level. Our technical and legal experts follow IRS guidelines to identify qualified research expenses that yield a large tax benefit for our clients.

M3 is a top insurance broker and risk management firm in America. We're leaders in the products we represent and the industries we serve. M3's people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance and provide employee benefits.

With comprehensive and competitively priced coverage, Pearl Insurance has provided professional liability insurance to accountants 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.

SkillBench helps accounting firms, CFOs and controllers with offshore staffing solutions for accounting, finance, audit, tax and payroll needs. As a Wisconsin business with 25+ years of experience, we help you save over 70% on costs, bridge your talent gap and save you time to focus on practice growth.

Spectrum Investment Advisors is dedicated to clients' financial wellness and committed to supporting financially secure retirements. Spectrum co-sponsors an annual Retirement Plan Investment Seminar, where WICPA members can earn CPE credits and work directly with Spectrum for consultation on retirement plan programs as well as available wealth/asset management services.

von Briesen & Roper, s.c. is a full‐service law firm with seasoned experience in local, state, federal and international tax matters. From our offices throughout Wisconsin, we partner with CPAs on business transactions and dispositions, mergers, business valuations, employee benefits, employment, tax exemption, intellectual property, audits, tax controversies and more.

Waukesha State Bank is one of the largest, independently owned banks in Wisconsin. Our goal is to provide a superior business banking experience through a consultative approach backed by expertise, flexibility, local support and friendliness. We are eager to support not only businesses but individuals and families, too. Member FDIC.