Surgent for Accounting & Financial Services Firms
Firms leverage Surgent solutions to enable learning and development for their staff across the career spectrum.
Drive Organizational Success
In an era of information overload, knowledge is a more critical differentiator than ever, and it starts with your team. Our firm partners leverage our learning solutions to attract top talent, upskill existing staff, and equip employees with timely, relevant industry updates to better serve their customers. We have seen our effective learning and development programs reward firms with increased employee satisfaction and improved retention rates, further extending the educational benefits from junior associates to senior partner.
Benefits for Firms
Attract, retain, and develop high caliber talent.
Ensure relevancy with our timely, first-to-market courses and updates.
Streamline CPE and certification tracking.
Gain insight into learning progress and goals within your organization.
Access extensive, relevant course options spanning new hires through firm partners.
Develop competencies that improve efficiencies, while enabling you to deliver new and better services to your clients.
Advance the Strategic Value of Everyone in Your Firm
Every firm is unique—and that is why we built our customizable, innovative Surgent for Firms program, through which we tailor our complete offerings that include exam review, staff training, continuing education for CPAs at all levels, and upskilling programs to meet your organization’s specific needs in the most convenient and effective way possible.
New Hires: Exam Review Courses
- Advanced algorithm identifies and targets knowledge gaps
- Comprehensive on-demand prep courses
- Significantly reduces study time while improving pass rates
- Available for CPA, CMA, EA, CIA, CISA and SIE exams
Experienced Associates: Staff-Level Training
- Skill-building programs, tailored to staff experience level
- Comprehensive content for audit, internal audit, tax, and data analytics
- Use pre-built curriculum or mix-and-match the modules
- Online and in-person training options
CPAs at All Levels: CPE Programs
- Largest catalog of unique courses in the industry
- Highly practical, always up-to-date content
- Choose from live and on-demand webinars, in-firm live seminars, and self-study PDF courses
- Programs easy to tailor to your firm’s unique needs
Featured Firm Partners
Our Industry Partners
Are you ready to explore the value Surgent solutions can add to your organization?
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