Press Releases

CPA Site Solutions Partners with Succession Link

CPA Site Solutions Partners with Succession Link, a Chalice Financial Network Company, to Deliver the Ultimate Value in Marketing and Succession Solutions for Financial Professionals

Temecula, CA – July 09, 2019 — CPA Site Solutions (CPASS) and Succession Link, a Chalice Financial Network (CFN) company, have partnered to launch a comprehensive suite of services for accounting professionals. The solutions will be comprised of lead-generating websites and digital marketing solutions, stronger buying power for operational cost savings, and practice transition facilitation – all designed to help professional organizations improve their revenue, profitability and take their business to the next stage.

"We are excited to grow our partnership with Succession Link and Chalice Financial Network to bring accounting professionals a comprehensive digital marketing solution that helps them quickly win new business and increase their bottom line," stated Dave Rutan, CEO at CPASS. "The solutions that our companies offer are well-aligned, and we look forward to helping CPAs run a more efficient and profitable business."

CFN and Succession Link CEO, Keith Gregg also agrees, stating "the partnership with CPASS continues to add to our ever-growing verticals and solutions set that we see as an essential part to launching, running, and selling a financial firm. We are confident that the combine packages of our companies will deliver the flexible, user-friendly, tailored solutions that financial professionals want and need."

In addition to CPAs, Financial Advisors who want to learn about joining Chalice Financial Network - and receiving a free Succession Link membership - can visit its digital marketplace. Financial Advisors and CPAs can also learn more about accelerating growth through website design and digital marketing solutions tailored to their needs here.

About CPA Site Solutions, a ProSites Company

ProSites helps thousands of community-based professionals accelerate growth through innovative website design and marketing solutions. Their three lines of business focus on the financial, dental, and medical industries. Financial professionals can access website design and marketing solutions specifically tailored to their needs through ProSites' line of business, CPA Site Solutions.

In addition to website design, CPA Site Solutions offers a comprehensive suite of online marketing solutions to increase brand awareness and demand for services.

To learn more about ProSites, please visit To learn more about CPA Site Solutions, please visit