Associate Members

Jeff Bell
Phone: 317-674-3335
Email: Jeff@acctsales.com

ABA Advisors, LLC is a national brokerage and consulting firm specializing in the sale of Accounting and Tax Practices. Since 1999, ABA Advisors’ Team, has helped hundreds of CPAs, EAs and other tax and accounting professionals with the sale, acquisition, merger or financing of their firms.

amtrustfinancial.com

Eric Alstrom
Phone: 716-534-4100
Email: eric.alstrom@amtrustgroup.com

AmTrust Insurance and our PAYO® (Pay-As-You-Owe®), Workers’ Comp Payment Solution is a winning combination for PASBA partners! AmTrust is one of the nation’s largest writers of workers’ compensation insurance for small businesses. Our specialized coverage is supported by tools and resources to help prevent and minimize the impact of employee injuries. AmTrust is now the 3rd largest writer of workers’ compensation in the country, has earned an AM Best rating of “A-” (Excellent) and was recently named to Forbes 2022 America’s Largest Private Companies. AmTrust is the largest insurance carrier on the list and is listed as #100 out of 246 companies. With more than 500 eligible classes and over 300 eligible to bind online, AmTrust is a leader in providing workers’ compensation solutions for small businesses across the country.

AmTrust PAYO helps you gain the competitive edge needed in today’s accounting and payroll marketplace by providing you with two comprehensive workers’ comp “Pay-As-You-Owe” solutions….

PAYO Direct Solution - Convenient partnership with Trust Advisors Group, AmTrust’s in-house agency designed to expand your business solutions beyond core payroll with commercial insurance products such as “Pay-As-You-Owe” workers’ compensation, business owners’ policies (BOP), Cyber Liability & EPLI.

Traditional PAYO Solution - Work with our local AmTrust Regional Sales Manager to partner with our local independent insurance agent network to reciprocate business & generate new sales and revenues for both parties.

The good news is, you can grow your business using one or both PAYO solutions.

www.analytix.com

Dhananjay Dave
Phone: 781-503-9012
Email: dhananjay.dave@analytix.com

Analytix Finance & Accounting is a technology-driven full-service provider for small business accounting firms. With an experienced team of accounting professionals, we offer a full range of accounting services, from bookkeeping to part-time CFO, accounting systems integration, and more. With our partner model, you can use us during peak periods of business or integrate us fully into your financial operations.

bambooshoot.co

Vince Abramo
Phone: 808-206-0406
Email: change@bambooshoot.co

Coaching, Training and Facilitation on effective communication for individuals and teams. We help resolve conflict in the workplace. Train staff on effective and authentic sales.

benchmarkgrowthmarketing.com

Matthew Banker
Phone: 612-987-3031
Email: matt@bankercreative.com

Web design and digital marketing services for accounting and CPA firms.

BusinessStrata-G.com

Pat Johnson & Dick Outcalt
Phone: 206-623-3974
Email: rsg@BusinessStrata-G.com

State-of-the-art, integrated pro forma P&L and cash flow calculators, online 24/7 at BusinessStrata-G.com.

These four proprietary calculators - for projecting, not accounting - enable accountants and CPAs to grow advisory revenue with clients from Professional Firms, Service Businesses, Restaurants, and/or Retail Operations.

Each integrated pro forma P&L and Cash Flow calculator has been custom-built for the particular strategic planning needs and financial dynamics of its client type.

BusinessStrata-G.com also provides Key Financial KPI Benchmarks for 67 separate NAICS business types, and Key Financial KPI Calculators, customized for Professional Services, Service Businesses, Restaurants, and Retailers

For more information or a demonstration of these projecting calculators, schedule a Zoom session here: https://calendly.com/theroi/rsg

www.chuckbauer.com/

Chuck Bauer
Phone: 972-740-4559
Email: chuck@chuckbauer.com

PASBA Vendor of the Year in 2022. 20+ years of Sales and Business Development training in your industry. His most popular course: The Wasted Workday. Chuck also sponsors a FREE 1x monthly PASBA Sales/Business Group and a FREE 1x monthly PASBA ONLY Wasted Workday Group. Info on all of Chuck's six-month one and one programs and groups can be located at www.chuckbauer.com.

"Thanks to guidance and support from a 10-year coaching relationship with Chuck Bauer, between November 1st, 2022, and October 31, 2023, my company earned $2,433,744.26 - which is a 45.42% increase over the previous period. And we're continuing to push and grow with a goal of $5M annually - all the while working an average of just 21 hours/week!"

www.cidpm.com

Chris Ford
Phone: 866-353-0249
Email: cidmanagement@gmail.com

CID Practice Management is a tool designed by a PASBA firm for PASBA firms. Effectively manage your time, clients, staff, and production. Provides critical tools to better manage your accounting and tax practice so that you know exactly the status of key issues at any time. With this program you will be in a position for the first time to actually see the more critical areas of your practice in "real time".

Just a few of the questions that this program will answer includes: Which clients are being properly serviced, and which ones need attention? Which staff are performing up to standard, and which ones are not? Which clients are being charged properly, and which ones are under priced? What is the client’s average hourly rate and what do we need to do to raise it? Which clients are falling behind in production, and which ones are current? Which clients are we waiting on for information, and which ones do we have? Which clients have we recently made meaningful contact with, and which ones not?

clienthub.app

Judie McCarthy
Phone: 352-362-8792
Email: judie@clienthub.app

Client Hub is a simple yet powerful, modern practice management solution built specifically for client accounting service firms. Our solution provides a seamless experience for accounting staff and clients to manage communications, tasks, and secure file sharing. No more chasing clients for answers and information. The Client Task feature makes it easy to send requests and for clients to respond. Our seamless integration with QuickBooks Online and Xero facilitates the process of getting answers about uncategorized transactions, eliminating the need for month-end spreadsheets.

www.fidelityworkplace.com

Amanda Fargiano
Phone: 800-544-5373 ask for “Small Business Retirement”
Email: fidelityadvantageinfo@fmr.com

Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. Among our offerings for small businesses, Fidelity Advantage 401(k)℠ is a low-cost, turnkey 401(k) designed specifically for first-time plan providers. Affordable and simple to set up and manage, it makes retirement savings a reality for small business employees and employers.
1097563.1.0

formquality.com

Mary Jacobs
Phone: 616-754-3790
Email: mjacobs@formquality.com

Forms & Fulfillment Services offers a wide selection of products including Blank and Preprinted Laser Checks and Envelopes, Blank and Preprinted Pressure Seal Checks, as well as all Federal and State Specific Laser and Pressure Seal Tax forms.

Additional products include Delivery Envelopes, Inserters, Pressure Seal Equipment, and Tax Preparation Folders to name a few. Tens of thousands of promotional and marketing items such as company branded apparel, calendars, cups, golf balls, marketing mailers, mouse pads, pens, and presentation folders are available through our website.

Forms & Fulfillment Services provides only the very best quality products guaranteed. Your 100% satisfaction is guaranteed. We offer the lowest prices and will beat any competitor’s price guaranteed.

www.gkmtax.com

Vijay Sudhakar
Phone: 609-240-5130
Email: jeyshree@gkmtax.com

GKM is a professional outsourcing partner to help grow your practice without investing in manpower with over 20+ years' experience in building & nourishing client partnerships. GKM’s team of experienced and credentialed professionals has successfully assisted many accounting firms to realize the outsourcing advantage. This has given them a sustainable edge in an increasingly competitive marketplace.

www.groupup.group

Joe Montgomery III
Phone: 864-607-1187
Email: joe.m@groupup.group

Joe Montgomery, III, CPA, PASBA member, and founder of Cohesion Advisors wants a better firm and life for every accountant.

Joe successfully doubled and exited his family firm, Montgomery & Company, CPAs, launched his own firm in 2020, and loves helping firm leaders take the next step, and become better through highly personalized 1-1 coaching. It's like having a fractional implementor or a non-equity partner in your corner.

1. Build an unstoppable team, form higher-value relationships with clients, and find tremendous personal freedom.

2. Deliver the right service to the right client for the right price, and put the right people, in the right structure, with the right motivation.

3. Build your leadership team, delegate, elevate, and gain more time to do what you love.

4. Get clarity on what matters most, stop chasing shiny objects, and focus.

5. Online ready-to-use resources, templates, checklists, and self-pace courses for you and your team.

6. Network of strategic partnerships.

Get ready to grow!

www.infinitelyvirtual.com

Adam Stern, President
Phone: 310-746-5683 ext. 1101
Email: adam.stern@infinitelyvirtual.com

Infinitely Virtual offers the widest array of products and services based on revolutionary hosted virtual dedicated server and cloud computing technologies.

www.infinity-globus.com

Vivek Shah
Phone: 754-258-4994
Email: Vivek.shah@infinity-globus.com

Infinity Globus is a Leading Global Outsourcing Company. We help Accountants, CPAs, EA and finance leaders to move beyond the conventional finance and bookkeeping functions. Our goal is to enable accountants to take the leap from transactional to the strategic side of expanding the business.

www.inspireoutsource.com

Ed Hoynes
Phone: 773-725-9500
Email: ed@chicagocpa.com

We provide CAAS outsourced accountants to United States based accounting firms. Out secure facility is located in Ortigas CBD, Metro Manila, Philippines. We are a USA based company owned by experienced USA CAAS practitioners.

isolvednetwork.com

Alix Montantes
Phone: 661-316-2519
Email: AMontantes@isolvedhcm.com

The isolved Network provides HR service bureaus and their clients with access to isolved People Cloud, a contemporary, proprietary and secure single source human capital management (HCM) platform that helps Network partners improve operational efficiencies and accelerate growth. Beyond being a best-in-class HCM technology provider, the power of the isolved Network is the community of experts, programs and resources designed to help our partners maximize success. Learn more at isolvednetwork.com.

www.kotapay.com

Todd Richardson
Phone: 701-461-7975
Email: TRichardson@kotapay.com

Kotapay, specializes in processing electronic transactions. For over 25 years, we have provided fast, accurate electronic transaction services to more than 74,000 companies. Our premium services, features, detailed reporting and flexibility set us apart.

Behind the scenes of an electronic transaction, multiple financial institutions, including the Federal Reserve Bank, form a complex network to ensure the movement of funds. Kotapay seamlessly manages the transactions, to ensure your funds reach their intended destination.

www.liveoakbank.com

Mike Strakhov
Phone: 910-758-2035
Email: taylor.baysden@liveoak.bank

Live Oak strives to help you master your business and achieve your dreams. We know the work that you put in, day in and day out, to be a successful accountant. Your small business is more than just your livelihood – it’s who you are. Live Oak Bank offers loans and financial solutions nationwide for accountants and funding your business is just the beginning of our relationship. With our dedication to efficiency, collaboration and in-depth knowledge of the accounting industry, we’ll take you where you need to go.

Our team of industry experts fully understands the nuances of your specific business model, and we want to invest in you because we know you’re ready to make an impact. Beyond the traditional banking experience, we strive to be an asset to each one of our customers by turning obstacles into opportunities. Let our team confidently guide you through the lending process and craft a unique plan that will help you and your business thrive.

www.mcgowanprofessional.com

Rob Ferrini
Phone: 508-656-1327
Email: rferrini@mcgowanprofessional.com

Professional liability insurance
Cyber liability insurance
Risk-management/loss prevention services

www.mytasklms.com

Vincent Howard
Phone: 407-333-8110
Email: vincent@mytasklms.com

We are an online learning management system for CPA and Accounting firms. My Task LMS is based on the EdTech concept of making learning easier and more effective for CPA and accounting firms that need to train new employees and/or upskill their existing workforce.

nationalcrimesearch.com

Tammy Tucker
Phone: 479-695-2111
Email: tammy@nationalcrimesearch.com

National Crime Search, LLC is a nationwide provider of full-service pre-employment screening, including background checks, volunteer screening, drug screening and Form I-9/E-Verify management.

www.nationalpayment.com

Jim Hagen
Phone: 813-222-0333
Email: jim.hagen@nationalpayment.com

In business for over 25 years, NatPay remains a top leader in ACH and document distribution solutions. We process more than $100+ billion annually for 225,000+ ACH clients nationwide. NatPay’s Doculivery online document management platform features a web-hosted SaaS solution that includes but is not limited to: online pay statements, tax forms, bills, invoices with click-to-pay capabilities, HR, CSR/CRM, and other custom solutions. NatPay is HIPAA compliant, and a SSAE 18 (SOC 1) Type 2 examined organization for both ACH and document distribution solutions.

palmettopartners.net

Michael Arnold
Phone: 262-347-8888
Email: michael@palmettopartners.net

Palmetto Partners provides accounting firms with monthly clients, assists with sales coaching and has helped practices grow since 2008. Owned by Michael Arnold, he brings 30 years of experience and over 2,000 businesses sold on behalf of his accounting clients.

www.peopleworx.io

Jon Pocius
Phone: 888-929-2729
Email: jonp@peopleworx.io

PeopleWorX is a full service workforce management provider that provides accountants a new way to handle their firm's payroll services.

pnihcm.com

Mary Grothe
Phone: 303-877-0058
Email: mgrothe@pnihcm.com

PNI•HCM offers Payroll & HR Outsourcing for clients of CPAs & Accountants. Whether you refer your clients directly or repackage our services as your own, we are here to support you and your clients.

Need More Time Dedicated to Your Firm? Managing a company’s books and taxes is difficult without overseeing payroll, yet most accountants and CPA firms loathe handling payroll internally.

So, what have they done? Historically, they’ve partnered with large national payroll companies for consistency, brand notoriety, and competitive pricing. But is that the right answer? The accounting, tax, and CPA firms who partner with PNI•HCM came to us because they were:

1. Unhappy with the constant turnover of their payroll rep and support team from the large national providers.

2. Frustrated with errors and issues during implementations, ongoing support, and receiving surprise tax notices.

3. Desperate to gain back hours of their workweek from having to sit on hold waiting for support, especially during their busiest seasons in April and October.

We have offered Payroll & HR Outsourcing for Accountants since 1998.

The PNI•HCM Difference

It's Your Choice

The ability to refer directly to us so we can handle the process from start to finish for one-off clients, or you can package our services to all your clients, augmenting your "stickiness" and ability to add revenue streams without the work or hassle.

World-Class Support

With a 98% new client satisfaction rating plus one of the industry’s highest NPS scores for ongoing support, we know that our white-glove, dedicated support team will handle all your needs timely and accurately.

Award-Winning Technology

We chose to be an early adopter and founding partner of the isolved Human Capital Management (HCM) platform, have grown with it since 2014, and were named Partner of the Year 2 years in a row.

profitfirstprofessionals.com

Ron Saharyan
Phone: 973-775-9202
Email: ron@profitfirstprofessionals.com

Accounting Professional Membership Services

stephaniehines.com

Stephanie Hines
Phone: 678-468-4879
Email: coaching@stephaniehines.com

We provide coaching and marketing services to accountants and service-based business owners. Helping them bridge the gap between where they are and where they want to be. Providing full-service coaching, masterminds, and omnipresence marketing campaigns.

striving2thrive.com

Kelli Gift
Phone: 717-608-2909
Email: kelli@striving2thrive.com

We support your hiring and onboarding process by providing the Kolbe assessments and making recommendations that help you decide if the prospective employee is a good fit. Most importantly, we save precious payroll dollars by delivering insight that will allow your team to help understand your employee's strengths. When you know your employees' strengths, you can manage the employee by leaning into their talents. All of this allows your business to shorten the time it takes to onboard new talent reducing training time based upon our expanding on their DNA so that you can begin receiving a return on investment on your hire much quicker than had you not utilized our valuable services.

thecfoproject.com

Adam Lean
Phone: 904-437-8554
Email: adam@thecfoproject.com

We help accountants escape, what we call, 'the accountants trap' where they're trading time for money. We do this by training accountants and other financial professionals on how to start a CFO/Business Advisory Service.

The CFO Project is a membership program made up of over 300 financial professionals who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services. We provide training, support and resources to help our members start and scale CFO/advisory services.

triedandtrueconsulting.com

Don Wilczynski
Phone: 407-741-0077
Email: Don@TriedandTrueConsulting.com

At Tried & True, we don’t just offer basic merchant services, we’re dedicated to providing a holistic business solution that goes beyond credit card processing. With our expertise in payment processing and a consulting history of helping thousands of companies achieve their business goals, we are well-equipped to offer tailored, agile business consulting services. Our approach is designed to cut through the confusion, complication, and one-size fits all strategies by providing you with a custom-fit solution that can adapt to the ever changing payment landscape. We will help you save money, add convenience, reduce risk and increase revenue!

www.woodard.com

Todd Robinson
Phone: 734-478-0519
Email: trobinson@woodard.com

Woodard® empowers business advisors to transform businesses through powerful professional communities, practical resources, cutting edge education, high impact practice coaching, and consulting.

At Woodard®, we understand the power of strong professional networks and shared experiences. We connect business advisors with their peers throughout the profession, helping them build their businesses by leveraging technology innovations, discovering and maximizing growth opportunities, and earning relevant certification training. And, we do all of this because we believe that advisors can make a radical impact on the clients they serve. Woodard does more than just train—we equip business advisors (CPAs, EAs, bookkeepers, financial coaches and management consultants) with the skills, technology and relationships they need to thrive.