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.

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.

benchmarkgrowthmarketing.com

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

Benchmark Growth Marketing helps accounting firms grow by making their marketing clearer and more effective. We offer strategy and coaching for firms that want to handle things themselves, and we also provide hands-on services like website updates, messaging, and lead generation. Whether you need a full marketing plan or just help getting found by the right clients, we’ll help you focus on what actually works.

blackbottleit.com

John Hensberger
Phone: 800-214-0957
Email: john.hensberger@blackbottle.io

Prepare for AI Integration and Security: As accounting firms increasingly adopt AI-powered tools for tasks such as automated bookkeeping, anomaly detection, and tax preparation, securing these systems becomes crucial. The Black Bottle IT team is poised to share with PASBA members why the time is now to prepare and implement the following: Implement strong data governance practices before feeding financial data into AI systems, Verify that AI vendors have robust security measures and compliance certifications, Create clear policies regarding what client data can be processed by AI tools, Regularly audit AI outputs for accuracy and potential security issues, Establish boundaries for AI usage to maintain human oversight of sensitive financial decisions

Strong cybersecurity fundamentals directly impact your AI readiness. Let's connect at BlackBottleIT.com.

The Chuck Bauer System has helped dozens of C-Level Executives and hundreds of business owners to streamline their operations globally, online, and in-person. Chuck Bauer's #2 Students are now implementing his systems for accounting and service based firms to increase sales and decrease administrative bloat. Tim and Aaron now carry Chuck's legacy to work with clients to massively increase revenue and create a healthier work-life balance.

cidpm.com

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

CID Practice Management is designed to manage your accounting firm the "PASBA way". Effectively manage your time, clients, employees, taxes, production & more. Provides critical tools to better manage your accounting and tax practice so that you know exactly the status of key issues at any time. You will recognize the "PASBA" model baked into our software.

connectpayusa.com

Ross Dobson
Phone: 508-689-9661
Email: rdobson@connectpayusa.com

ConnectPay partners with CPAs to enhance your practice's service offerings while freeing up your valuable time. We seamlessly take over payroll processing for your small business clients, allowing you to focus on high-value accounting work. Our Connected Payroll model maintains your client relationships while providing specialized payroll and tax compliance expertise. With local specialists who understand your market and a 100% Tax Compliant Guarantee, we handle the complexities of payroll so you can concentrate on strategic advisory services. Partner with ConnectPay to expand your capabilities, reduce administrative burden, and deliver exceptional value to your clients.

creativeplanning.com

Matthew West
Phone: 734-255-1194
Email: matthew.west@creativeplanning.com

Creative Planning Business Services - Our firm offers expert sales and use tax solutions designed for firms seeking to outsource client compliance. We partner with your organization, leveraging our deep industry expertise and cutting-edge sales tax technologies, to provide tailored advisory services that simplify complex liabilities. Our seasoned team ensures not only current compliance but also contributes directly to your clients' long-term financial performance.

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.

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.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.

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

Steve Piatkowski
Phone: 201-233-0425
Email: steve.piatkowski@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.

mcgowanprofessional.com

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

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

mcvotalent.com

Mark Zucker
Phone: 847-452-6550
Email: mzucker@mcvotalent.com

We are a Philippines based outsourcing company that supports privately held CPA firms in the US. We provide both Full-time and Fractional Accountants / Bookkeepers who can help with End of Month Close including Reconciliations, Income Statements and Balance Sheets, and Virtual Assistants who help with admin support and client communication. Tax Preparation services will also be coming soon.

my-cpe.com

Patrick Ross
Phone: 646-827-4348
Email: patrick@my-cpe.com

MYCPE ONE is the trusted partner for over 3,000 CPA and accounting firms worldwide, empowering them to scale, innovate, and achieve operational excellence. With a decade of experience, a unified platform, and 3000+ team members across 40+ offices, MYCPE ONE delivers comprehensive offshoring, CPE and L&D, websites & digital marketing, M&A advisory, and daily news insights - all designed to help firms attract top talent, maintain compliance, and drive sustainable growth.

Backed by SOC 2, ISO 27001, and GDPR certifications, MYCPE ONE ensures the highest standards of data security and client support for every firm.

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.

nationalpayment.com

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

In business since 1991, NatPay remains a top leader in ACH and document distribution solutions. We process more than $153+ billion annually for 278,000+ 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.

oconeestatebank.com

Chris Wallace
Phone: 601-573-8424
Email: chris.wallace@oconeestatebank.com

Our story is one of vision, service, and purpose. As we look ahead, we remain passionate about delivering unparalleled value, personalized experiences, and a deep sense of responsibility to the communities we are proud to serve. We are committed to helping mark the lives of those wanting to build, expand, or recover specializing in transaction and relationship funding for daycares, dentists, accountants, pharmacies, veterinaries, insurance agencies and more!

With a focus on accounting practices, we geared to help services Accountants, CPAs, Enrolled Agents, and more for financing of these type businesses. We continue to increase industry awareness to better serve our clients regularly.

pathquest.com

Thomas Ruscitti
Phone: 404-383-2212
Email: thomas.ruscitti@pathquest.com

PathQuest is a subsidiary of Pacific Accounting & Business Services (aka PABS), a result-driven Blended Shore Outsourced Accounting Firm with 16 years of experience. PathQuest is a modern financial intelligence and automation platform built to empower accounting professionals and finance teams with real-time insights, intelligent automation, and scalable solutions. As a product of Pacific Accounting & Business Services (PABS), PathQuest is designed to optimize decision-making, streamline accounting workflows, and drive profitable growth for accounting firms and their clients.

Through innovative technology, deep domain expertise, and a commitment to data integrity, PathQuest transforms complex financial data into actionable insights—making accounting more strategic, efficient, and impactful.

Solutions for Accountants

PathQuest BI (Business Intelligence): A powerful financial reporting and business intelligence platform tailored to accountants who serve SMBs and franchises.
PathQuest AP (Accounts Payable Automation): A robust AP automation tool that eliminates manual data entry, improves accuracy, and boosts AP efficiency for accounting teams. Accountants can join our Reseller/Referral program to earn more revenue.
PathQuest Scale (Back Office Accounting Solution): A managed accounting service platform with built-in automation, designed for high-growth businesses and the accountants who serve them.

peopleworx.io

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

PeopleWorx is an end to end workforce management company providing payroll, HR, Time & Attendance, Employee Benefits and more. We offer a complete, integrated, single sign on solution while pairing our technology with expert support. Customers can also package our solutions with our add on HR services. We provide HR solutions for policy creation, handbook design, employee conflict resolution and more. To learn more you can reach us at www.peopleworx.io.

posterelite.com

Hannah Peterson
Phone: 866-435-8002
Email: hannah.peterson@posterelite.com

On Site Labor Law Poster Compliance

PosterElite pay-as-you-go solutions put labor law poster compliance for the on-site workplace on auto pilot for thousands of businesses nationwide. In addition to a high-quality eco-friendly poster, subscribers automatically receive updates when laws change, access to city, county, and specialized notices, and a new poster every year. Compliance is guaranteed, or we pay the fine. We white label our solutions for our partners, so we do the heavy lifting but you get the credit!

Remote Employee Labor Law Poster Compliance

ePosterCenter helps employers cope with complex, ever-changing posting requirements by simplifying the distribution of digital labor law posters to employees who need them. This easy-to-use online application provides essential labor law poster compliance features through a dedicated internet website. It is designed for service providers like you to effortlessly offer to your clients, providing a white-labeled experience that features your brand and a website link that is unique to your business.

profitfirstprofessionals.com

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

At Profit First Professionals, we help accounting and bookkeeping firms go beyond compliance work and step into highly-valued advisory services. Our membership equips your entire team to implement Profit First cash management as a CFO service, ensuring clients achieve long-term profitability and financial stability.

With our training, resources, and community, your employees can confidently deliver Profit First strategies, allowing you to scale, increase client value, and free yourself from daily client work.

stevenjsimons.com

stevenjsimons.com

Steve Simons
Phone: 708-977-1901
Email: Simonsconsultinggroup@gmail.com

As a long time member of PASBA, I wish to share in my knowledge and experience with new members. This is in order to assist them in managing their business in order to achieve the financial and professional goals they set out for themselves.

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.

verito.com

Camren Majors
Phone: 407-398-2522
Email: camren@verito.com

Verito: The Security-First Cloud Platform for Tax & Accounting Professionals

Verito is the only security-first cloud platform designed exclusively for tax and accounting professionals who require the highest levels of data security and IRS-compliant hosting while maintaining practice performance.

We provide Managed Hosting (VeritSpace), Managed IT (VeritGuard), and VeritShield WISP services.

whirks.com

Matthew Patrick
Phone: 901-752-2422
Email: mpatrick@whirks.com

At Whirks, we specialize in providing comprehensive payroll and HR solutions tailored for accounting firms. As your dedicated payroll partner, we help you seamlessly expand your service offerings without the added burden of back-office tasks. By leveraging our expertise in payroll, HR, and benefits, you can confidently address your clients' needs, ensuring their satisfaction and loyalty. Our partnership allows you to tap into new revenue opportunities, streamline processes, and maintain control over your client relationships. Together, we can enhance your firm's capabilities and support your growth, all while keeping your clients at the forefront.