Associate Members

Alternate Tax Solutions is the CPAs back office provider for R&D Tax Credits, Cost Segregation, Business Valuation services and more!

amtrustfinancial.com

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

For the past two decades, AmTrust PAYO® (Pay-As-You-Owe®) has offered clear benefits to insureds while directly supporting the growth and success of AmTrust appointed agents.  

PAYO is AmTrust's workers' compensation payment solution. For insureds, PAYO makes paying premiums an automated process that limits the worries, hassles and inconvenience of other payment solutions.

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. 

thebrightlinestrategies.com

Robert Trowbridge
Phone: 681-260-0057
Email: trow@thebrightlinestrategies.com 

Accountant Revenue Accelerator Coaching Course and Strategic Advisory. Happy to send an outline of the 6-month course. My purpose in life is to be the catalyst for the improvement in the relationship accountants have with their business owner clients. I do what I do so that accounts AND their business owner clients reap the the most reward from what hey have spent the last two or three or even four decades building. 

businessbenefitsconsultants.com

David Podell
Phone: 973-227-8001 
Email: david@bbconsultantsllc.com 

We are an outsourced solution for tax professionals to work with when seeking out high deductible tax strategies for their business owner clients. We help develop the best plan design when looking at defined benefit, and cash balance combination plans as a benefit to the small business owner. 

BusinessStrata-G.com

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

. 

cloudaccountantstaffing.com 

Jordan Sublette
Phone: 317-696-2846
Email: jordan@cloudaccountantstaffing.com

I am a former accounting firm owner (just sold 1/20/2023) that built a firm to $1.4m annual revenue and a team of 14 staff! I started a BPO (Cloud Accountant Staffing) beginning of 2022 that exclusively places accountants in the Philippines at US based accounting firms. Our model is long-term placements where staff are fully dedicated to one firm. We think this is the future model for building culture and high quality service using an offshore team. As a former firm owner, I speak the language and know the accounting firm owner pain points, and we're out to solve those! 

www.certifiedconciergeaccountant.com

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

Offering a 7.5% discount to PASBA members!

A Whole New Way To Experience Professional Coaching for Accountants - Our average student typically sees a 200%+ ROI in their investment in our LIVE training program within 1-2 months of beginning the course!

Certified Concierge Accountant Mastermind Group from coaches Chuck Bauer and Jackie Meyer are designed just for you! We're here to completely overhaul how your tax firm operates. You can expect improved results in new revenues, increased revenue per client, securing new dream clients, politely letting go of nightmare clients, better profit margins, and a decrease in time worked.

You won’t be counting down days until your next day off or vacation anymore, we promise! The only thing holding you back from you is you.

www.chuckbauer.com/

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

High-Level Professional Business & Sales Development. Offering a 15% discount to PASBA members for life!

www.doc-it.com

Kevin Sharma
Phone: 888-693-6248
Email: ksharma@doc-it.com

Doc.It provides of a complete Suite of document management, workflow and web portal solutions for accounting firms, allowing them to improve their level of client service, reduce data security risks and control cost by offering the best value and to consolidate up to 7 software applications.

www.ecompnow.com

Shawn Edgington

Phone: 800-493-2667
Email: shawn@graniteins.com

At E-COMP, we want to support your company by providing an easy, high quality no-deposit workers’ compensation insurance experience to you and your clients through technology integrations. When it comes to moving your business forward, E-COMP is here to help. The pros of partnering with E-COMP include:

-Simple Broad risk appetite – We can cover 90 percent of class codes through our broad range of carrier offerings.
-Online experience – Submit quotes quickly and see pricing from multiple carriers in real-time.
-Opportunities to grow and diversify your revenue plus increase your retention levels.
-Guided by technology, combined with personal experience – We’re available to help answer questions and guide clients with selecting the right carrier for their business.
Good for you, good for your clients – E-COMP offers businesses an affordable, dependable and seamless real time experience.

E-COMP NOW’s partner solution is designed to help you improve the customer experience, create value for your customers and drive revenue with ease. Discover what a partnership with E-COMP can do for you by reaching out to partnerships@goecomp.com or give us a call @ 888-493-2667.

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: 616-675-4379
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.gulfmanagementsystems.com

Chuck Billone
Phone: 800-947-3156
Email: cbillone@gulfmanagementsystems.com

Gulf Management Systems, Inc. (GMS) is a merchant service provider. We've been offering electronic payment processing to small and medium size companies since 1992. With almost 30 years of payment processing experience, it's safe to say we are most definitely payment experts.

www.globalfinfocus.com

Dhiraj Khosla
Phone: 860-805-7018
Email: dhirajk@globalfinfocus.com

Outsourced BPO services in accounting, transaction processing, and numerous digitization and automation solutions using AI, OCR, and Robotic Process Automation tools. Automation is used for Tax Practice, Monthly Billing, Sales Tax Filing, Work paper preparation and many other case scenarios. 

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.

isolvednetwork.com

Lesley Lyons
Phone: 678-793-3279
Email: llyons@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.

Shannon Hay
Phone: 614-648-9199
Email: shannon.hay@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.madrasaccountancy.com

Balaji Manohar
Phone: 818-485-1040
Email: bmanohar@madrasaccountancy.com

Outsourcing Services for CPA Firms for Tax, Bookkeeping & Business Management and Audit & Assurance

www.mycoremastery.com

Sean Manning
Phone: 303-763-1828
Email: sean.manning@payrollvault.com

The Mastery Network provides an online education program called Core Mastery - Core 24 that is designed to be delivered by professionals to help support an advisory service program. The program teaches business and entreprenuership topics.

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.

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.

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.peoplekeep.com

Katherine Torres
Phone: 801-462-4346 
Email: katherine.torres@peoplekeep.com

PeopleKeep offers health reimbursement arrangement (HRA) and employee stipend administration software that allows organizations to create individualized benefits packages to improve employee engagement and strengthen workplace culture. 

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.

prevailcompany.com

Kevin Hsu
Phone: 617-935-0530
Email: kevin@prevailcompany.com

We are entrepreneurs who work with founders, business owners, and employees to acquire, build and grow enduring, profitable small business accounting firms.

We invest patient, long-term capital in our companies. We operate with integrity and humility, and we build lasting value for customers and employees. If you are considering retirement, succession, an exit plan, or just want to learn more, please feel free to contact us.

profitopia.com

Sean Smiley
Phone: 617-935-0530
Email: ssmiley@profitopia.com

ERC Expert is 100% focused on helping small businesses to secure the benefits of the Employee Retention Credit stimulus program. Developed out of the immediate need to ease small business losses during the Covid-19 crisis, the ERC federal tax program rewards qualifying businesses who retained employees during each quarter of 2020 and 2021. To help clients navigate the complex ERC provisions, our highly trained advisors provide free consultations to organizations with fewer than 500 employees.

We have teamed up with Profitopia, a nationwide accounting firm which provides the expertise of seasoned CPAs. ERC is not a loan that needs to be repaid, but a tax credit of up to $26,000 per qualified employee to help businesses and nonprofits stabilize and grow after the pandemic downturn. To take full advantage of this unprecedented and time-limited opportunity, do not delay in contacting us. ERC Expert can do a complete analysis to determine if your organization qualifies.

raistone.com/cpas

Neil Hughes
Phone: 347-948-6345
Email: nhughes@raistone.com

Raistone, the nation’s top financier of Employee Retention Credits (ERCs), has advanced hundreds of millions of dollars in ERC refunds, helping tax preparers like you earn revenue and have happier, healthier clients. Our program allows you to refer clients for ERC financing, providing you with a new revenue stream — cash that you can put to work growing your business.

www.renewgroup.com

Shannon Vincent
Phone: 510-693-7077
Email: svincent@renewgroup.com

ReNew Group is an ROI-based methodology that transforms small to mid-sized accounting firms into highly profitable firms by leading with advisory, commanding premium pricing and working with the right clients.

ReNew’s numbers-based starting point and recurring accountability yields a firm with less tax season, more profits, and better clients.

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

www.taxplaniq.com

Sharla Bartley
Phone: 717-608-2909 
Email: Tax@meyertax.com

The accountants we support use our platform to organize their clients’ tax strategies quickly and easily so they can demonstrate their worth, communicate their value, and charge what they are worth.

www.techguruit.com