Associate Member

alternatetaxsolutions.com

Vernon Brokke
Phone: 401-949-5200
Email: vbrokke@alternatetaxsolutions.com


Andrew Parrish
Phone: 401-949-5200
Email: aparrish@alternatetaxsolutions.com

Alternate Tax Solutions' mission is to find a better way to add value. We act as a back office for CPAs and advisors to apply popular, yet complicated, tax and financial strategies, including:

 - R&D Tax Credits 

- Cost Segregation Studies 

- Business Valuation Services

We work with CPAs nationwide to provide practice differentiation by helping taxpayers unlock value hidden within the walls of their business.




www.apexhcm.com

Victoria Crucet
Phone: 770-641-9100
Email: victoria.crucet@apexhcm.com 

Apex® HCM is a market leader in licensing cloud‐based payroll and HR software technology and over 300 payroll service firms and vendors nationally use Apex’s technology as the core of their business foundation. Apex’s customizable, comprehensive suite of products and services include payroll, payroll tax, human capital management, applicant tracking and onboarding, time and attendance, reporting, manager and employee self-service, ACA compliance, mobile apps, workers’ compensation, payroll debit cards and other business management tools normally reserved for large enterprises, now available to any business size. Apex’s cutting‐edge, cloud‐based technology allows its customers to effectively compete feature‐for‐feature with larger established firms while dramatically improving their workforce productivity.



bankercreative.com/pasba

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

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



ChuckBauer_ForLightBG.jpg



www.chuckbauer.com/

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

 


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?



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.



EWH.png


https://www.ewhsba.com/university/


Joseph Hastreiter
Phone: 262-796-1040
Email: jhastreiter@ewhsba.com





www.howardcpas.com

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

Learning Management System




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.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

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.mcgowanprofessional.com

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

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



 



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. 





posterelite.com

Hannah Peterson
Phone: 858-999-8234
Email: hannah.peterson@posterelite.com

PosterElite has been trusted by over 700 payroll, HR, CPA, PEO, Insurance & HCM firms to provide private-labeled, turn-key compliance products for their clients. Our fully private-labeled solutions provide added-value to your clients and a boost in new monthly recurring revenue for you. With the huge surge in the number of remote employees nationwide and the shift to a hybrid workplace, PosterElite has launched a 100% online ePosterService to help your clients meet Department of Labor guidelines and fulfill their employer obligations. Ask us how to offer this new solution to your clients!












www.techguruit.com

Daniel Moshe
Phone: 651-235-4895
Email: dan@techguruit.com


Tech Guru is Enlightened IT for CPA firms. We focus exclusively on technology for CPA and Accounting firms like yours, nation-wide.


You want technology that works for you, not against you, and we help you accomplish that. We are not a hosting company. We help CPA firms modernize and transition to the cloud. We translate your business goals into technology initiatives that drive value. We accomplish this by delivering end-to-end technology services for CPA firms including technology planning, budgeting, implementation, cybersecurity, and ongoing support.

Build your ideal firm with Tech Guru as your trusted technology partner. Start your journey today with a complimentary Technology Workshop to get ideas and a roadmap for how technology can help you achieve your firm goals and objectives.

Click here to schedule a 5-minute intro call with your dedicated PASBA representative, Micah Thor.



 

www.uncat.com

Brandon Bruce
Phone: (865) 217-6364
Email: brandon@uncat.com 

Built by accountants and bookkeepers, Uncat makes it easy to resolve uncategorized transactions with your clients. We got tired of exporting spreadsheets every month, chasing clients for information, and manually copy-pasting client responses into our accounting software. That’s why we built Uncat and packed it with features to save you time and make life easier for your clients. Uncat syncs with QuickBooks Online, Xero, and QuickBooks Desktop, and is just $5/month per client.






www.wilsonjames.cpa

Ryan Thien
Phone: 864-210-9877
Email: ryan@wilsonjames.cpa

Find the best candidates for your CPA firm. We know the common roles at your firm because we work only with CPA firms. We provide recruitment and personnel consulting services for small to mid-sized CPA firms.