Associate Members

Shubham Grover
Phone: 415-969-7987
Email: shubham.grover@acobloom.com

AcoBloom International provides full suite of Tax Returns Preparation, Accounting, Bookkeeping, Audit Support, & Payroll Support CoSourcing Services to CPA & Tax firms in the USA. We currently serve more than 300 CPA firms in the US and has 7 delivery centers across India. Our core purpose is to empower growth & profitability for CPA & Tax firms with highly skilled Tax Preparers, Tax Reviewers, Senior Accountants, Bookkeepers and Auditors. Our dedicated & experienced resources work in harmony with CPA & Tax firms as an extended overseas arm, delivering services as and when our clients need them.

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.

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?

connectpayusa.com

George Heidelmaier
Phone: 410-303-1196
Email: george@connectpayusa.com

At ConnectPay, we provide small business payroll processing and tax compliance guidance so business owners can focus on core services. Our Connected Payroll model prioritizes people, not products. Clients can expect timely, accurate answers from a local payroll expert dedicated to their accounts. When clients need trusted advisors, we tap into our network. We work with local, reputable partners in HR, insurance, and retirement planning to provide a personalized service that big box providers cannot.

financial-cents.com

Davida MacBain
Phone: 778-302-7072
Email: davida@financial-cents.com

Financial Cents is an easy-to-use practice management software built specifically for accounting and bookkeeping firms. Financial Cents makes it easy to create a seamless workflow across your accounting team. You can seamlessly track client work, assign work to team staff and collaborate, manage capacity, and stay on top of deadlines, all in one place.

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.

huntington.com/SmallBusiness

Chris Wallace
Phone: 601-573-8424
Email: christopher.wallace@huntington.com

Huntington Bancshares Incorporated is a $194 billion asset regional bank holding company headquartered in Columbus, Ohio. Founded in 1866, The Huntington National Bank and its affiliates provide consumers, small and middle-market businesses, corporations, municipalities, and other organizations with a comprehensive suite of banking, payments, wealth management, and risk management products and services. Huntington operates approximately 970 branches in 11 states, with certain businesses operating in extended geographies.

Huntington has been the nation's largest originator, by volume, of Small Business Administration (SBA) 7(a) loans for five consecutive years. The Huntington SBA program is a national lender with a specialized focused in financing for professional practice businesses for purchase and expansions.

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.

themsicorp.com

John Dohn
Phone: 847-254-3028
Email: John@themsicorp.com

Expert risk managers specializing in captive formation and management along with Captive back-office support and risk management focus on profitability.

www.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.

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

Derrick Heldenbrand
Phone: 479-695-2111
Email: derrick@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.

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.

pinesupport.com

Brice Kuttenkuler
Phone: 303-486-5690
Email: bkuttenkuler@pine.support

Pine Accounting Premier: IT Solutions for Accounting Firms

**Why Choose Pine Accounting Premier?**

**Unmatched Industry Expertise:** Our team has extensive experience in the accounting and financial services sectors. We leverage a network of experts across every field to provide you with specialized knowledge and support.

**Fast and Secure ITaaS:** Work from anywhere on the fastest and most secure ITaaS platform tailored specifically for CPA firms.

**Customizable Solutions:** Feature your company logo and branding on a fully customizable portal. Our solutions work seamlessly with both Windows and Mac devices and are compatible with any software you need—no limitations like other solutions.

**Proven Performance:** We can prove our speeds with your data, ensuring no interruptions to your current workflow. Our clients, from New York to California, are experiencing the difference that Pine Accounting Premier makes in enhancing their firm's efficiency.

**Our Services:**

**IT Infrastructure:** Tailored IT infrastructure designed specifically for accounting firms, ensuring optimal performance and security.

**Software Support:** Comprehensive support for all major accounting software, including Thomson and ProSystems.

**Expert Consultation:** Access to experts in accounting, financial services tech, software, and security to help you navigate any challenge.

**Customizable IT Solutions:** Fully customizable IT solutions that feature your company's branding and work with any device or software.

**Join Us and Experience the Pine Difference**

Don't settle for a giant provider that doesn't care or a small shop that doesn't know the industry. Pine Accounting Premier offers the perfect balance of industry expertise, performance, and personalized service. Contact us today to see how we can transform your firm's IT experience.

**Why Settle for Generic IT Providers?**

For too long, accounting firms have had to rely on generic IT providers who don't understand the intricacies of the accounting industry. At Pine, we've developed a specialized collection of IT solutions that allows you to take control of your IT budget while achieving the fastest performance possible. With over 35 years of experience supporting Thomson, ProSystems, and all other accounting software, we understand your needs like no one else.

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.

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.

talbottadvisory.com

Daniel Talbott
Phone: 772-242-0002
Email: daniel@talbottadvisory.com

Mergers and Acquisitions advisory and business brokerage services; exclusively for accounting practices, specializing in CAS firms or firms with or interested in implementing small business advisory services.

We help firm owners sell for the greatest value possible, strategically grow through acquisitions, or take an active role in their clients' M&A activities through partnership (coaching, referring, or white labeling M&A advisory).

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!

unisonglobus.com

Julie Bonness
Phone: 262-488-1746
Email:julie.bonness@unionglobus.com

Providing skilled, dedicated resources who take immense pride in their work for you and your firm. We are your strategic partner on your journey to stabilize your workforce.

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.