Preferred Vendors

Premier Sponsors

fidelity.com

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

 



tax.thomsonreuters.com

Candy Cross
Phone: 734-356-5801
Email: candace.cross@thomsonreuters.com

 

Preferred Sponsors

www.getcanopy.com

Rachel Trussell
Phone:  801-859-9722  
Email:   rachel.Trussell@canopytax.com




www.irisglobal.com

Jereme Schumacher
Phone:  770-641-9100
Email:  jereme.schumacher@IRISglobal.com

www.isolvedhcm.com

Devon Mulholland
Phone:  800-733-8839
Email:  dmulholland@isolvedhcm.com

Kotapay


www.kotapay.com

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

 

themsicorp.com

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

www.maviwork.com

Aman Puri
Phone:415-250-8012
Email: aman@maviwork.com

MAVI is a tech-enabled talent marketplace that helps accounting firms hire top-tier global finance & accounting talent.

www3.swipeclock.com

Lauren DeSimone
Phone:203-448-0589
Email: ldesimone@swipeclock.com