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CPAs, Accounting Firms, and Bookkeepers
Hal Jolley, CPA, CFA
As one of the top financial advisors holding both CPA and CFA credentials, Hal combines tax expertise, financial planning, and investment strategy to turn complex financial decisions into clear, actionable steps for you and your business.
Specialties
Mark Kaufman, Partner
Mark Kaufman is a Partner at Bojrab, Kaufman & Company, a Fort Wayne, Indiana firm providing professional financial and business advisory services to individuals and businesses. With years of experience, the firm delivers personalized guidance across a wide range of financial and business needs.
Specialties
Richard Rintala, CPA
Owner of Richard Rintala, CPA in Plano, Texas. Richard provides tax strategy and planning, small business accounting, and personal and business tax return preparation services to individuals and businesses across Texas.
Specialties
John Vann, CPA
Owner and partner at Haney, Vann, Bruton & Crawford, LLP in Rocky Mount, North Carolina. John Vann provides tax strategy and planning, small business accounting, business advisory, and personal and business tax return preparation services to individuals and businesses throughout North Carolina.
Specialties
Kevin Kimpton, CPA
Owner of Kimpton & Co. CPAs in Post Falls, Idaho. Kevin Kimpton provides tax strategy and planning, small business accounting, business advisory, and personal and business tax return preparation services to individuals and businesses across Idaho.
Specialties
Robert Keisler, Owner
Owner of Robert A Keisler CPA PA in Columbia, South Carolina. Serves clients throughout the greater Columbia area with tax preparation, accounting, bookkeeping, financial coaching, and retirement planning. Known for a proactive approach, clear communication, and building long-lasting client relationships.
Specialties
Paul Fuerst, President
President of Fuerst and Mortimer, PC in Quincy, Massachusetts, a firm with over 30 years of experience. Beyond traditional accounting and tax services, Paul advises on mergers and acquisitions, business succession planning, retirement planning, and estate tax planning. A trusted advisor known for strategic guidance that goes beyond the typical accounting firm role.
Specialties
John Morse, President
President of John P. Morse, CPA, LLC in Denver, Colorado. Specializes in payroll, bookkeeping, accounting, tax planning, and profit planning for small service-related businesses. Known as a knowledgeable, responsive CPA who helps clients gain peace of mind and stay fully compliant with proper accounting practices.
Specialties
Jason Coles, Partner
Partner at Coles Reinstein, PLLC in Boise, Idaho. Provides a broad range of services for business owners, executives, and independent professionals, including tax preparation and planning, estate and trust tax, retirement and estate planning, small business accounting, payroll, CFO advisory, forensic accounting, and business valuation.
Specialties
Gary Ward, President
President of Gary L Ward CPA in Tacoma, Washington. Provides tax preparation, accounting, and financial advisory services to individuals and businesses throughout the greater Tacoma and Pacific Northwest area.
Specialties
Anthony Scorpio, CEO
CEO at Mullen Scorpio Cerilli in Providence, Rhode Island. Leads a firm that combines the services and expertise of a large firm with personalized attention, providing accounting, auditing, tax, business advisory, business valuations, litigation support, nonprofit services, and personal financial planning to clients throughout Rhode Island.
Specialties
Richard Genetelli, President
Richard Genetelli is President of The Genetelli Consulting Group in New York City, specializing in state and local tax consulting. After 20 years at Coopers & Lybrand (now PricewaterhouseCoopers), including 10 years as partner leading the state and local tax practice, Richard founded his firm in 1991. The firm addresses corporate income, sales and use, property, payroll, estate, and gift tax issues across all 50 states.
Specialties
Timothy Raines, CPA
Timothy Raines, CPA is a Tax Partner at Patrick & Raines CPAs, LLC in Jacksonville, Florida. With over three decades of combined firm experience, Patrick & Raines offers tax accounting, CFO consulting, bookkeeping, payroll, audit and assurance services, and estate planning to individuals, nonprofits, and businesses throughout Florida.
Specialties
Francine Prophet, Owner
Francine Prophet is a CPA operating Francine Prophet, CPA in Sausalito, California since 1994. A Golden Gate University graduate, Francine's practice focuses on tax compliance and consulting for small businesses and individuals from her office at 180 Harbor Drive, Suite 219.
Specialties
Benedette Diaferia, Owner
Benedette Diaferia is Owner of B. Diaferia, CPA P.C. in New York City, a 1986 Pace University graduate with expertise spanning securities and commodity industry accounting, law firm financial management, and general tax practice. After training at National Futures Association and spending seven years as the accounting and tax specialist at Curtis, Mallet-Prevost, a top-100 law firm, Benedette founded her own practice serving 5-9 clients with personalized accounting services.
Specialties
Carl Carameros, Owner
Carl Carameros is Owner of Carameros, Rawls & Durham LLP, a full-service tax, accounting, and business consulting firm in Houston, Texas. A graduate of The University of Texas at Austin, Carl provides tax preparation, tax planning, IRS problem resolution, QuickBooks services, and personal financial planning to business owners and professionals throughout the Houston area.
Specialties
Jeffrey Wangsgard, Owner
Jeffrey Wangsgard is a CPA and Owner of Jeffrey R. Wangsgard and Associates, LLC, based in Providence, Utah. A graduate of Utah State University with both a bachelor's and master's degree in accounting, Jeffrey provides bookkeeping, compilations, QuickBooks support, tax return preparation, and payroll services to businesses and individuals.
Specialties
Martha Gazeley, Owner
Martha Gazeley is Owner of Martha Page Gazeley CPA, a Portland, Oregon accounting practice established in 1992. The firm provides tax preparation, planning, bookkeeping, and accounting services to individuals and businesses throughout the Portland metropolitan area.
Specialties
Thomas Lowenberg, Partner
Thomas Lowenberg is a Partner at Fuller Lowenberg & Co., CPAs, a Hauppauge, New York firm with over 25 years of experience providing tax compliance, tax planning, accounting, and specialized services. The firm serves a diverse range of industries including real estate, construction, healthcare, nonprofits, manufacturing, insurance, and legal professionals.
Specialties
Gene Preston, Founder
Gene Preston is Owner of Preston & Associates, a St. Davids, Pennsylvania accounting firm providing business advisory, tax planning and preparation, and IRS resolution services to family-owned businesses, local organizations, and individuals. Based on the Main Line, the firm serves clients throughout the greater Philadelphia area.
Specialties
Bryan Stulz, Partner
Bryan Stulz is a Partner at Benda, Grace, Stulz & Company, P.C., a full-service public accounting firm in Sterling Heights, Michigan providing quality services in accounting, tax, financial and business consulting, and auditing since 1968. A graduate of Lawrence Technological University, Bryan brings decades of experience to clients throughout southeastern Michigan.
Specialties
Megan Travioli, Partner
Megan Travioli is a partner at Gilman, Harris, Travioli & Slover, a Visalia, California CPA firm with more than 35 years of experience serving a broad range of clients. The firm provides tax preparation, business consulting, trust and estate services, and QuickBooks support to individuals and businesses throughout the Central Valley.
Specialties
Robert Dobbins, CPA
Owner of Foard and Company, P.A. in Charlotte, North Carolina. Robert Dobbins provides tax strategy and planning, small business accounting, business advisory, and personal and business tax return preparation services to individuals and businesses across North Carolina.
Specialties
Richard Jutzi, CPA
Richard Jutzi, CPA is the President of Cohen, Rife & Jutzi, P.C. in Phoenix, Arizona. The firm provides tax, accounting, business strategy, and comprehensive financial planning services, with a focus on relationship-driven client service and building long-standing professional partnerships.
Specialties
John Kammerer, President
John Kammerer is President of Kammerer, Burkhart & Company CPAs, a South Florida accounting firm providing comprehensive tax and financial services to individuals and businesses in the Boca Raton area. With a focus on building long-term client relationships, John delivers personalized accounting solutions and strategic tax planning to help clients achieve their financial goals.
Specialties
Shawna Robinson, CPA
Partner and CPA at Woodrum, Tate & Associates, PLLC in Tulsa, Oklahoma. Provides tax preparation, tax planning, accounting, bookkeeping, and business advisory services to individuals and businesses throughout the Tulsa area from the firm's downtown office on South Boston Avenue.
Specialties
Megan Amick, CPA
Owner of Megan Amick CPA LLC, Megan brings over 28 years of accounting and tax expertise to small businesses and individuals in Indianapolis and beyond. A Kelley School of Business alumna, she is committed to partnering with clients by providing useful, timely information to help them make proactive financial decisions — delivering quality, trust, and expertise in every engagement.
Specialties
John Ratcliffe, CPA
Founder and Managing Member of Pavento, Ratcliffe, Renzi & Co., LLC, John has been in professional practice since 1986. A Bryant College graduate and member of both the AICPA and the Massachusetts Society of CPAs, he brings nearly four decades of expertise in business consulting, financial forecasting, government and broker-dealer auditing, tax strategy, and IRS problem resolution — serving small to medium-sized businesses across Massachusetts and Rhode Island.
Specialties
Danielle Adair, CPA
Tax Director at Dean Dorton (Dean Dorton Allen Ford, PLLC), Danielle brings over 15 years of public accounting experience with a focus on tax advisory for manufacturing, real estate, healthcare, natural resources, and investment companies. A University of Kentucky graduate with both an M.S. and B.S. in Accounting (summa cum laude), she advises clients across Kentucky, Ohio, Indiana, and North Carolina from the firm's Lexington office.
Specialties
Mark Hayes, CPA
Owner and CPA at H+P CPAs, Mark brings over 30 years of accounting experience to clients in the Hartland, Wisconsin area. He began his career at a national CPA firm before establishing his local practice, specializing in tax planning and consulting for closely held businesses. For over 15 years, Mark has taught CPA exam preparation courses and served as adjunct faculty at local colleges. He is a member of the Wisconsin Institute of Certified Public Accountants.
Specialties
Cheryl Pfundtner, CPA
CPA at H+P CPAs with over 30 years of experience in tax, Cheryl specializes in small business taxation, high-net-worth individuals, trusts, and individual income tax planning. She handles governmental notices and audits and is an active member of the Wisconsin Institute of Certified Public Accountants, including leadership roles with the Milwaukee Chapter of the Accounting and Financial Women's Alliance.
Specialties
Kelly Satterfield, CPA
Tax Manager and CPA at Essential Financial Management LLC, Kelly brings over 19 years of accounting and tax experience specializing in complex multi-state tax returns, tax planning, advisory services, and problem resolution with tax authorities. She holds a B.S. in Business Administration from the University of Colorado Denver and an A.A. in Accounting from Red Rocks Community College, and has been a licensed CPA in Colorado since 2004.
Specialties
Brian Leben, Managing Partner
Managing Partner at Lulloff, Leben and Taylor, LLC in Brookfield, Wisconsin. Helps clients take the stress out of running their business through personalized financial guidance, including bookkeeping, payroll management, tax optimization, and business advisory services. Known for building authentic, personal relationships with business owners and entrepreneurs.
Specialties
Alan Reback, CPA
Partner at Reback Lee & Company, Inc. in Los Angeles, California, a full-service CPA firm on Wilshire Boulevard providing tax planning, compliance, accounting, business consulting, estate and trust planning, and financial advisory services to individuals, businesses, and nonprofit organizations throughout the greater Los Angeles area.
Specialties
Fernando Jimenez, CPA
CEO and Tax Partner at RJI International CPAs in Irvine, California. Leads a specialized firm serving domestic and international clients including publicly traded corporations, private enterprises, and not-for-profit organizations with accounting, audit, tax, and business consulting services tailored by industry.
Specialties
Scott Kunkel, CPA
Managing Partner at Williams & Kunkel, CPAs, LLP in Flower Mound, Texas. Leads a full-service CPA firm providing tax planning, business advisory, accounting, and financial services to individuals and businesses in the Dallas-Fort Worth area.
Specialties
Larry Lenard, CPA
Larry Lenard, CPA is the Owner of Lawrence Lenard & Company, LLC in Elgin, Illinois. The firm provides one-on-one accounting, tax, and financial advice to individuals and small businesses, offering personalized service across accounting, bookkeeping, tax preparation, payroll, financial planning, and business planning.
Specialties
Gary Wahl, CPA
Owner at Wahl, Willemse & Wilson, LLP in Turlock, California, a full-service accounting firm providing professional, personalized services and guidance in a wide range of financial and business needs to clients throughout the Turlock area.
Specialties
Steven Chamberlin, CPA
Owner of Steven D. Chamberlin CPA in Greenfield, Massachusetts. Provides accounting, tax preparation, and financial advisory services to individuals and small businesses in western Massachusetts.
Specialties
Tricia Austing, CPA
Partner at Cassady Schiller CPAs & Advisors in Cincinnati, Ohio. Provides comprehensive accounting, tax, and advisory services to businesses and individuals throughout Greater Cincinnati and the surrounding region.
Specialties
Gary Krull, CPA
Owner of Gary Krull & Associates CPAs PC in Amherst, New York. Provides accounting, tax planning, and audit services to businesses and individuals in the Buffalo-Niagara region.
Specialties
Frank Waters, CPA
President & CEO of The Waters Firm in Brentwood, Tennessee. Provides comprehensive tax, accounting, and business advisory services to businesses and individuals in the Nashville area and beyond.
Specialties
Chad Parker, CPA
Partner at Sink Gordon Accountants & Advisors LLP in Manhattan, Kansas. Provides tax preparation, business consulting, audit and attestation, and bookkeeping services to individuals and businesses in the Flint Hills region.
Specialties
Sylvia Peralez, CPA
Partner at Freese, Peralez & Associates LLC in The Woodlands, Texas. Specializes in strategic tax planning, consulting, and compliance for established mid-market businesses, with expertise in oil and gas, manufacturing, real estate, and professional services sectors.
Specialties
Robert Klinetop, CPA
Partner at Cuomo, Winters & Schmidt CPAs PLLC in East Syracuse, New York. Provides audit, tax, and accounting services to businesses and individuals in central New York.
Specialties
Roxanne Thompson, Partner
Partner at RTO PA in Little Falls, Minnesota, a full-service accounting firm serving clients throughout the Central Minnesota area with offices in Little Falls and Pierz. Provides tax preparation, tax planning, personal and business financial planning, retirement planning, estate planning, bookkeeping, payroll, and QuickBooks services.
Specialties
Josh Rahn, CPA, CMA, CSCA
Owner of Elite Tax and Consulting, PLLC, Josh Rahn brings over 18 years of tax and accounting expertise to small business owners and individuals in the Fargo-Moorhead area. Holding CPA, CMA, and CSCA credentials, he specializes in tax planning, fractional CFO services, IRS representation, and business advisory — positioning himself as a strategic partner dedicated to helping clients grow and protect their financial future.
Specialties
Julie Miller, Member/Partner
Julie Miller is Owner of Miller Adkins, LLC, a Springfield, Missouri accounting practice serving business owners, executives, and independent professionals. The firm provides comprehensive tax preparation, small business accounting, payroll, and QuickBooks services, along with succession planning and new business formation guidance.
Specialties
Stephanie Blanco, Partner
Stephanie Blanco is a CPA and Partner at John Kasperek Co., Inc., a Calumet City, Illinois firm where she has served for 20 years. As the longest-tenured employee with extensive experience in governmental, educational, and nonprofit work, Stephanie chairs the Government Report Review Committee of the Illinois CPA Society and oversees all auditing and consulting functions.
Specialties
Stephen Ferraro, Partner
Stephen Ferraro is a Partner at Ferraro, Amodio & Zarecki CPAs (FAZ) in Saratoga Springs, New York, specializing in forensic accounting and business valuation. A Siena College graduate, Stephen has participated in hundreds of matters involving complex commercial litigation, lost profits, business interruption, financial investigations, and tax fraud across civil and criminal proceedings.
Specialties
John Stenger, Owner
John Stenger is Owner of Stenger & Company, LLC, a Westerville, Ohio firm providing accounting, tax planning and preparation, business consulting, and IRS audit defense services. The firm leverages virtual tools including QuickBooks Online, Zoom, and cloud-based platforms to serve construction and service-based businesses throughout Central Ohio.
Specialties
Ronald Plankis, Partner
Ronald Plankis is a Partner at Marcheschi, Plankis & Pogore LLP, a Mokena, Illinois firm that has served as a trusted financial partner to clients since 1978. With over 45 years of experience, the firm provides tax preparation and planning, client accounting services, and business consulting to individuals and businesses throughout the Chicago Southland.
Specialties
Barry Wertz, Owner
Barry Wertz is a CPA and Owner of Wertz & Co., P.C., a Mishawaka, Indiana firm founded in 1994 specializing in audits, not-for-profit organizations, construction, and tax consulting. The firm provides bookkeeping, payroll processing, business income tax preparation, and QuickBooks consulting services throughout the South Bend area.
Specialties
Rodney Shipway, Partner
Rodney Shipway is a Partner at Albright, Crumbacker, Moul & Itell, LLC, a Hagerstown, Maryland firm where he has practiced since 1988. Holding CPA and CFP designations, Rodney specializes in corporate, estate, and individual tax planning, financial and retirement planning, and consulting for closely-held businesses across construction and manufacturing industries. He was named Hagerstown Magazine's best CPA in 2015.
Specialties
David Lemberger, CEO
David Lemberger is a CPA with over 30 years of accounting experience, providing steady, reliable service with integrity to individuals and businesses in the Lakewood, Colorado area.
Specialties
Shaun Wertz, Owner
Shaun Wertz is a CPA and member of Conklin, Gilpin & Wertz, PLLC, a Tulsa, Oklahoma firm where he has over 20 years of experience providing assurance and tax services. A University of Oklahoma graduate, Shaun has extensive client service experience in manufacturing, nonprofit, construction, and oil and gas industries.
Specialties
Dan Harkins, Partner
Dan Harkins is a CPA, PFS, and principal owner of Bedrock CPA Group, LLC in Edmonds, Washington, providing accounting, tax, and consulting services to individuals and small to midsize businesses throughout the Puget Sound region. The firm offers fully outsourced accounting, part-time Controller/CFO and bookkeeping services, as well as corporate and individual tax planning and preparation.
Specialties
Sabrina Shippey, Partner
Sabrina Shippey is a CPA and Partner at Jones, Schiller & Littman LLP, a Corte Madera, California accounting firm providing accounting, financial reporting, and corporate tax services. Located at 200 Tamal Plaza, Suite 205, the firm serves individuals and businesses throughout Marin County and the Bay Area.
Specialties
Neven Puharic, Owner
Neven Puharic is a CPA and Owner of Arbor Tax & Accounting Services, a firm with over 20 years of experience serving clients from offices in Wall and Freehold, New Jersey. The firm's expertise includes tax planning and preparation, bookkeeping, accounting, financial analysis, business advisory services, payroll, and IRS audit representation.
Specialties
Monica Stomps, Owner
Monica Stomps is Owner of Monica L. Stomps CPA, Inc., a Centerville, Ohio firm she started in 1996. A licensed CPA and Certified QuickBooks Advisor, Monica provides payroll preparation, bookkeeping, bill paying, and individual and corporate tax preparation services with a 4.4-star rating from clients in the Dayton area.
Specialties
Wayne Carlsen, Partner
Wayne Carlsen is a CPA and Partner at Brabo, Carlsen & O'Brien, LLP, a Palm Springs, California accounting firm established in 1988. The firm provides financial statement preparation, litigation support, business succession planning, estate and tax planning services to individuals and businesses in the Coachella Valley.
Specialties
Julie Johnson, Partner
Julie Johnson is a CPA and Partner at The Anderson Group, PC, a full-service tax, accounting, and business consulting firm in Oakton, Virginia serving individuals and businesses in the Greater Northern Virginia Area for over 35 years.
Specialties
Wayne Kunimura, Owner
Wayne Kunimura is Managing Member of Kunimura Mitchell & Co., CPAs, a full-service tax, accounting, and business consulting firm in Cincinnati, Ohio. Specializing in business tax planning and compliance and outsourced CFO services, Wayne serves clients from the firm's office at 4444 Carver Woods Drive.
Specialties
Jeff Mahoney, Partner
Jeff Mahoney is a Partner at Neikirk, Mahoney & Maier, PLLC, a Louisville, Kentucky CPA firm. As both a Certified Public Accountant and licensed attorney, Jeff brings a unique dual perspective to tax preparation, planning, bookkeeping, and accounting services. A graduate of the Brandeis School of Law at the University of Louisville with prior experience at KPMG, he serves clients from the firm's Herr Lane office.
Specialties
Heather Doerr, Partner, CPA, Financial Advisor
Heather Doerr is a CPA, Financial Advisor, and Co-owner of Hale & Doerr in Gulf Breeze, Florida, bringing over 15 years of expertise in tax, financial, and business consulting. Holding a BBA in Economics from Cal State LA and a Master of Accounting from the University of West Florida, the firm prepares more than 1,800 tax returns annually and specializes in real estate, retail, corporate accounting, and nonprofit tax services.
Specialties
Rob Hebbeler, Co-Owner
Rob Hebbeler is a CPA and Partner at Hebbeler & Weickert CPAs LLC, a Cincinnati, Ohio firm that has been providing exemplary accounting and tax services since 1984. Located at 9545 Kenwood Road, Suite 403, the firm helps local businesses and individuals with complex tax needs, QuickBooks accounting, bookkeeping, financial statement preparation, and small business consulting.
Specialties
Ralph Watson, Owner / CPA
Ralph Watson is Owner and CPA of Woodford Financial PLLC in Versailles, Kentucky, bringing over 40 years of experience as a CPA, wealth advisor, and business advisor. A 1978 University of Kentucky Honors College graduate with experience at PricewaterhouseCoopers, Ralph integrates accounting, tax, estate and financial planning, investment and retirement strategies, and general financial counsel into coordinated client service.
Specialties
Lurene Ockerman, Owner, CPA, EA
Lurene Ockerman is a CPA, EA, and Owner of F & L Tax Service, PLLC, a virtual CPA firm in Glenwood, Arkansas specializing in taxes, accounting, and payroll for small businesses and individuals. With over 30 years of experience, the firm provides personalized service tailored to each client's needs.
Specialties
Jonathon Alfano, Owner
Jonathon Alfano is a Shareholder at Alfano & Associates, P.C., a full-service tax, accounting, and business consulting firm in Arvada, Colorado. Located at 5727 Allison Street, the firm serves individuals and businesses throughout the Denver metro area.
Specialties
Anne Zimmerman, President / CPA
Anne Zimmerman is the founder of Zimmerman & Company CPAs, a Cincinnati, Ohio firm serving businesses and individuals since 1986. With nearly four decades of experience, the firm provides accounting, tax, QuickBooks consulting, payroll, and financial planning services to small businesses across Greater Cincinnati, Northern Kentucky, and Indiana.
Specialties
Richard Beauchemin, Owner
Richard Beauchemin is a CPA and Certified Fraud Examiner operating Carolina Accounting & Tax Service, PLLC in Charlotte, North Carolina. The full-service firm provides bookkeeping, payroll and payroll tax reporting, accounting, sales tax preparation, time and attendance systems, HR support, and tax preparation to businesses throughout the Charlotte area.
Specialties
Dennis Cooper, Partner
Dennis Cooper is a Partner at Frost, PLLC, a Little Rock, Arkansas firm serving clients since 1974 with over 50 years of accounting expertise. The firm provides tax, audit, assurance, business advisory, estate and succession planning, and employee benefit services to clients across agriculture, construction, real estate, manufacturing, and nonprofit sectors.
Specialties
Carla Keegan, President, Tax Director
Carla Keegan is Co-Founder and Director of Tax at Keegan Linscott & Associates, PC, a Tucson, Arizona firm providing tax and business advisory, assurance, consulting, government contracting, forensic accounting, and litigation support services. The firm also offers expertise in mergers and acquisitions, criminal litigation support, and corporate reorganization.
Specialties
Ranjana Batra, Owner
Ranjana Batra is Owner of Ranjana M. Batra CPA, PA, a Pittsboro, North Carolina firm providing small business accounting, QuickBooks services, payroll, tax preparation and planning, and nonprofit organization services. The practice delivers close personal attention to individuals, businesses, and agencies across the Triangle region.
Specialties
Jim Hechtman, Managing Partner
Jim Hechtman is Managing Partner of The Hechtman Group LLC in Skokie, Illinois, specializing in accounting, tax, and business consulting services for individuals, small business owners, and entrepreneurs. With $6 million in annual revenue and a team of 46 employees, the firm offers particular expertise in real estate accounting, estate planning, retirement planning, and tax strategy from its office at 5202 Old Orchard Road.
Specialties
Marty Clyburn, Partner
Marty Clyburn is a Partner at Stroud & Company CPAs, PLLC, a Wilmington, North Carolina firm founded in 1994. A UNC Wilmington graduate, Marty has worked in business litigation and tax representation since 2011, specializing in corporate and partnership tax returns, Offer-In-Compromise work, and Cost Segregation studies.
Specialties
Julie Sturgeon, Owner
Julie Sturgeon is Owner of Julie M. Sturgeon, CPA, a Santa Clarita Valley firm established in 1991 providing tax accounting, bookkeeping, and business accounting services. An active community member serving on the College of the Canyons Foundation Board, Julie has built one of the most respected CPA practices in the Santa Clarita area.
Specialties
Ryan Baer, Owner
Ryan Baer is a CPA, EA, and Founder of Baer Accounting & Tax in Marshfield, Wisconsin, established in 2012. The firm provides a full range of tax preparation and planning services to individuals and businesses, along with accounting and bookkeeping services, and has earned five-star reviews from clients throughout Central Wisconsin.
Specialties
Chris York, Partner
Chris York is a Partner and co-founder of TYS, LLP, a Walnut Creek, California accounting firm established in 2010. A Cal State Sacramento graduate with over 30 years of experience, Chris built considerable expertise in the construction industry during his 17 years at Jones, Henle & Schunck and is a past president of the Surety Association of Northern California.
Specialties
Steve Mayer, Founder & Managing Partner
Steve Mayer is a principal at SD Mayer & Associates, a San Francisco firm with over 50 years of experience providing audit, tax, advisory, and wealth management services. The firm serves construction, technology, healthcare, retail, hospitality, manufacturing, real estate, media, nonprofit, and government sectors from its offices across the Bay Area.
Specialties
George Navarro, Owner
George Navarro is Owner of George W. Navarro CPA, P.C., a Greensboro, North Carolina firm providing individuals and business owners with a full range of tax and accounting services. With over 25 years of experience in both public and private accounting, George offers online, remote, and virtual accounting and bookkeeping services to companies of all sizes.
Specialties
Bradley Howe, Managing Director
Bradley Howe is Managing Director of Intellisource Financial Services in Fairfax, Virginia, a firm he founded in 2004. Holding a Masters of Taxation from The American University and a BS in Accounting from Ithaca College, Brad brings over 30 years of hands-on finance, tax, and accounting experience, providing tax planning and preparation, IRS representation, bookkeeping, payroll processing, and financial statement preparation to businesses and individuals.
Specialties
Ephraim Egbele, Managing Director
Ephraim Egbele is a CPA, Founder, and Managing Director of EFS Group, PLLC in Houston, Texas, serving as a Fractional CFO to 7- and 8-figure entrepreneurs. With experience from PricewaterhouseCoopers and TXU Energy, Ephraim specializes in serving e-commerce businesses and online retailers, helping them organize, grow, and keep more of the money they make.
Specialties
Chris Peden, Chief Profit Adviser & Virtual CFO
Chris Peden is a CPA, CMA, CFM, and Owner of Peden Accounting Services LLC in Manassas, Virginia, with over 20 years of experience helping small and medium-size businesses organize their finances. Specializing in service-based businesses like hair salons and consulting firms, Chris offers year-round tax planning, tax preparation, and virtual CFO services throughout Northern Virginia and the DMV area.
Specialties
Gail Anikouchine, Owner
Gail Anikouchine is a CPA and Owner of Anikouchine & Associates, providing audit, accounting, and compliance services for nonprofits, small businesses, and individuals in the Santa Barbara, California area. She also works with Macfarlane, Faletti & Co LLP, bringing years of experience in tax preparation and accounting to clients throughout the Central Coast.
Specialties
Blake Koolick, Managing Partner
Blake Koolick is Owner of Scottsdale CPAs, PLLC, a Scottsdale, Arizona firm providing tax preparation, planning, IRS problem resolution, small business accounting, QuickBooks services, and payroll processing. The firm serves individuals, business owners, and executives throughout the Scottsdale area.
Specialties
Walter Morgenthaler, Partner
Walter Morgenthaler is a CPA and Partner at Kolbrenner & Alexander LLC in the Greenwich/Stamford, Connecticut area. Licensed to practice in Connecticut, Walter provides comprehensive accounting and tax services to individuals and businesses from the firm's Stamford office.
Specialties
Matthew May, President
Matthew May is a CPA with over 25 years of experience spanning accounting, audit, consulting, and leadership. As former President of Acuity Accounting in Atlanta, Georgia, Matthew led a national team of virtual accountants and CFOs serving startups and entrepreneurs, and played an active role in the Georgia technology ecosystem as a board member of the Atlanta Technology Angels.
Specialties
Edward Thaney, Owner & Managing Partner
Edward Thaney is Owner of Thaney & Associates Accountants, LLC, a Rochester, New York firm with over 50 years of experience serving more than 700 businesses. The firm provides valuation services, succession planning, mergers and acquisitions, business brokering, tax planning, forensic accounting, and outsourced back office services.
Specialties
Bill Cubin, Partner
Bill Cubin is Managing Partner of CPA Consulting Group, LLP, a Casper, Wyoming firm established in 1988 specializing in accounting, tax preparation, and business consulting for small businesses. A University of Wyoming graduate with both a bachelor's and master's in accounting, Bill became managing partner in 2023 after working at the firm since 2010.
Specialties
Paul Nelson, Owner
Paul Nelson is President of Nelson & Company, PC, a Colorado Springs accounting firm in operation for approximately 28 years. Located at 116 South 8th Street, Paul and his team of five professionals provide tax preparation, tax planning, bookkeeping, and estate and trust tax services to taxpayers and small businesses throughout the Pikes Peak region.
Specialties
James Peavey, Tax Partner
James Peavey is Owner of Pivot CPAs, the largest locally-owned certified public accounting and business consulting firm in Northeast Florida. Based in Ponte Vedra Beach, the firm provides assurance, tax, accounting, employee benefit plan audits, family office, and advisory services to clients in construction, manufacturing, real estate, healthcare, and nonprofit sectors.
Specialties
Pamela Baker, Managing Partner
Pamela Baker is Managing Partner of Barbacane, Thornton & Company LLP, a regional CPA and consulting firm headquartered in Wilmington, Delaware. A University of Lynchburg graduate, Pamela oversees the firm's adherence to professional standards in compliance and financial audits, specializing in governmental agencies, nonprofits, employee benefit plans, and schools.
Specialties
Frank Henry, Partner
Frank Henry is a CPA and member of Henry & Company, LLP, a Gainesville, Georgia firm serving as a trusted financial and advisory partner for over 40 years since 1981. A member of the American Institute of CPAs and the Georgia Society of CPAs, Frank provides comprehensive accounting, tax, and business advisory services from the firm's Washington Street location.
Specialties
Denise Wright, Owner
Denise Wright is Founder of Denise Wright CPA, a Clinton, New Jersey firm with approximately 40 years of experience providing professional, high-quality accounting and tax preparation services. A Rider University graduate and member of the AICPA and NJSCPA, Denise serves individuals, businesses, estates, and trusts throughout the tri-state area of New Jersey, Pennsylvania, and New York.
Specialties
Paula Field, President
Paula Field is a CPA, CFE, and President of Lucrum Legal Accounting in Allen, Texas, specializing in accounting services for law firms and attorneys. With over 40 years of accounting experience, Paula's flagship Show Me the Profit program helps business owners create cash reserves and legally lower tax bills, offering IOLTA management, profit planning, forensic accounting, and complex tax planning.
Specialties
Dustin Orr, CPA
Partner at Hamilton & Associates CPA LLC, Dustin has been a trusted advisor to individuals and businesses since joining the firm in 2010. With degrees in Accounting and Finance from the University of South Florida and an MBA in Forensic Accounting, he brings a rigorous analytical approach to tax planning, attestation services, small business accounting, and bookkeeping — serving clients across Florida and Georgia.
Specialties
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