PAFM Directory

Education and Knowledge

CPAFMA's Public Accounting Firm Manager (PAFM)™ program provides the opportunity to demonstrate you have the knowledge, leadership, skills, and abilities to operate at a high level of expertise in the field of accounting firm management.

Following is a listing of current approved PAFMs. The list continues to grow every day and you are encouraged to revisit this site often.

Mary Aldrich, SPHR
Chief Operating Officer
Witt Mares, PLC
Newport News, VA 23606
Michael Alexander, CPA
Senior Manager
Birmingham, AL 35243
Timothy Allen, MBA
Firm Administrator/COO
Reilly, Penner & Benton, LLP
Milwaukee, WI 53226
Joyce Arthur
Alliance Client Services Support Manager
BDO Alliance USA
Orlando, FL 32801
Julia Atwood, SPHR
Partner/Dirctor of HR & Administration
Shannon& Associates,LLP
Kent, WA 98930
Lexi Bailey
Office Manager
Frost & Company, P.S.
Olympia, WA 98507
Sandra Baker
Owner, Human Resources & Admin
Beason & Nalley, Inc.
Huntsville, AL 35801
Donna Baker
Firm Administrator
Manchester, CT 06042
Hannah Baldwin, SHRM-CP
HR Director
Smith Marion & Co.
Redlands, CA 92374
Erin Barto
Firm Administrator
Drazan, Henke and Associates
Chaska, MN 55318
Donna Beckum
Firm Administrator
McMahan and Associates, LLC
Avon, CO 81620-5850
Merilee Bellamy
Firm Manager
The Walls Group, Cpa's
Ooltewah, TN 37363
Robert Biddle, Jr.
Bowman & Company LLP
Voorhees, NJ 08043-2493
Brenda Blosser
Director of Firm Management
Polk and Associates, PLC
Bingham Farms, MI 48025
Amy Boston, SHRM-CP
Firm Administrator
Siepert & Co., LLP
Beloit, WI 53511
Abby Bridges, MBA
Firm Administrator
McBride-Manley & Company, P.C.
Marine City, MI 48039
Angela Brock, CME
Director of Marketing & Administration
The Cleveland Group, CPAs
Martinez, GA 30907
Angela Brown
Firm Manager, HR and Admin Supervisor
Price Fronk & Co.
Bend, Oregon 97703
Nancy Burt
Office Administrator
LTSP, Inc.
Newport Beach, CA 92660
Kelly Catanzaro
Office Manager
The Bonadio Group
Rochester, NY 14534
Sandee Cheynet
COO/Firm Administrator
Brown, Edwards, and Company, LLP
Bluefield, WV 24701
Jana Cinnamon
Partner, Chief Operating Officer
Edina, MN 55436
Katherine Clark
Office Administrator
Springfield, MO 65804
Lisa Cloyd
Accounting Manager
Crosslin, PLLC
Nashville, TN 37062
Gregory Cole II
Chief Financial Officer
American Tax Company II, LLC
Beckley, WV 25801
Ericka Coleman
HR Director
Clark, Raymond & Company
Redmond, WA 98052
B. Marlene Collins
Firm Administrator
Bormel, Grice & Huyett, P.A.
Laurel, MD 20708
Celia Cue
Director of HR/Firm Administrator
Berkowitz Pollack Brant
Fort Lauderdale, FL 33301
Lisa Curtin
Chief Operations Officer
Caldwell CPAs
Bethesda, MD 20814
Tammy Daniel
Firm Administrator
Antares Group, Inc.
Conyers, GA 30013
D'Yan Davis
Director of Member Services & CPAConnect
CPAmerica, Inc.
Gainesville, FL 32607
Karen DeBora
Manager of Tax Operations
Aldrich CPAs + Advisors LLP
Carlsbad, CA 92008
Delores Delouney
Firm Administrator
Barkanic & Ames, LLC
Rockville, MD 20850
Virginia Dennerlein, SHRM-CP
Firm Administrator
Parsippany, NJ 07054
Fred Dillon, SPHR
Regional HR Manager/WV Administrator
Dixon Hughes Goodman LLP
Charleston, WV 25301
Jessica Dispensa
Firm Administrator
Bedard, Kurowicki & Co., CPA's, PC
Flemington, NJ 08822
Letrender (Nikki) Dobey
Firm Administrator
SJ Gorowitz Accounting and Tax
Alpharetta, GA 30022
Patricia Donohue
Firm Administrator
LB Goodman & Co.
Fair Lawn, NJ 07410
Dana Edwards
Firm Administrator
Caldwell & Companies
Silver Spring, MD 20904
Rebecca Evans, PHR
Firm Administrator
Vine Dahlen PLLC
Lynnwood, WA 98037
James Fahey
Project Director
Hill, Barth & King LLC
Boardman, OH 44512
Lyn Fasi
Practice Growth
Matthews Carter & Boyce
Fairfax, VA 22033
Ginny Fedrich
Firm Administrator
HBLA Certified Public Accountants, Inc.
Irvine, CA 92602
Andrea Ferran, PHR, CAP
Chief Operating Officer
HMWC CPAs & Business Advisors
Tustin, CA 92780
John Ferrari
Firm Administrator
Portney & Company, CPAs & Business Consultants
River Edge, NJ 07661
Brian Fischer
Operations Manager
Realize CPA, LLP
San Francisco, CA 94111
Lauren Fitch, J.D.
Chief Operating Officer
Faulk & Winkler LLC
Baton Rouge, LA 70806
Kim Fitzgerald
Firm Administration
Squire, Lemkin + Company, LLP
Rockville, MD 20850
Drema Foster
HR Director
Suttle & Stalnaker, PLLC
Charleston, WV 25301
Barbara Foust
Office Administrator
Genske Mulder
Ontario, CA 91764
Yifei Fu
Operation Manager
Hanlin Moss Yi, PS
Seattle, WA 98115
Amanda Gabel
Firm Administrator
Rockville, MD 20852
Sarah Galley, SPHR
Firm Administrator
Pohlman & Talmage CPAs, Inc
Dayton, OH 45439
Julie Giacobbe
MWA CPAs + Business Advisors
Plano, TX 75074
Jennifer Girouard
Firm Administrator
Williams, Humphreys & Company
Wilmington, DE 19806
Vicki Goetter
Firm Administrator
Restivo Monacelli LLP
Providence, RI 02903
Christine Golz
Firm Administrator
Weltman Bernfield LLC
Buffalo Grove, IL 60089
Richard Gonzalez
Controller/Firm Administrator
Klatzkin & Co.
Hamilton, NJ 08690
Tammy Goodwin
Firm Administrator
Fayetteville, NC 28305
Annabella Green, SPHR
Director of Human Capital & Firm Adminis
PKF Texas
Houston, TX 77057
Daniel Gregory
Firm Administrator
Genske, Mulder & Company, LLP
Costa Mesa, CA 92626
Amy Gurren, CAP-OM
Albany Office Manager
Bonadio & Co., LLP
Albany, NY 12205
Sheena Hankins
Firm Administrator
Clarus Partners
Columbus, OH 43215
Dawn Hanna Bell
Senior Operations Manager
Ann Arbor, MI 4808
Kristen Hendricks
Partner of Firm Administration
Marshall Jones
Atlanta, GA 30305
Adam Holka, MBA
Director of Operations
Pennell CPA PLC
Grand Rpaids, MI 49546
Kristin Holthus, CPA, CGMA
Director of Finance and Operations
Anton Collins Mitchell LLP
Denver, CO 80203
Firm Administrator
Dalia Accounting Service
Patricia Ianni
Firm Administrator
Cleveland, OH 44122
Melody Ipolito, PHR, Firm Administrator
PHR, Firm Administrator
Kmetz, Nuttall, Elwell, Graham PLLC
Vero Beach, FL 32963
Jacqueline Jacak
Firm Administrator
Fond du Lac, WI 54935
Jeff Jackman
Office Manager
Hanson & Co. CPAs
Denver, CO 80246
Nigel Jacobs, B.Comm, FCMA
Chief Executive Officer
Taylor Leibow LLP, Accts and Advisors
Hamilton, ON L8N1G6
Tammy Jaramillo
Partner & Director of Administration
Burt & Company CPAs, LLC
Albuquerque, NM 87110
Regina Jessop
Administrative Partner
DuvallWheeler, CPAs
Manassas, VA 20110
Jane Johnson
Grimbleby Coleman CPA's, INc.
Modesto, CA 95350
Michelle Johnson
Firm Administrator
Martinet Recchia Inc
Willoughby, OH 44094
Julia Johnson
Firm Administrator
Nashville, TN 37203
Theresa Johnson
Firm Administrator
The W2 Group, LLC
Upper Marlboro, MD 20772
Camille Johnston
Firm Administrator
Kindlinger & Company, PC
Kingsley, MI 49649
Lisa Karell
Firm Administrator
Murray, Jonson, White & Associates, Ltd., P.C.
Falls Church, VA 22042-2333
Cynthia Keen
Office Administrator/Marketing Director
GALLINA Merrill Carlson LLP
Renton, WA 98057
Rita Keller
Keller Advisors, LLC
Beavercreek, OH 45431
Roman Kepczyk, CPA, CITP
Director of Consulting
Alpharetta, GA 30005
David King
Shareholder/Firm Administrator
Barfield, Murphy, Shank & Smith, P.C.
Birmingham, AL 35244-2868
Mary Ellen Kirkey
Manager, Human Resources & Operations
Marcum LLP
Irvine, CA 92614
Kathleen Klosterman
Administrative Partner
Roger Klosterman & Co LLP
Dubuque, IA 52001
Cara Knechtly
Firm Administrator
Woomer, Nistendirk & Associates, PLLC
Charleston, WV 25301
Scott Krueger
White Nelson Diehl Evans LLP
Irvine, CA 92606
Chad LaBarre
Firm Administrator
Kiesling Associates LLP
West Des Moines, IA 50266
Kristine Latchaw, CPA
Director of Administration
Maner Costerisan PC
Lansing, MI 48912
Ronda Lawson
Firm Administrator
Bregante + Company LLP
San Francisco, CA 94111
Matthew Leach
Firm Administrator
Dalby, Wendland & CO
Grand Junction, CO 81502
Brandy Lee, SPHR, SHRM-SCP
Director of Operations and HR
Kieckhafer Schiffer LLP
Irvine, CA 92618
Dennis Lemieux
Director of Operations
Portland, ME 04101-4100
Joe Leppert
Director of Operations
Leppert Group LLC
Sandyston, NJ 07826
Victoria LeStrange
Firm Administrator
Heymann Suissa & Stone, P.C.
Rockville, MD 20850
Kevin Lightner, CPA
Chief Financial Officer
Reinsel Kuntz Lesher LLP
Lancaster, PA 17601
Linda Long
Firm Administrator
Bollenback & Forret, P.A., CPAs
Clearwater, FL 33756
Jeff Lucke
Lucke & Associates CPA's
Wichita, KS 67212
Sandra Lynch Holmes
Brantley Janson
Federal Way, WA 98003
Donna Malarkey, MBA
Firm Administrator
Kositzka, Wicks and Company
Alexandria, VA 22312
Heather Mann
Managing Director, Firm Operations
Somerset CPAs
Indianapolis, IN 46240
Nancy Margagliano
Firm Administrator
Caler, Donten, Levine, Cohen, Porter & Veil, P.A.
West Palm Beach, FL 33401
Michael Mariano
Firm Administrator
Leaf, Saltzman, Manganelli Tendler & Mie
Fairfield, NJ 07004
Karen Mattull, SPHR, SHRM-SCP
Director of Human Resources
BeachFleischman PC
Tucson, AZ 85718
Amy Maule
Firm Administrator
Williams & Company PC
Sioux City, IA 51106
Craig Mayers, MAcc, CPA, CGMA
Firm Administrator
Genske Mulder & Company, LLP
Costa Mesa, CA 92626
Debbie McGinnis
Firm Administrator
Houston, TX 77027
Debra McGlohon, CPA
Chief Operating Officer
Berberich Trahan & Co., P.A.
Topeka, KS 66611
Amanda McMahon Noguera
Operations Manager
Zuazo & Associates, Inc.
Orange, CA 92868
Tavi Meketon, MBA, SPHR, SHRM-CP
Director of Operations
R & A CPAs
Tucson, az 85712
Lori Melton
Firm Administrator
Davis, Lynn & Moots, P.C.
Springfield, MO 65807
Regina Migliorini
Practice Manager
Welker Mojsej & DelVecchio CPAs, LLC
Rochester, NY 14623
Kristen Miller
Office Manager
Summit CPA
Louisville, KY 40202
Jennifer Minor
Director of Administration
Rodman & Rodman P.C.
Newton, MA 02462
Linda Muchowski
Firm Administrator
Kandell Farnworth & Pubins CPA
Aquebogue, NY 11931
Maria Myers, aPHR
Firm Administrator
BRS CPAs & Advisors
Springfield, MO 65807
Tina Neustel
Office Manager
Dillwood Burkel & Millar, LLP
Santa Rosa, CA 95403
Rachelle Newham
Firm Administrator
Matthews Carter & Boyce
Fairfax, VA 22033
Lori Niederlehner, CPA;SPHR
COO Internal Services/Shareholder
BeachFleischman PC
Tucson, AZ 85718
Donne Nochomowitz
Director of Administration
Whittlesey & Hadley, PC
Hartford, CT 06106
Suzanne Nold
Office Administrator
Kerber, Eck & Braeckel LLP
St. Louis, MO 63102
Sid Nueno, PHR
Director of Operations
TPS Thayer
Sugar Land, TX 77478
Tracy O'Neill, SPHR
Chief Administrative Officer
Kerkering, Barberio & Co.
Sarasota, FL 34236
BEND, OR 97703
Brenda Olesuk
Director of Operations and Development
Meyers Brothers Kalicka, P.C.
Holyoke, MA 01040
Jordon Olson
Partner - Firm Administrator
Berndt CPA LLC
Madison, WI 53713
Matthew Osterhouse
Firm Administrator
Scine & Associates
St. Augustine, FL 32084
Chelsey Otey
Office Manager
Foti, Flynn, Lowen Co P.C.
Roanoke, VA 24028
Amanda Owens
Firm Administrator
Badger CPA
San Antonio, TX 78259
Marta Pardo, PHR
Firm Administrator
Allen, Haight & Monaghan LLP
Irvine, CA 92614
Peggy Parker
Firm Administrator
Sol Schwartz & Associates, P.C.
San Antonio, TX 78229
Kayla Perry, Lean Six Sigma Green Belt
Firm Administrator
B.A. Harris LLP
Boise, ID 83702-6946
Erik Pflaumbaum
Director Of Operations
Carol King & Associates
Asheville, NC 28801
Andrew Phillips
Business Manager
Phillips Accountancy Corporation
Amanda Pierson, SHRM-SCP, CPP
Firm Administrator
Brendon Pierson Inc.
Wall, NJ 07719
Candace Poxton
FD Thompson & Co., PLC
Oklahoma City, OK 73142
Kristine Pratt
Administrative Assistant
Peter Witts, CPA PC
Dracut, MA 01826
Jeanie Price
Partner & Director of Administration
DeLeon & Stang, CPAs and Advisors
Gaithersburg, MD 20877
Timothy Raines, CPA, CGMA
Patrick & Raines CPAs
Jacksonville, FL 32207
Jessica Randall
Administrative Principal
Fluence PC
Portland, OR 97223
Beverly Rench, CPA
Firm Administrator
Thorn Lewis + Duncan
Dayton, OH 45423
Scott Ritzmann, MBA
Firm Administrator
A.M. Peisch & Company, LLP
White River Junction, VT 05001
People and Culture Director and Firm Adm
SAN JUAN, PR 00917
Faith Rocha
Firm Administrator
Aspire Financial, LLC
Scottsdale, az 85260
Julie Ruiz
Steven Bankler, CPA, Ltd.
San Antonio, TX 78230
Kimberly Russo
Director of Firm Administration & HR
Swink, Fiehler & Company, P.C.
Saint Louis, MO 63127
Norman Saale
Chief Operating Officer
McDermott & Miller, P.C.
Grand Island, NE 68802
Corrie Sauer
Irvine, CA 92618
Heather Savery
Firm Administrator
Altman, Rogers & Co.
Anchorage, AK 99501
Shauna Schilling
Human Resource Manager
Mowery & Schoenfeld, LLC
Lincolnshire, IL 60069
John Schroeder, SPHR, SHRM-SCP
Chief Human Resources Officer
Green Hasson Janks LLP
Los Angeles, CA 90024
Larry Sheftel, PHR, SHRM-CP
Atlanta, GA 30328
Elizabeth Shelver
Firm Administrator
Geddes Chucka PLLC
Bellevue, WA 98005
Monica Siciliano
Firm Administrator & HR Director
Zinman & Company
Southampton, PA 18966
Laurie Simonson
Froehling Anderson
St. Louis Park, MN 55426
Heather Slack, MBA
Operations Support Director
Albuquerque, NM 87109
Amy Smith
Director of Operations
Favazza & Associates, LLC CPAs
Saint Peters, MO 63376
Sarah Snell, CPA
Firm Administrator
Holman Frenia Allison, P.C.
Toms River, New Jersey 08753
Judi Sovanski
Firm Administrator
Bender Weltman Thomas Perry & Co.
St. Loui, MO 63141
Mary Stagnaro
Firm Administrator
Mowat Mackie & Anderson LLP
Oakland, CA 94612
Joy Stamm
Firm Administrator
Daszkal Bolton LLP
Boca Raton, FL 33431
Sherri Stoltzfus
Trout Ebersole & Groff LLP
Lancaster, Pa 17601
Heather Sunderlin, MSHRD, PHR, SHRM-CP
Independent Consultant
Independent Consultant
Moyock, NC 27958
Janis Swanson
Director of Firm Administration
Joseph Decosimo and Company, PLLC
Chattanooga, TN 37402
Tiffany Taft
Administrative Assistant
Baker Holtz, P.C.
Grand Rapids, MI 49503
Arlene Thayer
Chief Operating Officer
KatzAbosch, P.A.
Timonium, MD 21093
Heather Thompson
Firm Administrator, Partner
Conway, Deuth & Schmiesing, PLLP
Willmar, MN 56201
Sharon Trabbic
Chief Operating Officer
William Vaughan Company
Maumee, OH 43537
Andrea Utsey
Firm Administrator
S.J. Gorowitz Accounting & Tax Services, PC
Alpharetta, GA 30022
Debbie Vaughan
Casey Neilon, Inc.
Carson City, NV 89703
Susan Vorbeck, MBA
Firm Administrator
Howe & Company, CPA, P.C.
Kansas City, MO 64106
Wendy Waters
Shwiff, Levy & Polo, LLP
San Francisco, CA 94104
Michele Weber
Director of Operations
Croskey Lanni
Rochester, MI 48307
Ann White
Director of Admin/Human Resources
Fort Worth, TX 76109
Alycia Wilkinson
Firm Administrator
Ashley Quinn CPAs and Consultants, Ltd.
Reno, NV 89511
Stephanie Wilkinson, SHRM-CP, SPHR
Director of Human Resources
Lumsden & McCormick, LLP
Buffalo, NY 14202
Christi Williams
Firm Administrator
Cowart Reese Sargent CPA's
Jackson, TN 38305
Kimberly Wines, SPHR
Firm Administrator/Director of HR
Smith Elliott Kearns & Company, LLC
Hagerstown, MD 21740
Janine Zirrith
Firm Administrator
Wilkin & Guttenplan, PC
East Brunswick, NJ 08816

Upcoming Events

Michigan Chapter: Cybersecurity Update
November 7, 2023

Michigan Chapter: Cybersecurity Update

Roman Kepczyk, CPA.CITP, CGMA, PAFM is Director of Firm Technology Strategy for Right Networks and partners exclusively with accounting firms on production automation, application optimization and practice transformation. He has been consistently listed as one of INSIDE Public Accounting’s Most Recommended Consultants, Accounting Today’s Top 100 Most Influential People, and CPA Practice Advisor’s Top Thought ...

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Join CPAFMA at Connections 2024 in Savannah, GA!
June 18 - 21, 2024

Join CPAFMA at Connections 2024 in Savannah, GA!

CPAFMA is hosting our standalone conference from June 18-21, 2024 in Savannah, Georgia.  Our Education Committee is hard at work planning a conference you won’t want to miss!  Who should attend??  Firm Managers, Director of Operations, HR Directors, COOs, and Partners.

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2023 Technology MAPCast Series
April 25 - December 19, 2023

2023 Technology MAPCast Series

The accounting profession is quickly transforming due to technological innovation. However, this shift requires both accountants and firm managers to acquire new skill sets. The 2023 Technology Series will include FOUR educational sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, and will explore topics essential to optimizing your firm's productivity and efficiency. Topics include: Tax Season Debrief, Lean Firm, Security Update, and IT Update. 

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