Following is a listing of current approved PAFMs. The list continues to grow every day and you are encouraged to revisit this site often.
Partner/Dirctor of HR & Administration
Shannon& Associates,LLP
Kent, WA 98930
Firm Administrator
MMNT LLC
Manchester, CT 06042
Firm Administrator
McMahan and Associates, LLC
Avon, CO 81620-5850
Firm Administrator
Steven Bankler, CPA, Ltd.
San Antonio, TX 78230-2244
Director of Marketing & Administration
The Cleveland Group, CPAs
Martinez, GA 30907
Firm Administrator
Howe & Company, CPA, P.C.
Kansas City, MO 64106
Firm Administrator
Friedman + Huey Associates LLP
Frankfort, IL 60423
Partner, Chief Operating Officer
Abdo
Edina, MN 55436
Office Administrator
RMMC PC
Springfield, MO 65804
HR Director
Clark, Raymond & Company
Redmond, WA 98052
Director of Firm Administration
Fruci & Associates, PS
Spokane, WA 99201
Director of HR/Firm Administrator
Berkowitz Pollack Brant
Fort Lauderdale, FL 33301
Firm Administrator
Crippen & Co., LLP
Ocala, FL 34471
Manager of Tax Operations
Aldrich CPAs + Advisors LLP
Carlsbad, CA 92008
Firm Administrator
Bedard, Kurowicki & Co., CPA's, PC
Flemington, NJ 08822
Chief People Officer
SBF Advisors
St. Petersburg, FL 33702
Operations Manager
Realize CPA, LLP
San Francisco, CA 94111
Operations Controller
Schlaupitz Madhavan, P.C.
Troy, MI 48322
Firm Administrator
TRP Sumner PLLC
Fayetteville, NC 28305
Director of Operations
Gelman LLP, CPAs & Business Advisors
Irvine, CA 92614
Partner of Firm Administration
Marshall Jones
Atlanta, GA 30305
Partner & Director of Administration
Burt & Company CPAs, LLC
Albuquerque, NM 87110
Administrator
Grimbleby Coleman CPA's, INc.
Modesto, CA 95350
President
Keller Advisors, LLC
Beavercreek, OH 45431
Director of Consulting
Xcentric
Alpharetta, GA 30005
Firm Administrator
Woomer, Nistendirk & Associates, PLLC
Charleston, WV 25301
Director of Administration
Maner Costerisan PC
Lansing, MI 48912
Firm Administrator
Bollenback & Forret, P.A., CPAs
Clearwater, FL 33756
Firm Administrator
RT Edwards & Associates, PC
Dallas, TX 75248
HR/Operations Manager
Holt McNally & Associates, Inc
Tabernacle, NJ 08088
COO
Lucke & Associates CPA's
Wichita, KS 67212
Administrator
Brantley Janson
Federal Way, WA 98003
Firm Administrator
Williams & Company PC
Sioux City, IA 51106
Operations Manager
Zuazo & Associates, Inc.
Orange, CA 92868
Office Manager
Patrick & Raines CPAs
Jacksonville, FL 32207
Human Resources & Communications Adminis
Teed Saunders Doyle & Co.
Fredericton, NB E3A 5X8
Firm Administrator
Sprowls and Company
Chandler, AZ 85226
Chief Administrative Officer
Kerkering, Barberio & Co.
Sarasota, FL 34236
Partner - Firm Administrator
Berndt CPA LLC
Madison, WI 53713
Office Manager
Foti, Flynn, Lowen Co P.C.
Roanoke, VA 24028
Firm Administrator
Allen, Haight & Monaghan LLP
Irvine, CA 92614
Firm Administrator
Dennis, Gartland & Niergarth
TRAVERSE CITY, MI 49686-3059
Chief Financial Officer
TD Consulting Group, PC
Milwaukie, OR 97222
Firm Administrator
Vine Dahlen PLLC
Lynnwood, WA 98037
Principal
NTCPAs
Tustin, CA 92780
Partner
Patrick & Raines CPAs
Jacksonville, FL 32207
Firm Administrator
A.M. Peisch & Company, LLP
White River Junction, VT 05001
Director of Firm Administration & HR
Swink, Fiehler & Company, P.C.
Saint Louis, MO 63127
Director of People Operations
CW Associates, CPAs
Ho, H 96813
Chief Administrative Officer
Fabietti, Hale, Hammerstedt & Powers, PA
Egg Harbor Township, NJ 08234
ACCOUNTANT
CLARK, RAYMOND & COMPANY, PLLC
REDMOND, WA 98052
Director
Aprio
Atlanta, GA 30328
Firm Administrator
Holman Frenia Allison, P.C.
Toms River, NEW JERSEY 08753
Firm Administrator
Stevans & Associates, PLLC
Pittsburgh, PA 15205
Firm Administrator
Carbahal & Company
Davis, CA 95616
COO/CINO
GGFL LLP
Ottawa, ON K1Z 6X4
Firm Administrator, Partner
Conway, Deuth & Schmiesing, PLLP
Willmar, MN 56201
Firm Administrator
Nietzke & Faupel, P.C.
Unionville, MI 48767
COO/Shareholder
Casey Neilon, Inc.
Carson City, NV 89703
Upcoming Events
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2026 CPAFMA HR Series
The accounting profession is experiencing rapid change, creating new challenges—and opportunities—for firms seeking to attract, develop, and retain top talent. The 2026 CPAFMA HR Series is designed to help firm leaders, HR professionals, and operations teams navigate today's evolving workforce landscape with confidence. Across three engaging webinars, participants will explore the key trends shaping the profession, learn how to ...
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CPAFMA Connections 2027
Save the Date! CONNECTIONS 2027 will take place in Louisville, Kentucky, June 15-18! 2027 Connections Conference—our national stand-alone conference bringing together firm management professionals from across the country for education, inspiration, and connection. The conference includes sessions that range from high-level practice management sessions to the smaller breakout sessions led by firm managers and geared to specific ...
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Learning & Development Panel
As firms navigate evolving workforce expectations and increasing talent challenges, investing in employee development has never been more important. Join a panel of industry leaders as they discuss practical strategies for building future-ready teams through upskilling, career pathing, and employee engagement initiatives. Featuring insights from Tamera Loerzel (ConvergenceCoaching), Sarah Hudson (Sorren), Christine Fritz (Kerkering, Barberio ...
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