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
Chief Operating Officer
Witt Mares, PLC
Newport News, VA 23606
Michael Alexander, CPA
Senior Manager
RSM US, LLP
Birmingham, AL 35243
Senior Manager
RSM US, LLP
Birmingham, AL 35243
Timothy Allen, MBA
Firm Administrator/COO
Reilly, Penner & Benton, LLP
Milwaukee, WI 53226
Firm Administrator/COO
Reilly, Penner & Benton, LLP
Milwaukee, WI 53226
Julia Atwood, SPHR
Partner/Dirctor of HR & Administration
Shannon& Associates,LLP
Kent, WA 98930
Partner/Dirctor of HR & Administration
Shannon& Associates,LLP
Kent, WA 98930
Donna Baker
Firm Administrator
MMNT LLC
Manchester, CT 06042
Firm Administrator
MMNT LLC
Manchester, CT 06042
Hannah Baldwin, SHRM-CP
HR Director
Smith Marion & Co.
Redlands, CA 92374
HR Director
Smith Marion & Co.
Redlands, CA 92374
Erin Barto
Firm Administrator
Drazan, Henke and Associates
Chaska, MN 55318
Firm Administrator
Drazan, Henke and Associates
Chaska, MN 55318
Donna Beckum
Firm Administrator
McMahan and Associates, LLC
Avon, CO 81620-5850
Firm Administrator
McMahan and Associates, LLC
Avon, CO 81620-5850
Merilee Bellamy
Firm Manager
The Walls Group, Cpa's
Ooltewah, TN 37363
Firm Manager
The Walls Group, Cpa's
Ooltewah, TN 37363
Robert Biddle, Jr.
Principal
Bowman & Company LLP
Voorhees, NJ 08043-2493
Principal
Bowman & Company LLP
Voorhees, NJ 08043-2493
Brenda Blosser
Director of Firm Management
Polk and Associates, PLC
Bingham Farms, MI 48025
Director of Firm Management
Polk and Associates, PLC
Bingham Farms, MI 48025
Amy Boston, SHRM-CP
Firm Administrator
Siepert & Co., LLP
Beloit, WI 53511
Firm Administrator
Siepert & Co., LLP
Beloit, WI 53511
Monica Brady, PACE
Firm Administrator
Steven Bankler, CPA, Ltd.
San Antonio, TX 78230-2244
Firm Administrator
Steven Bankler, CPA, Ltd.
San Antonio, TX 78230-2244
Angela Brock, CME
Director of Marketing & Administration
The Cleveland Group, CPAs
Martinez, GA 30907
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
Firm Manager, HR and Admin Supervisor
Price Fronk & Co.
Bend, Oregon 97703
Nancy Burt
Office Administrator
LTSP, Inc.
Newport Beach, CA 92660
Office Administrator
LTSP, Inc.
Newport Beach, CA 92660
Victoria Carrasco
Firm Administrator
Friedman + Huey Associates LLP
Frankfort, IL 60423
Firm Administrator
Friedman + Huey Associates LLP
Frankfort, IL 60423
Kelly Catanzaro
Office Manager
The Bonadio Group
Rochester, NY 14534
Office Manager
The Bonadio Group
Rochester, NY 14534
Nichole Chapman, SPHR
Firm Administrator & HR Director
HintonBurdick CPAs & Advisors
St George, UT 84770
Firm Administrator & HR Director
HintonBurdick CPAs & Advisors
St George, UT 84770
Jana Cinnamon
Partner, Chief Operating Officer
Abdo
Edina, MN 55436
Partner, Chief Operating Officer
Abdo
Edina, MN 55436
Katherine Clark
Office Administrator
RMMC PC
Springfield, MO 65804
Office Administrator
RMMC PC
Springfield, MO 65804
Lisa Cloyd
Accounting Manager
Crosslin, PLLC
Nashville, TN 37062
Accounting Manager
Crosslin, PLLC
Nashville, TN 37062
Ericka Coleman
HR Director
Clark, Raymond & Company
Redmond, WA 98052
HR Director
Clark, Raymond & Company
Redmond, WA 98052
Jillene Crowley
Director of Firm Administration
Fruci & Associates, PS
Spokane, WA 99201
Director of Firm Administration
Fruci & Associates, PS
Spokane, WA 99201
Celia Cue
Director of HR/Firm Administrator
Berkowitz Pollack Brant
Fort Lauderdale, FL 33301
Director of HR/Firm Administrator
Berkowitz Pollack Brant
Fort Lauderdale, FL 33301
Lisa Curtin
Chief Operations Officer
Caldwell CPAs
Bethesda, MD 20814
Chief Operations Officer
Caldwell CPAs
Bethesda, MD 20814
Krystal Dale
Firm Administrator
Crippen & Co., LLP
Ocala, FL 34471
Firm Administrator
Crippen & Co., LLP
Ocala, FL 34471
Tammy Daniel
Firm Administrator
Antares Group, Inc.
Conyers, GA 30013
Firm Administrator
Antares Group, Inc.
Conyers, GA 30013
D'Yan Davis
Director of Member Services & CPAConnect
CPAmerica, Inc.
Gainesville, FL 32607
Director of Member Services & CPAConnect
CPAmerica, Inc.
Gainesville, FL 32607
Karen DeBora
Manager of Tax Operations
Aldrich CPAs + Advisors LLP
Carlsbad, CA 92008
Manager of Tax Operations
Aldrich CPAs + Advisors LLP
Carlsbad, CA 92008
Virginia Dennerlein, SHRM-CP
Firm Administrator
Sax LLP
Parsippany, NJ 07054
Firm Administrator
Sax LLP
Parsippany, NJ 07054
Fred Dillon, SPHR
Regional HR Manager/WV Administrator
Dixon Hughes Goodman LLP
Charleston, WV 25301
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
Firm Administrator
Bedard, Kurowicki & Co., CPA's, PC
Flemington, NJ 08822
Letrender (Nikki) Dobey
Firm Administrator
SJ Gorowitz Accounting and Tax
Alpharetta, GA 30022
Firm Administrator
SJ Gorowitz Accounting and Tax
Alpharetta, GA 30022
Patricia Donohue
Firm Administrator
LB Goodman & Co.
Fair Lawn, NJ 07410
Firm Administrator
LB Goodman & Co.
Fair Lawn, NJ 07410
Dana Edwards
Firm Administrator
Caldwell & Companies
Silver Spring, MD 20904
Firm Administrator
Caldwell & Companies
Silver Spring, MD 20904
Jessica Espaillat
Chief People Officer
SBF Advisors
St. Petersburg, FL 33702
Chief People Officer
SBF Advisors
St. Petersburg, FL 33702
Rebecca Evans, PHR
Firm Administrator
Vine Dahlen PLLC
Lynnwood, WA 98037
Firm Administrator
Vine Dahlen PLLC
Lynnwood, WA 98037
James Fahey
Project Director
Hill, Barth & King LLC
Boardman, OH 44512
Project Director
Hill, Barth & King LLC
Boardman, OH 44512
Lyn Fasi
Practice Growth
Matthews Carter & Boyce
Fairfax, VA 22033
Practice Growth
Matthews Carter & Boyce
Fairfax, VA 22033
Ginny Fedrich
Firm Administrator
HBLA Certified Public Accountants, Inc.
Irvine, CA 92602
Firm Administrator
HBLA Certified Public Accountants, Inc.
Irvine, CA 92602
Andrea Ferran, PHR, CAP
Chief Operating Officer
HMWC CPAs & Business Advisors
Tustin, CA 92780
Chief Operating Officer
HMWC CPAs & Business Advisors
Tustin, CA 92780
Brian Fischer
Operations Manager
Realize CPA, LLP
San Francisco, CA 94111
Operations Manager
Realize CPA, LLP
San Francisco, CA 94111
Lauren Fitch, J.D.
Chief Operating Officer
Faulk & Winkler LLC
Baton Rouge, LA 70806
Chief Operating Officer
Faulk & Winkler LLC
Baton Rouge, LA 70806
Kim Fitzgerald
Firm Administration
Squire, Lemkin + Company, LLP
Rockville, MD 20850
Firm Administration
Squire, Lemkin + Company, LLP
Rockville, MD 20850
Drema Foster
HR Director
Suttle & Stalnaker, PLLC
Charleston, WV 25301
HR Director
Suttle & Stalnaker, PLLC
Charleston, WV 25301
Barbara Foust
Office Administrator
Genske Mulder
Ontario, CA 91764
Office Administrator
Genske Mulder
Ontario, CA 91764
Rosanna Fuoco
Director of Firm Administration
Fuoco Group CPA
Hauppauge, NY 11788
Director of Firm Administration
Fuoco Group CPA
Hauppauge, NY 11788
Amanda Gabel
Firm Administrator
SKMB, P.A.
Rockville, MD 20852
Firm Administrator
SKMB, P.A.
Rockville, MD 20852
Lori Gainey, CPA
Operations Controller
Schlaupitz Madhavan, P.C.
Troy, MI 48322
Operations Controller
Schlaupitz Madhavan, P.C.
Troy, MI 48322
Sarah Galley, SPHR
Firm Administrator
Pohlman & Talmage CPAs, Inc
Dayton, OH 45439
Firm Administrator
Pohlman & Talmage CPAs, Inc
Dayton, OH 45439
Julie Giacobbe
Partner
MWA CPAs + Business Advisors
Plano, TX 75074
Partner
MWA CPAs + Business Advisors
Plano, TX 75074
Jennifer Girouard
Firm Administrator
Williams, Humphreys & Company
Wilmington, DE 19806
Firm Administrator
Williams, Humphreys & Company
Wilmington, DE 19806
Christine Golz
Firm Administrator
Weltman Bernfield LLC
Buffalo Grove, IL 60089
Firm Administrator
Weltman Bernfield LLC
Buffalo Grove, IL 60089
Tammy Goodwin
Firm Administrator
TRP Sumner PLLC
Fayetteville, NC 28305
Firm Administrator
TRP Sumner PLLC
Fayetteville, NC 28305
Annabella Green, SPHR
Director of Human Capital & Firm Adminis
PKF Texas
Houston, TX 77057
Director of Human Capital & Firm Adminis
PKF Texas
Houston, TX 77057
Daniel Gregory
Firm Administrator
Genske, Mulder & Company, LLP
Costa Mesa, CA 92626
Firm Administrator
Genske, Mulder & Company, LLP
Costa Mesa, CA 92626
Amy Gurren, CAP-OM
Albany Office Manager
Bonadio & Co., LLP
Albany, NY 12205
Albany Office Manager
Bonadio & Co., LLP
Albany, NY 12205
Sheena Hankins
Firm Administrator
Clarus Partners
Columbus, OH 43215
Firm Administrator
Clarus Partners
Columbus, OH 43215
Dawn Hanna Bell
Senior Operations Manager
Rehmann
Ann Arbor, MI 4808
Senior Operations Manager
Rehmann
Ann Arbor, MI 4808
Kristen Hendricks
Partner of Firm Administration
Marshall Jones
Atlanta, GA 30305
Partner of Firm Administration
Marshall Jones
Atlanta, GA 30305
Adam Holka, MBA
Director of Operations
Pennell CPA PLC
Grand Rpaids, MI 49546
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
Director of Finance and Operations
Anton Collins Mitchell LLP
Denver, CO 80203
JERRY HORTA
Firm Administrator
Dalia Accounting Service
WEST PALM BEACH, FL 33415
Firm Administrator
Dalia Accounting Service
WEST PALM BEACH, FL 33415
Patricia Ianni
Firm Administrator
HW&Co
Cleveland, OH 44122
Firm Administrator
HW&Co
Cleveland, OH 44122
Melody Ipolito, PHR, Firm Administrator
PHR, Firm Administrator
Kmetz, Nuttall, Elwell, Graham PLLC
Vero Beach, FL 32963
PHR, Firm Administrator
Kmetz, Nuttall, Elwell, Graham PLLC
Vero Beach, FL 32963
Jacqueline Jacak
Firm Administrator
Huberty
Fond du Lac, WI 54935
Firm Administrator
Huberty
Fond du Lac, WI 54935
Jeff Jackman
Office Manager
Hanson & Co. CPAs
Denver, CO 80246
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
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
Partner & Director of Administration
Burt & Company CPAs, LLC
Albuquerque, NM 87110
Regina Jessop
Administrative Partner
DuvallWheeler, CPAs
Manassas, VA 20110
Administrative Partner
DuvallWheeler, CPAs
Manassas, VA 20110
Jane Johnson
Administrator
Grimbleby Coleman CPA's, INc.
Modesto, CA 95350
Administrator
Grimbleby Coleman CPA's, INc.
Modesto, CA 95350
Julia Johnson
Firm Administrator
WSW CPAs
Nashville, TN 37203
Firm Administrator
WSW CPAs
Nashville, TN 37203
Theresa Johnson
Firm Administrator
The W2 Group, LLC
Upper Marlboro, MD 20772
Firm Administrator
The W2 Group, LLC
Upper Marlboro, MD 20772
Camille Johnston
Firm Administrator
Kindlinger & Company, PC
Kingsley, MI 49649
Firm Administrator
Kindlinger & Company, PC
Kingsley, MI 49649
Rita Keller
President
Keller Advisors, LLC
Beavercreek, OH 45431
President
Keller Advisors, LLC
Beavercreek, OH 45431
Roman Kepczyk, CPA, CITP
Director of Consulting
Xcentric
Alpharetta, GA 30005
Director of Consulting
Xcentric
Alpharetta, GA 30005
David King
Shareholder/Firm Administrator
Barfield, Murphy, Shank & Smith, P.C.
Birmingham, AL 35244-2868
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
Manager, Human Resources & Operations
Marcum LLP
Irvine, CA 92614
Kathleen Klosterman
Administrative Partner
Roger Klosterman & Co LLP
Dubuque, IA 52001
Administrative Partner
Roger Klosterman & Co LLP
Dubuque, IA 52001
Cara Knechtly
Firm Administrator
Woomer, Nistendirk & Associates, PLLC
Charleston, WV 25301
Firm Administrator
Woomer, Nistendirk & Associates, PLLC
Charleston, WV 25301
Scott Krueger
CFO / COO
White Nelson Diehl Evans LLP
Irvine, CA 92606
CFO / COO
White Nelson Diehl Evans LLP
Irvine, CA 92606
Kristine Latchaw, CPA
Director of Administration
Maner Costerisan PC
Lansing, MI 48912
Director of Administration
Maner Costerisan PC
Lansing, MI 48912
Ronda Lawson
Firm Administrator
Bregante + Company LLP
San Francisco, CA 94111
Firm Administrator
Bregante + Company LLP
San Francisco, CA 94111
Matthew Leach
Firm Administrator
Dalby, Wendland & CO
Grand Junction, CO 81502
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
Director of Operations and HR
Kieckhafer Schiffer LLP
Irvine, CA 92618
Joe Leppert
Director of Operations
Leppert Group LLC
Sandyston, NJ 07826
Director of Operations
Leppert Group LLC
Sandyston, NJ 07826
Victoria LeStrange
Firm Administrator
Heymann Suissa & Stone, P.C.
Rockville, MD 20850
Firm Administrator
Heymann Suissa & Stone, P.C.
Rockville, MD 20850
Linda Long
Firm Administrator
Bollenback & Forret, P.A., CPAs
Clearwater, FL 33756
Firm Administrator
Bollenback & Forret, P.A., CPAs
Clearwater, FL 33756
Traci Lopez
Firm Administrator
RT Edwards & Associates, PC
Dallas, TX 75248
Firm Administrator
RT Edwards & Associates, PC
Dallas, TX 75248
Jeff Lucke
COO
Lucke & Associates CPA's
Wichita, KS 67212
COO
Lucke & Associates CPA's
Wichita, KS 67212
Sandra Lynch Holmes
Administrator
Brantley Janson
Federal Way, WA 98003
Administrator
Brantley Janson
Federal Way, WA 98003
Donna Malarkey, MBA
Firm Administrator
Kositzka, Wicks and Company
Alexandria, VA 22312
Firm Administrator
Kositzka, Wicks and Company
Alexandria, VA 22312
Heather Mann
Managing Director, Firm Operations
Somerset CPAs
Indianapolis, IN 46240
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
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
Firm Administrator
Leaf, Saltzman, Manganelli Tendler & Mie
Fairfield, NJ 07004
Karen Mattull, SPHR, SHRM-SCP
Director of Human Resources
BeachFleischman PC
Tucson, AZ 85718
Director of Human Resources
BeachFleischman PC
Tucson, AZ 85718
Amy Maule
Firm Administrator
Williams & Company PC
Sioux City, IA 51106
Firm Administrator
Williams & Company PC
Sioux City, IA 51106
Debbie McGinnis
Firm Administrator
EEPB, P.C.
Houston, TX 77027
Firm Administrator
EEPB, P.C.
Houston, TX 77027
Debra McGlohon, CPA
Chief Operating Officer
Berberich Trahan & Co., P.A.
Topeka, KS 66611
Chief Operating Officer
Berberich Trahan & Co., P.A.
Topeka, KS 66611
Amanda McMahon Noguera
Operations Manager
Zuazo & Associates, Inc.
Orange, CA 92868
Operations Manager
Zuazo & Associates, Inc.
Orange, CA 92868
Tavi Meketon, MBA, SPHR, SHRM-CP
Director of Operations
R & A CPAs
Tucson, az 85712
Director of Operations
R & A CPAs
Tucson, az 85712
Regina Migliorini
Practice Manager
Welker Mojsej & DelVecchio CPAs, LLC
Rochester, NY 14623
Practice Manager
Welker Mojsej & DelVecchio CPAs, LLC
Rochester, NY 14623
Kristen Miller
Office Manager
Summit CPA
Louisville, KY 40202
Office Manager
Summit CPA
Louisville, KY 40202
Jennifer Minor
Director of Administration
Rodman & Rodman P.C.
Newton, MA 02462
Director of Administration
Rodman & Rodman P.C.
Newton, MA 02462
Shelley Morell
Human Resources & Communications Adminis
Teed Saunders Doyle & Co.
Fredericton, NB E3A 5X8
Human Resources & Communications Adminis
Teed Saunders Doyle & Co.
Fredericton, NB E3A 5X8
Jennifer Morrissey
Firm Administrator
Sprowls and Company
Chandler, AZ 85226
Firm Administrator
Sprowls and Company
Chandler, AZ 85226
Linda Muchowski
Firm Administrator
Kandell Farnworth & Pubins CPA
Aquebogue, NY 11931
Firm Administrator
Kandell Farnworth & Pubins CPA
Aquebogue, NY 11931
Maria Myers, aPHR
Firm Administrator
BRS CPAs & Advisors
Springfield, MO 65807
Firm Administrator
BRS CPAs & Advisors
Springfield, MO 65807
Rachelle Newham
Firm Administrator
Matthews Carter & Boyce
Fairfax, VA 22033
Firm Administrator
Matthews Carter & Boyce
Fairfax, VA 22033
Suzanne Nold
Office Administrator
Kerber, Eck & Braeckel LLP
St. Louis, MO 63102
Office Administrator
Kerber, Eck & Braeckel LLP
St. Louis, MO 63102
Sid Nueno, PHR
Director of Operations
TPS Thayer
Sugar Land, TX 77478
Director of Operations
TPS Thayer
Sugar Land, TX 77478
Tracy O'Neill, SPHR
Chief Administrative Officer
Kerkering, Barberio & Co.
Sarasota, FL 34236
Chief Administrative Officer
Kerkering, Barberio & Co.
Sarasota, FL 34236
DEVONNE OLDFIELD
FIRM ACCOUNTING AND HR ADMINISTRATOR
PRICE FRONK & CO LLP
BEND, OR 97703
FIRM ACCOUNTING AND HR ADMINISTRATOR
PRICE FRONK & CO LLP
BEND, OR 97703
Jordon Olson
Partner - Firm Administrator
Berndt CPA LLC
Madison, WI 53713
Partner - Firm Administrator
Berndt CPA LLC
Madison, WI 53713
Matthew Osterhouse
Firm Administrator
Scine & Associates
St. Augustine, FL 32084
Firm Administrator
Scine & Associates
St. Augustine, FL 32084
Chelsey Otey
Office Manager
Foti, Flynn, Lowen Co P.C.
Roanoke, VA 24028
Office Manager
Foti, Flynn, Lowen Co P.C.
Roanoke, VA 24028
Amanda Owens
Firm Administrator
Badger CPA
San Antonio, TX 78259
Firm Administrator
Badger CPA
San Antonio, TX 78259
Marta Pardo, PHR
Firm Administrator
Allen, Haight & Monaghan LLP
Irvine, CA 92614
Firm Administrator
Allen, Haight & Monaghan LLP
Irvine, CA 92614
Peggy Parker
Firm Administrator
Sol Schwartz & Associates, P.C.
San Antonio, TX 78229
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
Firm Administrator
B.A. Harris LLP
Boise, ID 83702-6946
Lee Perry
Firm Administrator
Dennis, Gartland & Niergarth
TRAVERSE CITY, MI 49686-3059
Firm Administrator
Dennis, Gartland & Niergarth
TRAVERSE CITY, MI 49686-3059
Andrew Phillips
Business Manager
Phillips Accountancy Corporation
SANTA ANA, CA 92705
Business Manager
Phillips Accountancy Corporation
SANTA ANA, CA 92705
Annie Phillips
Firm Administrator
DSJ Advisory Group
Westbury, NY 11590
Firm Administrator
DSJ Advisory Group
Westbury, NY 11590
Amanda Pierson, SHRM-SCP, CPP
Firm Administrator
Brendon Pierson Inc.
Wall, NJ 07719
Firm Administrator
Brendon Pierson Inc.
Wall, NJ 07719
Robert Pitts
Chief Financial Officer
TD Consulting Group, PC
Milwaukie, OR 97222
Chief Financial Officer
TD Consulting Group, PC
Milwaukie, OR 97222
Candace Poxton
Manager
FD Thompson & Co., PLC
Oklahoma City, OK 73142
Manager
FD Thompson & Co., PLC
Oklahoma City, OK 73142
Jeanie Price
Partner & Director of Administration
DeLeon & Stang, CPAs and Advisors
Gaithersburg, MD 20877
Partner & Director of Administration
DeLeon & Stang, CPAs and Advisors
Gaithersburg, MD 20877
Timothy Raines, CPA, CGMA
Partner
Patrick & Raines CPAs
Jacksonville, FL 32207
Partner
Patrick & Raines CPAs
Jacksonville, FL 32207
Jessica Randall
Administrative Principal
Fluence PC
Portland, OR 97223
Administrative Principal
Fluence PC
Portland, OR 97223
Scott Ritzmann, MBA
Firm Administrator
A.M. Peisch & Company, LLP
White River Junction, VT 05001
Firm Administrator
A.M. Peisch & Company, LLP
White River Junction, VT 05001
ROSELYN RIVERA
People and Culture Director and Firm Adm
KEVANE GRANT THORNTON
SAN JUAN, PR 00917
People and Culture Director and Firm Adm
KEVANE GRANT THORNTON
SAN JUAN, PR 00917
Julie Ruiz
Principal
Steven Bankler, CPA, Ltd.
San Antonio, TX 78230
Principal
Steven Bankler, CPA, Ltd.
San Antonio, TX 78230
Kimberly Russo
Director of Firm Administration & HR
Swink, Fiehler & Company, P.C.
Saint Louis, MO 63127
Director of Firm Administration & HR
Swink, Fiehler & Company, P.C.
Saint Louis, MO 63127
Mathew Sagum
Director of People Operations
CW Associates, CPAs
Ho, H 96813
Director of People Operations
CW Associates, CPAs
Ho, H 96813
Lisa Santelli-Parr
Chief Administrative Officer
Fabietti, Hale, Hammerstedt & Powers, PA
Egg Harbor Township, NJ 08234
Chief Administrative Officer
Fabietti, Hale, Hammerstedt & Powers, PA
Egg Harbor Township, NJ 08234
Corrie Sauer
Controller
KSJG, LLP
Irvine, CA 92618
Controller
KSJG, LLP
Irvine, CA 92618
Heather Savery
Firm Administrator
Altman, Rogers & Co.
Anchorage, AK 99501
Firm Administrator
Altman, Rogers & Co.
Anchorage, AK 99501
Shauna Schilling
Human Resource Manager
Mowery & Schoenfeld, LLC
Lincolnshire, IL 60069
Human Resource Manager
Mowery & Schoenfeld, LLC
Lincolnshire, IL 60069
DAWNELL SHADDEN
FIRM ADMINISTRATOR
CD BRADSHAW & ASSOCIATES, PC
GEORGETOWN, TX 78628
FIRM ADMINISTRATOR
CD BRADSHAW & ASSOCIATES, PC
GEORGETOWN, TX 78628
REBECCA SHANK
ACCOUNTANT
CLARK, RAYMOND & COMPANY, PLLC
REDMOND, WA 98052
ACCOUNTANT
CLARK, RAYMOND & COMPANY, PLLC
REDMOND, WA 98052
Larry Sheftel, PHR, SHRM-CP
Director
Aprio
Atlanta, GA 30328
Director
Aprio
Atlanta, GA 30328
Elizabeth Shelver
Firm Administrator
Geddes Chucka PLLC
Bellevue, WA 98005
Firm Administrator
Geddes Chucka PLLC
Bellevue, WA 98005
Laurie Simonson
Administrator
Froehling Anderson
St. Louis Park, MN 55426
Administrator
Froehling Anderson
St. Louis Park, MN 55426
Heather Slack, MBA
Operations Support Director
REDW LLC
Albuquerque, NM 87109
Operations Support Director
REDW LLC
Albuquerque, NM 87109
Amy Smith
Director of Operations
Favazza & Associates, LLC CPAs
Saint Peters, MO 63376
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
Firm Administrator
Holman Frenia Allison, P.C.
Toms River, New Jersey 08753
Mary Stagnaro
Firm Administrator
Mowat Mackie & Anderson LLP
Oakland, CA 94612
Firm Administrator
Mowat Mackie & Anderson LLP
Oakland, CA 94612
Joy Stamm
Firm Administrator
Daszkal Bolton LLP
Boca Raton, FL 33431
Firm Administrator
Daszkal Bolton LLP
Boca Raton, FL 33431
Margot Sunter
COO/CINO
GGFL LLP
Ottawa, ON K1Z 6X4
COO/CINO
GGFL LLP
Ottawa, ON K1Z 6X4
Tiffany Taft
Administrative Assistant
Baker Holtz, P.C.
Grand Rapids, MI 49503
Administrative Assistant
Baker Holtz, P.C.
Grand Rapids, MI 49503
Arlene Thayer
Chief Operating Officer
KatzAbosch, P.A.
Timonium, MD 21093
Chief Operating Officer
KatzAbosch, P.A.
Timonium, MD 21093
Heather Thompson
Firm Administrator, Partner
Conway, Deuth & Schmiesing, PLLP
Willmar, MN 56201
Firm Administrator, Partner
Conway, Deuth & Schmiesing, PLLP
Willmar, MN 56201
Sharon Trabbic
Chief Operating Officer
William Vaughan Company
Maumee, OH 43537
Chief Operating Officer
William Vaughan Company
Maumee, OH 43537
Andrea Utsey
Firm Administrator
S.J. Gorowitz Accounting & Tax Services, PC
Alpharetta, GA 30022
Firm Administrator
S.J. Gorowitz Accounting & Tax Services, PC
Alpharetta, GA 30022
Carly Valentine
Firm Administrator
Nietzke & Faupel, P.C.
Unionville, MI 48767
Firm Administrator
Nietzke & Faupel, P.C.
Unionville, MI 48767
Debbie Vaughan
COO/Shareholder
Casey Neilon, Inc.
Carson City, NV 89703
COO/Shareholder
Casey Neilon, Inc.
Carson City, NV 89703
Susan Vorbeck, MBA
Firm Administrator
Howe & Company, CPA, P.C.
Kansas City, MO 64106
Firm Administrator
Howe & Company, CPA, P.C.
Kansas City, MO 64106
Jessica Waggoner
Operations Partner
VSH, PLLC
Bellingham, Washington 98226
Operations Partner
VSH, PLLC
Bellingham, Washington 98226
Wendy Waters
Partner
Shwiff, Levy & Polo, LLP
San Francisco, CA 94104
Partner
Shwiff, Levy & Polo, LLP
San Francisco, CA 94104
Michele Weber
Director of Operations
Croskey Lanni
Rochester, MI 48307
Director of Operations
Croskey Lanni
Rochester, MI 48307
Alycia Wilkinson
Firm Administrator
Ashley Quinn CPAs and Consultants, Ltd.
Reno, NV 89511
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
Director of Human Resources
Lumsden & McCormick, LLP
Buffalo, NY 14202
Christi Williams
Firm Administrator
Cowart Reese Sargent CPA's
Jackson, TN 38305
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
Firm Administrator/Director of HR
Smith Elliott Kearns & Company, LLC
Hagerstown, MD 21740
Upcoming Events
June 23 - 26, 2026
CPAFMA Connections 2026
Join us for CPAFMA Connections 2026 stand-alone conference, June 23-26 in Salt Lake City. Registration opens late Fall. For now, save the date! Call for Speakers is OPEN!Submit here: CPA Firm Management Association CPAFMA is now accepting speaker presentation proposals for the 2026 Connections Conference—our national stand-alone conference bringing together firm management professionals from across the country for education, ...
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April 24 - December 16, 2025
2025 Technology 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 2025 Technology Series will include three educational sessions presented by Roman Kepczyk, CPA.CITP, CGMA, PAFM, and the June Webinar presented by John Higgins, CPA.CITP. The series will explore topics essential to optimizing your firm's productivity and efficiency.
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June 24 - September 9, 2025
2025 HR Series
Join us for a three-part CPAFMA HR Webinar Series, featuring presenters Sandra Wiley (Boomer Consulting), Tamera Loerzel (ConvergenceCoaching), and Amy Boston (threology). Each high-impact, one-hour session will dive into essential HR topics like hiring strategies, recruitment best practices, and emerging 2025 workforce trends—all designed to help your firm stay ahead in today’s competitive talent landscape.
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