Following is a listing of current approved PAFMs. The list continues to grow every day and you are encouraged to revisit this site often.
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
Donna Beckum
Firm Administrator
McMahan and Associates, LLC
Avon, CO 81620-5850
Firm Administrator
McMahan and Associates, LLC
Avon, CO 81620-5850
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
Victoria Carrasco
Firm Administrator
Friedman + Huey Associates LLP
Frankfort, IL 60423
Firm Administrator
Friedman + Huey Associates LLP
Frankfort, IL 60423
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
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
Krystal Dale
Firm Administrator
Crippen & Co., LLP
Ocala, FL 34471
Firm Administrator
Crippen & Co., LLP
Ocala, FL 34471
Karen DeBora
Manager of Tax Operations
Aldrich CPAs + Advisors LLP
Carlsbad, CA 92008
Manager of Tax Operations
Aldrich CPAs + Advisors LLP
Carlsbad, CA 92008
Jessica Dispensa
Firm Administrator
Bedard, Kurowicki & Co., CPA's, PC
Flemington, NJ 08822
Firm Administrator
Bedard, Kurowicki & Co., CPA's, PC
Flemington, NJ 08822
Jessica Espaillat
Chief People Officer
SBF Advisors
St. Petersburg, FL 33702
Chief People Officer
SBF Advisors
St. Petersburg, FL 33702
Brian Fischer
Operations Manager
Realize CPA, LLP
San Francisco, CA 94111
Operations Manager
Realize CPA, LLP
San Francisco, CA 94111
Kim Fitzgerald
Firm Administration
Squire, Lemkin + Company, LLP
Rockville, MD 20850
Firm Administration
Squire, Lemkin + Company, LLP
Rockville, MD 20850
Lori Gainey, CPA
Operations Controller
Schlaupitz Madhavan, P.C.
Troy, MI 48322
Operations Controller
Schlaupitz Madhavan, P.C.
Troy, MI 48322
Tammy Goodwin
Firm Administrator
TRP Sumner PLLC
Fayetteville, NC 28305
Firm Administrator
TRP Sumner PLLC
Fayetteville, NC 28305
Daniel Gregory
Firm Administrator
Genske, Mulder & Company, LLP
Costa Mesa, CA 92626
Firm Administrator
Genske, Mulder & Company, LLP
Costa Mesa, CA 92626
Kristen Hendricks
Partner of Firm Administration
Marshall Jones
Atlanta, GA 30305
Partner of Firm Administration
Marshall Jones
Atlanta, GA 30305
Jacqueline Jacak
Firm Administrator
Huberty
Fond du Lac, WI 54935
Firm Administrator
Huberty
Fond du Lac, WI 54935
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
Julia Johnson
Firm Administrator
WSW CPAs
Nashville, TN 37203
Firm Administrator
WSW CPAs
Nashville, TN 37203
Jane Johnson
Administrator
Grimbleby Coleman CPA's, INc.
Modesto, CA 95350
Administrator
Grimbleby Coleman CPA's, INc.
Modesto, CA 95350
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
Cara Knechtly
Firm Administrator
Woomer, Nistendirk & Associates, PLLC
Charleston, WV 25301
Firm Administrator
Woomer, Nistendirk & Associates, PLLC
Charleston, WV 25301
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
Joe Leppert
Director of Operations
Leppert Group LLC
Sandyston, NJ 07826
Director of Operations
Leppert Group LLC
Sandyston, NJ 07826
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
Brittany Lucas
HR/Operations Manager
Holt McNally & Associates, Inc
Tabernacle, NJ 08088
HR/Operations Manager
Holt McNally & Associates, Inc
Tabernacle, NJ 08088
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
Amy Maule
Firm Administrator
Williams & Company PC
Sioux City, IA 51106
Firm Administrator
Williams & Company PC
Sioux City, IA 51106
Amanda McMahon Noguera
Operations Manager
Zuazo & Associates, Inc.
Orange, CA 92868
Operations Manager
Zuazo & Associates, Inc.
Orange, CA 92868
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
Tracy O'Neill, SPHR
Chief Administrative Officer
Kerkering, Barberio & Co.
Sarasota, FL 34236
Chief Administrative Officer
Kerkering, Barberio & Co.
Sarasota, FL 34236
Jordon Olson
Partner - Firm Administrator
Berndt CPA LLC
Madison, WI 53713
Partner - Firm Administrator
Berndt CPA LLC
Madison, WI 53713
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
Lee Perry
Firm Administrator
Dennis, Gartland & Niergarth
TRAVERSE CITY, MI 49686-3059
Firm Administrator
Dennis, Gartland & Niergarth
TRAVERSE CITY, MI 49686-3059
Robert Pitts
Chief Financial Officer
TD Consulting Group, PC
Milwaukie, OR 97222
Chief Financial Officer
TD Consulting Group, PC
Milwaukie, OR 97222
Lacey Plumb
Firm Administrator
Vine Dahlen PLLC
Lynnwood, WA 98037
Firm Administrator
Vine Dahlen PLLC
Lynnwood, WA 98037
Tracy Pohlen
Principal
NTCPAs
Tustin, CA 92780
Principal
NTCPAs
Tustin, CA 92780
Timothy Raines, CPA, CGMA
Partner
Patrick & Raines CPAs
Jacksonville, FL 32207
Partner
Patrick & Raines CPAs
Jacksonville, FL 32207
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
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
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
Heather Slack, MBA
Operations Support Director
REDW LLC
Albuquerque, NM 87109
Operations Support Director
REDW LLC
Albuquerque, NM 87109
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
Kelly Sochay
Firm Administrator
Stevans & Associates, PLLC
Pittsburgh, PA 15205
Firm Administrator
Stevans & Associates, PLLC
Pittsburgh, PA 15205
Jessica Stefani
Firm Administrator
Carbahal & Company
Davis, CA 95616
Firm Administrator
Carbahal & Company
Davis, CA 95616
Margot Sunter
COO/CINO
GGFL LLP
Ottawa, ON K1Z 6X4
COO/CINO
GGFL LLP
Ottawa, ON K1Z 6X4
Heather Thompson
Firm Administrator, Partner
Conway, Deuth & Schmiesing, PLLP
Willmar, MN 56201
Firm Administrator, Partner
Conway, Deuth & Schmiesing, PLLP
Willmar, MN 56201
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
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 in January 2026. For now, save the date! Call for Speakers is OPEN!Submit here. 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, inspiration, and connection. The ...
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March 4, 2026
Aligning People Strategies with Firm Goals: A Path to Enhanced Performance
Description In this session, Amanda Duff, SPHR, SHRM-CP, will delve into the critical intersection of people strategies and business objectives. Drawing from her extensive experience in both HR and accounting, Amanda will share actionable insights on how CPA firms can align their talent management practices with firm goals to drive performance, enhance retention, and foster a thriving workplace culture. Session Objectives: Identify key ...
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