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.

Julia Atwood, SPHR
Partner/Dirctor of HR & Administration
Shannon& Associates,LLP
Kent, WA 98930
Donna Baker
Firm Administrator
MMNT LLC
Manchester, CT 06042
Donna Beckum
Firm Administrator
McMahan and Associates, LLC
Avon, CO 81620-5850
Angela Brock, CME
Director of Marketing & Administration
The Cleveland Group, CPAs
Martinez, GA 30907
Jana Cinnamon
Partner, Chief Operating Officer
Abdo
Edina, MN 55436
Katherine Clark
Office Administrator
RMMC PC
Springfield, MO 65804
Ericka Coleman
HR Director
Clark, Raymond & Company
Redmond, WA 98052
Celia Cue
Director of HR/Firm Administrator
Berkowitz Pollack Brant
Fort Lauderdale, FL 33301
Krystal Dale
Firm Administrator
Crippen & Co., LLP
Ocala, FL 34471
Karen DeBora
Manager of Tax Operations
Aldrich CPAs + Advisors LLP
Carlsbad, CA 92008
Jessica Espaillat
Chief People Officer
SBF Advisors
St. Petersburg, FL 33702
Brian Fischer
Operations Manager
Realize CPA, LLP
San Francisco, CA 94111
Lori Gainey, CPA
Operations Controller
Schlaupitz Madhavan, P.C.
Troy, MI 48322
Tammy Goodwin
Firm Administrator
TRP Sumner PLLC
Fayetteville, NC 28305
Daniel Gregory
Director of Operations
Gelman LLP, CPAs & Business Advisors
Irvine, CA 92614
Kristen Hendricks
Partner of Firm Administration
Marshall Jones
Atlanta, GA 30305
Tammy Jaramillo
Partner & Director of Administration
Burt & Company CPAs, LLC
Albuquerque, NM 87110
Jane Johnson
Administrator
Grimbleby Coleman CPA's, INc.
Modesto, CA 95350
Rita Keller
President
Keller Advisors, LLC
Beavercreek, OH 45431
Kristine Latchaw, CPA
Director of Administration
Maner Costerisan PC
Lansing, MI 48912
Traci Lopez
Firm Administrator
RT Edwards & Associates, PC
Dallas, TX 75248
Jeff Lucke
COO
Lucke & Associates CPA's
Wichita, KS 67212
Sandra Lynch Holmes
Administrator
Brantley Janson
Federal Way, WA 98003
Amy Maule
Firm Administrator
Williams & Company PC
Sioux City, IA 51106
Amanda McMahon Noguera
Operations Manager
Zuazo & Associates, Inc.
Orange, CA 92868
Chelsea Mitra
Office Manager
Patrick & Raines CPAs
Jacksonville, FL 32207
Jennifer Morrissey
Firm Administrator
Sprowls and Company
Chandler, AZ 85226
Tracy O'Neill, SPHR
Chief Administrative Officer
Kerkering, Barberio & Co.
Sarasota, FL 34236
Jordon Olson
Partner - Firm Administrator
Berndt CPA LLC
Madison, WI 53713
Chelsey Otey
Office Manager
Foti, Flynn, Lowen Co P.C.
Roanoke, VA 24028
Lacey Plumb
Firm Administrator
Vine Dahlen PLLC
Lynnwood, WA 98037
Timothy Raines, CPA, CGMA
Partner
Patrick & Raines CPAs
Jacksonville, FL 32207
Scott Ritzmann, MBA
Firm Administrator
A.M. Peisch & Company, LLP
White River Junction, VT 05001
Mathew Sagum
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
REBECCA SHANK
ACCOUNTANT
CLARK, RAYMOND & COMPANY, PLLC
REDMOND, WA 98052
Larry Sheftel, PHR, SHRM-CP
Director
Aprio
Atlanta, GA 30328
Sarah Snell, CPA
Firm Administrator
Holman Frenia Allison, P.C.
Toms River, NEW JERSEY 08753
Jessica Stefani
Firm Administrator
Carbahal & Company
Davis, CA 95616
Margot Sunter
COO/CINO
GGFL LLP
Ottawa, ON K1Z 6X4
Heather Thompson
Firm Administrator, Partner
Conway, Deuth & Schmiesing, PLLP
Willmar, MN 56201
Carly Valentine
Firm Administrator
Nietzke & Faupel, P.C.
Unionville, MI 48767
Debbie Vaughan
COO/Shareholder
Casey Neilon, Inc.
Carson City, NV 89703
Susan Vorbeck, MBA
Firm Administrator
Howe & Company, CPA, P.C.
Kansas City, MO 64106

Upcoming Events

2026 CPAFMA HR Series
June 30 - August 12, 2026

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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Learning & Development Panel
July 23, 2026

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), Kerkering, Barberio & Company, and Summit West CPA Group, ...

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The Modern CPA Firm Hiring Playbook: Attract, Interview, and Hire Better Talent
August 12, 2026

The Modern CPA Firm Hiring Playbook: Attract, Interview, and Hire Better Talent

In today’s competitive talent market, CPA firms need a more intentional approach to attracting and securing the right talent. This session will walk through how to position your firm as an employer of choice by strengthening your employee value proposition (EVP), improving candidate experience, and building a more effective and efficient hiring process.

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