Vendor resources provided with you in mind
We are pleased to provide you with the following contacts and companies offering products and services you use in your business every day.
Stay up to date with tax law changes and learn how to better manage your practice. Discover all the training resources you need.
Long-Term Care is about family. Planning for one’s own extended care need with long-term care insurance is an often-overlooked part of the financial plan. Learn more about the benefits of our exclusive membership program today.
We help members and their employees find the insurance and benefits they need - from health to life, and everything in between.
Whether you are a sole practioner or a regional CPA firm, our insurance plans for accountants allow you to tailor your firm's coverage to your specific risk profile.
Professional Affiliate Providers
ADP offers accounting professionals flexible partnership options to help increase revenue, along with anytime access to authorized client data and complimentary practice tools with Accountant ConnectsSM.
Bank of America is one of the world's leading financial institutions, serving individual consumers, small business, business banking and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.
We offer fractional HR support to small and medium businesses across all industries. Retained, hourly or project-based HR ensuring compliance, alignment, and cost savings to ensure business security today and success for tomorrow.
One of the largest, and most innovative engineering, and specialty tax credit services firm in the country. Providing engineering based Cost Segregations Studies, 179D Energy Certifications and R&D Tax Credits, just to name a few.
Fifth Third Bancorp is a diversified financial services company headquartered in Cincinnati, Ohio.
Human Interest is a modern 401(k) provider that makes it easier and more affordable for small to medium-sized businesses to have access to retirement benefits.
Lincoln Surety Group is a bond only agency. Our focus is on contract and commercial surety bonds.
We're a "roll up our sleeves" full-service consulting firm with a singular focus on outsourced CFO, Controller, accounting, and finance service needs. Now CFO brings financial visibility into your business so you can make smarter business decisions.
Serving Dade County
We specialize in finding talent for both the financial and legal employment sectors. We have been recruiting talent for partners, associates and staff members nationwide for over 20 years.
T.D. Bank, NA is a full service commercial bank, offering both retail and commercial deposit accounts and lending. Helping individuals and business in our communities is at the core of everything we do.
Serving Palm Beach County
Serving Broward County
The USI ONE Advantage approach to risk management and employee benefits delivers customized, actionable solutions with bottom line impact.
Our customers benefit from the vast knowledge we have in securing computer networks and protecting financial firms from the increase in cyberattacks. Let's book a call and discuss your options!
Your business's cyber security and legal compliance should be hassle-fee. Whether you have questions, desire direction, or prefer to have effortless security provided with integrity, your safety and compliance concerns will be solved with ease.
Benjamin 'Ben' Skrajny
Six Months and a Day leverages proprietary software and white glove personalized planning to prepare clients for the domicile change process.
Nicklaus Children's Hospital Foundation provides philanthropic support to the Nicklaus Children's Hospital System.
As a business lending expert in specialty financing fulfilling the unique capital needs for certified public accountants (mergers and acquisitions, succession and owner buyouts, working capital, business debt consolidations).
Brilliant is a consulting & recruiting firm specializing in accounting, finance, tax, audit & technology. We provide professional resources on a project basis, contract & direct hire.
Your strategic Partner in Talent Acquisition. Connecting Exceptional Talent with Leading Organizations for Lasting Success.
"Big enough to matter, small enough to care."
Ashaki Bronson Marcellus
PuzzleHR has quickly become the premier services company in the Managed Human Resources industry. Our HR as a Service (HRaaS) model turns HR from a business cost center to a revenue driver by delivering measurable business results.
Serving Broward & Dade County
SIP Insurance is an independent agency specializing in providing tailored insurance and risk management solutions to businesses and private clients in the South Florida area.
Enabling tax and accounting professionals drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology, we help organizations grow, manage, and protect their business.
Synergy Consulting Services is a broker of Professional Employer Organizations, Payroll wholesaler, Human Resources and Benefits working with individual, small and medium size businesses.
With predictiveIT you get proactive maintenance and best-in-class IT solutions in Tampa to minimize downtime and maximize productivity. predictiveIT detects, mitigates and resolves IT problems before they affect your operations.
SEPA Florida provides Exit Planning and M&A Advisory services to successful business owners with the goal of achieving greater Enterprise Value and a successful transaction.
Financial Designs is a high-touch, boutique firm offering employee benefits, as well as financial and payroll/HR services. Clients turn to us when looking for a wide range of professional services.
We're personal trainers for your money. We help you perform at a high level by getting your personal finances in shape. By pulling together the fragmented pieces of your financial life, you'll gain confidence, clarity, and financial freedom.
Jose Diego Gonzalez
The Coral Gables Community Foundation inspires impactful philanthropy through charitable funds and programs using local knowledge, expertise and trusted relationships.
Would you like to be listed in our Business Resource Guide? Contact your Regional Director of Membership to learn more about the benefits of becoming a Professional Affiliate Member.
Broward & Palm Beach
Kathryn 'Kat' Hernandez
Miami & The Keys
Tampa & Southwest Fl
Ivey Rose Smith
VP of Membership & Corporate Relations
Central & North Fl
Strategic Partnership Manager