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. 

Strategic Partners

Anthem

 

 

 


Anthem Software is dedicated to helping CPA Firms find,
serve & keep more customers profitably.

sales@anthemsoftware.com

Adam DeGraide
adegraide@anthemsoftware.com

Krystle DeGraide
kdegraide@anthemsoftware.com

877-711-1592

Capstan

 

 

 

We help business owners and clients of CPA firms maximize
deductions on commercial real estate through cost segregation.

capstantax.com

Bruce Johnson
215-885-7510
bjohnson@capstantax.com

Coaxis 130

 

 


Managed hosting for major financial software. 

850-391-1022
bizdev@coaxiscloud.com

Christophe Reglat
850-391-1022
christophe@coaxis-asp.net

Lisa Bryant
386-479-4074
lisa.bryant@coaxissolutions.com

CPACharge

 

 


CPACharge is designed to help CPAs, Enrolled Agents, and accountants accept credit, debit and eCheck payments from their clients.

866-465-4090
cpacharge.com/ficpa

Ashton Barksdale
512-672-6039
abarksdale@cpacharge.com
 

 

Intuit

 

 

 

 

 


Stay up to date with tax law changes and learn how to better manage your practice. Discover all the training resources you need.

833-630-7164

Paychex

 

 

 


Paychex has the resources and tools to prepare you for tax
and regulatory changes.

877-534-4198
FICPA@paychex.com

Ed D'Avi
561-352-7558
edavi@paychex.com

Suzanne Ceballos
407-280-4445
sceballos@paychex.com

Acsia

 

 

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.
FICPA.yourcare360.com

Derek Miele
508-789-1787
derek.miele@acsiapartners.com

MB

 

We help members and their employees find the insurance and benefits they need - from health to life, and everything in between.  

John Kelly
904-8613235
jkelly@memberbenefits.com
 

AON

 

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.

Robert Albertini
267-282-6284
robert.albertini@aon.com

Professional Affiliate Providers

 

adp

 

 

 

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.

Claire Boyce
321-446-5073
Claire.Boyce@adp.com

boa

 

 

 

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.

Kelly McFatter
561-363-1025
kelly.mcfatter@bofa.com

Cultura

 

 

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.
 

Rachel Glickman
781-964-1560
Rachel@culturahr.com

engineered

 

 


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.

Cindy Blumenfeld
581-253-6640
cblumenfeld@engineeredtaxservices.com

53

 

 


Fifth Third Bancorp is a diversified financial services company headquartered in Cincinnati, Ohio.

Mark Sabuda
941-726-8254
mark.sabuda@53.com

Human

 

 


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.

Joey Morhaim
305-775-4170
joey.morhaim@humaninterest.com

Lincoln

 

 


Lincoln Surety Group is a bond only agency. Our focus is on contract and commercial surety bonds.

Mark Kowalski
941-961-5948
mark@lincolnsuretygrp.com

 

 

 

 

 

NowCFO

 

 

 

 

 

 


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.

Romi Wallach
305-962-6885
Romi.Wallach@nowcfo.com

Mariangelica Alvarado
305-619-7304
Mariangelica.Alvarado@nowcfo.com

Serving Dade County

Now Hiring

 

 


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.

Marko Evans
954-761-2500
marko@nowhiringu.com

 

 

 

 

TD Bank

 

 

 

 

 


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

Joshua Ruiz
407-421-9921
Joshua.Ruiz@td.com

Serving Broward County

Sonia Suazo
954-647-6915
sonia.suazo@td.com
 

usi

 

 


The USI ONE Advantage approach to risk management and employee benefits delivers customized, actionable solutions with bottom line impact.

Doug Garcia
305-496-5159
doug.garcia@usi.com

valley

 

 


Our vision is to make a lasting impression on our community by committing to the success of everyone we serve. We help our customers make smarter financial decisions by offering them personalized service and customized solutions.

Jeffrey Levinson
305-341-8238 x1214
jlevinson@valley.com

Bluelight

 

 

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!

Amir Sachs
561-282-2225
amir.sachs@bluelight.com

BCG

 

 

 

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
484-694-8273
ben@bellatorit.com

Six Months and a Day leverages proprietary software and white glove personalized planning to prepare clients for the domicile change process.

Josh Donner
954-295-7406
josh@sixmonthsandaday.com

Nicklaus

 

Nicklaus Children's Hospital Foundation provides philanthropic support to the Nicklaus Children's Hospital System.

Greg Romagnoli
561-630-0025
greg.romagnoli@nicklaushealth.org

OSF

 

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).

Juan Gonzalez
317-814-2672
juan.gonzalez@oakstreetfunding.com

Brilliant

 

Brilliant is a consulting & recruiting firm specializing in accounting, finance, tax, audit & technology. We provide professional resources on a project basis, contract & direct hire.

Kim Muratori
954-446-6238
kmuratori@brilliantfs.com

1847

 

 

Your life. Your needs. Your solution.

Kristoffer Doura
561-316-7377
kdoura@1847financial.com

PPro

 

Your strategic Partner in Talent Acquisition. Connecting Exceptional Talent with Leading Organizations for Lasting Success.

Cynthia Rodriguez
786-290-3996
cynthia@phxproconnect.com

BankUnited

 

"Big enough to matter, small enough to care."

Ashaki Bronson Marcellus
305-342-5327
abronsnmarcellus@bankunited.com

 

 

PuzzleHR

 

 

 

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.

Tom Muscarella
844-385-0515
tom@puzzlehr.com

Monica Martinez
954-591-5247
mmartinez@puzzlehr.com

Serving Broward & Dade County

SIP

 

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.

Andy Fajardo
305-724-2424
andy@sip.insure
 

 

WK

 

 

 

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.

Erik Linaje
786-423-7661
erik.linaje@wolterskluwer.com

 

Synergy

 

 

Synergy Consulting Services is a broker of Professional Employer Organizations, Payroll wholesaler, Human Resources and Benefits working with individual, small and medium size businesses.

Jack McCollum
813-3261506
jack@synergyecs.com

 

Predictive

 

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.

Jared Wilson
813-514-2015
jared.wilson@predictiveIT.com

Ireland Pay

 

Swipe a Card, Change a Life

Wilfredo Vazquez
305-835-8898
wvazquez@irelandpay.com

 

SEPA

 


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.

Doug Sullivan
386-405-6275
doug@sepaflorida.com

 

FD

 

 

 

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.

Genir Ruiz
305-975-1941
genir@fdnational.com

 
 

CD300

 

 

 

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
305-564-3794
jdgonzalez@cameron-downing.com

Blank

Coral Gables

 

The Coral Gables Community Foundation inspires impactful philanthropy through charitable funds and programs using local knowledge, expertise and trusted relationships.

Katherine Caskey
305-446-9670
Katherine@gablesfoundation.org

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.

Media
Karen

Karen Dow

Broward & Palm Beach 

KarenD@ficpa.org

850-521-5921

Media
Kat

Kathryn 'Kat' Hernandez

Miami & The Keys

KatH@ficpa.org

850-521-5951

Media
Jay

Jay Propst

Tampa & Southwest Fl

JayP@ficpa.org

850-521-5946

Media
Ivey

Ivey Rose Smith

VP of Membership & Corporate Relations

Central & North Fl

Ivey@ficpa.org

850-521-5918

 

For more information on our strategic partner program or sponsorships, contact: 

Media
Marjorie

Marjorie Stone
Strategic Partnership Manager

marjories@ficpa.org
850-521-5950