Business Resource Guide

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 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
 

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

Kim Wade
603-714-2970
kmwade1@paychex.com

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

John Kelly
904-371-5880

jkelly@memberbenefits.com

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

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

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

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

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

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.

German Osorio
941-549-0670
german.osorio@humaninterest.com
Serving Miami Dade

Aaron Wilson
954-257-9587
aaron.wilson@humaninterest.com
Serving the Tampa Bay Area

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.

Eshe Moncrieffe
954-305-2745
eshe.moncrieffe@nowcfo.com

Serving South Florida

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

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
 

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

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

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

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

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

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

Francesca Ruberto
954-380-8740
fruberto@brilliantfs.com

Your life. Your needs. Your solution.

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

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

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

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 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
 

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 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

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

Swipe a Card, Change a Life

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

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

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

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

Mary Snow
305-446-9670
mary@gablesfoundation.org

B10 Capital is a Capital Impact and Financial Services strategy firm that strategically partners with the trusted advisors of high-net-worth families & individuals, business owners, and executives to provide greater tax efficiency and liquidity to their clients.

John 'JP' Bennett
904-347-3719
jpbennett@b10cap.com

Payroll & Tax filing services, Timeclock systems, HR Resource services and Applicant tracking, Work Comp "Pay as you Go" programs.

Edward 'Ted' Plaskon
813-523-2227
tplaskon@connectpayusa.com

Republic Bank exists to ensure our clients, employees and the communities we serve thrive. We combine the benefits of the big banks with a commitment to making banking easier.

Katrina Trump
727-452-8317
ktrump@republicbank.com

JP Morgan Private Bank works with high net worth and ultra high net worth individuals and families with their Investments, Credit/Lending, Banking and Wealth Planning needs.

Simone Melo
954-882-5872
simone.melo@jpmorgan.com

Paylocity is committed to understanding your company's unique needs when it comes to your payroll and HR processes. We customize our employee first solutions to deliver the best service and performance you deserve.

We understand change is constant for any organization which is why our customers are our co-creators! Working together uncovers the best ideas to help meet your unmet needs. Contact us today for more information on how Paylocity is different from most HCM providers!

Shannon Martinez
Serving the Tampa Area
727-685-6594
smartinez5@paylocity.com

James Weir
Serving the Tampa Area
813-460-8509
jweir@paylocity.com

Gabriel Duran
Serving the Miami Area
786-355-6658
gduran@paylocity.com

Merrill Lynch is a leading wealth management firm. Merrill Lynch advisors combine financial knowledge and experience with a deep understanding of clients' goals and commitment to excellence.

Ligia Di Nallo
954-357-4516
ligia.di_nallo@ml.com

As one of the largest privately owned insurance brokerages in the nation, Hylant professionals have the flexibility to make long-term decisions that reflect clients' needs.

David Sanders
813-755-6447
david.sanders@hylant.com

Bank OZK (Nasdaq: OZK) is a regional bank providing innovative financial solutions delivered by expert bankers with a relentless pursuit of excellence. Established in 1903, Bank OZK conducts banking operations with over 240 offices in 8 states and had over $30 billion in total assets as of June 30, 2023.

Nhayi Rionda
786-390-9972
Nhayi.Rionda@ozk.com

EPGD Business Law is the Entrepreneur's Law Firm. We provide representation and assistance to businesses, corporations, employers, consumers, and individuals.

Eric Gros-Dubois
786-837-6787
Eric@epgdlaw.com
 

We understand all the challenges business owners have growing their business and that an effective digital marketing strategy is the key to growing, hassle free!

Robert Bishop
813-761-9423
robert@adheftmarketing.com

David Bulger
561-408-4288
dbulger@perchwealth.com

Helping Midsized Businesses Grow. Let's build your future together!

Annette Daley
954-292-2756
annette.daley@chase.com

 

Baker Donelson is a national law firm with more than 650 attorneys and public policy advisors representing more than 30 practice areas to serve a wide range of legal needs.

Perry Sofferman
954-768-1618
psofferman@bakerdonelson.com

At Suncoast, we pride ourselves on being different. Everything we do is with our members in mind, from our lower rates on loans to our many free services. We’re committed to giving back to the community and providing excellent service to meet all your financial needs. 

Brian Kopakin
813-550-4505
brian.kopakin@suncoastcreditunion.com

Workplace HCM provides Payroll & HR service offering that provides personal service & attention to detail to retain, manage and grow your team and business.

Les Vail
856-366-7598
lvail@workplacehcm.com