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 Software is dedicated to helping CPA Firms find,
serve & keep more customers profitably.
Adam DeGraide
adegraide@anthemsoftware.com
Krystle DeGraide
kdegraide@anthemsoftware.com
877-711-1592
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
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
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 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
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
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
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 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
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
Fifth Third Bancorp is a diversified financial services company headquartered in Cincinnati, Ohio.
Mark Sabuda
941-726-8254
mark.sabuda@53.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.
Joey Morhaim
305-775-4170
joey.morhaim@humaninterest.com
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
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
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.
Kim Muratori
954-446-6238
kmuratori@brilliantfs.com
Your strategic Partner in Talent Acquisition. Connecting Exceptional Talent with Leading Organizations for Lasting Success.
Cynthia Rodriguez
786-290-3996
cynthia@phxproconnect.com
"Big enough to matter, small enough to care."
Ashaki Bronson Marcellus
305-342-5327
abronsnmarcellus@bankunited.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
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.
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
Blank
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.
Ivey Rose Smith
VP of Membership & Corporate Relations
Central & North Fl
850-521-5918
For more information on our strategic partner program or sponsorships, contact:
Marjorie Stone
Strategic Partnership Manager
marjories@ficpa.org
850-521-5950