Business Resource Guide

The ASCENT Security Compliance Portal enables all organizations to manage their entire security program, whether working in the office or working from home. We want to help CPAs be compliant and navigate the new FTC Safeguard Rules with ease.

https://www.ascent-portal.com

866-300-0795

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.

Widline Norde'
954-765-2384
widline.norde@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

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

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

We help businesses & professional practices find the most optimal office space for their needs & negotiate the most favorable & flexible terms achievable in Florida & everywhere else.

Jason Stagman
561-376-5100
jts@stagman.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

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

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

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

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

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

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!

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

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
 

David Bulger
561-408-4288
dbulger@perchwealth.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

At Justworks, we develop solutions with Accounting Professionals in mind. Get more tools that help you reliably manage Payroll, HR, Compliance, and more!

Greg Kramer
929-205-4942
gkramer@justworks.com

Vaco is an end-to-end talent and solutions partner. Our services are built to address unique organizational talent needs and to identify areas of opportunity for advancement and optimization through our managed services and other offerings.  

Bradley Hewett
813-394-0116
bhewett@vaco.com

We are a boutique RIA Firm specializing in alternative real estate investments & tax savings strategies. §1031, §1033, Delaware Statutory Trust (DST) Opportunity Zones and other tax strategies.

Alfred 'Al' DiNicola
239-691-8098
adinicola@namcoa.com

We provide Bookkeeping Services for small and medium sized companies. Our clients work with a dedicated full-charge bookkeeper who provides real-time bookkeeping.

Ethan Capri
609-515-3254
ecapri@capbookusa.com

We are a comprehensive wealth management firm guided by a client-first approach in everything we do. With a family office approach, we build long term relationships with our clients.

Yago Samperio
407-872-3888
yago.samperiosuarez@marinerwealthadvisors.com
Serving Central Florida

Michelle Grillone
305-443-0230
michelle.grillone@marinerwealthadvisors.com
Serving South Florida

Clearview Group was founded in 2011 with a straightforward mission: Change the way people feel about the accounting and consulting industry.

Aaron Kerr
443-896-6516
akerr@clearviewgroup.us

Capstan is a national specialty tax consulting firm specializing in cost segregation, federal energy tax incentives and research and development tax credits.

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

U.S.1031 Exchange Services, Inc. is a full-service Qualified Intermediary, assisting clients with Simultaneous, Forward/Delayed, Reverse, and Construction Exchanges.

Ryan Stulman
941-366-1300
rstulman@us1031.com

Bookkeeping for small to mid-sized businesses. We have extensive experience with service-based business - ie- law firms, medical practices, commercial & residential real estate investments.

Rebecca Santiago
954-725-6112
rebecca@advancedprofessional.net

Supporting Strategies provides outsourced accounting department services to growing businesses, which includes bookkeeping services, controller services and operational support.

Richard 'Rick' Abedon
561-918-3628
rabedon@supportingstrategies.com

We provide comprehensive financial solutions to help business owners manage cash flow, streamline operations, and grow their businesses. We offer tailored banking services, loans, and Transaction Monitoring.

Jenevieve Kart
904-945-5002
Jevenieve.Kart@firstcitizens.com

Serving the Jacksonville Area

Daniela Quinn
772-221-7051
Daniela.Quinn@firstcitizens.com

Serving Martin County
 

Synovus, a top-performing midcap bank with $60 billion in assets, provides comprehensive commercial and consumer banking, private wealth banking, and international banking services.

Kathryn Arana
305-514-6484
kathrynarana@synovus.com

Mark Daniel
786-525-5223
markdaniel@synovus.com

CSSI® performs engineering-based cost segregation studies as an essential tax savings tool for commercial property owners. We are the premier company for engineering-based cost segregation studies in America.

Robert Read
954-614-9544
robert.read@cssiservices.com

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

James Spiers
727-335-1097
james.s@allfingrp.com

John Kamkutis
727-614-4930
kamkutisj@stifel.com

ADP is the largest human capital management company serving over 1 million clients for 75 years. We provide services in Payroll/HR/Work Comp/Benefits/Retirement Services.

Jessica Bush
904-962-6878
jessica.bush@adp.com

CySec Technologies delivers tailored IT, cybersecurity, VOIP, Internet, and Fractional CIO/CTO services, enabling small businesses to grow while we manage their technology needs.

Tony Martello
813-540-6807
amartello@cysectechnologies.com

Focused on multi-generational wealth preservation solutions for families and business owners, we provide integrated advice, collaborating with CPAs to deliver comprehensive planning services.

Thomas Jedrej
561-872-2042
tjedrej@bfllc.com