Community Resource Members

The Rainmaker Companies is proud to partner with our Resource Members – organizations dedicated to our mission of helping professional service firms grow. Below is a full listing of our Resource Members for you to review. If you are interested in learning more, or if your organization is interested in becoming a Resource Member, contact Nikki Demers at 615-627-1801 or email nikki@therainmakercompanies.com.

Preferred Providers of The Rainmaker Companies

Ernst & Morris Consulting Group, Inc. is the nation’s oldest and largest firm dedicated to performing cost segregation studies. Located in Marietta, Georgia, just outside of Atlanta, E&M has performed studies in all 50 states for both CPA firms and property owners directly. Ernst & Morris has completed over 15,000 studies, resulting in the deferral of over $2 billion in taxes.  E&M studies have been scrutinized by thousands of accounting professionals as well as the Internal Revenue Service. The professionals at Ernst & Morris have defended dozens of studies during IRS audits, qualifying them as experts in thorough and respected performance. Ernst & Morris engineers and managers possess over 100 years of combined cost segregation and related experience. E&M studies conform to the “engineering approach”, the highest standard set forth in the “IRS Audit Techniques Guide”. E&M offers superior service and technical assistance, including full IRS defense in the unlikely event of an audit. An inspection of the facility occurs with every study performed.Alan Smith
Shareholder
Ernst & Morris Consulting Group, Inc.
Main: 770-427-9677  x13
Email: asmith@costseg.com
Website: www.costseg.com

Wolters Kluwer Tax & Accounting is a leading global provider tax information and software solutions for tax research, planning, compliance, accounting and audit.  We offer innovative, integrated and customer-focused solutions that support the workflow of CPAs, corporate tax and accounting departments, and auditors — enabling growth, enhancing productivity and increasing profitability. Our expert analysis, authoritative content, high-quality software applications and integrated workflow productivity tools allow professionals to turn information into action.  Our market-leading products include: CCH Axcess™, CCH® IntelliConnect®, CCH® Accounting Research Manager® and CCH® ProSystem fx® Knowledge Coach.  With over 100 years of excellence and innovation, Wolters Kluwer can help you grow, manage and protect your business.

https://www.cchgroup.com/
Brian Siet
Senior Manager, Strategic Relationships
Tax & Accounting US, CCH Software
877-400-0092
brian.siet@wolterskluwer.com

Exclusive R&D Tax Credit, 179D and Export Incentive Sponsor for The Rainmaker Companies
alliantgroup’s mission is one of education and awareness—we exist to help industry organizations, U.S. businesses and the CPA firms that advise them, take full advantage of all federal and state tax credits, incentives and deductions available to them. Our government has legislated these powerful incentive programs to help businesses grow and successfully compete both in the U.S. and abroad. We are proud to have helped over 18,000 businesses claim more than $4 billion in tax incentives.http://www.alliantgroup.com/
Missy Waites
Senior Associate
alliantgroup
713-350-3394 (o)
missy.waites@alliantgroup.com 

The company’s core offering of web-based technology solutions targets the practice management, client services and developmental needs of financial professionals in an increasingly complex world. In addition to its CPA.com branded offerings, the company forms strategic alliances with leading solutions providers focused on the accounting profession and serves as a value-added distributor of these solutions to CPA firms nationwide. CPA.com is a subsidiary of the American Institute of CPAs, the world’s largest member organization representing the accounting profession, and was founded in 2001.http://www.cpa.com/

Office Tools is an Independent company that provides high-quality resources to aid small to mid-sized firms manage their business. They provide the award winning application, Practice Management Workspace, along with our online Portal Connection products that help firms operate optimally. In addition, OTP provides business information through written media, webcasts, video blogs and internet sites. Their many partnerships and Annual Technology and Practice Conferences provide community opportunities and our My Office Today Magazine provides a rich resource to equip owners and managers improve firm performance and efficiency.

http://www.officetoolspro.com/
Mike Giardina
Chief Executive Office
Office Tools
888-667-8440
mikeg@officetoolspro.com

For more than 20 years, Hollinden, consulting to expertise driven professional service firms, has helped clients identify market opportunities, develop solid strategies, create scalable processes, and build stronger teams. We’re passionate about helping our clients create successful firms by developing and aligning people, processes, and positioning. The Hollinden Branding Protocol© is a proprietary process providing strategic marketing and branding services that leads clients through goal setting, branding and positioning to the development and implementation of specific tactics. Hollinden serves service-based firms in the accounting, consulting, engineering, financial, insurance, information technology, human resources, architectural, construction, and real estate industries.

www.hollinden.com
Christine M. Hollinden, CPSM
President and Founder
Hollinden | positioning. processes. people
713-520-5532
christine@hollinden.com

DCF, member FINRA and SIPC, is Chattanooga-based, with offices in Nashville and Cincinnati, and affiliates in Dallas, Houston, Denver, Detroit and New York. DCF’s services include sell-side and buy-side advisory services, debt and equity capital sourcing, fairness opinions and business valuation. DCF provides these services to business owners from a wide range of industries across the nation, striving to build client relationships based on trust, years of experience and a wealth of connections. DCF works with a growing number of affiliated sell-side advisory groups allowing qualified members to obtain and hold their Series 79 Investment Banking license through DCF  also providing transactional support and guidance to those registered representatives and organizations.

http://www.dcf-llc.com/
Tom Decosimo
Managing Partner
Decosimo Corporate Finance, LLC
423-266-0471
tomdecosimo@dcf-llc.com

QuickFee ensures your firm gets paid fast and efficiently. Get set up within 48 hours with an online portal providing ACH, Credit Card, and Fee Financing payment options to your clients. Fee Financing is new to the US, providing your clients the option to pay in installments while you’re paid IN FULL within days, at no extra cost to your firm. Contact us for a live demo!

http://www.quickfee.com/?utm_content=ahr 
Kyle Redding
President
QuickFee
844-968-4387
Kyle@QuickFee.com

VERTESS is an international healthcare-focused M + A advisory firm with expertise in diverse healthcare and human service verticals, ranging from behavioral health and intellectual/developmental disabilities to healthcare IT, DME, home care/hospice, urgent care, life sciences and other specialized services and products. VERTESS professional M + A team members each have significant executive experience launching, building, and successfully exiting their own healthcare companies, giving them a unique understanding of the objectives of healthcare owners and executives.  VERTESS is headquartered in Tucson, Arizona, with additional offices in Phoenix, Dallas/Ft. Worth, New York and Mexico City.  For more information visit

www.vertess.com
David Coit
Director, Valuation + Financial Advisory Services
VERTESS
480-256-0978
dcoit@vertess.com

The Tax & Accounting business of Thomson Reuters is a leading provider of technology and integrated information for tax and corporate professionals. The CS Professional Suite® and Enterprise Suite™ of software and services from Thomson Reuters represent the most advanced suites available and enable firms to achieve unprecedented levels of productivity and profitability.

http://cs.thomsonreuters.com/
Ila Kharbush
Strategic Relationship Lead
Thomson Reuters
734.388.3158
ila.kharbush@thomsonreuters.com

Inavero helps accounting firms unlock the value of their existing clients through their simple, actionable Best of Accounting client satisfaction survey program. Firms using the survey program are able to pinpoint at-risk accounts, increase retention, and identify cross-selling opportunities in real-time. Firms also leverage the automated testimonial capture and online profile to help generate leads and land new accounts. See the accounting firms with the highest client satisfaction levels at BestofAccounting.com.

https://www.inavero.com/
Eric Gregg
CEO
Inavero
503-542-3332
egregg@inavero.com

We’re a team of professionals that are laser-focused on providing hosted and managed technology platforms for the accounting industry. Our industry expertise, technological expertise and thought leadership have been developed from serving the CPA community for over 20 years.

http://xcentric.com/
Roy Keely
VP of Market Strategy
Xcentric
866-923-6874
rkeely@xcentric.com 

Help your clients grow 30% faster with the best cloud-based business planning, forecasting, and financial management dashboard app. See how LivePlan adds value to your practice and find out how to become a certified LivePlan Expert Advisor. LivePlan is cloud-based software that connects with Quickbooks Desktop and Quickbooks Online. LivePlan simplifies business planning, budgeting, forecasting, cash flow management and performance tracking for small businesses and startups. Accountants and advisors use LivePlan to expand service offerings to clients: set business goals, compare performance to industry benchmarks, see all the key numbers in an easy-to-use small business dashboard and help small businesses grow 30% faster by knowing exactly what’s going on in the business.

http://www.liveplan.com/
Kathy Gregory
Program Manager, Accountants
Palo Alto Software
kathy@paloalto.com

#1 in online fund accounting for nonprofits and churches.Online fund accounting for nonprofits and churches that makes it simple to accomplish better financial reporting.Aplos makes it simple to manage your finances with online fund accounting software made for the unique needs of nonprofits and churches.

https://www.aplos.com/
Michele Visser
Vice President of Sales
Aplos Software, LLC
559-558-5807
michele@aplossoftware.com

Xero is beautiful, easy-to-use online accounting software for small businesses and their advisors. Accountants and bookkeepers enjoy free practice management software and educational resources – not to mention new business opportunities and tools to grow with the Xero Partner Program. Xero integrates with 500+ third-party apps to deliver best of breed solutions for any client vertical including CRM, point-of-sale, time tracking, ecommerce and more. To learn more, visit xero.com/partners.

Arthur Garcia

Director, US Sales – Accounting Channel

415-676-1433

arthur.garcia@xero.com

Interested in partnering with The Rainmaker Alliances as a Resource Member?  Contact Joe Fleenor for more Information