| Name | Title | Contact Details |
|---|
Aiwyn helps leading accounting firms automate and optimize critical revenue processes by unlocking client data from existing practice management and CRM systems with our Practice Automation platform. With Aiwyns Practice Automation platform, high-value firm executives, partners, and staff are liberated to deliver more value to clients and work at the highest end of their professional expertise. Benefits of Practice Automation to accounting firms include: - save time, bill faster - eliminate tedious back office tasks - reduce days-in-WIP and days-in-AR, - speed up client payments - smooth out cash flow - protect financial health with predictive insights and controls - offer a best-in-class experience to both employees and clients
Founded in 1982, ATKG specializes in tax, accounting, assurance and advisory services for a select client base of closely held businesses and large family groups. "ATKG" is the brand name under which ATKG LLP and ATKG Advisors LLC provide professional services. ATKG LLP and ATKG Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. ATKG LLP is a licensed independent CPA firm that provides attest services to its clients, and ATKG Advisors LLC and its subsidiary entities provide tax and business consulting services to their clients. ATKG Advisors LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the ATKG brand are independently owned and are not liable for the services provided by any other entity providing services under the ATKG brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by ATKG LLP and ATKG Advisors LLC.
Bringing over 75 years of combined industry experience, Incline P&C Group is the premier insurance program market services firm. Privately owned and operated with an exclusive focus on the program insurance market, the executive teams experience and expertise combined with effective underwriting discipline and risk management provides each client with various platforms and associated services to meet almost any need in the industry.
Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount todays industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation.
Sovereign Bank is the largest tribally-owned bank in the United States, owned by the Citizen Potawatomi Nation. The bank focuses on community-driven banking, emphasizing relationships, trust, and financial empowerment for both Native and non-Native customers. It was rebranded in 2023 to honor its tribal heritage and continues to prioritize financial stability and self-sufficiency for families and businesses. With roots tracing back to the acquisition of First Oklahoma Bank in 1984, Sovereign Bank combines the capabilities of a large bank with a small-town, relationship-focused approach. The bank promotes personalized banking solutions tailored to individual needs and offers a Financial Learning Hub for education and empowerment. Sovereign Bank is dedicated to serving all communities and investing in people, fostering opportunity and stability for future generations.