At Anchor Payroll, we know the power of collaboration. That’s why we created the Anchor CPA Advisory Board—a dynamic forum where experienced CPAs and our leadership team come together twice a year for a candid, roundtable-style discussion on the pressing issues facing the accounting and payroll industries.
This isn’t a lecture, a webinar, or a networking breakfast. It’s a strategic conversation among professionals who understand the complexity of running firms, supporting clients, and staying ahead of the curve. The board is a reflection of our commitment to continuous improvement—not only in how we serve our clients but in how we support the broader advisory community.
A Seat at the Table:
Meet the 2025 Advisory Board Members
Joe Reed – CKW Accountants & Consultants
Joe brings decades of experience leading a full-service accounting firm that supports small to mid-sized businesses with tax strategy, compliance, and consulting services.
Rob Rhine – Rhine & Co.
A trusted advisor for family-owned businesses and long-term clients, Rob’s firm specializes in financial planning, bookkeeping, and accounting with a personalized touch.
Dave & Nicole Colavito – Colavito & Associates
This husband-and-wife team leads a proactive and fast-growing firm focused on business consulting, tax planning, and audit support, serving a diverse range of small business clients.
Joanna Jimenez – Joanna Jimenez, CPA
A solo practitioner with a modern approach, Joanna specializes in cloud-based accounting and financial coaching for entrepreneurs and service-based businesses.
CPA Resource Center
Trending Articles and Information for our CPA’s and Accountant partners
Article LibraryTop-of-Mind Topics Shaping the Profession
AI and Automation in Accounting & Payroll
We don’t sell insurance. Ever. That means your clients remain your clients, and we support your relationship with them.
The “One Big Beautiful Bill” and Tariffs
The newly passed legislation sparked lively discussion about tax planning strategies, including 199A deduction, expanded bonus depreciation, and the ripple effects of tariffs.
Data Security in the Age of Digital Workforces
With remote and hybrid work rising, the board discussed securing sensitive data, vetting third-party platforms, and maintaining compliance.
Employee Mental Health and Workplace Culture
With burnout rising, the conversation focused on prioritizing well-being through communication, mental health resources, and culture shifts.
Attracting and Retaining Qualified Talent
The board shared hiring and retention strategies from mentorship to flexible work policies that help build strong, committed teams.