Partner Summit:

Moving Your Practice Forward

Presenters

Mark Martukovich, CPA

Mark Martukovich, CPA
Fox, Martukovich & Associates, C.P.A.

As the managing partner of Fox, Martukovich & Associates, CPA, a tax and advisory firm based in Clearwater, FL, Mark Martukovich is building a firm that focuses on matching clients’ tax plans with their short- and long-term goals.

Since joining the firm in 2010, Mark had been trying to build a business model that promoted the practice as an advisory firm. However, he struggled with a clear message and delivery method. In 2014 he attended his first Partner Summit, where he was introduced to the Breakthrough Firm concept — and he knew he’d found the model he needed to transform the firm.

He took the next step with the Thomson Reuters Practice Forward offering, becoming one of the first Practice Forward “graduates.” Since then, Mark has been successfully transitioning his firm from a traditional tax practice to a business advisory and accounting firm.

Mark graduated from The University of Akron with a degree in accounting, and is a licensed CPA in Florida and Ohio. He began his career as a staff accountant in Cleveland, OH, and transitioned into a business development role when he became the director of business development for the College Store Trade Association. He spent 10 years as a commercial banker in the Tampa Bay area, working with small businesses to help them finance their capital needs, streamline their businesses and plan for their eventual succession. Mark has more than 17 years of business development and consulting experience with small and medium-sized businesses, and has served on the Board of Directors of the SPCA Tampa Bay. He’s a recipient of the Friend of Literacy Award from Project:LEARN, an adult literacy organization that honored his work as treasurer and as a member of the group’s board of directors.

Today, Fox, Martukovich & Associates, CPA, is in its 28th year of providing tax and accounting services, and in its third full year of business advisory services. The compliance practice has grown on average 8-12% per year, and the advisory firm is on pace to more than double its first full year of revenue. The two divisions of the firm operate as separate entities, but continue to work together to serve its clients on a forward-thinking level, rather than one that’s focused on client historical results.

As the firm’s divisions grow, Mark continues to work toward moving out of the practice’s day-to-day operations and expanding his role as a business development office. A direct benefit of this transition is that he’s found more time to devote to the things he’s passionate about.

Therese Witherow

Therese M. Witherow
Thomson Reuters

As a senior technical trainer with Thomson Reuters, Therese uses her 18 years of experience to provide onsite and web-based training across the country and overseas for UltraTax CS, Fixed Assets CS, FileCabinet CS, Planner CS and ToolBox CS.

She joined Thomson Reuters in 1999 as a product support representative for UltraTax CS, Fixed Assets CS and FileCabinet CS, and was also the product lead for Ultra Tax CS/1040 and e-filing. In 2005, Therese joined the Training, Consulting & Implementation Services team.

This is Therese’s eighth year as a lead presenter at Partner Summits, our most exclusive thought leadership event. She has also presented at many Thomson Reuters SYNERGY users’ conferences, at various profession events and at firm-sponsored events. Over the years she has helped thousands of practitioners, in hundreds of firms across the country, better use technology and take advantage of integrated solutions. She has also been involved in product validation testing, On-Demand training development and sales seminar content creation.

Therese holds a bachelor’s degree in accounting with a minor in management from Western Michigan University, and is a CompTIA CTT+ Certified Professional Trainer.

Justin Matthews, MAcc

Justin Matthews, MAcc
Thomson Reuters

As a senior technical consultant with the Training, Consulting & Implementation Services team, Justin Matthews loves helping firms across the country become more successful.

Justin joined Thomson Reuters in 2013 as a technical consultant, helping firms identify and implement efficient tax workflow and practice management applications and processes. He’s heavily involved in the development and continued success of Practice Forward consulting, where he uses his years of business management consulting experience to help firms redesign their overall business model to develop mutually beneficial, long-lasting relationships with their clients. He also presents regularly at the Thomson Reuters SYNERGY users’ conference on various topics related to thought leadership, practice management, and tax workflow.

Before joining Thomson Reuters, Justin worked in public accounting with two regional CPA firms, focusing on taxation of partnerships, s-corporations, and individuals. He also played a key role in the review and implementation of internal tools and processes to leverage efficiencies and provide top-notch service to clients.

Justin has served in several leadership positions in his community, helping others achieve their goals and reach their highest potential. He holds a Bachelor of Science degree in accounting from Dixie State University, and a Master of Accountancy degree from Southern Utah University.

Emily Postinger

Emily A. Postinger
Thomson Reuters

Emily is a project manager with the Training, Consulting & Implementation Services team. Passionate about bringing positive change to firms, she strives to deliver a seamless and positive client experience that contributes to a firm’s success.

She joined Thomson Reuters in 2010 as a product support representative for UltraTax CS and Planner CS. In 2013, Emily joined the Training, Consulting & Implementation Services team as a sales and training consultant. In that role, she presented onsite and web-based technical demonstrations of the Thomson Reuters CS Professional Suite, and worked with firms to ensure the tools improved their workflow.

This is Emily’s third year contributing as a presenter at the Partner Summits, although she has presented at many SYNERGY users’ conferences and at various professional events, including trade shows and sales seminars. She’s also been involved in product validation testing, the development of On-Demand demonstrations and product training.

Emily holds a Bachelor of Business Administration degree in accounting from Eastern Michigan University.