CS Professional Suite®

Partner Summit:

Moving Your Practice Forward

Presenters

Mark Martukovich, CPA

Mark Martukovich, CPA
FMA, CPA

As the managing partner of FMA, C.P.A., 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 2009, 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, Ohio, 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 23 years of business development and consulting experience with small and medium-sized businesses, is a current business resource for SCORE and a presenter to various local organizations on topics relating to business best practices and tax efficiency. He 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.

Since 1989, FMA, C.P.A. has been providing tax and accounting services, and in its fourth full year of business advisory services. While the compliance practice has maintained its stronghold in the market, the advisory firm has grown to 30% of overall revenue in just over four years. The two divisions of the firm initially operated as separate entities, but now work together to serve its clients on a forward-thinking level, rather than one that’s focused on client historical results.

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

Therese Witherow

Therese M. Witherow
Thomson Reuters

As a senior technical trainer with Thomson Reuters, Therese uses her 19 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 UltraTax CS/1040 and e-filing. In 2005, Therese joined the Training, Consulting & Implementation Services team.

This is Therese’s ninth 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, classroom instructional course materials, 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.

Mo Arbas

Mo Arbas
Thomson Reuters

As a Technical Consultant with Thomson Reuters, Mo is passionate about working with clients across the country and delivering an exceptional client experience. Mo provides live and web-based implementations for GoFileRoom, AdvanceFlow, Onvio, UltraTax CS, Fixed Assets CS, Planner CS, FileCabinet CS, & NetClient CS.

He joined Thomson Reuters in 2012 as a product support representative for UltraTax CS. He then became a specialist for UltraTax CS and served as a product mentor and trainer and assisted the UltraTax CS Development Team with product validation testing. In 2016, Mo joined the Training, Consulting & Implementation Services Team. He has also presented at previous SYNERGY Users’ Conference, trade shows and sales seminars. He is also involved in developing training content and course materials.

Prior to joining Thomson Reuters, Mo worked for a local CPA firm focusing on Individual Taxation. He also runs his own firm providing tax compliance and planning services to individuals and small businesses. Mo continues to work with firms across the country to bring positive change to their workflow, enhance their use of technology, and develop best practices to ensure their success in an ever-changing industry.

Mo holds a bachelor’s degree in Accounting from Eastern Michigan University.