CS Professional Suite®

Partner Summit:

Moving Your Practice Forward

Presenters

Mark Martukovich, CPA

Mark Martukovich, CPA
FMA, CPA

As the managing partner of FMA, 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 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 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, FMA, CPA is in its 29th year of providing tax and accounting services, and in its third full year of business advisory services. While the compliance practice has experienced modest growth, the advisory firm has grown to 20% of overall revenue in just over two 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’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 officer. A direct benefit of this transition is that he’s found more time to devote to the things he’s passionate about.

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.

Will Hill, MBA

Will Hill, MBA
Thomson Reuters

Serving as a Manager in the Training and Consulting Services department with the Tax Professional segment, Will has been with Thomson Reuters since 2001. Presently, he oversees service development for the Training and Consulting Services group. Along with that, he is responsible for continuing to refine the strategy of client involvement for improving the client experience during implementation of new software as well as continued staff education. His varied background with firms of all sizes and specialties provide a solid foundation for business process-oriented training and consulting. In 2006, Will was recognized as the CSM Implementation Specialist of the Year. Will was named to the CPA Practice Advisor 40 under 40 list in 2015 and 20 under 40 in 2018. In his time at Thomson Reuters, Will has developed many different educational classes and consulting offerings. Included in this is the Practice Forward service offering. Will is also a periodic blog contributor on the CS.ThomsonReuters.com website. He holds an MBA with a concentration in Leadership Studies from Baker College and a BA, majoring in both Business Administration and Economics, from Alma College.