Owner
Ellis CPA, LLC
Rachel S. Ellis, CPA, CISA, is the Owner of Ellis CPA, LLC, a full – service CPA firm based in Hyattsville Maryland. Named a 2025 and 2026 Forbes Best In-State CPA Firm, Rachel has over 12 years of experience in financial statement audits across multiple sectors, including Technology, GovCon and Non- Profit. Ms. Ellis has developed a deep understanding of accounting and finance through her experience as a manager in Big Four Public Accounting and now as an entrepreneur. As a MACPA Champion and member of the University of Maryland's Robert H. Smith School of Business Accounting Advisory Board, she stays at the forefront of industry trends and best practices in entrepreneurship. Ms. Ellis brings a wealth of knowledge and practical experience to help businesses successfully gain access to capital and scale.
Not all growth is good growth. This session will explore how leading firms define their ideal client profile—and build systems to attract, select, and retain the right relationships. From refining client selection criteria to improving onboarding and service delivery, learn how a focused client strategy can drive stronger margins, better experiences, and more sustainable growth.