Jim has been with TSS as a full service CPA for over two decades and serves as the firm’s Chief Executive Officer. He is responsible for providing accounting, tax, and consulting services to closely held companies, and not-for-profit organizations. He works extensively with automobile dealerships and related industry clients, manufacturing companies, independent school and other not-for-profit organizations, and more. He provides consulting on more complex issues including business succession strategies, buy/sell transactions, and estate planning. Jim is also responsible for the firm’s recruiting efforts. A graduate of the University of Vermont, Jim is the current treasurer of Zack’s Place – An Enrichment Center, a member of the advisory board for the Vermont Chapter of the Alzheimer’s Association, and former board Chair of Special Olympics Verm

Cora Vollmar is Senior Vice President of Growth at QX Accounting Services and U.S. Team Leader supporting the Earned engagement. She brings over 15 years of experience in finance, accounting, and professional services, including leadership roles at a leading global staffing firm. ​​

Cora leads U.S. go‑to‑market strategy, strategic partnerships, client satisfaction and client growth initiatives across accounting, tax, audit, and advisory services.​

She specializes in helping high‑growth firms scale profitably through governed offshore delivery models, technology‑enabled operations, and talent transformation aligned to long‑term growth objectives.

QX Accounting Services partners with leading CPA firms to drive growth through strategic outsourcing, offshoring, and automation. With 20+ years of experience, we deliver scalable tax, audit, and finance solutions, powered by technology and expert talent. Our focus: enhancing efficiency, accuracy, and enterprise value for CPA firms.
Website address: https://qxaccounting.com/

Duc is a member of DTA’s business services team that supports our business clients and owners with tax and accounting services. He has experience with complex business tax returns and individual tax returns. Duc is a recent graduate from University of Washington and is currently pursuing his EA credential.

In this moderated conversation, three leaders from Prosperity Partners will share how their firm built a powerful growth engine by focusing on a clearly defined client archetype: entrepreneurs approaching liquidity events who require high-level, strategic tax guidance. They’ll walk through how that early decision to specialize shaped their service model, go-to-market strategy, and long-term trajectory — ultimately fueling more than 20 years of strong organic growth and helping position the firm as a Top 100 player.

Justin Shelman is a Tax Partner and leads Prosperity Partners’ High Net Worth & Family Office tax group. As a firm leader and team mentor, he implements the company’s strategic goals and develops the next generation of leaders. Justin began his career in St. Louis after graduating from Kentucky Wesleyan College and currently practices in Prosperity’s Chicago headquarters. He has a Masters of Science in Taxation from DePaul University.

Justin advises his clients on a range of tax planning and structuring opportunities. Focused on high earners and affluent families, Justin uses his deep knowledge of federal and state tax law to provide multi-generational income and estate planning, state residency analysis and tax preparation services for families and their sophisticated entity structures. Notably, Justin is proactive, connects with his clients and their teams and is accessible.

Justin actively participates in the IL CPA Society’s State and Local Taxation committee, speaking regularly on emerging technical issues. He enjoys spending time with his wife and dog, golfing and indulging in a nice bottle of red wine with friends and family.

With over 20 years of experience, Datamatics Business Solutions provides scalable accounting, tax, and audit services exclusively to CPA firms worldwide. Our 1,500+ professionals help 200+ firms streamline operations and ensure compliance using advanced technology. We are your non-competing, one-stop shop for growing your firm in a competitive landscape.

Backed by OpenAI and Google Ventures, Kick is AI-native accounting software that automates manual tasks while keeping accountants in full control, so forward-thinking firms can focus on advisory and growth. Firms maintain oversight, review, and approve every outcome, transforming their teams from time-strapped doers to high-leverage reviewers. The result is more capacity for what actually matters. Visit us at Kick.co/accountants to learn more.

Justworks is a technology company that levels the playing field for all small businesses. Beyond HR solutions, we’re a partner that helps our customers confidently take care of their teams, streamline operations, and navigate the complexity of managing a workforce. Justworks levels the playing field for small businesses. Beyond HR solutions, we’re a partner that helps customers take care of their teams, streamline operations, and navigate the complexity of managing a workforce. We’re guided by an uncompromising commitment to building for small businesses and understanding their unique needs. Our flexible platform and human support help power a modern workforce with payroll, benefits, HR, and compliance.

Ben Harrison is the Founder of DealCloud and has served as President of Financial Services at Intapp since 2018. Prior to its acquisition by Intapp, Harrison served as DealCloud’s President and CEO and Chief Revenue Officer. Prior to founding DealCloud, he worked for Falfurrias Capital Partners, a Charlotte-based private equity firm, and in mergers and acquisitions advisory with Harris Williams & Co. and Edgeview Partners. Harrison received his bachelor’s degree from the University of North Carolina at Chapel Hill, where he was awarded the William M. Rawls scholarship.