At Anchor Payroll Solutions, we know the power of collaboration. That’s why we created the Anchor CPA Advisory Board—a dynamic forum where experienced CPAs and our leadership team come together twice a year for a candid, roundtable-style discussion on the pressing issues facing the accounting and payroll industries.

This isn’t a lecture, a webinar, or a networking breakfast. It’s a strategic conversation among professionals who understand the complexity of running firms, supporting clients, and staying ahead of the curve. The board is a reflection of our commitment to continuous improvement—not only in how we serve our clients but in how we support the broader advisory community.

A Seat at the Table: Meet the 2025 Advisory Board Members

• Joe Reed – CKW Accountants & Consultants

  Joe brings decades of experience leading a full-service accounting firm that supports small to mid-sized businesses with tax strategy, compliance, and consulting services.

• Rob Rhine – Rhine & Co.

  A trusted advisor for family-owned businesses and long-term clients, Rob’s firm specializes in financial planning, bookkeeping, and accounting with a personalized touch.

• Dave & Nicole Colavito – Colavito & Associates

  This husband-and-wife team leads a proactive and fast-growing firm focused on business consulting, tax planning, and audit support, serving a diverse range of small business clients.

• Joanna Jimenez – Joanna Jimenez, CPA

  A solo practitioner with a modern approach, Joanna specializes in cloud-based accounting and financial coaching for entrepreneurs and service-based businesses.

Top-of-Mind Topics Shaping the Profession

• AI and Automation in Accounting & Payroll

  The board examined how artificial intelligence and automation tools are changing the game in accounting—from streamlining data entry and reporting to freeing up time for higher- value advisory work.

• The “One Big Beautiful Bill” and Tariffs

  The newly passed legislation sparked lively discussion about tax planning strategies, including 199A deduction, expanded bonus depreciation, and the ripple effects of tariffs.

• Data Security in the Age of Digital Workforces

  With remote and hybrid work rising, the board discussed securing sensitive data, vetting third-party platforms, and maintaining compliance.

• Employee Mental Health and Workplace Culture

  With burnout rising, the conversation focused on prioritizing well-being through communication, mental health resources, and culture shifts.

• Attracting and Retaining Qualified Talent

  The board shared hiring and retention strategies from mentorship to flexible work policies that help build strong, committed teams.

“We really enjoyed meeting everyone and appreciated the opportunity to hear your thoughts and insights. It was a valuable and engaging conversation, and we’re grateful for everyone’s contributions,”

Why It Matters

These sessions aren’t about trade secrets—they’re about transparency, insight, and raising the bar for the entire profession. By creating space for CPAs to connect with each other and with Anchor’s leadership team, we’re not just improving how we serve our clients—we’re strengthening the very foundation of the advisory ecosystem.

What’s Next?

The CPA Advisory Board will reconvene later this year with a fresh agenda, actionable takeaways, and new voices at the table. If you’d like to be considered for future participation or want to learn more about Anchor Payroll’s collaborative approach to CPA partnerships, reach out to us.