Jeff Edmonds
National Director of Sales
Jeff is a husband and father of four, and is deeply focused on helping partners get what they need, and doing what is right for clients.



Is Offering a 401(k) Mandatory?

Many small-business owners have had high anxiety over 401(k) plans since 2017 when Oregon became the first state to mandate offering retirement accounts to employees. Small-business owners are worried they…

Blog, Insights for Everyone Else, NFA, Solutions NFA

How Fintech Solutions Help Accountants Help Their Clients

Fintech — or financial technology — has made great strides in automating functions for businesses, saving them time, money and frustration, as well as reducing the number of — and…


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