About Us


 

Connect with AdvanceCPA through our

Values, Client Service, Sales and Support:

 

The AdvanceCPA team will demonstrate our unique understanding of the needs and aspirations of our clients in every interaction and solution we bring to market through our values:

 

Client Focused

We are passionate about helping our clients. Their success is a key measure of our success. 

 

Excellence

We take pride in doing our best in everything we do. We embrace change to learn and grow. 

 

Integrity

We are honest and ethical in everything we do.

 

Respect

We treat each other with respect and dignity, recognizing that innovation springs from unique perspectives. 

 

Teamwork

Collaboration and full participation by everyone make us stronger and allows us to serve clients better.

 


Client Service

Duke Smaroff

Jessica Gross

Managing Director

Client Service Manager

866.326.6160

800.537.7182

duke.smaroff@rsmi.com

jessica.gross@rsmi.com

 

 

 

 

 

 

  

Sales 

Ken Allison

Aaron Lohnes

Desiah Powell

Business Development 
Specialist

Business Development 
Specialist

Business Development 
Specialist

866.706.8974

866.218.7598

800.537.7185

ken.allison@rsmi.com

aaron.lohnes@rsmi.com

desiah.powell@rsmi.com

 

 

 

 

 

 

  

Support 

Help Desk

 

866-849-3426

Technology Help Desk

 

800-537-7164

CPE Help Desk

 

877-CPE-NEWZ (877-273-6399)

Sales   800-537-7163

 

  

Links 

RSM McGladrey

McGladrey & Pullen, LLP 

Firm Foundation

RSM McGladrey Network

 

 

 

 

 

 


 



401 Main Street, Suite 1560, Peoria, IL 61602-1242
AdvanceCPA@rsmi.com
866.849.3426


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