Foreign Asset Disclosure / The Future of the Accounting Marketplace (E1709529)

Nancy A. Damato is the Co-Founder and President of Accountants Advisory Group and the Senior Consultant, Marketing and Business Development. She is the Founder of The Growth Zone,® Accountants Advisory Group’s marketing and lead generation program for the cannabis and hemp industries. With significant experience in the fast-growing and ever-changing cannabis and hemp industries, Nancy assists CPA firms in developing and implementing cannabis and hemp niches. Utilizing a wide range of traditional and innovative target marketing and lead generation techniques, all Growth Zone® programs are customized for each firm and take into account the firm’s goals and their marketplace opportunities.

With over 30 years of accounting firm marketing experience, Nancy’s roles have included marketing leadership positions with two Big 4 firms, a large national firm, a medium-size regional firm, and with numerous firms throughout the country serving in outsourced marketing advisory and leadership roles. Throughout her career, Nancy has developed and implemented many CPA firm marketing programs and plans and has helped numerous firms attain higher levels of success. By spearheading innovative marketing strategies and lead generation campaigns, and providing outsourced marketing advisory services, Nancy assists partners achieve their growth goals, expand market share, increase firm profitability, and raise brand awareness.

Nancy has extensive experience developing and implementing all facets of marketing and practice development programs, marketing cultures and infrastructures, marketing departments and budgets, and targeted industry and niche marketing plans. She has created and managed digital marketing, lead generation, and social media campaigns, communication plans, and thought-leadership initiatives. She regularly assists clients with websites, social media management, webinars and speaking engagements, blogs/articles, branding, advertising, public relations, marketing collateral, and CRM implementation. Effective with firms ranging from two to 100+ partners, Nancy personally coaches partners and key staff and collaborates in teams. She assists with personal, niche, and firm marketing plans, practice development and lead generation strategies, and target marketing. She also assists partners in enhancing their relationships with existing and potential clients and referral sources.

With a Bachelor of Science degree in Marketing and Management from Montclair State University, Nancy has been a member of the Association for Accounting Marketing since the beginning of her career. She is a founding member of the New York Metropolitan chapter of this national organization.

Parag is a tax attorney with the Patel Law Offices in Iselin. His practice concentration is in tax, business transactions and estate planning. He is a board certified estate planning law specialist, a board certified elder law attorney, and a frequent speaker on legal issues affecting tax, offshore tax planning and estate planning. Parag was named a New Jersey Super Lawyer by New Jersey Magazine for tax and estate planning. He has also received an AV rating from the Martindale-Hubbell Peer Review Rating System, which is the highest professional rating possible among lawyers. He is the 2011/12 chairman of the Tax Law Committee of American Bar Association’s GP Solo and Small Firm Division. Parag also serves as a part-time municipal court judge for Edison Township. He is a member of the New Jersey State, New York State, Middlesex County and American Bar Associations.

Joe founded the Accountants Advisory Group, LLC to assist the leaders of public accounting firms in structuring and managing their practices to increase profitability, maximize value and achieve long-term success. He advises CPA firms on how to achieve higher levels of competitiveness, profitability and longevity. Joe is experienced in all areas of firm practice management, including succession planning, firm governance, mergers and acquisitions, partner compensation structure, selection of new partners, practice development and career development for partners and staff. When facilitating partner retreats, he draws on his extensive experience to provide partners and practice leaders with effective and innovative strategies to enhance the value of their practices. He began his accounting career with a Big 4 firm and his experience includes 15 years as the managing partner and executive committee member of a 125-person CPA firm based in New York City.