# Source: https://businessownerindex.com/collections/professional-services-founders/ [Home](https://businessownerindex.com/)/[Founder collections](https://businessownerindex.com/collections/)/19 Professional services Founders to ExploreAE Tax Advisors · Founder research # 19 Professional services Founders to Explore Discover founders building consulting firms, staffing businesses, financial-service companies, and specialized advisory platforms. This collection focuses on the businesses and the people publicly associated with their growth. AE Tax Advisors · Featured publisher ## Your business has a next chapter. Plan it with a clearer tax picture. Founded and led by Christina Nortman, CPA, Founder and Principal. AE Tax Advisors helps business owners and real estate investors connect business, property, and owner planning decisions. Bring your next decision and its deadline. Discuss the advisory scope, responsibilities, and next steps with AE’s team.[Book a Call with AE Tax Advisors ↗](https://www.aetaxadvisors.com/discovery?utm_source=businessownerindex&utm_medium=local_collection&utm_campaign=owner_advisory) [Meet Christina Nortman, CPA, and explore AE](https://businessownerindex.com/ae-tax-advisors/) AE owns and publishes this directory. Featured companies are not presented as AE clients. Confirm service availability for your location. ## How this collection was selected. Selected from published growth profiles assigned to the Professional services category. The collection includes all published growth profiles in that category, rather than presenting an arbitrary top-ten ranking. Profiles are alphabetical, with no performance score or claim that these founders are the best in their region or sector. Each profile explains the public source and its historical revenue eligibility basis. A founder role does not establish current equity ownership. A historical growth record is not a current revenue estimate, valuation, or measure of personal income. Inclusion does not establish an AE Tax Advisors client relationship. [Founder profileAM](https://businessownerindex.com/owners/adam-morgan/) Professional services ### [Adam Morgan](https://businessownerindex.com/owners/adam-morgan/) [Elevate Digital](https://businessownerindex.com/companies/elevate-digital/) Technology consulting and staffing. Public growth record · 2025[↗](https://businessownerindex.com/owners/adam-morgan/) [Founder profileAK](https://businessownerindex.com/owners/allan-koltin/) Professional services ### [Allan Koltin](https://businessownerindex.com/owners/allan-koltin/) [Koltin Consulting Group](https://businessownerindex.com/companies/koltin-consulting-group/) M&A and strategic advisory for accounting firms. Public growth record · 2025[↗](https://businessownerindex.com/owners/allan-koltin/) [Founder profileBD](https://businessownerindex.com/owners/bart-davis/) Professional services ### [Bart Davis](https://businessownerindex.com/owners/bart-davis/) [512Financial](https://businessownerindex.com/companies/512financial/) Fractional finance and accounting leadership. Public growth record · 2025[↗](https://businessownerindex.com/owners/bart-davis/) [Founder profileBE](https://businessownerindex.com/owners/bernardo-enciso/) Professional services ### [Bernardo Enciso](https://businessownerindex.com/owners/bernardo-enciso/) [Charted](https://businessownerindex.com/companies/charted/) Business services. Public growth record · 2025[↗](https://businessownerindex.com/owners/bernardo-enciso/) [Founder profileBS](https://businessownerindex.com/owners/brandon-smith/) Professional services ### [Brandon Smith](https://businessownerindex.com/owners/brandon-smith/) [FTS and Flexblue Staffing](https://businessownerindex.com/companies/fts-and-flexblue-staffing/) Technical staffing. Public growth record · 2025[↗](https://businessownerindex.com/owners/brandon-smith/) [Founder profileCB](https://businessownerindex.com/owners/chris-blackerby/) Professional services ### [Chris Blackerby](https://businessownerindex.com/owners/chris-blackerby/) [Incisive Consultants](https://businessownerindex.com/companies/incisive-consultants/) Healthcare technology consulting. Public growth record · 2025[↗](https://businessownerindex.com/owners/chris-blackerby/) [Founder profileET](https://businessownerindex.com/owners/eric-taussig/) Professional services ### [Eric Taussig](https://businessownerindex.com/owners/eric-taussig/) [Prialto](https://businessownerindex.com/companies/prialto/) Managed virtual-assistant and staffing services. Public growth record · 2025[↗](https://businessownerindex.com/owners/eric-taussig/) [Founder profileJB](https://businessownerindex.com/owners/joe-bert/) Professional services ### [Joe Bert](https://businessownerindex.com/owners/joe-bert/) [Certified Financial Group](https://businessownerindex.com/companies/certified-financial-group/) Financial services. Public growth record · 2025[↗](https://businessownerindex.com/owners/joe-bert/) [Founder profileJH](https://businessownerindex.com/owners/jose-herrera/) Professional services ### [Jose Herrera](https://businessownerindex.com/owners/jose-herrera/) [Horatio](https://businessownerindex.com/companies/horatio/) AI-enabled business solutions and talent services. Public growth record · 2025[↗](https://businessownerindex.com/owners/jose-herrera/) [Founder profileJL](https://businessownerindex.com/owners/justin-levine/) Professional services ### [Justin Levine](https://businessownerindex.com/owners/justin-levine/) [Shepherd](https://businessownerindex.com/companies/shepherd/) Commercial insurance technology for construction and energy. Public growth record · 2025[↗](https://businessownerindex.com/owners/justin-levine/) [Founder profileKR](https://businessownerindex.com/owners/kelly-rowlett-presgrave/) Professional services ### [Kelly Rowlett Presgrave](https://businessownerindex.com/owners/kelly-rowlett-presgrave/) [Work With Your Handz](https://businessownerindex.com/companies/work-with-your-handz/) Skilled-trades recruiting. Public growth record · 2025[↗](https://businessownerindex.com/owners/kelly-rowlett-presgrave/) [Founder profileKD](https://businessownerindex.com/owners/kristen-denzer/) Professional services ### [Kristen Denzer](https://businessownerindex.com/owners/kristen-denzer/) [Tierra Encantada](https://businessownerindex.com/companies/tierra-encantada/) Early childhood education. Public growth record · 2025[↗](https://businessownerindex.com/owners/kristen-denzer/) [Founder profilePV](https://businessownerindex.com/owners/pablo-velasquez/) Professional services ### [Pablo Velasquez](https://businessownerindex.com/owners/pablo-velasquez/) [BetterWay Devs](https://businessownerindex.com/companies/betterway-devs/) Nearshore IT staffing and recruiting. Public growth record · 2025[↗](https://businessownerindex.com/owners/pablo-velasquez/) [Founder profilePS](https://businessownerindex.com/owners/pete-smith/) Professional services ### [Pete Smith](https://businessownerindex.com/owners/pete-smith/) [Impact Advisors](https://businessownerindex.com/companies/impact-advisors/) Healthcare management consulting. Public growth record · 2025[↗](https://businessownerindex.com/owners/pete-smith/) [Founder profileSB](https://businessownerindex.com/owners/sam-brenner/) Professional services ### [Sam Brenner](https://businessownerindex.com/owners/sam-brenner/) [CRB Workforce](https://businessownerindex.com/companies/crb-workforce/) Staffing and workforce services. Public growth record · 2025[↗](https://businessownerindex.com/owners/sam-brenner/) [Founder profileSL](https://businessownerindex.com/owners/sara-leoni/) Professional services ### [Sara Leoni](https://businessownerindex.com/owners/sara-leoni/) [Ziplines Education](https://businessownerindex.com/companies/ziplines-education/) University-partnered career education. Public growth record · 2025[↗](https://businessownerindex.com/owners/sara-leoni/) [Founder profileSS](https://businessownerindex.com/owners/sharif-shaalan/) Professional services ### [Sharif Shaalan](https://businessownerindex.com/owners/sharif-shaalan/) [Agile Cloud Consulting](https://businessownerindex.com/companies/agile-cloud-consulting/) Salesforce consulting. Public growth record · 2025[↗](https://businessownerindex.com/owners/sharif-shaalan/) [Founder profileSL](https://businessownerindex.com/owners/stephen-levi-carter/) Professional services ### [Stephen Levi Carter](https://businessownerindex.com/owners/stephen-levi-carter/) [Sterling Staffing Solutions](https://businessownerindex.com/companies/sterling-staffing-solutions/) Staffing solutions. Public growth record · 2025[↗](https://businessownerindex.com/owners/stephen-levi-carter/) [Founder profileTM](https://businessownerindex.com/owners/tim-mobley/) Professional services ### [Tim Mobley](https://businessownerindex.com/owners/tim-mobley/) [Connext Global Solutions](https://businessownerindex.com/companies/connext-global-solutions/) Offshore staffing and business-process outsourcing. Public growth record · 2025[↗](https://businessownerindex.com/owners/tim-mobley/) ## Read the source behind each profile. - [Adam Morgan](https://businessownerindex.com/owners/adam-morgan/) · Elevate Digital · United States. Technology consulting and staffing. [Elevate Digital lands on the Inc. 5000 for a sixth consecutive year. | Morningstar](https://www.morningstar.com/news/pr-newswire/20260812cl25019/elevate-digital-lands-on-the-inc-5000-for-a-sixth-consecutive-year). - [Allan Koltin](https://businessownerindex.com/owners/allan-koltin/) · Koltin Consulting Group · Chicago, Illinois. M&A and strategic advisory for accounting firms. [Koltin Consulting Group Makes 2026 Inc. 5000 - CPA Practice Advisor](https://www.cpapracticeadvisor.com/2026/08/12/koltin-consulting-group-makes-2026-inc-5000/188436/). - [Bart Davis](https://businessownerindex.com/owners/bart-davis/) · 512Financial · Austin, Texas. Fractional finance and accounting leadership. [512Financial Named to the 2026 Inc. 5000 - 512Financial](https://512financial.com/insights/news/512financial-2026-inc-5000/). - [Bernardo Enciso](https://businessownerindex.com/owners/bernardo-enciso/) · Charted · United States. Business services. [Charted Named No. 1776 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies | Morningstar](https://www.morningstar.com/news/business-wire/20260811902949/charted-named-no-1776-on-the-2026-inc-5000-list-the-most-prestigious-ranking-of-americas-fastest-growing-private-companies). - [Brandon Smith](https://businessownerindex.com/owners/brandon-smith/) · FTS and Flexblue Staffing · Metairie, Louisiana. Technical staffing. [FTS | Flexblue Staffing Named to Inc. 5000 List for Eighth Consecutive Year - Flexicrew Technical Services](https://www.flexicrewtech.com/fts-flexblue-staffing-named-to-inc-5000-list-for-eighth-consecutive-year/). - [Chris Blackerby](https://businessownerindex.com/owners/chris-blackerby/) · Incisive Consultants · United States. Healthcare technology consulting. [Incisive Consultants Makes 2026 Inc. 5000 With 53% Revenue Growth | citybiz](https://www.citybiz.co/article/898339/incisive-consultants-makes-2026-inc-5000-with-53-revenue-growth/). - [Eric Taussig](https://businessownerindex.com/owners/eric-taussig/) · Prialto · Portland, Oregon. Managed virtual-assistant and staffing services. [Prialto Makes the Inc. 5000 List of Fastest-Growing Private Companies for Sixth Year in a Row - EIN Presswire](https://www.einnews.com/pr_news/933968131/prialto-makes-the-inc-5000-list-of-fastest-growing-private-companies-for-sixth-year-in-a-row). - [Joe Bert](https://businessownerindex.com/owners/joe-bert/) · Certified Financial Group · United States. Financial services. [Certified Financial Group Named on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America's Fastest-Growing Private Companies](https://www.prweb.com/releases/certified-financial-group-named-on-the-2026-inc-5000-list-the-most-prestigious-ranking-of-americas-fastest-growing-private-companies-302852617.html). - [Jose Herrera](https://businessownerindex.com/owners/jose-herrera/) · Horatio · United States. AI-enabled business solutions and talent services. [Horatio Earns a Top 35% Ranking on the 2026 Inc. 5000, Marking Its Fourth Consecutive Year on the List](https://www.prnewswire.com/news-releases/horatio-earns-a-top-35-ranking-on-the-2026-inc-5000-marking-its-fourth-consecutive-year-on-the-list-302847521.html). - [Justin Levine](https://businessownerindex.com/owners/justin-levine/) · Shepherd · United States. Commercial insurance technology for construction and energy. [Shepherd Ranked No. 139 on the 2026 Inc. 5000 With 2,234% Three-Year Growth](https://www.shepherdinsurance.com/blog/2026-inc-5000). - [Kelly Rowlett Presgrave](https://businessownerindex.com/owners/kelly-rowlett-presgrave/) · Work With Your Handz · Haymarket, Virginia. Skilled-trades recruiting. [Work With Your Handz Named to the 2026 Inc. 5000 List of America's Fastest-Growing Private Companies - Work With Your Handz](https://www.workwithyourhandz.com/work-with-your-handz-named-to-the-2026-inc-5000-list-of-americas-fastest-growing-private-companies/). - [Kristen Denzer](https://businessownerindex.com/owners/kristen-denzer/) · Tierra Encantada · Minneapolis, Minnesota. Early childhood education. [Tierra Encantada Named No. 3,999 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies](https://www.franchising.com/news/20260812_tierra_encantada_named_no_3999_on_the_2026_inc_5000_list_the_most_prestigio.html). - [Pablo Velasquez](https://businessownerindex.com/owners/pablo-velasquez/) · BetterWay Devs · United States. Nearshore IT staffing and recruiting. [BetterWay Devs Ranks No. 40 in HR on the 2026 Inc. 5000](https://www.prweb.com/releases/betterway-devs-ranks-no-40-in-hr-on-the-2026-inc-5000-302854038.html). - [Pete Smith](https://businessownerindex.com/owners/pete-smith/) · Impact Advisors · United States. Healthcare management consulting. [Impact Advisors Named to 2026 Inc. 5000 List for Eighth Year - Impact Advisors](https://www.impact-advisors.com/news/impact-advisors-named-to-2026-inc-5000-list-for-eighth-year/). - [Sam Brenner](https://businessownerindex.com/owners/sam-brenner/) · CRB Workforce · United States. Staffing and workforce services. [CRB Workforce Makes Inc. 5000 for Fourth Year With 148% Growth | citybiz](https://www.citybiz.co/article/895448/crb-workforce-makes-inc-5000-for-fourth-year-with-148-growth/). - [Sara Leoni](https://businessownerindex.com/owners/sara-leoni/) · Ziplines Education · San Carlos, California. University-partnered career education. [Ziplines Education Ranks No. 297 on the 2026 Inc. 5000 List of America's Fastest-Growing Private Companies](https://www.ziplines.com/press/ziplines-education-ranks-no-297-on-the-2026-inc-5000-list-of-americas-fastest-growing-private-companies). - [Sharif Shaalan](https://businessownerindex.com/owners/sharif-shaalan/) · Agile Cloud Consulting · New York, New York. Salesforce consulting. [Agile Cloud Consulting Ranked on the 2026 Inc. 5000 List - Agile Cloud Consulting](https://agilecloudconsulting.com/inc-5000-2026/). - [Stephen Levi Carter](https://businessownerindex.com/owners/stephen-levi-carter/) · Sterling Staffing Solutions · Houston, Texas. Staffing solutions. [Sterling Staffing Solutions Named No. 4,300 on the 2026 Inc. 5000 List of America’s Fastest-Growing Private Companies](https://api.einpresswire.com/article/937910737/sterling-staffing-solutions-named-no-4-300-on-the-2026-inc-5000-list-of-america-s-fastest-growing-private-companies). - [Tim Mobley](https://businessownerindex.com/owners/tim-mobley/) · Connext Global Solutions · United States. Offshore staffing and business-process outsourcing. [Connext Makes 2026 Inc. 5000 for Fifth Straight Year](https://connextglobal.com/connext-2026-inc-5000-fifth-consecutive-year/). ## Questions for the next business chapter. These are preparation prompts for an owner conversation, not conclusions about any founder listed above. - How does your current team address client profitability and cash collections? - How does your current team address owner work, payroll, and partner arrangements? - How does your current team address consistent books and an implementation calendar? ## AE Tax Advisors: connect the business and owner decisions. AE Tax Advisors owns and publishes Business Owner Index. Explore [AE’s advisory approach](https://businessownerindex.com/ae-tax-advisors/), [owner preparation resources](https://businessownerindex.com/resources/), and [the discovery conversation](https://businessownerindex.com/tax-strategists/) when a business, property, or ownership decision needs additional analysis. [Browse all founder collections](https://businessownerindex.com/collections/) or [read our editorial standards](https://businessownerindex.com/editorial-standards/). AE Tax Advisors · Founded and led by Christina Nortman, CPA ## You built the business. Make the next move with a clearer tax plan. As the business grows, decisions about compensation, entities, property, and ownership become more connected. Bring those decisions into one conversation with AE Tax Advisors. - Define the decisions and deadlines ahead. - Discuss the records and specialists the work requires. - Confirm deliverables, responsibilities, and fees in a written scope.[Prepare for your advisory conversation ↗](https://businessownerindex.com/resources/) AETAX ADVISORS Christina Nortman, CPA, Founder and Principal. Bring your next business decision to AE’s team and discuss the advisory scope, responsibilities, and next steps.[Book a Call with AE Tax Advisors ↗](https://www.aetaxadvisors.com/discovery?utm_source=businessownerindex&utm_medium=directory&utm_campaign=owner_advisory&utm_content=owner_banner) [Review published advisory pricing](https://www.aetaxadvisors.com/pricing/) AE owns and publishes this directory. Listed founders are not presented as AE clients.