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Proud sponsor PASBA Fall Management Conference 2026
Are You Ready to Connect at the PASBA Fall Management Conference 2026?
Join us in Louisville from November 2–5 to explore practical ways to manage your firm’s accounting and tax workload. Discover flexible staffing options, learn about our services, and ask about special pricing for PASBA attendees.
Connect with CapActix at PASBA
- DateNovember 2–5, 2026
- LocationLouisville, KY, USA
- Offers available untilDecember 31, 2026
Our sponsorship
Why CapActix Is Sponsoring PASBA
The PASBA Fall Management Conference is a chance for accounting firm owners and managers to share ideas, plan for busy periods, and talk about what their firms need.
CapActix offers a wide range of accounting and tax preparation services. We help firms manage day-to-day work and prepare for busy seasons. At the conference, we look forward to learning about your needs and discussing how we may help.
Exclusive for PASBA attendees
Special Pricing for PASBA Attendees
Explore five ways to get extra support for your firm. These special prices are available to PASBA Fall Management Conference attendees.
Hire Tax Executive
Detail-oriented US income tax professional experienced in individual and business return preparation.
Regular : $2,400/monthPASBA
Special$2,200/month
- Forms 1040, 1065, 1120S, and 1120
- Organizing client source documents
- Maintaining tax workpapers
- Extensions and estimated tax calculations
- Basic book-to-tax reconciliations
- Supporting return diagnostics
- E-filing and acknowledgment tracking
Hire Sr. Tax Executive
Experienced US income tax professional handling multi-state compliance, technical research, and first-level review.
Regular: $3,200/monthPASBA
Special$2,900/month
- Preparing US federal and multi-state tax returns
- Reviewing book-to-tax adjustments and depreciation
- Maintaining tax allocation workpapers
- Quarterly estimates, extensions, and tax projections
- Resolving return diagnostics
- Guiding junior tax preparers
Hire Tax Reviewer
US income tax team leader expert in compliance workflows and reviewing individual and entity returns.
Regular : $4,000/monthPASBA
Special$3,600/month
- US income tax compliance engagements
- Allocating returns across the team
- Reviewing federal and state returns Ensuring consistency in book-to-tax adjustments
- Basis calculations and supporting documentation
- Monitoring filing calendars and e-file status
- Coordinating open items with clients and reviewers
Hire Accounts Executive
Detail-oriented professional handling bookkeeping, reconciliations, and compliance support under supervision.
Regular : $1,900/monthPASBA
Special$1,700/month
- Recording daily transactions
- Accounts payable/receivable
- Bank reconciliations
- Assisting in monthly financial statements
- Supporting GST/TDS/payroll compliance
Hire Sr. Accounts Executive
Experienced in independently managing core accounting functions, reporting, and team supervision.
Regular : $2,400/monthPASBA
Special$2,200/month
- Preparing trial balance
- Supervising junior staff
- Managing vendor payments & receivables
- Preparing MIS reports
- Ensuring accuracy in tax filings
Hire Team Leader Accounts
Strong leader overseeing accounting operations, compliance, and delivering financial insights
Regular : $3,200/monthPASBA
Special$2,900/month
- Leading accounting team
- Reviewing ledgers & reconciliations
- Coordinating monthly/quarterly closings
- Preparing consolidated MIS & variance analysis
- Liaising with auditors/tax consultants
These special offers are available to PASBA Fall Management Conference 2026 attendees until December 31, 2026. Terms and conditions apply.
Meet our leadership
Let’s Talk Tax Season Over Coffee
We welcome the chance to learn what matters most to PASBA members and get to know accounting firms from across the profession.
We look forward to hearing about your firm and talking through how our accounting, tax preparation, tax review, and virtual CFO services may fit your day-to-day work.
Plan ahead with CapActix
Plan a Smarter Tax Season 2027
Every firm works a little differently. We would like to learn about your priorities and explore simple ways to organise accounting and tax work before the next busy season.
Map Your Tax Season Workflow
Look at how many returns you expect, key deadlines, how work moves between people, and where extra help may be needed. Planning early can make it easier to share work and stay on schedule.
Find Opportunities for Automation
Look for repeat tasks, such as tracking documents, moving data, matching accounts, and updating work status. Your existing software may help make some of these steps easier, leaving more time for checks and client questions.
Add the Right Support at the Right Time
Talk with us about accounting, tax preparation, tax review, or virtual CFO support based on your workload. You can plan for busy periods while keeping control of client relationships and final decisions.
Software and digital workflows
Software Technologies We Work On
We work with a range of accounting and business software. Tell us which tools your firm uses, and we can discuss ways to make everyday tasks and work tracking easier.
PASBA Membership
CapActix Is a Proud PASBA Associate Member
As a PASBA associate member, CapActix welcomes the chance to learn from members, understand what their firms need, and build lasting relationships across the profession.
We look forward to hearing about your firm and talking through how our accounting, tax preparation, tax review, and virtual CFO services may fit your day-to-day work. We welcome conversations about your goals for Tax Season 2027, including workload planning, staffing needs, and opportunities to make repeatable processes more efficient.
We look forward to hearing about your firm and talking through how our accounting, tax preparation, tax review, and virtual CFO services may fit your day-to-day work.
Flexible Support Options
Choose a Hiring Model That Fits Your Firm
Choose full-time support, part-time help, or hourly support for projects and busy periods. Our professionals can work with QuickBooks, Sage, Xero, Zoho, ADP, and other software your firm uses.
Full-Time Monthly Support
8 hours/day · 5 days/week
160 Hrs / Month- A dedicated full-time team member
- Works with your time zone and software
- Billing in advance
- Terms & conditions apply
Part-Time Monthly Support
4 hours/day · 5 days/week
80 Hrs / Month- Regular support for a growing firm
- A dedicated part-time team member
- Billing in advance
- Terms & conditions apply
FOR BUSY PERIODS
Hourly Support
Pay only for the hours you use
Min. 50 Hrs / 2 Months- Flexible help for short-term projects
- Adjust support to match your workload
- Billing in advance
- Terms & conditions apply
What Happens Next
How the Hiring Process Works
Choose a Support Model
Choose hourly help for busy periods or monthly support for ongoing work.
Review Candidate Profiles
Look through a shortlist of candidates who match your needs.
Interview and Select
Interview the candidates and choose the person who feels right for your firm.
Get Started
We will help with orientation, system setup, and training before work starts.
Security and Quality Standards
Protecting Your Clients’ Financial Data
CapActix lists certifications and standards related to information security, work quality and data privacy. These support the careful handling of clients’ financial information.
AICPA SOC 2 Type II
Independent audits review controls designed to keep client data secure, available, and confidential.
ISO 27001:2022
A framework for managing information security and protecting sensitive financial records.
ISO 9001:2015
Processes that help us deliver consistent, quality work.
GDPR Compliant
A commitment to protecting personal information and respecting privacy.
FAQs
PASBA Conference FAQs
Will CapActix attend the PASBA Fall Management Conference 2026?
Yes. CapActix is a proud sponsor of the PASBA Fall Management Conference 2026 in Louisville, Kentucky. Members of our leadership team will attend.
How can I meet the CapActix team at PASBA?
Use the form below to tell us which days you will attend. We will contact you to arrange a meeting. You can also email biz@capactix.com.
Who is eligible for PASBA attendee pricing?
These offers are for PASBA Fall Management Conference attendees. Mention PASBA when you contact us so we can confirm which offer applies.
Do I need to hire CapActix during the conference?
No. You can meet with us, talk about what your firm needs, and ask for a quote before making a decision. Attendee pricing is available until December 31, 2026.
What services can I discuss with CapActix?
You can ask us about accounting, bookkeeping, payroll, accounts payable and receivable, tax preparation, tax review, and virtual CFO services. We can discuss what may work best for your firm.
What should I prepare before meeting CapActix?
It helps to tell us how big your firm is, which software you use, what work you need help with, and when you are busiest. This gives us a clear starting point.
What is the CapActix booth number?
The booth number has not been added to this page yet. Email biz@capactix.com or call +1 201-778-0509 to confirm where to find CapActix at the conference.
Does CapActix have a special offer for PASBA attendees?
Yes. The offer includes five free hours of Virtual CFO services for conference attendees. Contact us to confirm the terms and see if the service is right for your firm.
Contact our team
Tell Us What Your Firm Needs
EventPASBA Fall Management Conference 2026
DateNovember 2–5, 2026
LocationLouisville, KY, USA
Send an Inquiry to CapActix
Tell us a little about your firm and the help you need. We will get back to you to discuss your options and what to do next.
- Email: biz@capactix.com
- USA: +1 201-778-0509
Thank you. Your inquiry has been noted. The CapActix
team will follow up with you.
