Todd Steinberg
Executive VP, Sales

Todd Steinberg offers more than 27 years of experience emphasizing sales, marketing and business development in the industry of marketing accounting services. The scope of Todd’s experience has spanned virtually all aspects of the accounting practice marketing industry. A respected leader in the industry, his experience includes developing new marketing strategies, program sales, integrating financial planning and payroll services into accounting practices, providing sales and marketing support to 4,000+ CPA firms and is involved in the sale of hundreds of firms nationwide. Todd also speaks at regional and national conferences as an authority on marketing accounting services. He is also responsible for leading accounting practice sales divisions and has been personally involved in the sale of over 175+ firms nationwide. Todd is Series 7, 66, Life, Accident & Health Licensed.