welcome to We are a new CPA firm located in beautiful downtown client service and FREE unlimited consultations.
|
|
- Percival McKinney
- 8 years ago
- Views:
Transcription
1 welcome to We are a new CPA firm located in beautiful downtown Sussex, WI. We specialize in providing small business accounting and tax preparation services at an affordable price with superior client service and FREE unlimited consultations. You have enough to worry about running your small business. Let us remove the burden of accounting and tax preparation from your to-do list so you can focus on acquiring and serving your customers. That is your passion, your expertise. However, you may find yourself spending countless number of hours struggling with accounting; hours which you may rather spend growing your business. We will make that possible for you. With 30 years of managing all financial aspects of small businesses, our accounting firm has the experience to provide competent, timely and accurate advice. We are affordable and responsive with a focus on staying informed of changing tax laws and upgrading our technical and financial knowledge. Our primary goal is to be a trusted advisor so our clients make informed financial decisions. Each client receives close personal and professional attention. Our raving fans clients are the result of our commitment to excellence.
2 our philosophy Our philosophy is simple our success as a CPA firm will be measured by how well our clients succeed. We will not try to be all things to all people our focus is to help our clients meet their financial goals in an ethical manner with top-notch customer service. We are dedicated to three underlying principles of professionalism, responsiveness and quality. Dedicated to: 1 Professionalism 2 Responsiveness 3 Quality
3 Our core services Small Business Accounting and Tax Preparation Business Services Small Business Accounting Payroll Part-Time CFO Services Cash Flow Management Bank Financing Business Valuation Strategic Business Planning Succession Planning New Business Formation Internal Controls Tax Services Tax Preparation Tax Planning Tax Problems IRS Audit Representation Non-Filed Tax Returns Back Taxes Owed Payroll Tax Problems IRS Liens IRS Levies IRS Wage Garnishment Offer In Compromise IRS Payment Plan Innocent Spouse Relief
4 our resources As your small business CPA firm, we have a number of resources to help you. Our monthly newsletters, tax guides, money-saving tips, specialized calculators and links will help you with general accounting and tax preparation questions. And they are available for your use anytime and anywhere through the Internet. And they re free. And don t forget as our client, you receive free unlimited consultations either by phone or in our office in Sussex. newsletters tax guides tips calculators links William L. Huss, CPA Hailing from Freedom, Wisconsin, I am a 1978 graduate of the University of Wisconsin Oshkosh, with a Business Administration degree in Accounting. Upon graduation, I worked as an Accountant for a large regional CPA firm before pursuing a career in the private sector. Earning my CPA in 1982, I held various Controller/CFO and corporate Secretary-Treasurer positions with small and medium-sized companies in industries such as manufacturing, retail, wholesale, non-profit and professional services. My responsibilities included arranging and maintaining all banking relationships, adhering to loan covenants and performing due diligence work for mergers, acquisitions and divestitures. For the last 10 years, I was employed by AT&T in Corporate IT Services. It gave me invaluable large-company experience in business unit financial reporting, internal audit and compliance and Quality Assurance. My memberships include both the American Institute and the Wisconsin Institute of CPAs for over 25 years. In addition, I have served as a Board President of the Oshkosh Big Brothers / Big Sisters agency and serve as an active member of the Sussex Lions Club and the Sussex Area Chamber of Commerce.
5 contact us If you have any unanswered questions, please let us know. There are five easy ways to contact us: call (262) fax (262) write N64 W24050 Main Street, Suite 305 Sussex, WI stop by You are always welcome
6 testimonials I have always done my own taxes, and I couldn t find the time this year to do them myself, Bill made the process very simple, and spent all the time I needed to answer every question I had. I will never do my own taxes again. It was a pleasure working with Bill, I only wish I would have sought his services sooner. Jeannine Heinowski Bill is very knowledgeable but what separates him from others is his ability to explain complicated accounting topics in a language I can understand to make informed financial decisions. He recommended and implemented a change in my legal business structure which would save my new business significant amount of money. And he does it with a smile. Thanks Bill. Brad Saeed, President of BTS Consulting LLC, Delafield, WI I met Bill in December 2009 with a laundry list of questions and concerns about the tax obligation for my insurance business. With tax season in full swing, I was amazed by the amount of time he dedicated to me. He answered each and every immediately, took my calls on the spot, and made sure I had a clear understanding of what he was explaining. Bill was so easy to work with and was willing to go the extra length to research different options for me. It was a great experience working with Bill! I have and will continue recommending him. Great job! Connie Mielke, Sussex, WI thank you Thank you for taking the time to visit us your new local CPA firm specializing in small business accounting and tax preparation, conveniently located in beautiful Sussex. We look forward to serving you for many years to come.
Imagine How It Would Feel Not To Worry About Debt. Primerica. Debt Resolution. Customized Debt Solutions
Imagine How It Would Feel Not To Worry About Debt Primerica Debt Resolution Customized Debt Solutions Are you struggling and feel overwhelmed by your personal debt situation? Do you want to get out of
More informationIndependence and Integration
Independence and Integration One of the many luxuries wealth affords a family is a certain level of independence. Independent families have the freedom to explore new business ventures, pursue educational
More informationLiving the Dream -Live E-Seminar / Conference Call
September 15, 2010 Living the Dream -Live E-Seminar / Conference Call Fighting Battles: Partners, Potential Foreclosure and The IRS Host: Mat Sorensen, Attorney at Law Special Guests: Mark Kohler, CPA,
More informationCLIENT SERVICES: Tax Problem Resolution Services
CLIENT SERVICES: Tax Problem Resolution Services Dear Client: Are you having problems with the IRS? We re here to help you resolve your tax problems and put an end to the misery that the IRS can put you
More informationSAREEN & ASSOCIATES, INC.
SAREEN & ASSOCIATES, INC. Accounting, Tax, and Payroll Services, and Business Consulting For Small and Mid-Sized Businesses. OVER 20 YEARS OF HELPING SMALL AND MID-SIZED COMPANIES GROW AND PROSPER - IT
More informationDET710. A Guide to Tax Resolution: Solving IRS Problems - 12 Hours
DET710 A Guide to Tax Resolution: Solving IRS Problems - 12 Hours Course Objectives and Outline Chapter 1 - IRS Overview and Taxpayer Rights 1. List the mission of the IRS. 2. State the role of Taxpayer
More informationHR Outsourcing: A Step-by-Step Guide to
HR Outsourcing: A Step-by-Step Guide to Overview Get the expertise and help you need to focus entirely on running and growing your business. This guide walks you through the process of hiring a PEO and
More informationSOTOMAYOR & ASSOCIATES, LLP
U.S.A. Office: 540 South Marengo Avenue Pasadena, California 91101 (626) 397-4900 Fax (626) 397-4908 www.sotomayorcpa.com E-mail: info@sotomayorcpa.com Dominican Republic Office: Ave. Lope de Vega esq.
More informationSure and Secure IRS Resolution Services
Sure and Secure IRS Resolution Services Enrolled Agent - Representation What is an Enrolled Agent? An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field
More informationYour tax return can be filed electronically so you will get your refund in 7 10 business days.
Tax Services Tax Preparation Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting
More informationWorking with CPAs As part of your team of professionals that you work with to help you improve your business, a CPA is a valuable resource for you and your business. It is important to know how someone
More informationour business is growing yours
our business is growing yours ABOUT CBIZ n One of the nation s leading: Accounting Providers Employee Benefits Specialists Property & Casualty Agencies Valuation firms Medical Management Practice firms
More informationThe CCH IRS Representation Certification Program. The complete road map to IRS representation success
The CCH IRS Representation Certification Program The complete road map to IRS representation success Increase your earnings with a premium service Earn CPE Expand your practice and your reputation with
More informationThe CCH IRS Representation Certification Program. The complete road map to IRS representation success IRS
The CCH IRS Representation Certification Program The complete road map to IRS representation success Increase your earnings with a premium service Earn CPE Expand your practice (and your reputation) with
More informationThe CCH IRS Representation Certification Program. The complete road map to IRS representation success IRS
The CCH IRS Representation Certification Program The complete road map to IRS representation success Increase your earnings with a premium service Earn CPE Expand your practice and your reputation with
More informationFACT 10 J Q K A. The good news is you can still beat the house with the cards you ve been dealt.
Companies of all sizes struggle with growth. But if you feel like the deck is stacked against you as a small business owner, you may be right. Not only do small businesses have fewer resources to deal
More informationThe Torchlight Tax Guide
The Torchlight Tax Guide by Dave Horwedel, EA Guiding Your Way Through the IRS Labyrinth The purpose of this booklet is to help people on their taxes. It is not written in a ponderous style, and if an
More informationAccounting and Business Services for Alphagraphics
Accounting and Business Services for Alphagraphics Franchise Franchise Business Business Services, Services, Inc. Inc. Offers Offers a a Complete Complete Package Package of of Services Services and and
More informationNonprofit DEVELOPMENT 2016. Become the professional you want to be. Continuing Education. www.uwec.edu/ce/programs/nonprofit/ 1
Nonprofit DEVELOPMENT 2016 Become the professional you want to be. Continuing Education www.uwec.edu/ce/programs/nonprofit/ 1 advocateandcommunity educator JENNY ALMQUIST EXECUTIVE DIRECTOR OF FIERCE FREEDOM
More informationPoints to Consider When Buying a Dental Practice By Darryl Bodnar, CPA
Points to Consider When Buying a Dental Practice By Darryl Bodnar, CPA Acquiring a dental practice on your own involves a number of steps that need to be followed in order for you to turn your dream into
More informationThe CCH IRS Representation Certification Program. The complete road map to IRS representation success IRS
The CCH IRS Representation Certification Program The complete road map to IRS representation success Increase your earnings with a premium service Expand your practice (and your reputation) with a niche
More informationHow To Get A Tax Return From The Irs
Your IRS Tax Relief Team! May 2014 Newsletter (770)939-7710 HOW MAY WE HELP? The Gartzman Law Firm, P.C. 2851 Henderson Mill Road Atlanta, Georgia 30341 Attorney Spotlight Jeffrey S. Gartzman Serving clients
More informationProtecting Families, Finances, and Your Future
Protecting Families, Finances, and Your Future Protecting Families, Finances, and Your Future Types of Identity Theft The Federal Trade Commission reports that identity theft has been the NUMBER ONE consumer
More informationIRS KANSAS TAX PRACTITIONER SYMPOSIUM September 17, 2015 Wichita State University
IRS KANSAS TAX PRACTITIONER SYMPOSIUM September 17, 2015 Wichita State University 8:00 a.m. Welcome Timothy Graham, Jr. EA, Kansas NATP Education Chairman 8:10 a.m. Examination Summary 50 minutes Luther
More informationTHE BAKER HOLTZ GUIDE FOR DENTISTS
THE BAKER HOLTZ GUIDE FOR DENTISTS TABLE OF CONTENTS STRATEGIC PLANNING PLANNING FOR THE FUTURE PURCHASING NEW EQUIPMENT PRICING CASH MANAGEMENT REDUCING FRAUD RISK TAXATION CHOOSING A BUSINESS ENTITY
More informationPowerful payroll and HR solutions, delivered with a personal touch. Employer OnDemand Employer OnTheGo Time & Attendance HR Services
Powerful payroll and HR solutions, delivered with a personal touch. Employer OnDemand Employer OnTheGo Time & Attendance HR Services Company Overview Here at SourceOne, we have a passion for providing
More informationKeep the IRS from Taking Your Paycheck: Guide to Wage Garnishment and How to Stop It 1.866.866.1555. www.toptaxdefenders.com
Keep the IRS from Taking Your Paycheck: Guide to Wage Garnishment and How to Stop It 1.866.866.1555 www.toptaxdefenders.com What You Need to Know about IRS Wage Garnishment When you fall behind on your
More informationGuide to CPA Services What a CPA Can Do for Your Small Business
Guide to CPA Services What a CPA Can Do for Your Small Business What can a CPA do for your small business? As a small-business owner or manager, you have many responsibilities to ensure that your business
More informationTHE IRS DOES NOT JUST GO AWAY What You Must Know When Dealing with Tax Issues and the IRS. Alex Curcuru
THE IRS DOES NOT JUST GO AWAY What You Must Know When Dealing with Tax Issues and the IRS Alex Curcuru The IRS Does Not Just Go Away What You Must Know When Dealing with Tax Issues and the IRS Alex Curcuru
More informationProgram Outline. Practice Transition Presentation by Lisa Cribben: Transition Planning for an Optometry Practice
Program Outline Practice Transition Presentation by Lisa Cribben: Transition Planning for an Optometry Practice When to Start planning What steps are part of a transition Questions to ask and answer to
More informationWhat makes an entrepreneur?
What makes an entrepreneur? What it takes... The dream of going into business has never been as popular as it is today. Despite the tremendous risk of going into business millions of new businesses are
More informationCAREERS IN ACCOUNTING
Industry in a nutshell Accounting is the source of complete, well- documented and structured financial information needed for management decisions to ensure the effective management of a business. It is
More informationWelcome to a life less complicated.
Welcome to a life less complicated. JDJ Family Office Services was founded on a simple premise: as your net worth increases, so do your day-to-day financial and administrative responsibilities. And the
More informationGreg Hostelley. Achieve financial mastery. Chief Executive Advisor. www.innercirclellc.com/resource.php. Sign up up for for our enewsletters:
Greg Hostelley Chief Executive Advisor Owners and executives come to us when they want their businesses to operate at peak efficiency for maximum profits. Our team of experts looks at their long-term financial
More informationaccounting audit tax consulting INNOVATIVE RESPONSIVE EXPERIENCED PROACTIVE
accounting audit tax consulting INNOVATIVE RESPONSIVE EXPERIENCED PROACTIVE Your success is our top priority. How do we measure success? Personal attention Expert services Practical advice These are just
More informationThe Importance of Corporate Record Keeping. Protect Your Company So It Can Protect You!
The Importance of Corporate Record Keeping Protect Your Company So It Can Protect You! Table of Contents 3. Congratulations! 4. What Do All Business Entities Have In Common? 5. Small Closely Held Companies
More informationFREE REPORT: Don t Be Embarrassed It Is NOT Your Fault!
FREE REPORT: The Top 5 Tax Secrets The IRS Doesn t Want You To Know And How To Use Them To Reduce Your Stress And Save You Money ESPECIALLY During Tough Economic Times Guaranteed! Dear Taxpayer, Believing
More informationaccess. ability. with understand. ability.
access. ability. with understand. ability. The General Board presents EY Financial Planning Services, for professional assistance anyone can actually understand. KNOWLEDGE AT NO CHARGE, NOW AND AFTER YOU
More informationMembership Management Software
12 Tips for Selecting the Best Membership Management Software for your organization Table of Contents Section Page Getting Started 3 12 Tips for Selecting Membership Management Software 4 Don t Forget
More informationGREENSTEIN, ROGOFF, OLSEN & CO., LLP
GREENSTEIN, ROGOFF, OLSEN & CO., LLP c e r t i f i e d p u b l i c a c c o u n t a n t s FREMONT PALO ALTO DANVILLE SAN FRANCISCO Practical Accountant PRACTICE PROFILE Working With Those at the Top Greenstein,
More informationPooled Trusts. Inside this issue:
CCCS of Rochester/RethinkingDebt Headquarters: 1000 University Ave, Rochester, NY 14607 **Spring 2015** Inside this issue: Pooled Trusts 1 Budget Vacations 2 Pooled Trusts By: Stephanie Phillips, BalancedCare
More informationTax Planning and Reporting for a Small Business
Table of Contents Welcome... 3 What Do You Know? Tax Planning and Reporting for a Small Business... 4 Pre-Test... 5 Tax Obligation Management... 6 Business Taxes... 6 Federal Income Tax Forms... 7 Discussion
More informationFocus: Retirement Plan Services. Small-Business Retirement Plan Options. A Retirement Plan Could Be Big for Your Small Business.
Focus: Retirement Plan Services Small-Business Retirement Plan Options A Retirement Plan Could Be Big for Your Small Business. Restaurants Landscaping businesses Bookstores Design firms Medical practices
More informationWilliams Bankruptcy A Debt Relief Agency helping people eliminate debt and obtain relief under Chapter 7 of the Bankruptcy Code
A Publication of the Law Office of Richard L. Williams Williams Bankruptcy A Debt Relief Agency helping people eliminate debt and obtain relief under Chapter 7 of the Bankruptcy Code Tips for Questionnaire
More informationBusiness Valuation Services
Business Valuation Services thinking strategically to your best advantage We don t just determine value. We help you understand value. At BNKJ, we think measuring value is just one step in the health of
More informationexperience Energy industry services
experience Energy industry services experience The ever-changing energy environment can be challenging to navigate. My experience and skills help better prepare me to face the challenge and help my clients
More informationWHEN HE LEAVES YOU... WITH THE TAX BILL 1 [TO ALL YOU GUYS WHO ARE READING THIS -- I'M SORRY! THIS ARTICLE IS
WHEN HE LEAVES YOU... WITH THE TAX BILL 1 [TO ALL YOU GUYS WHO ARE READING THIS -- I'M SORRY! THIS ARTICLE IS WRITTEN FROM THE WOMAN'S POINT OF VIEW BECAUSE, IN MY EXPERIENCE, WOMEN ARE HURT BY THEIR EX-HUSBAND'S
More informationRepayment Options for Student Loans
Repayment Options for Student Loans When you begin repaying your student loans, you will likely select a repayment option, assuming your lender offers different options. In the past, lenders generally
More informationHow to Select a Tax Accountant
Accountant s Accelerator How to Select a Tax Accountant Small Business Guide Selecting a tax preparer for you or your business can be a daunting task. There are many choices, ranging from hiring a highly
More informationAGOSTINO & ASSOCIATES, P.C. IRS Collections. Presented by : Frank Agostino
AGOSTINO & ASSOCIATES, P.C. IRS Collections Presented by : Frank Agostino DISCLAIMER: The following materials and accompanying Access MCLE, LLC audio program are for instructional purposes only. Nothing
More informationRetail Investment Fund (RIF)
Retail Investment Fund (RIF) Department of City Development 809 N. Broadway Milwaukee, WI 53202 Brief Project Description Name of Business Applicant: Name of Individual Making Application: Address of Property:
More informationCHAPTER 13 CASES IN NEW JERSEY
CHAPTER 13 CASES IN NEW JERSEY STUDENT LOAN AFTER BANKRUPTCY TRAVIS J. RICHARDS SOUTH NEW JERSEY BANKRUPTCY ATTORNEY Are you struggling to pay student loans? If so, you are not alone. According to an article
More informationONE-DAY SEMINAR OUTLINE
ONE-DAY SEMINAR OUTLINE A. The Discharge of Indebtedness 8:30 am 9:20 am 1. IRC 61, 108, 1017; and Regulations thereunder. 2. Exclusions. 3. Exceptions. 4. Mortgage Debt Relief Act of 2007. 5. Definition
More informationThe goal today is to accomplish three things:
MARK SHERMAN, CPA The goal today is to accomplish three things: 1. Educate you on The Mortgage Forgiveness Debt Relief Act of 2007. 2. Show you how to save taxes on your real estate business. 3. Help you
More informationWHY FILE FOR BANKRUPTCY IN NEW JERSEY?
WHY FILE FOR BANKRUPTCY IN NEW JERSEY? TRAVIS J. RICHARDS SOUTH NEW JERSEY BANKRUPTCY ATTORNEY Deciding to file for bankruptcy is not an easy decision. Most people struggle with the decision to file for
More informationWHAT IS A REVERSE MORTGAGE? HOW DOES IT WORK? REVERSE MORTGAGE PROCESS FREQUENTLY ASKED QUESTIONS WHY ONE REVERSE MORTGAGE MEET A FEW EXPERTS
1... WHAT S INSIDE WHAT IS A REVERSE MORTGAGE? HOW DOES IT WORK? REVERSE MORTGAGE PROCESS PROCESS DETAILS A FAMILY DECISION LOAN OPTIONS FREQUENTLY ASKED QUESTIONS WHY ONE REVERSE MORTGAGE MEET A FEW EXPERTS
More informationIRS KANSAS TAX PRACTITIONER SYMPOSIUM August 20, 2015 Agenda Johnson County Community College Overland Park, KS
IRS KANSAS TAX PRACTITIONER SYMPOSIUM August 20, 2015 Agenda Johnson County Community College Overland Park, KS 8:00 a.m. Welcome Timothy Cain, Kansas NATP President, Tax Wise Inc. 8:10 a.m. Examination
More informationAccounting YOUR DEGREE IN THE REAL WORLD 61,334 BACHELORS DEGREES CONFERRED IN 2012 23,793 BACHELOR DEGREE GRADUATES HIRED BY CPA FIRMS IN 2012
YOUR DEGREE IN THE REAL WORLD Accounting CENTER FOR ONLINE LEARNING WHAT CAN YOU DO WITH A BACHELOR S DEGREE IN ACCOUNTING FROM SAINT LEO? The financial backbone of every business and organization, accounting
More informationSelling a Small Business and Succession Planning for a Small Business
Table of Contents Welcome... 3 What Do You Know? Selling a Small Business and Succession Planning... 4 Pre-Test... 5 Determining If a Business Should Be Sold... 6 Discussion Point #1 Reason for Selling
More informationThe West Virginia State Treasury. A free publication provided by
TAXES A free publication provided by The West Virginia State Treasury Visit www.wvtreasury.com or Call 1.800.422.7498 From the Office of West Virginia State Treasurer, John D. Perdue TAXES Dear fellow
More informationDavid C. Gair. Shareholder
David Gair is an established tax attorney who is Board Certified in Tax Law by the Texas Board of Legal Specialization. He offers his insight into tax matters on his blog, Texas Tax Talk. David focuses
More informationSmall Business Tax Reduction Expert (who shares his tricks of the trade with you)
Small Business Tax Reduction Expert (who shares his tricks of the trade with you) Small business owners can end up paying the highest federal taxes, without excellent advice and good planning. From federal
More informationGiving. Help future attorneys practice their passion. And, help yourself at tax time.
Giving. Help future attorneys practice their passion. And, help yourself at tax time. The law school strives to provide a high quality legal education through an affordable, part-time program. Founded
More informationBusiness Model, Operations, & Opportunity. Visit www.summitandcrowne.com to learn more. Page 1 of 8. 2014-15 Summit & Crowne Partners, LLC
Business Model, Operations, & Opportunity Visit www.summitandcrowne.com to learn more. Page 1 of 8 Who We Are Summit & Crowne Partners (S&CP) is a full service real estate solutions firm that buys and
More informationLife Insurance made easy
Life Insurance made easy INTRODUCTION Your Health is your Wealth - I genuinely believe that to be true. I work in the A&E Department of a large hospital and every day I see the challenges people face in
More informationMichael P. Alerding SENIOR DIRECTOR ALERDING CPA GROUP
SENIOR DIRECTOR ALERDING CPA GROUP 4181 E. 96 TH STREET, SUITE 180 INDIANAPOLIS, IN 46240 (317) 569-4181 X. 223 (DIRECT) (317) 569-0564 (FAX) malerding@alerdingcpagroup.com CURRICULUM VITAE OVERVIEW OF
More informationBUSINESS CREDIT CREATE UNSECURED CORPORATE LOANS. Legally Conveniently Inexpensively Anonymously
BUSINESS CREDIT CREATE UNSECURED CORPORATE LOANS Legally Conveniently Inexpensively Anonymously Building a Business Credit Profile Have you taken the proper steps? BUSINESS CREDIT PROFILE why ARE BUSiNESS
More information10 Questions to Ask a Bankruptcy Attorney Before Hiring Them. Bankruptcy Law Professionals. of Colorado. Declare Your Freedom
10 Questions to Ask a Bankruptcy Attorney Before Hiring Them Bankruptcy 1. How quickly can my case be filed? Can I file it today? A good bankruptcy attorney will know that filing your bankruptcy case in
More informationLegal Aid Society of Orange County Low Income Taxpayer Clinic
Legal Aid Society of Orange County Low Income Taxpayer Clinic Presented by: Renato L. Izquieta, Esq. Legal Aid Society of Orange County Presented by: Richard Silva, Paralegal Legal Aid Society of Orange
More informationMatthew Von Schuch. Tax Attorney and CPA
Matthew Von Schuch Tax Attorney and CPA 7 METHODS TO RESOLVE IRS TAX DEBT Offer in Compromise Settling tax debt for less than owed Installment Agreement A payment plan for tax debts Non- Collectable Status
More information13 Ways to Happiness this Tax Season
13 Ways to Happiness this Tax Season 11-2013 By: Dr. Bart A. Basi Dr. Bart A. Basi is an expert on closely held enterprises. He is an attorney, a Certified Public Accountant, and the President of the Center
More informationUsing Credit to Your Advantage
Hands on Banking Using Credit to Your Advantage Credit Reports, Credit Scores and Dealing with Debt The Hands on Banking program is a free public service provided by Wells Fargo. You may also access the
More informationFinancial Management for the Closely Held Business
Financial Management for the Closely Held Business Seminar Objectives This seminar is sponsored by banks, to provide financial instruction to the owners and managers of small businesses whose sales are
More informationGeorgia Society of CPAs College & University Presentation 45 Minutes
Georgia Society of CPAs College & University Presentation 45 Minutes Suggested visual aids and materials: Copies of the career guide for every student GSCPA student membership application for every student
More informationOrrick's Emerging Companies Group Start-Up Forms Library
Orrick's Emerging Companies Group Start-Up Forms Library The attached document is part of the Start-Up Forms Library provided by Orrick's Emerging Companies Group. By using/viewing the attached document,
More informationSimple Guide to Life Insurance for Parents
Simple Guide to Life Insurance for Parents INTRODUCTION Your Health is your Wealth - I genuinely believe that to be true. I work in the A&E Department of a large hospital and every day I see the challenges
More informationThis Packet Includes: Services Overview Package Options & Pricing Outsourcing Free Trial Steps About Us
This Packet Includes: Services Overview Package Options & Pricing Outsourcing Free Trial Steps About Us Starting or managing a small business or nonprofit can be very rewarding but very complex as well.
More informationTHE PATIENT-CENTERED & DATA-DRIVEN ISSUE
THE PATIENT-CENTERED & DATA-DRIVEN ISSUE Should Your Practice be a Corporation, LLC or? BY JEREMY KIECKER, CPA Having the right entity is important financially and legally Whether you are just starting
More informationAnalytics Software that allows Small- to Medium-Sized Companies To Get Actionable Data out of Their Financial Statements
ceocfointerviews.com All rights reserved! Issue: December 11, 2015 The Most Powerful Name in Corporate News Analytics Software that allows Small- to Medium-Sized Companies To Get Actionable Data out of
More informationAccounting and Auditing Careers, Jobs, Training and Employment Information
www.careersinghana.com Email : info@careersinghana.com Tel: +233 245649846 Accounting and Auditing Careers, Jobs, Training and Employment Information Accounting Career Overview A bachelor's degree is the
More informationQuality service from the people who care. Company Profile
Quality service from the people who care Company Profile About Us MAS Software Solutions, Inc. assists companies in the Greater Kansas City area to reach their financial and operational goals with their
More informationFinding the Right Investment Advisor: Key Questions Pilots Need to Ask Now
Finding the Right Investment Advisor: Key Questions Pilots Need to Ask Now At Cleary Gull, we think the best way to find the right investment advisor is to focus on the four Ps: people, philosophy, process
More informationThe Advantages of PEO Over Human Resources
1 PROFESSIONAL EMPLOYERS FOR SMALL COMPANIES December 1998 Small and mid-sized companies can rid themselves of time-consuming administrative functions and save costs on benefits packages by outsourcing
More informationThe RBF also licenses some credit institutions that provide personal loans (for education, travel etc), business loans, mortgages and vehicle loans.
Welcome again to the Public Awareness column provided by the Reserve Bank of Fiji (RBF). This month s article focuses on borrowing money and managing that credit. We also provide some issues you should
More informationHow to Select an Accountant
Accountant s Accelerator How to Select an Accountant Small Business Guide Selecting the right person to assist your company with accounting is enormously important for a small business owner. Every small
More informationFinancing Your Already Established Business Georgetown University Alumni Career Services Keith Kohler, K² Financing with special guest Ivan Abrams,
Financing Your Already Established Business Georgetown University Alumni Career Services Keith Kohler, K² Financing with special guest Ivan Abrams, Abrams & Company, Inc. Introduction K² Financing Financing:
More informationOFFSHORE INVESTMENT U.S. INTERNATIONAL TAX PLANNING AN ASIAN PERSPECTIVE. June 9th and 10th, 2010 SHANGHAI
OFFSHORE INVESTMENT U.S. INTERNATIONAL TAX PLANNING AN ASIAN PERSPECTIVE June 9th and 10th, 2010 SHANGHAI Harriet Leung hleung@rowbotham.com Brian br@rowbotham.com & Company LLP 101 Second Street, Suite
More informationBranch Partnership Benefits. 2010 Pinnacle Capital Mortgage Corporation NMLS 81395 WA-NMLS CL-81395 ID-MBL-6950 AZ-910890 UT-7033397-MLCO NM-03710
Branch Partnership Benefits Our Core Values Our company s success is fueled by these four core values. We hold these to the highest importance in everything we do. Teamwork We can always achieve more by
More informationRonald M. Oddo CHBC, CFP, AAMS, CDFA, EA, CAS, CTRS, CTC. Curriculum Vitae. Self Employment History. Background and Areas of Specialty
Ronald M. Oddo CHBC, CFP, AAMS, CDFA, EA, CAS, CTRS, CTC Curriculum Vitae The PM Group-Arizona, Ltd. 8800 East Raintree Drive #170 Scottsdale, AZ 85260 Phone: (480) 990-3510 Fax: (480) 990-3516 Cell: (602)
More informationpayroll processing made easy
The decision to use a payroll provider should make your in-house payroll professional s life easier, not harder. That s why in this time where most businesses and customer service is conducted through
More informationSmall-business prospecting guide
Allianz Life Insurance Company of North America Small-business prospecting guide Making the most of this untapped market P For financial professional use only. Not for use with the public. Small-Business
More informationABOUT US SERVICES. Audit and Assurance
ABOUT US Uy Singson Abella & Co. (USA & Co.) was established to provide professional auditing and accounting services. USA & Co. was formed in 2000 by former senior partners of SGV & Co., who all held
More informationCredit Union Statement of Commitment to Members
Credit Union Statement of Commitment to Members As a member-owned, not-for-profit financial cooperative, Forest Area Federal Credit Union is committed to our members. We will uphold our fundamental responsibility
More informationYOUR MONEY, YOUR GOALS. A financial empowerment toolkit for community volunteers
YOUR MONEY, YOUR GOALS A financial empowerment toolkit for community volunteers Consumer Financial Protection Bureau April 2015 Table of contents INTRODUCTION PART 1: Volunteers and financial empowerment...
More informationAnd Changes under Healthcare Reform affecting businesses
And Changes under Healthcare Reform affecting businesses 1 Individual Mandate 2 First there were two choices Under the Affordable Care Act every individual must have Minimum Essential Healthcare Coverage
More informationBusiness Plan Template
Staunton Creative Community Fund 10 Byers Street, Staunton, VA 24401 540-213-0333 www.stauntonfund.com courtney@stauntonfund.com Business Plan Template So you have an amazing, innovative idea for a new
More informationYour Path Leads Here
Your Path Leads Here My career with Calibre began as a new staff right out of college in 2001 and I joined the Partnership in January 2014. I knew Calibre was the absolute perfect on-site visit - the people,
More informationEnrollment Guide. November 1- May 31 Year-round enrollment for newborns 2014-2015 ENROLLMENT YEAR ANNUAL ENROLLMENT PERIOD
ANNUAL ENROLLMENT PERIOD November 1- May 31 Year-round enrollment for newborns Enrollment Guide 2014-2015 ENROLLMENT YEAR Washington State s 529 Prepaid College Tuition Program Take the first step Save
More information