Pacific Crest Group financial and business management
 
     
 

News and Events

Summer 2010
We recently celebrated PCG's seventh anniversary with a company trip to Sonoma. Wine tasting, tours, and dancing in the party bus on the way home made for a great day together!

Spring 2010
PCG continues to grow, with three new accounting associates joining the team: Jason Rodnick, Adam Ida, and Jimmy Young. Lucio Bonaso also joined our tech staff as an IT consultant.

Given this steady growth, it's not surprising that we need more room. We will be expanding into the office space adjacent to our current Larkspur location. And outside of PCG, Franka Winchester will be assuming the role of Treasurer of the Board of Directors for the San Francisco chapter of the Entrepreneurs' Organization.

PCG has also been selected by E-Myth Worldwide as a trusted advisor. We are currently testing the insider program by working with our clients and E-Myth coaches to develop a deeper understanding of this synergistic relationship.

Fall 2009
PCG's Gail Merz appeared on local CBS affiliate KPIX Channel 5 during a segment on sick leave policies and the H1N1 virus. Watch the video.

Our accounting team continues to grow, with Director of CFO Services Tom Brown, Senior Accounting Associate Angie Hirigoyen, and Accounting Associate Laura Olcott each joining PCG this fall. And in traditional company fashion, we celebrated Halloween in style. Princess Lea and the Witch won best costume awards.

Summer 2009
Franka returned to work full-time in August, and shared stories and photos of daughter Trinity. She was born May 23, at 8 pounds 14 oz and 21 inches, with a little blond hair and bright blue eyes. She is a growing girl; this picture was taken during a family trip to Santa Monica last week. Trinity enjoyed her first plane ride and bike ride.

Earlier this summer, we celebrated PCG's sixth year in business by visiting the Gundlach Bunchu and Buena Vista wineries in Sonoma.

In June, PCG Client Accounting Manager Verna Ventura was married to Ray Chernly.


 

February 2009
The new year has gotten off to a very healthy start at PCG: January was our busiest month ever, and we've recently brought on several new hires. Our team now includes accounting associates Jeff Lo and Tim Graham; part-time accounting managers Amy Kaufman and Valerie Russell; and Christy Ghosh, who we welcomed back from our remote Seattle office. To celebrate, we hosted a dinner for everyone to get to know one another.

December 2008
This year has certainly had a number of challenges, but as we look back we see that PCG's accounting department has grown 40% due to new clients and an increased work load. We've also added several dozen QuickBooks Online clients; the latest way of managing accounting over the Internet is extremely cost effective and efficient, and it's proving to be a great option for many smaller businesses.

Given the bumpy economy, why have we experienced growth in this area? We believe it's because more businesses recognize the advantage of outsourcing their major back-office services. In addition, we've seen an increase in demand for clean accounting systems that produce actionable reports that enable business owners to make informed decisions. New clients are engaging us because they need better accounting proceses and information, which we can often provide for less than they can develop and maintain on their own.

November 2008
Radhika Sitaraman is our newest accounting department staff member. She has B.S. and M.S. degrees in accounting and will be a great addition to our team.

Staci Bonaso has been promoted to Accounting Manger after demonstrating excellence with both our internal accounting and in her work for multiple clients.

T.J. Van Voorhees presented to the Entrepreneurs' Organization in San Francisco. He spoke about the importance of Key Performance Indicator reports, which are even more important in today's economy so that business owners can act quickly to fluctuations in their business.

October 2008
Olivia Woods came on board as a new Accounting Associate. She is already an essential part for our internal accounting, and is doing a wonderful job maintaining the systems of many of our clients.

We had a great time at our annual Halloween Potluck:

September 2008
Becky Soberon has joined our growing medical practice management department. She brings significant practice administration experience, and is serving as an interim Practice Manager for several of our medical clients. In addition, Verna Ventura was promoted to Accounting Manger due to her excellent performance and ability to work exclusively with new clients.

August 2008
Read about PCG's Accounting Department Outsourcing and Interim CFO/Controller services.

June 2008
We've just launched a new Resources section with several PCG-authored articles about employee development and IT. Check back periodically to learn more about PCG's insights into accounting and financial management.

April 2008
Pacific Crest Group is pleased to introduce two new members of our growing Accounting and Finance Department: Director of Accounting Services Rick Brusseau and Accounting Associate Walita Green. Rick brings many years of experience that enable PCG to offer an even higher level of accounting and finance guidance, including CFO and Controller services.

March 2008
We're thrilled to announce two new additions to PCG's extended family! On March 10, Senior Accounting Manager Christy Ghosh welcomed Bella Alexanda Ghosh:

And on March 17, Client Services Associate Staci Bonaso welcomed June-Bella Fraye Bonaso:

January 2008
With PCG's comprehensive project management, Bay Area Breast Surgeons just completed a successful move of its practice in Oakland. PCG was responsible for the relocation budget, construction oversight, set-up of the IT infrastructure and telephone system, hiring and training new staff, and notification of patients and insurance providers.

December 2007
Our management team successfully coordinated the retirement of Dr. Larry Streif from his practice. PCG oversaw amendments to shareholder agreements and by-laws, and updated all corporate documents to bring them into compliance.

November 2007
Erika San Miguel has joined our administrative team and we would all like to welcome her to PCG.

September 2007
PCG just finished a successful JHACO Accreditation for BaySpine Surgery Center in Richmond, CA. PCG's project management team utilized our proven methodology to secure the accreditation in only three months, far faster than the multi-year process many medical practices face when they attempt it on their own.

May 2007
This has been a very busy month! PCG co-founder Franka Winchester was featured in the San Francisco Entrepreneurs' Organization newsletter (.pdf). We also continue to expand our team of professionals. Elaine McCarty joined our practice management and business development group. And in response to greater client demand, we’ve increased the size of our accounting department by 30% this year. Our most recent addition is Samantha Nguyen. We happily welcome Elaine and Sam to the company.

March 2007
Please join us in welcoming Verna Ventura to the PCG accounting team.

December 2006
PCG ended a great year for our clients. In one example, after a year of merging a medical practice, one of our client's principal was able to take home a $350,000 bonus.

We also welcomed Staci Bonaso to the company as a Client Services Associate, and began working with Mighty Pen Marketing to assist us with our sales and marketing efforts. We have set large goals for 2007 and are working hard to take PCG to the next level.

September 2006
Pacific Crest Group has just finished a major rollout of NextGen's EPM and EMR (Electronic Medical Records) for a leading ophthalmology practice in the San Francisco Bay Area. NextGen's Wendy Chambers said, "This is the best rollout of EMR I have ever seen."

June 2006
Pacific Crest Group moves to its new location in the Wood Island Building Complex overlooking the Larkspur Ferry Terminal.

More elbow room for everyone! And great views of Mount Tam.

Spring 2006
This has been a busy Spring, as we welcomed Natasya Bernard and Gail Merz to the company. PCG is growing strong!

Winter 2005/2006
Our business development team is finishing up the successful merger of two oncology practices in the East Bay. Well done Grant and team! You all have done a fabulous job with the merger. The new company structure and employee guidelines will get them off to a good solid start.

PCG's business development team and IT consultants have got their work cut out for them. Over the next six months, we will be the project lead and implementation team for the NextGen healthcare system at a North Bay ophthalmology practice and surgery center. NextGen is the leading software for EPM and Electronic Medical Records in the healthcare industry. It should be an exciting project!

   
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