Fall 2011
As leaves begin to fall outside, PCG is still bright and sunny. September was a particularly busy month for the PCG Staff. Earlier in the month, Pacific Crest Group announced the acquisition of Compass Accounting of San Francisco. By adding Compass’s food service client base, we are able to broaden our accounting services client portfolio in the San Francisco Bay Area’s restaurant sector. Being that a good amount of PCG staff members are self proclaimed food lovers, we couldn’t be more excited!
Speaking of food, we were fortunate enough to celebrate three birthdays in the recent weeks of some very active employees. What better way to celebrate than with a running shoe themed birthday cake!
In out last news update, we announced the Marin Business Forum. In late September, Franka Winchester, one of our fearless leaders, presented to a group of 30+ bay area business owners about the strategies behind using outsourcing to help grow a small company into an industry leader. To read more about upcoming Marin Business Forum events, visit our blog.
Finally, as one of our most recent and most unique team building events, we took a sunset cruise around the SF Bay on a catamaran boat. It was a great way to end the week and spend some time together where we just got to relax and enjoy the view.
Summer 2011
PCG has been having quite the busy summer and we are excited to share all the news with you!
The summer started with one of our newer employees taking off to chaperone a teen runners’ study trip consisting of a 4 ½ week journey through Egypt, Turkey, Greece, Italy, Austria and Germany sponsored by Drake High School. Dory Weston, who took this trip herself 12 years ago, was eager to give back to a new generation of runners and help to introduce them to other cultures in a hands-on way. For more information on her trip see the great online article at the Marin Independent Journal.
We continued into July with a team bonding experience while wine tasting in Sonoma Valley. Through lots of laughs, we were able to taste some great food and great wine with most of our team members.
On this fun day trip, we also able to recognize a special occasion for one of our employees… our IT Manager, Ike Nam, celebrated his 4th anniversary with PCG. We don’t know what we would do without him!
Most recently, we are happy to announce that our Office Admin is now a happily married woman! On July 30th, Kathleen Bell officially became Kathleen Bell Buck! We wish her and her husband Jacob all the best!
Lastly, Franka Winchester, co-founder of PCG, will be co-presenting to members of the business community on Outsourcing Efficiencies as part of the Marin Business Forum on Thursday, September 22nd. More information to come!
Spring 2011
While the weather outside was not so nice this spring, things at PCG were blooming nicely! We added one more person to our incredible accounting team, David Lee. We are so excited to have him with us!
In April, we were excited to announce our strategic alliance with Filice Insurance, one of the largest independent employee benefits and insurance consulting firms in Northern California, to better meet the needs of Bay Area employers. By working together, we will be able to offer existing and new clients one-stop shopping for all their HR questions, concerns, and challenges.
To celebrate PCG’s 8th anniversary on May 5th, we all had a great time over dinner and margaritas (what better way to also celebrate Cinco de Mayo)!
Finally, we have one more new addition to the PCG family to announce. On May 22nd, our long time Staff Accountant, Olivia Wood, welcomed her first daughter: Tallulah Evelyn Wood! We are so overjoyed for Olivia and her family’s new adventures!
Winter 2010/2011
As always, our team here at PCG continues to grow! We have FOUR new hires! Sara Cahill joined our accounting department in December. In January, Kathleen Bell was hired to be our new administrative assistant. And in February, Lisa Rodriguez and Margaret Westen joined the most phenomenal accounting team in the Bay Area. We couldn’t be happier to have you, especially with all our new clients!
In December, we celebrated our company holiday party at Franka’s house in Kentfield. You can’t go wrong with catered Mexican food and Karaoke. Way too much fun!
As previously mentioned, we recently launched our new website. We have several new additions that make it a great resource for business owners:
• The Blog – updated weekly with great articles about issues that business owners run into every day. You also now have the option to receive blog posts with our new RSS feed.
• The Resources page – many great resources related to Accounting, HR, IT, and General Business topics.
• The PCG Business Bulldozer (Newsletter) - built with the idea of knocking down barriers to business, the newsletter is created monthly and you can sign up to receive it via email (sign up by clicking on the subscribe now button in the blue box to your upper right). The newsletter also includes a profile of a PCG employee.
Fall 2010
Things are looking very bright at PCG! Firstly, you are now looking at our brand new website! We knew that our old website wasn’t accurately portraying Pacific Crest Group’s level of professionalism and superb, comprehensive menu of service offerings. The new website was launched in December, 2010. Let us know what you think!
We continue to add new members to our team. No surprise here! Recent additions include Patrick Teixeira in Accounting, Carolyn Pettit in Human Resources, and Cole McGowan in Marketing. Welcome all!
T.J. Van Voorhees, co-founder of PCG, presented to members of the Entrepreneurs Organization about “Exit Planning” on October 21st. This very successful presentation actually evolved into a similar and more recent event titled “Buying, Dying, or Selling? 10 Ways to Increase the Value of Your Business.” Held on November 18th and hosted by Pacific Crest Group, T.J. and guest speaker Danny Krebs delivered key points on how to increase the value of a business, to a packed house! Attendees called the presentation “Extremely Valuable” and “Essential Information for all Business Owners.”
PCG also made an appearance at the bowling alley, where we had too many strikes to count! And, of course, we can’t forget the company picnic, below. Go PCG, Go!
Corte Madera Park
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 a new accounting associate joining the team: Adam Ida, while 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 Accounting Associate Laura Olcott 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.
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 a new hire. Our team now includes accounting associate Jeff Lo. 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
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
Verna Ventura was promoted to Accounting Manager 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 a new member of our growing Accounting and Finance Department: Director of Accounting Services Rick Brusseau. 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
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.
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.
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, 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 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!
