For moderately sized companies in the $2 million to $20 million range, senior management often turn to their CPA for advice about business finances because they don’t have a CFO or financial advisor on staff. What they will get from a CPA is a financial opinion informed by the CPA’s perspective on taxes and tax law, not necessarily the financial opinion that may be best for the situation.
Often, as owners we find that we wear too many hats: constantly going from being the owner to sales, to HR and accounting, to web design, etc. The reason for creating the Marin Business Forum is to learn more about how to run our businesses better – from guest speakers and from each other.
Pacific Crest Group, Filice, and Cypress Partners Jointly Sponsor Marin Business Forum Networking Event for Bay Area Businesses
The networking event will feature a panel discussion, including what business owners should know about outsourcing accounting and HR services, and what they should know about choosing the best benefits provider.
Pacific Crest Group Helps CB’a Brand Engine’s Expansion By Providing Solid Back Office and Accounting Foundation
CB’a Brand Engine, has been working with Pacific Crest Group to help the company expand following its recent launch as a new joint venture of two established branding firms, and the opening of a Chicago satellite office. Thanks to Pacific Crest Group’s expert accounting and CFO-for-hire services, the launch of the newly formed CB’a Brand Engine has been smooth and seamless for its clients.
Small and midsized businesses seem to be more susceptible to fraud and theft, partially because there is a greater degree of trust, but also smaller organizations don’t tend to implement the systems they need to recognize and head off fraud.
As with most entrepreneurial operations, doctors tend to want to focus on what they are really good at, which is healing patients. That means that running the office, the actual business operation, has to fall to staff members they can trust.
The smart business owners know they don’t have to do everything themselves, but can rely on outside experts to take a lot of the routine tasks off their shoulders.
The inability to implement a good workflow to track business-critical processes, like accounting, is one the biggest shortcoming we encounter with our clients.