Bookkeeping services – Kelley PC http://kelleypc.com/ Wed, 15 Sep 2021 15:42:17 +0000 en-US hourly 1 https://wordpress.org/?v=5.8 https://kelleypc.com/wp-content/uploads/2021/07/cropped-icon-32x32.png Bookkeeping services – Kelley PC http://kelleypc.com/ 32 32 PNC Financial Services: Foundation Pledges $ 1.5 Million to Accelerate Access to Capital for Black and Miscellaneous Businesses in South and West Chicago https://kelleypc.com/pnc-financial-services-foundation-pledges-1-5-million-to-accelerate-access-to-capital-for-black-and-miscellaneous-businesses-in-south-and-west-chicago/ https://kelleypc.com/pnc-financial-services-foundation-pledges-1-5-million-to-accelerate-access-to-capital-for-black-and-miscellaneous-businesses-in-south-and-west-chicago/#respond Wed, 15 Sep 2021 15:42:17 +0000 https://kelleypc.com/pnc-financial-services-foundation-pledges-1-5-million-to-accelerate-access-to-capital-for-black-and-miscellaneous-businesses-in-south-and-west-chicago/ CHICAGO, September 15, 2021 – The PNC Foundation awards a $ 1.5 million grant to support the launch of the Community Micro Equity Fund, a new program to provide black people and other business owners and diverse entrepreneurs and underserved neighborhoods south and west of Chicago access to capital. This PNC fund, administered by community […]]]>

CHICAGO, September 15, 2021 – The PNC Foundation awards a $ 1.5 million grant to support the launch of the Community Micro Equity Fund, a new program to provide black people and other business owners and diverse entrepreneurs and underserved neighborhoods south and west of Chicago access to capital.

This PNC fund, administered by community lender Greenwood Archer Capital (GAC), formerly Chicago Neighborhood Initiatives Micro Finance Group, and Chicago-based small business development organization Sunshine Enterprises (SE), is the first of its kind to provide a direct capital investment in microenterprises which traditionally may not have benefited from the availability of this type of financial resources. The initiative aligns with PNC’s broader commitment announced in June 2020 to commit $ 1 billion to help end systemic racism and support the economic empowerment of African Americans and low-income communities. and moderate.

“One of the biggest obstacles for our neighbors on the south and west sides is equitable access to economic opportunities. By providing diverse and start-up business owners with a support system to build on, we believe this unique ‘concept to launch’ hub will support the development and sustainability of businesses in historically underfunded populations ”, said Scott Swanson, PNC Illinois regional president.

Designed to help connect over 200 skilled business owners and entrepreneurs in Chicago’s South and West neighborhoods with up to $ 25,000 in friend and family-type capital each year, the fund is poised to become the approach Chicago’s most innovative microinvestment for start-up entrepreneurs. in communities that are very divested. The program will create a supportive ecosystem, which will include: business training; working capital; credit repair coaching; incubation and access to a co-working space; patient mezzanine equity; and strategic and ongoing mentorship.

“Entrepreneurship is a path to creating generational wealth, however, without access to all forms of capital, and especially micro-investments, this path may not be achieved for people of color and income earners. low and moderate, ”said Erica L. King, Greenwood Archer Capital, chairman. “We are grateful for PNC’s unique vision and commitment to racial and economic equity and look forward to joining our efforts with Sunshine Enterprises to spur innovation and sustainable growth for our owners. small enterprises.”

Qualified participants will either go through a formal verification process through GAC or an intensive 12-week basic business planning and management training program through Sunshine Enterprises’ Community Business Academy (CBA) with a focus on credit, marketing , accounting, cash flow, legal and more. business-related topics.

“PNC’s support for this program offers an unprecedented continuum of basic business and management training to a minority population that many may find too risky to support. The obligation of the education component in the program requirement is essential to the long-term viability of our entrepreneurs and traders as they seek to grow and transform, and with this, empower the creation of wealth, jobs and increased spending in divested neighborhoods, ”said Joel Hamernick, Sunshine Enterprises, executive director.

This initiative also provides an opportunity to initiate PNC’s Expanded Small Business Financial Education Series with the collaboration of the City of Chicago, SBA, USDA, other CDFIs and educational institutions. higher premises. Additionally, Sunshine Enterprise will provide one-on-one business coaching and mentoring to develop and implement a strategic action plan through its Business Accelerator Services (BAS), complemented by workshops, pitch competitions, access to capital, procurement and office opportunities.

“When you teach a person how to fish, they retain a skill throughout their life. But if you help them buy a boat and hire a crew, then they can build a sustainable business and create a legacy of wealth for their families, ”Tony Smith, PNC Community Development Banking Territory Manager. “Today we need to be bold about initiatives that can change the narrative of black and brown neighborhoods and businesses. We believe that this alignment between the public and private sectors helps demonstrate our commitment as an active participant in the journey towards economic vitality for all neighborhoods in Chicagoland. ‘

Patient and flexible repayment terms are available to give an entrepreneur time to develop, grow and scale their business. No payment will be required for the first two years, followed by an additional year of principal repayment only. After the third year of investment, the business will have the option of repaying the debt or converting it to a traditional amortizing loan. This structure lightens the financial burden during the most critical years and allows the business owner to focus their attention where it matters most to ensure a viable and sustainable business.

GAC and SE will work closely as partners of clients during the investment period. The PNC grant will be distributed in the fund over a period of three years. Profits from the investment will be reinvested in subsequent cohorts of programs and other philanthropic and institutional supports to exponentially expand the reach of the program. Interested entrepreneurs can register at: www.sunshineenterprises.com/community-microequity-fund.

The Community Micro Equity Fund is part of a larger commitment by PNC Financial Services Group, Inc. to provide support in the Chicagoland region with over $ 45 million already invested this year for financial empowerment, community development and education, including over $ 185,000 in support of other GAC and Sunshine community development initiatives to help expand opportunities for financial education and workforce development.

Greenwood Archer Capital (www.greenwoodarchercapital.org), formerly Chicago Neighborhood Initiatives Micro Finance Group, is a 501c (3) nonprofit, Community Development Financial Institution (CDFI) certified and intermediary lender to the US Small Business Administration ( SBA). Founded in 2012, the organization provides access to all forms of capital to business owners in underserved and economically struggling communities of metropolitan Chicago and adjacent suburbs of Cook County. The organization contributes to the revitalization and stability of local black communities and strives to reduce racial wealth gaps and build generational wealth through the deployment of innovative financial products and business development services.

Sunshine Enterprises (www.sunshineenterprises.com) is a small business development organization committed to identifying and empowering local entrepreneurs in underfunded communities to grow their businesses and transform communities. Over 1,000 entrepreneurs have graduated from SE’s CBA training program and over 1,800 entrepreneurs have benefited from SE’s business acceleration services. Created in 2021, the company is an extension of the community work initiated by Sunshine Gospel Ministries.

The PNC Foundation, which receives its main funding from the PNC Financial Services Group (www.pnc.com), actively supports organizations that provide services for the benefit of the communities in which it has a significant presence. The foundation focuses its philanthropic mission on early childhood education and community and economic development, which includes the arts and culture. Through Growing Up Well, its flagship cause that began in 2004, PNC created a multi-year, bilingual, $ 500 million initiative to help prepare children from birth to age 5 to succeed in school and in the world. life.

CONTACT:
Maria pasic
(312) 384-4640
maria.pasic@pnc.com

Disclaimer

The PNC Financial Services Group Inc. published this content on September 15, 2021 and is solely responsible for the information it contains. Distributed by Public, unedited and unmodified, on September 15, 2021 03:41:04 PM UTC.


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Arjuna Irene Barton (Diane Welty) | Passages https://kelleypc.com/arjuna-irene-barton-diane-welty-passages/ https://kelleypc.com/arjuna-irene-barton-diane-welty-passages/#respond Sat, 11 Sep 2021 08:30:00 +0000 https://kelleypc.com/arjuna-irene-barton-diane-welty-passages/ Arjuna passed away from this world on October 4, 2020, assisted by her children and surrounded by the loving energy of her family and close friends. The sudden and unexpected onset of pancreatic cancer took everyone by surprise and took it away from us extremely quickly. There was no time for many final farewells although […]]]>

Arjuna passed away from this world on October 4, 2020, assisted by her children and surrounded by the loving energy of her family and close friends.

The sudden and unexpected onset of pancreatic cancer took everyone by surprise and took it away from us extremely quickly. There was no time for many final farewells although she held all of her family and friends in her heart and thoughts.

Diane Irene Barton was born on December 17, 1947 and was the first child in the family. They lived in Illinois, Puerto Rico, Florida, and Washington state. She spent much of her childhood in the sun, sand and sea water. The freedoms of island life in Puerto Rico fed her spirit and she would fondly remember her friends and the adventures they had. lived there. Learning the ocean, swimming and surfing in Florida strengthened her body and she became a regular lifeguard on the beaches near their home. Moving to Washington State for her final year of high school was an incredible change that led to her early adulthood.

After high school and a bit of college, Diane moved to the La Conner neighborhood near friends with whom she has remained very close all her life. Diane married Peter Welty and they moved to Orcas Island and raised their family. She loved being near the water and on the island, making new friends in the community and all of her children’s activities. She worked for many years at Bilbo, did bookkeeping for companies, taught Spanish and distributed shifts for emergency services.

She was a great, adventurous cook and loved potlucks with friends. She took ballet lessons, studied spiritual practices, gardened, swam by the lake, performed in plays and musicals, and attended all Little League games. She became more interested in the healing arts and eventually traveled to Seattle and trained to become a professional massage practitioner. This became her long-standing career and she complemented it with Reiki training, counseling and energy work. She was making changes and decided on a new name for Arjuna. With her new career, she moved to Bainbridge Island to work in the Kitsap area and eventually to Oregon and Arizona before returning to the Pacific Northwest where she stayed.

Arjuna expanded his spiritual life and practiced Western Buddhism. She was a dedicated and unwavering collaborator of her Buddhist community. Arjuna was also dedicated to education and was proud to have obtained her bachelor’s degree and the many continuing education credits in massage, healing arts and counseling. Arjuna also had a great love for music, dancing and nightlife. She was elated and really loved sharing good times with people.

Time spent with her grandchildren was extremely important to Arjuna and she had a special bond with each. She was a loving mother and we miss her dearly. The family was important and she was so happy to have been able to visit her sister in recent years. We are all going to miss the light Arjuna has brought to our lives and his unique and beautiful presence. Arjuna (Diane) has lived a full and varied life and has had many adventures, big and small. She has lived in the pursuit of knowledge, in love with art and beauty, and devoted to its ideals and practices.

Arjuna is survived by her sister, her former husband, her children, her grandchildren, her niece, her nephew and her many friends. Arjuna was predeceased by her father, mother, stepfather, uncle, brother and several close friends.

A rally to celebrate Arjuna will take place in Skagit Valley on October 2, 2021. For more information on participation, please send an email to: bartonarjuna@gmail.com. If a memorial gift wishes to be made, please consider one of these organizations that Arjuna was related to: Bread of Life, https://www.breadoflifemission.org/donate; Breitenbush Fire Recovery Fund, https://breitenbush.com/; Healing Arts Center PO Box 304, 453 North Beach Road, Eastsound, WA 98245.


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Botkeeper recognized as one of the top 100 AIFinTech companies | State https://kelleypc.com/botkeeper-recognized-as-one-of-the-top-100-aifintech-companies-state/ https://kelleypc.com/botkeeper-recognized-as-one-of-the-top-100-aifintech-companies-state/#respond Wed, 08 Sep 2021 13:00:00 +0000 https://kelleypc.com/botkeeper-recognized-as-one-of-the-top-100-aifintech-companies-state/ BOSTON, September 8, 2021 / PRNewswire / – Botkeeper has been recognized by Global AIFinTech100 as one of the world’s most innovative solution providers developing artificial intelligence (AI) and machine learning technologies to solve problems or improve the efficiency of financial services. Improve efficiency and accuracy and streamline the accounting process with accounting and financial […]]]>

BOSTON, September 8, 2021 / PRNewswire / – Botkeeper has been recognized by Global AIFinTech100 as one of the world’s most innovative solution providers developing artificial intelligence (AI) and machine learning technologies to solve problems or improve the efficiency of financial services.

Improve efficiency and accuracy and streamline the accounting process with accounting and financial services technology

The technology behind Botkeeper is anything but simple, but it is designed to appear simple to users. The software combines existing data from a company’s various sources, such as its accounting platform and bank accounts (and sales and marketing systems, among other connection points), enforces rules, processes and from calculations to data, then presents it in attractive, customizable reports that are nearly 100% accurate at all times. And because everything is automated, deadlines are neither missed nor pushed back.

Botkeeper’s industry-leading AI-human hybrid accounting solution designed specifically for CPAs makes it easy for accounting professionals to meet their clients’ continuing accounting needs and growing demand for advisory, advisory, loan and tax services while simultaneously increasing the ability to continue to grow. Botkeeper incorporates collaborative machine learning models that work closely with the human accountants on the Botkeeper team to improve accounting productivity and efficiency, consistently doubling or tripling productivity and increasing margins with precision close to 100%, while allowing CPAs to save 30% or more in operating expenses.

The CPAs of Steirman, an accounting partner of Botkeeper, have grown exponentially resulting in an unrealistic client / accountant ratio, they turned to Botkeeper. By implementing Botkeeper’s bank reconciliation service for month-end close, Steirman has seen a 60-hour reduction in their clients’ bookkeeping time out of the first 40 clients they integrated with Botkeeper. Now with Botkeeper as a partner, Steirman has eliminated the need to hire 3 additional accountants to support their long-term growth goals – a saving of $ 312K annually.

Additionally, according to data from Business Insider Intelligence, the overall potential cost savings for banks from AI applications are estimated to be 447 billion dollars by 2023.

Efficiency evolves as customer data feeds into the Botkeeper automated accounting platform and reconciliation occurs as bots learn the data. This is because time is saved throughout the process of managing files, bank connections, automated categorization, bank reconciliations, financial reports and accounts payable. In turn, this gives the business a greater ability to focus on other customer needs. Customers receive 24/7 accounting and support, as well as incredible insight into their finances with interactive dashboards and unlimited reporting.

“The accounting process, when connected to financial services, can be a complex and convoluted process that can be downright tedious at times. Despite the frustrations inherent in the process, it has remained relatively unchanged for decades. By bringing AI and machine learning into the equation Botkeeper has single-handedly revolutionized the way accounting is done in the modern age, ”relayed Enrico Palmerino, CEO of Botkeeper. “This revolutionary accounting software enables businesses to increase their efficiency and accuracy and to streamline the accounting process with financial services technology like never before.”

The Most Notable Companies were chosen by a panel of industry experts and analysts who reviewed a study of more than 1,000 FinTech companies by FinTech Global, a data and research company. The solution providers on the final list were recognized for their innovative use of technology to solve a significant industrial problem, or to generate cost savings or efficiency improvements throughout the financial services value chain. . A complete list of AIFinTech100 is available at www.AIFinTech100.com. More detailed information about the companies can be downloaded free of charge from the website. # AIFinTech100

About Botkeeper

Botkeeper is a leading automated accounting solution that provides accounting firms and their clients with a powerful combination of skilled accountants, machine learning, and artificial intelligence. The various packages provide complete bookkeeping and pre-accounting solutions, a consolidated platform of tools to optimize business processes and the highest quality support, all designed to meet unique needs. of our clients at any stage of their growth. Accounting firms using Botkeeper are able to grow their business volume, diversify their service offering, increase capacity and reduce stress during the fiscal period, while improving overhead costs. The powerful and easy-to-use solution has helped businesses through United States to maximize their potential, better serve their customers and do more of what they love. Learn more about Botkeeper here!

Contact:

Della copp

dcopp@botkeeper.com

179 South St., Fl 2

Boston, Massachusetts

Phone. : 800-388-3323 x7108

View original content to download multimedia: https://www.prnewswire.com/news-releases/botkeeper-recognized-as-a-top-aifintech-100-company-301371209.html

Botkeeper SOURCE


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MRS. HAMPTON | Independent Ledger – Maysville Online https://kelleypc.com/mrs-hampton-independent-ledger-maysville-online/ https://kelleypc.com/mrs-hampton-independent-ledger-maysville-online/#respond Wed, 01 Sep 2021 15:55:06 +0000 https://kelleypc.com/mrs-hampton-independent-ledger-maysville-online/ August 27, 2021 REYNOLDSBURG, Ohio – James Hibbard Smith, 82, of Reynoldsburg and formerly of Maysville, died of a brief illness on August 18, 2021. He was born on December 23, 1938, the third of five sons of the late Cora Belle Hibbard Smith and Herbert Roger Smith of Ashland. He was predeceased by his […]]]>

REYNOLDSBURG, Ohio – James Hibbard Smith, 82, of Reynoldsburg and formerly of Maysville, died of a brief illness on August 18, 2021.

He was born on December 23, 1938, the third of five sons of the late Cora Belle Hibbard Smith and Herbert Roger Smith of Ashland.

He was predeceased by his brother Walter and his stepmother Norma Heberle.

Surviving to mourn their loss and cherish his memory are his loving wife, Christine; brothers Fred, William (Nancy) and Thom (Sally); sisters-in-law, Marlene Smith, Karen (Jim) Pilewski, Connie (Jack) Faulkner and Mary Szpara; brothers-in-law, Kenneth (Brenda) Heberle, Kevin (Barbara) Heberle and Craig (Kim) Heberle; her children, Jim (Cathy) Smith, Jill (Justin) Steiner and Andrew Smith; her stepchildren, Brenda (Chad) Goble, Julie (David) Gustafson, Daniel (Angie) McGarvey and Susan McGarvey; her grandchildren, Paul and Alexander Smith, Grant Steiner, Kellan and Mia Goble, Evelyn and Ruby Gustafson, Norma and Flint McGarvey, Gabriel and Rachel Chrysler and Meredith Zeallear; several nieces and nephews and a life of friends.

Jim attended school in Ashland until Grade 11 before transferring to Fort Lauderdale High School. He loved to report that his rank in his class had improved by several places after moving from the small high school in Ashland to the much larger high school in Fort Lauderdale, and he awarded his acceptance and scholarship from the University of Chicago. to this move. He has remained a proud honorary member of Ashland High School, Class of 1956, and has attended many meetings over the decades.

He received a Bachelor of Liberal Arts in 1961, and in 1962, an MBA in Accounting from the University of Chicago, and later, in January 1987, a JD from John Marshall Law School. in Chicago. When asked why the law degree, he replied “for fun”.

A self-proclaimed “man of numbers”, Jim has worked as a CPA in several capacities throughout his career. He started his career in Chicago where he was an accountant and accounting supervisor at Ernst & Ernst, then CFO at COE Dental Laboratories where he also began his involvement with the CAL-LAB Dental Manufacturing Association of which he became the executive director, a position he held enjoyed for decades. He then became CFO at DenMat in Santa Maria, California.

Tired of the corporate world, he decided to buy a small CPA firm in Maysville, where he provided tax accounting and bookkeeping services to hundreds of clients and audit services to dozens. public entities and non-profit organizations. He was dedicated to serving his clients, many of whom also became his friends. He was tireless as an auditor and gradually built his successful and rewarding practice through hard work, an impeccable reputation, unwavering courtesy, and the good fortune that enables these traits to translate into success.

Jim was also a master of time management and multitasking, which allowed him to enthusiastically pursue his outdoor passions. He loved his job, his family, classical music, hiking, traveling and windsurfing. Jim was cautious and deliberate in most of his life choices, but when he met Christine he let it go, sold his CPA practice and house, and moved to Reynoldsburg. Chris and Jim married in Niagara Falls in 2005 and indulged in their mutual love for family, music, art, hiking, travel, and each other for the next 15 years. Almost everything they enjoyed, they enjoyed together. Jim devoted his energy to planning their trips, and there was always a future to look forward to, as well as some wonderful memories.

Jim eagerly embraced Christine’s large family and they became his. He enjoyed the role of Grandfather for his three grandsons and Grandfather Jim for that of Christine, who eventually numbered nine. Everyone was special to him and he participated as much as possible in their lives. He felt a unique bond with each grandchild, and they enriched his life immeasurably.

As a husband and father, Jim was easy to love, eager to be loved, decidedly optimistic, energetic, and full of dreams. As a person he was dignified, respected and respectful, honest, kind, a little shy and very generous. Jim was a gentleman and a gentle man. Jim was more than happy, he was delighted with his life and considered himself a very lucky man.

Jim needed to take immunosuppressive drugs for his autoimmune diseases. He died after 11 days in a good hospital receiving the best care available because his immunocompromised body could not defend itself against the pneumonia ravaging his lungs. In light of this, and because his grieving family includes other immunocompromised and vulnerable members, the family demands that all over the age of 12 who wish to join them in the services and celebration of Jim’s life be fully vaccinated and asymptomatic, and wear a mask to protect others from asymptomatic spread. Immunized family and friends are invited to visit Jim’s family from 2 p.m. to 3 p.m. Saturday, August 28 at Cotner Funeral Home, 7369 E. Main St. in Reynoldsburg, where a memorial service will follow at 3 p.m. . Services will be available through Zoom for those who cannot be present in person for any reason. Please contact Jim’s family for instructions.

For those wishing to make a memorial contribution on Jim’s behalf, the family respectfully suggests Heart Food Pantry, 6475 E. Main St., Reynoldsburg, Ohio; or Joseph’s Coat, 240 Outerbelt St., Columbus, Ohio 43213.

Messages can be sent for Jim’s family by visiting www.cotnerfuneralhome.com.


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Every entrepreneur should know accounting https://kelleypc.com/every-entrepreneur-should-know-accounting/ https://kelleypc.com/every-entrepreneur-should-know-accounting/#respond Sat, 28 Aug 2021 13:50:05 +0000 https://kelleypc.com/every-entrepreneur-should-know-accounting/ August28, 20212 minutes to read Disclosure: Our goal is to showcase products and services that we think you will find interesting and useful. If you buy them, Entrepreneur can get a small share of the revenue from the sale of our business partners. While making money is definitely a fun part of being an entrepreneur, […]]]>


2 minutes to read

Disclosure: Our goal is to showcase products and services that we think you will find interesting and useful. If you buy them, Entrepreneur can get a small share of the revenue from the sale of our business partners.

While making money is definitely a fun part of being an entrepreneur, managing that money is a lot less exciting. Not all entrepreneurs have an accounting or bookkeeping background, but that doesn’t make bookkeeping any less essential for your business. Good bookkeeping will help you understand the financial health of your business at all times and is crucial for filing your taxes correctly and on time.

If you need a little help getting aligned with finances, it’s time to check out the Premium Accounting & CPA Training Pack. Valued at $ 3,200, it’s on sale now for just $ 34.99.

This set of 16 courses is led by Robert Steele, a Chartered Accountant (CPA) with over a decade of teaching experience. The bundle covers a wide range of topics, from setting up a partnership to complying with legal and regulatory requirements.

You will get a general overview of accounting, covering statement of cash flows, financial statements, management accounting, cost accounting and much more. From there, you’ll dive into more specific courses in business accounting, partnership accounting, non-profit accounting, government accounting, and more. Finally, you will get acquainted with some advanced accounting topics including Cost Benefit Analysis (CVP), Responsibility Accounting and Performance Measurement, Liabilities and much more. By the end of the package, you will have a set of foundational accounting skills that will help you better manage your business money without having to bring in someone new.

Take your accounting skills to the next level. Right now, you can get the Premium Accounting and CPA Certification Training Pack for just $ 34.99 for a limited time. Plus, with this limited time offer, you’ll earn $ 10 store credit within 14 days of purchase if you spend at least $ 50 in store, as long as your total exceeds $ 50 after any return.

Prices are subject to change.


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SIR. LITTLETON | Independent Ledger – Maysville Online https://kelleypc.com/sir-littleton-independent-ledger-maysville-online/ https://kelleypc.com/sir-littleton-independent-ledger-maysville-online/#respond Fri, 27 Aug 2021 19:16:11 +0000 https://kelleypc.com/sir-littleton-independent-ledger-maysville-online/ August 27, 2021 REYNOLDSBURG, Ohio – James Hibbard Smith, 82, of Reynoldsburg and formerly of Maysville, died of a brief illness on August 18, 2021. He was born on December 23, 1938, the third of five sons of the late Cora Belle Hibbard Smith and Herbert Roger Smith of Ashland. He was predeceased by his […]]]>

REYNOLDSBURG, Ohio – James Hibbard Smith, 82, of Reynoldsburg and formerly of Maysville, died of a brief illness on August 18, 2021.

He was born on December 23, 1938, the third of five sons of the late Cora Belle Hibbard Smith and Herbert Roger Smith of Ashland.

He was predeceased by his brother Walter and his stepmother Norma Heberle.

Surviving to mourn their loss and cherish his memory are his loving wife, Christine; brothers Fred, William (Nancy) and Thom (Sally); sisters-in-law, Marlene Smith, Karen (Jim) Pilewski, Connie (Jack) Faulkner and Mary Szpara; brothers-in-law, Kenneth (Brenda) Heberle, Kevin (Barbara) Heberle and Craig (Kim) Heberle; her children, Jim (Cathy) Smith, Jill (Justin) Steiner and Andrew Smith; her stepchildren, Brenda (Chad) Goble, Julie (David) Gustafson, Daniel (Angie) McGarvey and Susan McGarvey; her grandchildren, Paul and Alexander Smith, Grant Steiner, Kellan and Mia Goble, Evelyn and Ruby Gustafson, Norma and Flint McGarvey, Gabriel and Rachel Chrysler and Meredith Zeallear; several nieces and nephews and a life of friends.

Jim attended school in Ashland until Grade 11 before transferring to Fort Lauderdale High School. He loved to report that his rank in his class had improved by several places after moving from the small high school in Ashland to the much larger high school in Fort Lauderdale, and he awarded his acceptance and his scholarship from the University of Chicago. to this move. He has remained a proud honorary member of Ashland High School, Class of 1956, and has attended many meetings over the decades.

He received a Bachelor of Liberal Arts in 1961, and in 1962, an MBA in Accounting from the University of Chicago, and later, in January 1987, a JD from John Marshall Law School. in Chicago. When asked why the law degree, he replied “for fun”.

A self-proclaimed “man of numbers”, Jim has worked as a CPA in several capacities throughout his career. He began his career in Chicago where he was an accountant and accounting supervisor at Ernst & Ernst, then financial director at COE Dental Laboratories where he also began his involvement with the CAL-LAB Dental Manufacturing Association of which he became the executive director, position he held enjoyed for decades. He then became CFO at DenMat in Santa Maria, California.

Tired of the corporate world, he decided to buy a small CPA firm in Maysville, where he provided tax accounting and bookkeeping services to hundreds of clients and audit services to dozens. public entities and non-profit organizations. He was dedicated to serving his clients, many of whom also became his friends. He was tireless as an auditor and gradually built his successful and rewarding practice through hard work, impeccable reputation, unwavering courtesy, and the good fortune that enables these traits to translate into success.

Jim was also a master of time management and multitasking, which allowed him to enthusiastically pursue his outdoor passions. He loved his job, his family, classical music, hiking, traveling and windsurfing. Jim was cautious and deliberate in most of his life choices, but when he met Christine he let it go, sold his CPA practice and house, and moved to Reynoldsburg. Chris and Jim married in Niagara Falls in 2005 and indulged in their mutual love for family, music, art, hiking, travel, and each other for the next 15 years. Most of everything they enjoyed, they enjoyed it together. Jim devoted his energy to planning their trips, and there was always a future to look forward to, as well as some wonderful memories.

Jim eagerly embraced Christine’s large family and they became his own. He enjoyed the role of Grandfather for his three grandsons and Grandfather Jim for that of Christine, who eventually numbered nine. Everyone was special to him and he participated as much as possible in their lives. He felt a unique bond with each grandchild, and they enriched his life immeasurably.

As a husband and father, Jim was easy to love, eager to be loved, decidedly optimistic, energetic, and full of dreams. As a person he was dignified, respected and respectful, honest, kind, a little shy and very generous. Jim was a gentleman and a gentle man. Jim was more than happy, he was delighted with his life and considered himself a very lucky man.

Jim needed to take immunosuppressive drugs for his autoimmune diseases. He died after 11 days in a good hospital receiving the best care available because his immunocompromised body could not defend itself against the pneumonia ravaging his lungs. In light of this, and because his grieving family includes other immunocompromised and vulnerable members, the family demands that all over the age of 12 who wish to join them in the services and celebration of Jim’s life be fully vaccinated and asymptomatic, and wear a mask to protect others from asymptomatic spread. Immunized family and friends are invited to visit Jim’s family from 2 p.m. to 3 p.m. Saturday, August 28 at Cotner Funeral Home, 7369 E. Main St. in Reynoldsburg, where a memorial service will follow at 3 p.m. . Services will be available through Zoom for those who cannot be present in person for any reason. Please contact Jim’s family for instructions.

For those wishing to make a memorial contribution on Jim’s behalf, the family respectfully suggests Heart Food Pantry, 6475 E. Main St., Reynoldsburg, Ohio; or Joseph’s Coat, 240 Outerbelt St., Columbus, Ohio 43213.

Messages can be sent for Jim’s family by visiting www.cotnerfuneralhome.com.


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Banks’ Poor Use of Data Pushes Business Customers to Fintech https://kelleypc.com/banks-poor-use-of-data-pushes-business-customers-to-fintech/ https://kelleypc.com/banks-poor-use-of-data-pushes-business-customers-to-fintech/#respond Wed, 25 Aug 2021 04:10:56 +0000 https://kelleypc.com/banks-poor-use-of-data-pushes-business-customers-to-fintech/ Subscribe to The Financial Brand FREE by email! In the wake of what happened with personal banking services, financial institutions are seeing fintechs and other non-traditional players increasingly gnawing at their small and medium-sized business (SME) customers. One of the main reasons for this is the inability of banks to consistently use day-to-day data for […]]]>
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In the wake of what happened with personal banking services, financial institutions are seeing fintechs and other non-traditional players increasingly gnawing at their small and medium-sized business (SME) customers. One of the main reasons for this is the inability of banks to consistently use day-to-day data for tailored customer offers and decisions, and not to take advantage of all the internal and external data available to them.

That’s the conclusion drawn by a new report from Accenture. And that explains why SMEs are an area where fintechs have been very successful in snatching customers from banks and credit unions. Indeed, there are now more than 140 fintech startups serving SMEs and entrepreneurs, meeting needs such as accounting, expense tracking, insurance, invoicing, payment processing and payroll, according to a report. study 2020 11: FS.

The study found that 62% of SMEs do not believe their business bank account offers any additional benefits over their personal accounts. Just over two-thirds (67%) use one of the six fintech trading platforms, compared to 51% using one of the big five banks.

( Dig deeper: Fintech threatens to disrupt small business banking market)

The new competition:

Shopify, which is used by about 30% of all US ecommerce sites, is now the 10th largest platform providing financial services to SMEs.

The Accenture report highlights several notable examples of financial technology disruption in this area. One is Shopify, which is used by about 30% of all US ecommerce sites. It is now the tenth largest platform providing financial services to SMEs. Another is Stripe, which has created an end-to-end lending application programming interface (API) for e-commerce sites to offer financing options to SMB customers, adding further potential for erosion. in the activities of traditional institutions.

“Numerous [financial institutions] respond to these challenges by increasing their investments in data, advanced analytics and artificial intelligence (AI), ”says Accenture. “Yet most have encountered obstacles in their journey towards data-driven reinvention.

“Much of the rich, real-time transactional data that banks have access to is lying fallow. “

– Accent

“While many [institutions] have developed pockets of data and analytics excellence, ”the consulting firm continues,“ they are struggling to scale deployments, integrate data-driven decision making into day-to-day operations and use the data to drive truly transformative change across the enterprise. Much of the rich real-time transactional data they have access to is lying fallow. “

( Read more: How to Succeed in the Banking Services and Small Business Lending Market in 2021)

Tons of data, but key details missing

A major problem for traditional commercial banking providers is that some of the traditional data sources they use to make decisions do not provide enough detail about customer behavior to glean meaningful insight, observes Jared Rorrer, managing director. and Head of Accenture’s Commercial Banking business group. Things change dynamically, and there is a need to react quickly, with the right ideas for decision-making, at the right time, he says.

“It requires an expanded data ecosystem, combining first-party, third-party and broader digital signals to inform the bank’s actions,” says Rorrer. “However, many banks are unable to fully harness the power of their large internal data sets because they do not have a scalable and agile database and the appropriate levels of multi-speed data governance. .

“Banks also face the challenge of understanding exactly what questions to answer and what sets of information and information are best suited to get that answer,” Rorrer continues. “What is important to know about the customer so that the bank can offer them relevant messages and offers? “

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What are the biggest obstacles?

The four main obstacles that banks face in achieving this level of data maturity as described by Rorrer are:

  • Internal silos
  • Focus on incremental rather than comprehensive improvements
  • The “fatigue” of digital transformation
  • Lack of ownership of the business.

Some of these issues are not new. Organizational silos are often cited as a major obstacle to achieving any kind of meaningful digital transformation in banking organizations. For example, Accenture says that 50% of financial institutions cite difficulty accessing data from disparate internal sources as one of the top three challenges in implementing their AI strategy.

When engaging in data-driven transformation projects, financial institutions tend to focus solely on “mitigating immediate problems,” the Accenture report notes, which is more of a band-aid strategy than a band-aid strategy. a global change. This is exacerbated by the time IT departments spend getting banks out of technical debt as a result of years of digital transformation projects, leading to a lack of internal appetite to take on longer IT projects.

These can be strong headwinds to overcome, notes Accenture: “Many find themselves trapped in a frustrating proof-of-concept loop and are unable to expand their data and analytics efforts beyond a few small centers. Excellency. Rather than using data to drive innovation and create new business models, they reap modest returns on investment through low revenue or cost reduction gains. “

How to accumulate data gains

Jared Rorrer notes that banks and credit unions can invest in critical building blocks to break internal silos and make better use of data, such as data access, quality, and cloud-based foundations.

He also says that data-driven institutions invest in empowering employees to perform basic data, business intelligence and analytics tasks. “Banks looking to get the most from their data can mobilize cross-functional teams (business, IT, data and analytics) that work together to share information, fostering a sense of engagement in the process from the start. “

Data managers at financial institutions can gain internal buy-in to larger projects by focusing on small wins first and building up from there. For example, Accenture notes that a bank or credit union may start by using machine learning to inform credit decisions about short-term products where the risk of loss is low. It can then extend these capabilities to other risky products such as overdrafts, corporate credit cards, and merchant cards.

As it grows its data capabilities and confidence, the institution can expand its autonomous capabilities to trade commodities and core lending products such as foreign exchange and derivatives, lending from traditional cash and asset loans.

Ultimately, Rorrer says traditional institutions can begin to win back SMB customers through proactive and preventative customer engagement and by delivering goal-oriented, forward-looking products and services.

Over time, the analyst believes banking providers can increase their efficiency by leveraging data-driven operating models, AI and cloud-based architectures, and strong ecosystem partnerships to foster large-scale transformation.


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Doris June Brown https://kelleypc.com/doris-june-brown/ https://kelleypc.com/doris-june-brown/#respond Mon, 23 Aug 2021 00:00:00 +0000 https://kelleypc.com/doris-june-brown/ COLUMBUS Doris June Brown, of Columbus, died of this life at 2:05 a.m. on Saturday, August 21, 2021 at the Keepsake Village of Columbus with her children by her side. Doris June was born on June 24, 1936 in Bedford Indiana, daughter of Clifford Gilstrap and Doneda Ritchison Gilstrap Harker. On December 19, 1953, she […]]]>

COLUMBUS

Doris June Brown, of Columbus, died of this life at 2:05 a.m. on Saturday, August 21, 2021 at the Keepsake Village of Columbus with her children by her side.

Doris June was born on June 24, 1936 in Bedford Indiana, daughter of Clifford Gilstrap and Doneda Ritchison Gilstrap Harker. On December 19, 1953, she married Louis Bruce Brown, at Wray Christian Church in Jackson County.

She and her husband owned and operated the A-AAA Visitor Center where she handled the accounting, insurance, sales, home setup logistics and more. In her youth and married young adult life she was a very proud farmer taking care of farm animals and planting / harvesting crops. She then worked in the Bartholomew County School cafeteria system while her children were young. She attended Asbury United Methodist Church where she attended DMA. She had been a TOPS member, Tulip Trace Boy Scout leader and enclosure committee chair for many years.

Ms. Brown loved gardening and cooking and was known for her homemade yeast bread. She had an immense love for animals. She has fed and saved many types of animals, even a baby skunk. Animals were his happiness. She and her husband with their children in the early years enjoyed hosting children on weekends from the Columbus Children’s Home.

Survivors include her children, Doneda Diane Henry Brown of Columbus and Hallett (Loretta) Brown of

Columbus; grandchildren, Malachi Henry, DC, Sabrina (Matt) Hodge, Dr Veronica (Kyle) Turner, Sandy

(Chaz) King, Lester (Kristen) Brown and Joshua Brown; great-grandchildren, David, Colin, Jordan and Adalyn Hodge, Kadel and Malia Turner, Newla and Luna King, Devin, Matthew and Makaila Brown; sister, Wilma J. Hiveley of Seymour; and a sister-in-law, Brenda Brown of Medora.

She was predeceased by her parents; husband, Louis Brown on March 5, 2014; son, Daniel Lee Brown; and sisters, Mary Brown and Thelma Gilstrap, one brother Eugene Gilstrap and infant twin brothers.

Funeral services will be held Wednesday at 4:30 p.m. at the Barkes, Weaver & Glick Funeral Home on Washington Street. A live broadcast of the funeral service can be viewed at barkesweaverglick.com.

Family and friends can call for visitation from 5:30 p.m. to 7 p.m. Tuesday and from 3:30 p.m. until service time Wednesday at the funeral home. Masks are kindly recommended once inside the funeral home.

Private interment will be in Garland Brook Cemetery.

Memorial contributions can be made to the Alzheimer’s Association, Utopia Wildlife Rehabilitators, Animal CARE Services, or Our Hospice of South Central Indiana.

Online condolences and special memories can be shared with the Brown family. A video tribute can be viewed at barkesweaverglick.com.

Don’t ask me to remember.

Don’t try to make me understand.

Let me rest and know that you are with me.

Kiss my cheek and hold my hand.

I am confused beyond your concept.

I am sad and sick and forgotten.

All I know is I need you.

Be with me at all costs.

Don’t lose patience with me.

Don’t scold, swear, or cry.

I can’t help the way I act.

I can not do otherwise.

Just remember I need you

That the best of me is gone.

Please don’t fail to stand next to me

Love me until my life is over.

-Unknown author


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Baton Rouge, New Orleans area Business Briefs for August 22, 2021 | Business https://kelleypc.com/baton-rouge-new-orleans-area-business-briefs-for-august-22-2021-business/ https://kelleypc.com/baton-rouge-new-orleans-area-business-briefs-for-august-22-2021-business/#respond Sun, 22 Aug 2021 05:15:00 +0000 https://kelleypc.com/baton-rouge-new-orleans-area-business-briefs-for-august-22-2021-business/ The program helps new farmers at risk The LSU AgCenter received a federal grant for a series of webinars, workshops and farm tours aimed at training new farmers, especially in finance and marketing, to make them more risk resilient. The Southern Extension Risk Management Education grant was awarded by the United States Department of Agriculture. […]]]>

The program helps new farmers at risk

The LSU AgCenter received a federal grant for a series of webinars, workshops and farm tours aimed at training new farmers, especially in finance and marketing, to make them more risk resilient.

The Southern Extension Risk Management Education grant was awarded by the United States Department of Agriculture. The amount was not declared.

The financial component emphasizes financial literacy; accurate and informative financial statements; the use of corporate budgets and partial budgets; agricultural lenders and non-traditional lenders; and land rental and access to land. The workshops will focus on computer accounting programs, grant writing and loan applications.

The marketing component focuses on market diversification and horticultural crops, as well as direct marketing opportunities such as farmers’ markets, community-supported agricultural programs, farm-to-restaurant, and online platforms to increase marketing. awareness of local market opportunities.

Project collaborators include local farmers Allison Guidroz, of Fullness Farm, and Madeline Yoste, of Compostella Farm; representatives of state agencies from the Natural Resource Conservation Service and the Louisiana Department of Agriculture and Forestry; as well as horticultural extension officers First South Farm Credit, SPROUT NOLA and LSU AgCenter.

b1Bank launches a corporate foundation

b1Bank launched a foundation led by Will M. Campbell Jr. as a director, providing education and economic development support to entrepreneurs and small businesses as part of its community outreach efforts.

Campbell has over 27 years of experience in the financial services industry and has held a number of positions including Vice President of Commercial Loans and Director of Small Business Administration Loans and was Director of Louisiana Small Business. Development Center at Southern University.

The B1 Foundation will provide one-on-one counseling and in-person and virtual training to help small business owners gain the knowledge they need to access capital. Training will include breaking the loan code, business planning, planning for growth, preparing for credit, and understanding financial statements and legal structures. The foundation will also support financial literacy and education in b1Bank markets.

Business First Bancshares Inc., through its subsidiary b1Bank, operates 42 banking centers and two loan processing offices in the Louisiana and Dallas area markets.

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“The essence of b1Bank is to support local businesses and the growth of entrepreneurship,” said Jude Melville, president and CEO of b1Bank. “The launch of the b1 Foundation is the next step in b1’s larger-scale business development and community engagement efforts.

SOWELA opens welding facilities in Oakdale

SOWELA Technical Community College has opened a welding classroom and refurbished workshop at the college’s Oakdale site in Allen Parish.

Welding courses are available at the three SOWELA sites.

The renovated 2,242 square foot Oakdale workshop has 24 booths and can accommodate 24 students in the nearly doubled workspace. The new 777 square foot classroom can accommodate 20 students. In addition to the booths and the classroom, there are new technologies available to welding students, including plasma cutters, Promethean boards, and computers.

Information is on www.sowela.edu.

The CIS subsidiary signs a management agreement

A subsidiary of the Cardiovascular Institute of the South in Houma has entered into a management partnership with the Midwest Cardiovascular Institute, owned by 20 Chicago physicians and based in the cities of Naperville and Elmhurst, Illinois.

Cardiovascular Logistics of Chicago’s management agreement also includes strategic planning, quality performance improvement and operational efficiency of the cardiovascular service line at Edward Hospital in Naperville and Elmhurst Hospital in Elmhurst, both part of the Edward-Elmhurst health system. CIS also co-manages the cardiac catheterization laboratories of the two hospitals. In addition, a virtual care center, inspired by the CIS center in Lafayette, will be built in Naperville.

In addition to the Edward-Elmhurst Health agreement, CIS has entered into 11 hospital co-management agreements in Louisiana and Mississippi.


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Accounting Finance Market Size and Growth 2021-2028 | Key Players – Sage 50cloud, FreeAgent, Stampli, Clearbooks, Check Inc. (now Mint Bills), Simplified Accounting, BlackLine, Crunch https://kelleypc.com/accounting-finance-market-size-and-growth-2021-2028-key-players-sage-50cloud-freeagent-stampli-clearbooks-check-inc-now-mint-bills-simplified-accounting-blackline-crunch/ https://kelleypc.com/accounting-finance-market-size-and-growth-2021-2028-key-players-sage-50cloud-freeagent-stampli-clearbooks-check-inc-now-mint-bills-simplified-accounting-blackline-crunch/#respond Sun, 22 Aug 2021 01:05:23 +0000 https://kelleypc.com/accounting-finance-market-size-and-growth-2021-2028-key-players-sage-50cloud-freeagent-stampli-clearbooks-check-inc-now-mint-bills-simplified-accounting-blackline-crunch/ New Jersey, United States, – The Accounting Finance Market Size and forecast to 2028, this report provides an analysis of the impact of the COVID19 epidemic on the key points influencing the growth of the market. In addition, the accounting and finance market segments (by major players, types, applications and major regions) outlook, business valuation, […]]]>

New Jersey, United States, – The Accounting Finance Market Size and forecast to 2028, this report provides an analysis of the impact of the COVID19 epidemic on the key points influencing the growth of the market. In addition, the accounting and finance market segments (by major players, types, applications and major regions) outlook, business valuation, competitive scenario, trends and forecasts for the coming years. The study of the Financial Accounting report is carried out on the basis of a substantial research methodology, which enables analytical inspection of the global market by means of different segments in which the industry is also alienated in summary, an increase in the size of the market due to the different possibilities of prospects. The report also gives a 360-degree view of the competitive landscape industries. SWOT analysis has been used to understand the strengths, weaknesses, opportunities and threats of businesses. This will help businesses understand the threats and challenges they face. The accounting finance market is showing steady growth and the CAGR is expected to improve during the forecast period.

The accounting finance market is growing at a moderate pace with substantial growth rates over the past few years and the market is estimated to experience significant growth during the forecast period i.e. from 2020 to 2027.

Get | Download a sample copy with table of contents, graphics and list of figures @ https://www.verifiedmarketresearch.com/download-sample/?rid=85014

The report covers an in-depth analysis of the major market players in the market, along with their business overview, expansion plans, and strategies. The major players studied in the report include:

Sage 50cloud, FreeAgent, Stampli, Clearbooks, Check Inc. (now Mint Bills), Simplified Accounting, BlackLine, Crunch, MineralTree, Bill.com.

Segmentation of the accounting and finance market

Accounting Finance Market, By Services

Bookkeeping
• Financial audit and other accounting services
• Payroll services
• Tax preparation services

Accounting Finance Market, By End-Use Industry

• BFSI
• IT and telecommunications
• Government and public sector
• Automotive
• Petroleum gas
• Consumer goods
• Manufacturing
• Health care
• Others

This report provides in-depth accounting and finance analysis, current trends, as well as comprehensive analysis based on type, application, and players. The report includes detailed analysis of competitors, SWOT analysis, industry structure and production process view. The report explains that the accounting and finance market is fueled by several factors. This study underlines how important it is to carry out in-depth analyzes and how much this has a strong impact on the quality of the information made available to readers. Moreover, the report examines the impact on the Financial Accounting market of the COVID-19 pandemic and provides a clear assessment of the market trends for the forecast period.

Get a discount on purchasing this report @ https://www.verifiedmarketresearch.com/ask-for-discount/?rid=85014

Scope of Accounting Finance Market Report

Report attribute Details
Market size available for years 2021 – 2028
Reference year considered 2021
Historical data 2015 – 2020
Forecast period 2021 – 2028
Quantitative units Revenue in millions of USD and CAGR from 2021 to 2028
Covered segments Types, applications, end users, etc.
Cover of the report Revenue forecast, company ranking, competitive landscape, growth factors and trends
Regional scope North America, Europe, Asia-Pacific, Latin America, Middle East and Africa
Scope of customization Free customization of the report (equivalent to 8 working days for analysts) with purchase. Add or change the scope of country, region and segment.
Price and purchase options Take advantage of personalized shopping options to meet your exact research needs. Explore purchasing options

Geographic segment covered in the report:

• North America (United States and Canada)
• Europe (UK, Germany, France and rest of Europe)
• Asia-Pacific (China, Japan, India and the rest of the Asia-Pacific region)
• Latin America (Brazil, Mexico and the rest of Latin America)
• Middle East and Africa (GCC and rest of Middle East and Africa)

Key questions answered in the report:

  • What is the growth potential of the financial accounting market?
  • Which product segment will take the lion’s share?
  • Which regional market will emerge as a pioneer in the years to come?
  • Which application segment will experience strong growth?
  • What growth opportunities could present themselves in the Financial Accounting sector in the years to come?
  • What are the most significant challenges that the accounting and finance market could face in the future?
  • Who are the leading companies in the Accounting Finance market?
  • What are the main trends that are positively impacting the growth of the market?
  • What growth strategies are players considering to stay in the Financial Accounting market?

For more information or a query or customization before purchasing, visit @ https://www.verifiedmarketresearch.com/product/accounting-finance-market/

Visualize the Accounting Finance Market Using Verified Market Intelligence: –

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Verified Market Research® is a leading global research and consulting company providing advanced analytical research solutions, personalized advice and in-depth data analysis for over 10 years to individuals and businesses seeking precise research, reliable and up to date. technical data and advice. We provide insight into strategic and growth analytics, the data needed to meet business goals and help make critical revenue decisions.

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