Bookkeeping services – Kelley PC http://kelleypc.com/ Mon, 03 Jan 2022 17:54:00 +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 Pilot wins three Comparably “Best Workplaces” awards https://kelleypc.com/pilot-wins-three-comparably-best-workplaces-awards/ Mon, 03 Jan 2022 17:54:00 +0000 https://kelleypc.com/pilot-wins-three-comparably-best-workplaces-awards/ SAN FRANCISCO – (COMMERCIAL THREAD) – Pilot, the leading provider of back-office financial services for startups and small and medium-sized businesses, today announced that it has won three comparable awards: Best Company Culture, Best Company for Women and Best Company for diversity. These accolades recognize the best workplaces of 2021, rated by employees in four […]]]>

SAN FRANCISCO – (COMMERCIAL THREAD) – Pilot, the leading provider of back-office financial services for startups and small and medium-sized businesses, today announced that it has won three comparable awards: Best Company Culture, Best Company for Women and Best Company for diversity. These accolades recognize the best workplaces of 2021, rated by employees in four categories, and demonstrate Pilot’s commitment to creating a workplace where every employee can thrive. The pilot was selected from over 70,000 companies in the United States

By comparison, a leading U.S. workplace culture and compensation monitoring site rewards companies with the highest employee ratings in 16 different categories throughout the year. Comparably’s awards are derived from 15 million employee reviews from 70,000 companies.

We are honored to have won these workplace awards, but more importantly, we are honored that our employees see Pilot as a meaningful workplace where they feel supported and ready to succeed, ”said the CEO and co-founder Waseem Daher. “Our priority has always been to support diversity, equity and inclusion, and to create a healthy and positive work environment.

Out of thousands of companies, Pilot employees have ranked their organization among the best in three key categories, ”said Jason Nazar, CEO of Comparably. “This type of recognition is a testament to the commitment of Pilot’s management team to the corporate culture, diversity and inclusiveness of all employees.

Pilot project launched in 2017 to bring accounting and financial consulting services into the modern era. Pilot has grown rapidly in recent years. As the company has increased its workforce, the team has made creating a strong and fair company culture a top priority.

About comparable

Comparably (www.comparably.com) is a leading platform for corporate culture and corporate brand reputation with over 15 million anonymous employee reviews across 70,000 companies. With the most comprehensive data on large companies and SMEs in nearly 20 different workplace categories – based on gender, ethnicity, age, experience, industry, location, education – this is one of the most used SaaS platforms for employer branding and a trusted third party site for workplace culture and compensation. For more information on Comparably’s studies and the annual Best Places to Work and Best Brands awards, visit www.comparably.com/news.

About the pilot

Pilot launched in 2017 to bring accounting into the modern era. The company provides small businesses with dedicated financial experts, which Pilot hires as full-time US-based employees, who learn the ins and outs of their business. Pilot automatically integrates with the systems customers already use. With a special blend of custom software and expert accountants, Pilot offers accurate and consistent accounting that gives entrepreneurs the freedom to focus on their business, as well as a range of additional financial services.

Pilot was founded by Waseem Daher, CEO; Jeff Arnold, COO; and Jessica McKellar, CTO. This is their third start, after two successful outings. Pilot has 1,500 clients and has raised approximately $ 170 million to date.

Potential customers can learn more and register at https://pilot.com.


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Fourth Generation Takes Control of Harper Oil | News, Sports, Jobs https://kelleypc.com/fourth-generation-takes-control-of-harper-oil-news-sports-jobs/ Fri, 31 Dec 2021 05:11:27 +0000 https://kelleypc.com/fourth-generation-takes-control-of-harper-oil-news-sports-jobs/ Photo submitted Three generations of Harpers pose in front of the Rugby Service Center. From left to right, Sheila Harper, Gil Harper, Darrin Harper, Justin Harper and his wife, Leah Harper. Despite owning the Harper Oil and Rugby Service Center, Rugby matches for more than 80 years changed hands on January 1, with the three […]]]>

Photo submitted Three generations of Harpers pose in front of the Rugby Service Center. From left to right, Sheila Harper, Gil Harper, Darrin Harper, Justin Harper and his wife, Leah Harper.

Despite owning the Harper Oil and Rugby Service Center, Rugby matches for more than 80 years changed hands on January 1, with the three that took over promise to deliver the same quality service that has backed it up. .

New owners already know what level of service their customers expect – they’ve grown in the business.

Darrin Harper, who, along with his son Justin and daughter-in-law Leah, purchased the Sinclair Oil service center and distributor from his father Gil.

Darrin, Justin and Leah, all born in the Rugby region, know Harper Oil’s reputation as one of the state’s last full-service gas stations. Harper Oil customers stop by the station’s Sinclair pumps, where one of the station’s staff greets them, refills their tank, and provides services such as on-demand oil checks.

Darrin Harper said he had childhood memories when he got on the Harper Oil truck to make deliveries with his father. When he became a teenager he started working in the store.

“I have been here for 36 years” Darrin, a 1985 rugby graduate, said. “I got cut in basketball, then I came to work” he joked.

Darrin, who provides services like oil changes and tire maintenance, said he liked “Customers mainly, getting to know them”. Darrin said he hoped to continue the relationships Harper Oil has established with its customers over the years.

“Darrin is our tire man. He’s doing that part, “ Darrin’s mother, Sheila Gronvold-Harper said.

Sheila said she grew up in Barton. “When we were in high school, I met this guy” Sheila said smiling. “But my father was from Barton and he bought from Barton Oil Company”, she added, laughing.

Gil Harper nodded. “There were seven or eight of us in town at the time”, he said of the number of oil distributors in the region.

“Yes, it’s so amazing how many were here” Sheila added. “Now it’s just us, Envision, Arco and Schaan Oil. Imagine and we make the deliveries. There are only two deliveries left. We deliver in town and to the farm. We also deliver diesel and gasoline to farms.

“Rugby has been very good for us, not just rugby, but the surrounding area – Towner, Barton, Balta, Wolford – the whole surrounding area has been so good for us,” Sheila said.

“And that’s how we were able to stay in business. “

Sheila called Harper Oil’s full service “our secret.”

“We’re not on the highway so we have to do a draw here. Full service work. It’s an idea from the 50s and 60s, but it has always worked for us.

The full service model has not only helped build the reputation of the Harper Oil and Rugby Service Center locally, it has captured the attention of visitors from out of town and state. Online reviews from customers as far as Texas praise the Harper family’s business for helping them with car problems.

Gil Harper said his father, Ambert Harper, started the business when he arrived in Rugby from Fairview, MT. in 1939. “They called him ‘Bert'” Gil said of his father. What would become Harper Oil was a small gas station owned by Mobil Oil.

“Daddy never bought it” Gil said of his father. “Daddy died young.

Gil’s older brother, Bud was already working at the station when Gil started pumping gasoline and washing cars. In 1963, the same year Gil graduated from Rugby High, Bert Harper passed away.

The two brothers continued to work at the station.

“Gil was determined to continue like this” said Sheila Harper. “It was a lot because his father had worked so hard since he came here in ’39.”

Gil said he keeps a regular schedule at the station, working 6 a.m. to 10 p.m., seven days a week. He recalled the Sunday shutdown in 1973 due to oil shortages.

Gil and Bud eventually entered into a consignment agreement to run the station, then bought Rugby Service Station, which they renamed Rugby Service Center, in the 1970s.

In the late 1970s, Mobil Oil told the Harpers that they were withdrawing from the region. Gil, who at the time owned the business, purchased the petroleum distribution portion of the business.

“It was devastating when it happened” Sheila said. “We walked into the business and Bud was gone, and we were there, and Mobil left. They gave us a year to find another oil company and we found Sinclair. We’ve been with Sinclair ever since.

The two companies continued, aided by Darrin Harper, Mark Yoder and Eugene Voeller. Yoder and Voeller have worked for Harper Oil and Rugby Service Center for 44 years.

Voeller has become a familiar face to the farmers who take delivery of oil and fuel from Harper Oil.

Yoder said he enjoys providing full service to Harper Oil. “We change the oil and do minor maintenance work. We don’t replace the transmissions, but we flush the transmissions. We used to clean for McGuires and wash cars. We also carry out automatic details ”, Yoder said.

Yoder recently retired from his job at the Rugby Service Center to rest and spend more time at home.

The Harpers said they would be missed by Yoder. “Marc is part of the family” Sheila said.

“I’ve been here since I was in second or junior in high school in 1977. I really liked it. At first I could figure out anything in vehicles and make anything happen. I enjoyed making the customers happy. Customers trusted me and I took pleasure in making them happy with their vehicles. Yoder said.

“They almost had a baby on our living room floor”, Gil laughed, remembering a time when Yoder and his wife, who was in labor, came to their home before going to the hospital.

Yoder said he plans to relax after 44 years with Harper Oil, “But I’ll still be in rugby. Rugby is my home.

Kevin Michalenko, another Harper employee, has been with the company for seven years.

“I do the oil changes, pump the gas, check and change the tires. They treat me like family ”, said Michalenko.

“That’s what everyone loves (Harper Oil). People don’t have to pump their gasoline. We provide full service. We clean the windows and if they ask, we check the oil.

Justin Harper, one of Harpers’ fourth generation, said he also grew up in the business and can’t wait to take the helm with his father and wife.

“I graduated from Rugby High. I worked in high school at the train station. In 2010, I left to drive a truck ”, Justin said.

“For the past eight years he has worked on my family farm”, Leah Harper said. “This is the Wentz farm south of Rugby. He always knew he wanted to go back to the station and work there.

Leah said she will stay busy with Harper Oil, Rugby Service Center and La Bella Vita Salon, another business she owns. In addition to running her salon, she will do the accounting for Harper Oil and Rugby Service Center.

“The main thing is that we want to continue to offer the full service”, said Lea. “Rugby residents have known Harper Oil for their commitment to their customers for decades. “

“It is the Harper legacy that we want to carry on and we look forward to it” Lea added.

Justin nodded. “We want to continue this”, he said.


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Payroll Services Market Size 2021-2028 by Types, Applications and Major Key Players – Ramco Systems, Paychex, ADP, Ceridian, NGA Human Resources – Industrial IT https://kelleypc.com/payroll-services-market-size-2021-2028-by-types-applications-and-major-key-players-ramco-systems-paychex-adp-ceridian-nga-human-resources-industrial-it/ Wed, 29 Dec 2021 12:21:11 +0000 https://kelleypc.com/payroll-services-market-size-2021-2028-by-types-applications-and-major-key-players-ramco-systems-paychex-adp-ceridian-nga-human-resources-industrial-it/ The Payroll Services Market Report is a perfect foundation for people looking for a comprehensive study and analysis of the Payroll Services Market. This report contains diverse study and information that will help you understand your niche and key market channel concentration in the regional and global Payroll Services market. To understand the competition and […]]]>

The Payroll Services Market Report is a perfect foundation for people looking for a comprehensive study and analysis of the Payroll Services Market. This report contains diverse study and information that will help you understand your niche and key market channel concentration in the regional and global Payroll Services market. To understand the competition and take action based on your key strengths, market size, demand for current and future years, supply chain information, business concerns, competitive analysis, and pricing , as well as supplier information, will be presented to you. The report also contains information on the major market players, payroll services applications, its type, trends and overall market share.

To implement your business plan based on our detailed report, you will also receive complete and accurate forecasts as well as future projected figures. This will provide an overview of the market and help design solutions to leverage key profitable elements and gain market clarity to make strategic plans. The data in the report comes from various publications in our archives as well as from many reputable paid databases. Moreover, the data is gathered with the help of resellers, raw material suppliers and customers to ensure that the end result covers every detail of the Payroll Services market, making it a perfect tool for serious buyers of. this study.

Payroll Services Market: Competitive Landscape

The Payroll Services market report includes information on product launches, sustainability, and outlook for key vendors, including: (Ramco Systems, Paychex, ADP, Ceridian, NGA Human Resources, Paycom, BambooHR, Workday, namely, Infosys BPM, OnPay, Sage, Gusto, Intuit)

Click the Link for Free Sample Copy of Report @ https://crediblemarkets.com/sample-request/payroll-services-market-498995?utm_source=Komal&utm_medium=SatPR

Payroll Services Market: Segmentation

The Payroll Services market is split by type and by application for the period 2021-2028, the growth among the segments provides accurate tricks and forecast for sales by type and by application in terms of volume and value. This analysis can help you grow your business by targeting qualified niche markets.

By types

Payroll and bookkeeping services
Tax preparation services
Other accounting services

By applications

SME
Big business

Payroll Services Market: Regional Analysis

All the regional segmentation has been studied on the basis of recent and future trends, and the market is forecast throughout the forecast period. The countries covered in the regional analysis of the Global Payroll Services Market report are North America United States, Canada and Mexico, Germany, France, United Kingdom, Russia, North America, United States, Canada and Mexico. ‘Italy, Spain, Turkey, the Netherlands, Switzerland, Belgium and the rest of Europe in Europe, Singapore, Malaysia, Australia, Thailand, Indonesia, Philippines, China, Japan, India, Korea South, Rest of Asia-Pacific (APAC) in Asia-Pacific (APAC), Saudi Arabia, United Arab Emirates, South Africa, Egypt, Israel, Rest of Middle East and Africa (MEA) ) being part of the Middle East and Africa (MEA), and Argentina, Brazil and the rest of South America being part of South America.

Direct purchase this market research report now @ https://crediblemarkets.com/reports/purchase/payroll-services-market-498995?license_type=single_user;utm_source=Komal&utm_medium=SatPR

Main points covered by the table of contents:

Overview: Besides a comprehensive overview of the Global Payroll Services Market, this segment provides report outline to give insight into the nature and substance of the review study.

Analysis of the strategies of the main players: Market players can use this analysis to gain competitive advantage over their competitors in the Payroll Services market.

Study on the main market trends: This part of the report offers a more meaningful assessment of recent and future examples of the market.

Market Forecast: Buyers of this report will address accurate and approved valuations of all market sizes in terms of value and volume. The report further gives usage, creation, offerings, and various conjectures for the Payroll Services market.

Analysis of local growth: All critical regions and countries have been covered in the report. Neighborhood review will help uplift players to exploit rejected common business areas, prepare express philosophies for target regions, and consider improving each regional market.

Segmental analysis: The report gives precise and solid guesses about a slice of the pie of significant parts of the Payroll Services Market. Market members can use this review to pinpoint key interests in key development pockets of the market.

Do you have a specific question or requirement? Ask Our Industry Expert @ https://crediblemarkets.com/enquire-request/payroll-services-market-498995?utm_source=Komal&utm_medium=SatPR

Key questions answered in the report:

  • What will be the pace of development of the Payroll Services market?
  • What are the key factors driving the global payroll services market?
  • Who are the main manufacturers in the market?
  • What are the outlets, the risks and the contours of the market?
  • What are the sales, revenue, and price analysis of the major manufacturers of the Payroll Services market?
  • Who are the Distributors, Traders and Resellers of the Payroll Services Marketplace?
  • What are the Payroll Services market opportunities and threats faced by the vendors of the global Payroll Services industries?
  • What are Deals, Revenue, and Value Reviews by Market Types and Uses?
  • What are the reviews of transactions, revenue and value by business line?

About Us

Credible Markets is a new age market research company with a firm grip on the pulse of global markets. Credible Markets has become a reliable source for the market research needs of companies in a rapid period of time. We have worked with leading market information publishers and our reporting pool coverage spans all key industry verticals and thousands of micro markets. The massive repository allows our clients to choose from recently published reports from a range of publishers who also provide in-depth regional and national analysis. Plus, pre-booked research reports are some of our best deals.

The collection of market information reports is regularly updated to provide visitors with easy access to the most recent market information. We provide round-the-clock support to help you reuse search parameters and thus benefit from a full range of reserved reports. After all, it’s all about helping you make an informed strategic decision about purchasing the right report that meets all of your market research demands.

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FOTAS: Christmas recognition | Characteristics https://kelleypc.com/fotas-christmas-recognition-characteristics/ Sun, 26 Dec 2021 00:00:00 +0000 https://kelleypc.com/fotas-christmas-recognition-characteristics/ The last week of the year is a time of reflection for those of us at FOTAS – a time to take stock of our blessings, to consider the remarkable progress we and the Aiken County Animal Shelter have made. to make the world a better place for the Homeless, abandoned and abused animals of […]]]>

The last week of the year is a time of reflection for those of us at FOTAS – a time to take stock of our blessings, to consider the remarkable progress we and the Aiken County Animal Shelter have made. to make the world a better place for the Homeless, abandoned and abused animals of the county.

Since 2009, our rescue programs have expanded to include not only assistance with the care and rehousing of each adoptable animal that passes through the shelter, but also initiatives to help people keep their animals at home (such as raising county sterilization / neutral financial assistance for citizens in need, donation of pet food to community food banks, including our partnership with ACTS and Senior Service-Meals on Wheels, and the provision of human runners for dogs that have been tied to a chain their entire life).

In addition, we have also implemented programs to help people avoid returning animals to the shelter in the first place, such as our successful online Home-to-Home initiative and the TNR (Trap-Neuter-Return) for community cats.

This time of year is also a time for FOTAS to celebrate the many people who have contributed to our incredible success and made this trip so meaningful.

Thank you to Aiken County, our exceptional partner, for saving the lives of thousands of homeless animals in the county. The strength of its commitment is evidenced by the careful care and maintenance of the public animal shelter on Wire Road which opened in 2014. Our partnership has grown stronger year after year.

Thanks to Paige Bayne, Director of Law Enforcement and County Animal Services, Bobby Arthurs, Shelter Director and Animal Control Officer, Dr. Lisa Levy, Shelter Veterinarian and all shelter staff for their dedication to increasing the opportunities for every adoptable animal. to find a home forever and their willingness to implement new programs and practices that enhance these opportunities.

Thank you to the army of volunteers who make FOTAS ‘work possible – everything from welcoming, walking and socializing dogs, running dog playgroups, working on special events and fundraising, welcoming dogs, organizing transfers, organizing off-site adoption events; work on advertising, social media, financial records and accounting responsibilities, and coordinate FOTAS-Fix-a-Pet activities.

Like, for example, the 40 volunteers who gave their Saturday before Christmas to help us with the Home for the Holidays event which was held last weekend. Thanks to their sacrifice and commitment, 23 dogs and cats are in their homes forever.

And finally, thank you, the Aiken community, for your extraordinary generosity and support. You have enabled FOTAS to help the county provide the best possible care and outcomes for its shelter animals.

And here’s the best part: All that love, effort, commitment and hard work paid off. The live release rate at the shelter has increased from 5% (in the pre-FOTAS years) to over 90% in the past three years. This means that, despite the high stress and difficulties associated with overcrowding due to the consistently high intake and issues related to the pandemic, no adoptable pets have been euthanized.

This is a very big deal.

May God bless you and may you and your family enjoy good health and peace this holiday season.

Their life is in our hands.


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Nonprofit Technology: Cloud Technology Helps Modernization https://kelleypc.com/nonprofit-technology-cloud-technology-helps-modernization/ Thu, 23 Dec 2021 14:04:06 +0000 https://kelleypc.com/nonprofit-technology-cloud-technology-helps-modernization/ Cloud Solutions: How Nonprofits Can Use Office 365 Like Google, Microsoft offers a group of solutions for nonprofits, including discounts on application suites, collaboration tools like Microsoft Teams, business intelligence tools, and even high-level administrative tools. One of the best deals for nonprofits is an annual credit for access to the company’s Azure cloud management […]]]>

Cloud Solutions: How Nonprofits Can Use Office 365

Like Google, Microsoft offers a group of solutions for nonprofits, including discounts on application suites, collaboration tools like Microsoft Teams, business intelligence tools, and even high-level administrative tools.

One of the best deals for nonprofits is an annual credit for access to the company’s Azure cloud management services, valued at up to $ 3,500 per year. The company is also offering discounted access to its Power BI visualization platform and Dynamics 365 customer relationship management (CRM) tool.

Microsoft also offers free, self-paced training courses for nonprofit employees who want to learn about applications like Teams, Excel, and SharePoint.

Software Solutions: QuickBooks for Nonprofits

Accounting is essential for nonprofits, especially as their financial records are made public and scrutinized by potential donors. One of the most popular ways to do this is by using Intuit’s popular QuickBooks accounting software.

Intuit argues that the software is well suited for nonprofits in particular, in part because cloud-based QuickBooks Online can integrate effectively with different CRM platforms.

The company has partnered with TechSoup, an organization that makes technology tools available to nonprofits, to bring discounted versions of the app to nonprofit users.

MORE FOR ASSOCIATIONS: The tech trends that will shape the industry in 2022.

Software Solutions: How Nonprofits Can Use Adobe

Whether producing graphics, brochures, magazines, websites, or video projects, many organizations rely on Adobe’s design-driven offerings to generate and maintain their creative projects.

Adobe is also partnering closely with TechSoup to make available discounted copies of its popular tools, such as the extended Creative Cloud suite (which includes pillars like Photoshop, Illustrator, InDesign, XD, and Premiere) and the tool. Acrobat document management tool, which is important for use cases such as signing electronic documents.

Collaboration Solutions: How Nonprofits Can Use Zoom

Zoom is widely regarded as one of the big beneficiaries of the shift to remote working, as many people first learned about video conferencing during the pandemic. But nonprofits, which hosted a lot of virtual events during this time, also found Zoom to be a great option for fundraising.

The company is also working with TechSoup to offer discounted versions of the popular video conferencing suite.

Of course, having access to the software is only part of the equation when it comes to taking advantage of a tool like Zoom. Nonprofits need the right equipment to ensure a professional user experience. Therefore, purchasing the right AV equipment can prove to be a worthwhile long-term investment, whether your organization is working in a completely remote environment or is re-hosting in-person events.


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Sleek Expands Series A Funding Round to $ 25 Million https://kelleypc.com/sleek-expands-series-a-funding-round-to-25-million/ Fri, 17 Dec 2021 03:50:51 +0000 https://kelleypc.com/sleek-expands-series-a-funding-round-to-25-million/ Sleek, a platform providing incorporation and accounting services for SMEs and entrepreneurs, has announced that it has extended its Series A funding round to US $ 25 million, with the participation of the investor global EDBI based in Singapore and existing investors, in a mix of equity and debt. In November, Sleek announced that it […]]]>

Sleek, a platform providing incorporation and accounting services for SMEs and entrepreneurs, has announced that it has extended its Series A funding round to US $ 25 million, with the participation of the investor global EDBI based in Singapore and existing investors, in a mix of equity and debt.

In November, Sleek announced that it had raised US $ 14 million in the first close led by White Star Capital and Jungle Ventures.

Sleek said he would use the new funds to boost technology and product development, hire new talent, expand its presence in existing markets and enter new markets.

The company is licensed by the Accounting and Business Regulatory Authority (ACRA) of Singapore and the Monetary Authority of Singapore (MAS) under the Payments Act.

Sleek started operating in 2017 offering business registration services and then expanded its offering to provide accounting, tax and payroll services to its clients.

More recently, Sleek has started offering free business accounts to all of its clients.

SGD deposit accounts are able to collect and process payments, while handling accounting in an automated manner.

Additionally, Sleek will add payment cards to the service offering this month, making it easy for business owners to pay vendors, or even issue cards for all of their employees to make expense management easier. .

Adrien barthel

Adrien barthel

Adrien Barthel, Chief Growth Officer and co-founder of Sleek said:

“From day one, our mission has been to make it quick and easy for anyone to start a business.

With the latest addition of corporate account functionality, now more than ever, we are empowering ideas to become great businesses, without the friction and inefficiency that paper and offline processes bring. ‘

Julien Labruyere

Julien Labruyere

Julien Labruyere, CEO and co-founder of Sleek share,

“We are very happy and touched to welcome EDB Investments to our adventure.

As a Singapore-based company with a strong focus on building digital infrastructure for businesses to settle and grow, we are grateful for this unique recognition of our added value to the local ecosystem, and we look forward to working together in Singapore and beyond. . “

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Modern Fintech Accounting Zeni Expands C Suite with Key Executive Hires | National company https://kelleypc.com/modern-fintech-accounting-zeni-expands-c-suite-with-key-executive-hires-national-company/ Wed, 15 Dec 2021 14:02:27 +0000 https://kelleypc.com/modern-fintech-accounting-zeni-expands-c-suite-with-key-executive-hires-national-company/ PALO ALTO, Calif .– (BUSINESS WIRE) – December 15, 2021– Zeni, the AI-powered financial concierge today announced that it has appointed Carl Hekkert as CFO of Customer Success and Collin Cadmus as Chief Revenue Officer, both the first executives to hold these positions in the business. Hekkert and Cadmus join a period of rapid business […]]]>

PALO ALTO, Calif .– (BUSINESS WIRE) – December 15, 2021–

Zeni, the AI-powered financial concierge today announced that it has appointed Carl Hekkert as CFO of Customer Success and Collin Cadmus as Chief Revenue Officer, both the first executives to hold these positions in the business. Hekkert and Cadmus join a period of rapid business expansion for Zeni. Following the company’s $ 34 million Series B round of funding in August 2021, Zeni has doubled its workforce from 60 employees to over 120 in the past six months and plans to nearly double its existing workforce from by the end of 2022.

“At Zeni, we pride ourselves on attracting top talent who are not only experts in their field, but also align with our brand philosophy and mission,” said Swapnil Shinde, Co-Founder and CEO of Zeni. “Carl and Collin have decades of experience and a relentless focus on perfecting the customer experience, making them welcome additions to Zeni’s leadership as we enter our next stage of growth. “

In his new role as CFO of Customer Success, Hekkert will lead Zeni’s customer-facing finance teams and lead transformational finance, partner development and process initiatives on the Zeni platform. In addition to serving as the CFO of Zeni, his primary focus is on fostering client success by developing a world-class control team and working closely with the development team to continue to create the best. Zeni financial dashboard. For the past 25 years, Hekkert has held leadership positions at Motorola Solutions, Silicon Valley Bank, Agilent, HP, Varian and Juniper Networks. Prior to joining Zeni, Hekkert was the Chief Financial Officer of SymphonyAI, where he provided financial leadership for a portfolio of AI companies in the retail, industrial, media and financial services sectors.

“I am delighted to join the team as the company’s senior CFO and expand Zeni’s world-class finance team,” said Hekkert. “I have great confidence in the company’s ability to significantly disrupt traditional financial management processes to provide clients with the financial insight they desperately need. “

As Zeni’s Senior Director of Revenue, Cadmus will oversee sales, marketing and revenue operations with the goal of designing a customer experience that matches the needs and wants of the modern shopper. His main goal is to drive the growth of Zeni through innovative new approaches to sales and marketing, and he is responsible for creating an organization where all the revenue-generating functions of the business are aligned and integrated in a way. transparent. Cadmus is a seasoned SaaS sales leader who has hired and trained over 300 B2B salespeople, generating over $ 50 million in recurring revenue and over $ 300 million in exits. Cadmus has held a number of sales roles including Vice President of Sales at Aircall and Doctor.com, most recently working as a consultant and advisor to a range of leading companies including Avoma, Spiff Inc , CoSell, Dasha and preHIRED.

“I was drawn to the true culture of innovation and Zeni’s eagerness to take a more integrated approach to sales, marketing and revenue,” said Cadmus. “By basing the company on the principle that the best financial offer combines the greatest strengths of humans, AI and machine learning, Swapnil and Snehal have taken big risks compared to the standards of the industry, making Zeni one of the best-positioned technology companies of the next decade. “

Zeni is the only bookkeeping and accounting platform that provides real-time insight and flow analysis of a company’s key financial metrics through its AI-powered Zeni dashboard, including the burn rate analysis, fund inflows and outflows, universal search for transactions across a startup. financial stack, spending and revenue trends for each customer and supplier in their ecosystem, tracking operating expenses, and more.

To learn more, visit www.zeni.ai.

About Zeni

Zeni is the first AI-powered financial concierge for startups fueling high-speed decision-making. With Zeni’s intelligent accounting, accounting, tax and CFO services, startups have access to real-time financial information through their Zeni dashboard and a team of financial experts to manage each finance function for a fixed monthly rate: daily accounting, annual taxes, payment of invoices and invoicing, financial projections, budgeting, payroll administration, etc. Zeni was founded in 2019 by twin brothers and serial entrepreneurs Swapnil Shinde and Snehal Shinde, who also founded Mezi, the AI-based travel assistant acquired by American Express in 2018. Zeni raised 47.5 million dollars in funding to date, backed by Amit Singhal, Dragon Capital, Elevation Capital, Firebolt Ventures, Liquid 2 Ventures, Neeraj Arora, Saama Capital, Sierra Ventures, SVB Financial Group, Think Investments and Twin Ventures, and eminent Angel investors including Manish Chandra, Nickhil Jakatdar, Ed Lu, Anupam Mittal, Gokul Rajaram and Kunal Shah.

See the source version on businesswire.com: https://www.businesswire.com/news/home/20211215005237/en/

CONTACT: Émilie Pires

press@zeni.ai

KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA

INDUSTRY KEYWORD: PROFESSIONAL SERVICES SMALL ENTERPRISES TECHNOLOGY SOFTWARE FINANCE INTERNET ACCOUNTING

SOURCE: Zeni

Copyright Business Wire 2021.

PUB: 12/15/2021 9:00 a.m. / DISC: 12/15/2021 9:02 a.m.

http://www.businesswire.com/news/home/20211215005237/en

Copyright Business Wire 2021.


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New full-service tax consulting firm has opened in Lafayette Hill https://kelleypc.com/new-full-service-tax-consulting-firm-has-opened-in-lafayette-hill/ Mon, 13 Dec 2021 23:22:43 +0000 https://kelleypc.com/new-full-service-tax-consulting-firm-has-opened-in-lafayette-hill/ Greetings! We are delighted to announce the opening of a full service tax consulting firm located in Lafayette Hill, PA. Our mission is to help individuals and businesses obtain exclusive customer service in order to maximize the tax code to their advantage and develop long-term tax strategies that will create financial wealth. Good tax advice […]]]>

Greetings! We are delighted to announce the opening of a full service tax consulting firm located in Lafayette Hill, PA. Our mission is to help individuals and businesses obtain exclusive customer service in order to maximize the tax code to their advantage and develop long-term tax strategies that will create financial wealth. Good tax advice is about understanding the opportunities and financial positions to implement strategies that, over the course of a lifetime, can save hundreds of thousands of dollars in taxes. Take this opportunity to find a top-notch advisor who understands your vision and tax strategy or to assess whether you are satisfied with your current CPA / provider.

Owner and Founder Matthew Clark is a Chartered Public Accountant (CPA) with over 10 years of experience working with high net worth individuals and business owners at one of the leading accounting firms in the United States. grew up in Hatboro, started a family in Conshohocken and currently resides in Lafayette Hill with his wife, Brianna, and their two daughters. He is an alumnus of West Chester University and is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

The clients we speak with are interested in finding new ways to strategically reduce their tax obligations and alleviate the stress of managing their finances. Today’s tax laws are complex and constantly changing. Over the past 2 years, taxpayers have made an effort to ensure they stay in compliance for PPP loans, EIDL loans, incentive payments, etc. Long-time clients understand the importance of working with an experienced tax advisor who can save you time and money. . Start today to discuss the strategies available that you could use in your situation. Our service offerings include:

Business services: Accounting, QuickBooks Online Bookkeeping, Payroll, Strategic Business Planning, Financial Planning, Estate Planning, Asset Liability Analysis, Business Incorporation Services

Tax services: Commercial Tax Preparation (Business, LLC, etc.), Individual Tax Preparation, Gift, Trust, Inheritance and Inheritance Tax Preparation and Advice, Tax Planning and Projections, Tax Issues and Representation IRS / State tax audit, Taxation and accounting of crypto-currencies

Sectors and experience: High Net Worth Individuals and Family Offices, Law Firms, Healthcare Professionals, Manufacturing & Distribution, Retail, Real Estate, Financial & Investment Consulting, Aviation, Specialty Restaurants, Commerce, Entertainment, Entrepreneurs and more

With the ability to handle all of your needs securely online or in person, we can easily tailor our services to your needs. Join us to build an invaluable business and personal relationship to guide you in the world of tax advice. As the end of the year approaches and tax season quickly approaches, take action today to discover the opportunities available to you with a free tax consultation. Available by email at Matt.Clark@strategictaxadvice.com and by phone and text at 267-494-6200. You can also follow the firm on Facebook and Instagram.



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🌱 New late night Healdsburg bar + Drought update + Fast internet https://kelleypc.com/%f0%9f%8c%b1-new-late-night-healdsburg-bar-drought-update-fast-internet/ Fri, 10 Dec 2021 14:27:12 +0000 https://kelleypc.com/%f0%9f%8c%b1-new-late-night-healdsburg-bar-drought-update-fast-internet/ Hello, neighbors! Simone here with your weekend edition of the Healdsburg Daily. Better bundle up – it’s going to be cold. But with many cheerful holiday events to relax. First, your weather forecast for the weekend: Friday: Usually sunny but very cool. High: 54 Low: 35. On Saturday: Mostly sunny and even cooler. High: 51 […]]]>

Hello, neighbors! Simone here with your weekend edition of the Healdsburg Daily. Better bundle up – it’s going to be cold. But with many cheerful holiday events to relax.


First, your weather forecast for the weekend:

  • Friday: Usually sunny but very cool. High: 54 Low: 35.
  • On Saturday: Mostly sunny and even cooler. High: 51 Low: 45.
  • Sunday: Cold and rainy. High: 50 Low: 46.
  • Monday: No more cold, no more rain! High: 51 Low: 40.

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Here are the top 5 stories in Healdsburg today:

  1. A new bar arrives in downtown Healdsburg early next year. A wine bar, what? It’s called the Healdsburg House, and it’s the brainchild of a trio of Single Thread alumni. “Owners Evan and Jade Hufford and Ryan Knowles said guests at the Michelin-starred Single Thread are often interested in having a glass of wine after their meals – sometimes until midnight – with little availability after hours in the city, ”reports Sonoma Magazine. “They bet on this crowd after hours, with the eyebrows 2 p.m. to 2 a.m. in this sleepy countyOne of the owners adds, “I couldn’t tell a group that just spent $ 4000 on wine at a dinner party at Single Thread to go have a drink and a beer at John & Zeke’s.” new wine bar will be located at block south of the plaza on Healdsburg Avenue, right next to Lo & Behold, the new “small plates and cocktails lounge” will soon open where Mateo was. (Sonoma Magazine)
  2. If you see smoke coming from the top of Fitch Mountain tomorrow, don’t worry. The Healdsburg Fire Department and the Northern Sonoma County Fuels Crew plan to do a proactive “heap burn” all day Saturday. “The batteries were hardening for months while waiting for the right time to burnFirefighters say. “Rains are expected to follow the scorch to prevent embers from spreading. … Do not call 911 unless you can see the active flames. Moreover, because of all this operation, the Fitch Mountain Open Space Reserve will be closed 8 am to 5 pm tomorrow for everyone’s safety. (Facebook)
  3. With all this rain in the forecast it’s easy to forget were still facing severe drought forecast In the coming months. State water officials met this week to discuss new “emergency water conservation rules” for Californians that could go into effect as early as January. They also gave a spooky update on the water levels of Lake Mendocino, which empties into the Russian River and serves as the main water source in Healdsburg. “The gains of a series of record storms in October quickly disappeared… After a disappointing and arid November, “reports the Courthouse News Service, and Lake Mendocino” remains on the verge of completely drying up “.Lake Mendocino is still at significant risk of running out of water over the next year. It doesn’t help that the long-range forecast has “a third consecutive dry year” written all over it. (Courthouse News)
  4. Residents of Healdsburg could get a new high speed internet option in near future. A man who appears to be the real Dane Jasper, CEO and co-founder of Sonic.net, posted to the “What’s Happening Healdsburg” Facebook group this week to tell the neighbors that “the Sonic team is building in Healdsburg and will begin service soon. ” He says the the new service will be “10 Gigabit Internet, or approximately 10,000 Mbps” – and that “it’s good, much faster than any other service here or really anywhere”. More than 60 comments have accumulated on his post, including many from neighbors who want to know if the service will reach the more rural parts of Healdsburg. Response from Dane: “Sorry, not yet! If we really get high adoption in the city, which would make expansion more likely. So please spread the word. “(Facebook)
  5. In case you haven’t heard: The Historic Madrona Mansion at Westside Intersection and the roads of West Dry Creek, known for its “charming Victorian architecture,” “will reopen with a more modern look and relaxed menu” next spring, two years after being closed. It is renamed “La Madrona”. What is New Healdsburg! One thing will remain the same, however: Long-time chef Jesse Mallgren will still be in the kitchen. Under Mallgren’s leadership, the former Madrona mansion is said to have received a Michelin star for 13 consecutive years, but “was kicked out of the Update of the Michelin guide over the summer. “I guess we’ll see if he can regain his seat. For a taste of the new look of the Madrona, discover the renderings on the Eater SF food blog. (Eater SF & Sonoma Magazine)

Today’s Healdsburg Daily is presented in part by our friends at Verizon. They are building the fastest 5G network in the country. To learn how 5G will change lives for you and your community – and to access this amazing technology – click here. And thank you Verizon for sponsoring this community resource in Healdsburg!


Photo of the day in Healdsburg:

Evidence of the great Russian river flood in October, just “north of the old railway bridge”. (Photo courtesy of Mary Ruffatto)

Want to see your local photo here? Submit it for review. Just confirm in the email that you own the rights to the photo and that Patch has permission to repost it.


This weekend in Healdsburg:

  • The girls and boys basketball teams both won their first matches at Healdsburg REIBT High School Big Basketball Tournament this week, and will be playing a hometown championship today and tomorrow. Good luck, children! (Facebook & Press Democrat; paywall)
  • the The Healdsburg High School Wrestling Team feels also quite optimistic about a few tournaments they are having at home the following weekend. However: They are in desperate need of volunteers to help them get settled, run the snack bar and barbecue, score points, clean up, etc. “These two tournaments are a HUGE undertaking and it “takes a village” to successfully remove them“, say the team leaders. (Facebook & Facebook & SoCoNews Healdsburg)
  • Corazón Healdsburg, a local non-profit association, is also looking for volunteers for a “bilingual holiday party and family holiday party” they welcome in the night of Tuesday December 14 at Costeaux. (Facebook)
  • Did you know that there is free pipe organ concerts on the second Sunday of each month at St. Paul’s Episcopal Church on Matheson Street? This Sunday’s concert will be on the theme of the holidays. Songs on the program include “I Saw Three Ships”, “O Little Bethlehem”, “Ding, Dong, Merrily on High” and “O Come, All Ye Faithful”. The event will also be broadcast live on the church’s YouTube channel. (Healdsburg and YouTube inbox and patch schedule)
  • The Dry Creek Valley Association, a Healdsburg Rural Residents Advocacy Group seeks administrative and accounting assistance. Here’s how to apply. (Facebook)
  • A “very sweet” 1 year old epileptic poodle named Coco waiting to be adopted at the Healdsburg Animal Shelter. “Our CVC vets prescribed Coco anti-seizure medication and she is doing fine!” say the officials of the refuge. And they offer inexpensive ongoing veterinary services to anyone who adopts it. (Facebook)

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Simone wilson

About me: I was born and raised in Healdsburg, California where I was the editor of Healdsburg High School Hound’s Bark. Since then, I have worked as a local reporter for publications in San Diego, Los Angeles, New York and the Middle East. I am currently a Senior Product Manager for Patch.


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Former NY Pharmaceutical Company employee accused of embezzling over $ 1.38 million https://kelleypc.com/former-ny-pharmaceutical-company-employee-accused-of-embezzling-over-1-38-million/ Thu, 09 Dec 2021 00:32:17 +0000 https://kelleypc.com/former-ny-pharmaceutical-company-employee-accused-of-embezzling-over-1-38-million/ A former accountant at a New York-based pharmaceutical company faces a slew of charges after being arrested embezzling more than $ 1 million from her former employer, authorities have said. Maria Porras, 32, Long Island resident of Massapequa Park, former office manager of RXUSA, now based in Port Washington, Nassau County, has been charged with […]]]>

A former accountant at a New York-based pharmaceutical company faces a slew of charges after being arrested embezzling more than $ 1 million from her former employer, authorities have said.

Maria Porras, 32, Long Island resident of Massapequa Park, former office manager of RXUSA, now based in Port Washington, Nassau County, has been charged with 11 counts of allegedly stealing over $ 1.38 million to three affiliate companies. tied to his boss.

Specifically, Porras has been accused of:

  • Three counts of second degree robbery;
  • Four counts of criminal tax fraud;
  • Four counts of offering a false instrument of deposit.

Nassau County Acting Prosecutor Joyce Smith said that between 2015 and 2019, Porras was employed as an office manager for RXUSA, and as part of her duties, Porras had access to RXUSA’s accounting system. .

It is alleged that Porras’ position enabled him to generate checks drawn on RXUSA’s account and the accounts of two other affiliates, Eveready Wholesale Drugs, Inc. and PBM America Inc.

Business owner Robert Drucker passed away in March 2017 and the businesses closed in December 2019.

Porras’ scheme ended on November 11, 2020, when she was arrested by investigators from the Port Washington Police Department after discovering that she allegedly deposited RXUSA checks written to the company’s vendors and hijacked them. incoming checks to his personal account. Account.

Further investigation revealed that Porras allegedly embezzled $ 1,384,487.71 from the three companies between 2015 and 2020.

Smith noted that the New York State Department of Taxation and Finance also launched a separate investigation, which found that Porras did not report the income she allegedly stole on her personal tax returns and did not report the income she allegedly stole. ‘had not paid all of the taxes she owed from 2016 to 2019.

“This (woman) allegedly abused her position as an office manager at RXUSA, using her access to the company’s accounting system – and the accounts of two other affiliated companies – to deposit checks into her personal account and complete her pockets with over a million dollars in corporate funds over five years, ”Smith said.

“Unscrupulous employees who choose greed over principle will be held accountable by this office for their actions.”

Porras has been released and is expected to return to court on January 13, 2022. If found guilty on the main charge, she faces a sentence of five to 15 years in prison.

“Taxpayers who fraudulently evade their tax obligations deprive the state and our communities of essential funding for vital public programs and services,” said Acting Commissioner of the State’s Taxation and Finance Department from New York, Amanda Hiller.

“We will continue to work with all levels of law enforcement, including the Nassau County Attorney’s Office, to ensure that those who profit illegally at the expense of others are held accountable.”

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