We are excited to welcome Taylor Herb to Bay Business Group as a new Accountant! She has over 6 years of experience in corporate accounting and is a great addition to our growing team!
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In accounting, it’s easy to focus on the numbers— but what people don't realize is the importance of the relationships built along the way. BT Partner, Chris Roane, CPA, CFE, CHC, firmly believes in this and has seen firsthand how collaborating with colleagues and understanding clients’ unique needs shape a professional journey. These connections form the foundation of our work and make a career in accounting truly rewarding.
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Our next November spotlight is Stella Giotakis! Stella Giotakis joined Mathieson, Moyski, Austin & Co., LLP in December 2022. She has over 30 years of experience as an administrative assistant in the public accounting industry. If you would like to get to know even more about Stella, our firm, and other hot topic accounting issues you can subscribe to our newsletter here: https://lnkd.in/eyMtEzBb
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We feature the story of Mr. Marvellous Apreku, our L&D coordinator. His journey into the world of accounting is unconventional. This is his story. https://lnkd.in/egiKdwtE
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Day 15 of getting to know your Accountant - Lisa Rozegnal!
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Day 13 of getting to know your Accountant - Wendy Helm!
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Happy work anniversary, Ashley! Here's one thing we're thankful for to celebrate each of your eleven years with our team: 1. Financial expertise: You manage the firm's finances efficiently, ensuring smooth operations. 2. Client relationship management: You maintain consistency for our clients, enhancing trust and satisfaction. 3. Organizational skills: You keep the firm's accounts and records well-organized and easily accessible. 4. Compliance awareness: You stay up to date with financial regulations specific to our practice. 5. Resource allocation: You help optimize the use of our resources, including our best resource: our people! 6. Reporting and analytics: You provide insightful financial reports that aid in decision-making. 7. Billing efficiency: You streamline our billing process. 8. Budget planning: You assist in maintaining smart budgets for the firm. 9. Cost-saving initiatives: You identify areas for potential cost savings without compromising quality. 10. Technology integration: You implement and manage technology that improves the firm's efficiency. (Frankly, we could have written all eleven bullets about your technology expertise!) 11. Team support: You collaborate effectively with attorneys and staff. Cheers to eleven years! #pwwlaw #elderlaw #estateplanning #team #workanniversary
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Day 10 of getting to know your Accountant - Amber Tiller!
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Founder-focused | Bridging the gap between why prioritizing mental health is not just a personal choice, but a critical business strategy | Purpose-driven optimist
"You literally saved my company." These were the exact words from my client, Trista. She said this to me in person with happy tears in her eyes and of course, I shared in those tears of joy. Everything seemed great for the 6 year old company - ↳ Staying busy ↳ Great customer feedback ↳ Expanding their product line ↳ Working with big time clients In reality, they were losing tens of thousands of dollars and great employees. She didn't have the time to lead because she was too busy managing. There were no systems in place for sustainable growth. Instead of running from the truth, we began building a better future by: → Identifying 3 high level goals → Deconstructing each goal to tactical → Setting up SOPs and process documentation → Incorporating automation + outsourced accounting So just like the fireworks going off in celebration of the 4th of July holiday... We celebrated her company hitting 6 figures in 8 months of working together.
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