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eNewsletters Posted - External Newsletter November 2011: 11/11/11 : 03:04 p.m.

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I've participated in some of my most productive client meetings sitting around kitchen tables! "If it's good enough for
my family and I to eat off of, it's damn well good enough to make business decisions on..." This type of thinking
typifies the heart and soul of American ingenuity: The Family-Owned Business ("FOB"). Some profound, yet often unreported statistics regarding Family-Owned Businesses include: [Read More]

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hot topics and upcoming events:
 

SRA CONFERENCE
SAN FRANCISCO
NOVEMBER 14-15, 2011


 


Security Research Associates (SRA) is a boutique investment banking and capital markets firm assisting fast growing public companies, in the small cap arena, with their capital and strategic advisory needs. SRA's banking focus is on working with companies between 50 million and 2 billion in market capitalization.

[Click Here]

ENTREPRENUER &
FAMILY-OWNED BUSINESSES WORKSHOP
ORANGE COUNTY
NOVEMBER 29, 2011


SingerLewak's Entrepreneur & Family-Owned Businesses Workshop is a unique service approach that identifies the tools necessary for E & F.O.B. decision makers to maximize their business enterprise potential.

[Click Here]

QUICK BOOKS:
THE PURCHASING CYCLE
ORANGE COUNTY
NOVEMBER 16, 2011


In this session we will cover the payables cycle, use of purchase orders, bills, paying bills by check, credit card, proper set up and use of credit cards, setting up sales tax groups and items, paying sales tax liabilities, adjusting sales tax liabilities, loan manager and much more.

[Click Here]

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Our Practices:
   
 

PCAOB PROPOSES TO REQUIRE DISCLOSURE OF ENGAGEMENT PARTNER'S NAME
The PCAOB issued Proposed Release No. 2011-007, Improving the Transparency of Audits: Proposed Amendments to PCAOB Auditing Standards and Form 2. The standard would amend auditing standards for public companies to require the disclosure of the engagement partner's name in the audit report and disclosure in of the audit partner's name in the PCAOB annual report Form 2 for each reportable audit, and disclosure of certain other individuals in the firm that participated in the audit report. [Read More]

   
 

TAX BRIEF - THE TAX MONTHLY NEWSLETTER
The Tax Brief is your valuable monthly resource to help you be up on the best practices in Tax.

For the October 27, 2011 Tax Brief, click here to [Read More]
For the October 5, 2011 Tax Brief, click here to [Read More]
For the September 2011 Tax Brief, click here to [Read More]

   
 

TAKE I.T. TO THE CLOUD - THE ERMS MONTHLY NEWSLETTER
Take I.T. To The Cloud is your valuable monthly resource to help you be up on the best practices in Enterprise Risk Management and Information Technology. [Read More]

   
 

 VALUATION SERVICES
In this environment of heightened scrutiny by regulators, investors, shareholders and other stakeholders, the need for an independent, qualified and experienced valuation advisor is more important than ever. [Read More]

   
 

OUR BUSINESS MANAGEMENT PRACTICE PROVIDES SERVICES TO SIMPLIFY THE COMPLEX ISSUES OF PRODUCTION COMPANIES AS WELL AS HIGH NET WORTH INDIVIDUALS.
Our personal CFO and back-office expertise includes:
• Personal and Business Financial Consulting Services
• Recurring Services: bill pay, payroll, insurance matters, etc.
• Family and Estate Services for high net worth individuals
• Production Accounting and Job Cost Services for production companies

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OUR SPONSORSHIP AND AFFILIATIONS

 

 

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