December 18, 2012
The entire Steven M. Ellard, CPA team is excited to announce our recent firm merger with A.P. Franz, CPA. We want to take this opportunity to welcome each new client to the Steven M. Ellard, CPA family. We are dedicated to your success and will work in partnership with each of you throughout the year to ensure you meet your financial goals!
Al partnered with our firm to help ensure that his clients continue to receive the same great service that he and his staff have provided for many years. Over the past few months, our firms have worked closely together to maintain continuity in service and help each client feel comfortable and secure in the move.
With this said, we encourage our new clients to reach out and let us know what else we can do to help you. We always want to offer a rich client experience – both during the initial transition period and well into the future!
Again, we welcome our new clients from A.P. Franz, CPA! We look forward to being your trusted advisor for many years to come.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: