Murphy Bussiness July 2017

CLIENT TESTIMONIALS

“John Miller and Rock Solid Law are knowledgeable, accessible, and efficient! When I found out they did estate planning, real estate, and business law, it was the trifecta! They donate to Atlantic Beach Elementary, so I thought I’d try them. “They did my estate plan, then closed a house purchase/sale.As an attorney myself, I’m pretty critical of others; they were great.They put together a thoughtful plan, clear explanation, and reasonable pricing for a comprehensive estate plan.They also provided answers to a specialized A Case Study in the Transformation of a Nonprofit Client education means everything to us, and it means everything to our clients here at Barley, McNamara &Wild, CPAs &Associates. We recently worked with a large nonprofit that was overwhelmed with bookkeeping processes . Before coming to us, they had been using an outdated version of QuickBooks desktop software. As a result, they were encountering a number of issues, both internally and with their own clients. Our solution was to set them up with QuickBooks Online.We provided full training and got them up to speed on current processes. Our own bookkeeper

real estate issue and still closed on the property in under two weeks.

“Now, both asset protection and building new business entities are continuing concerns of ours. I know when I call or email, needing quick answers so I can get my work done, they are right on it.They are willing to work with my insurance and accounting professionals, as well as review existing policies and operating agreements. They make it easy on me.

“Plus, they are just good people!!!”

THE IMPORTANCE OF CLIENT EDUCATION

assisted with the step-by-step instruction, guiding the client through each element of the software. We worked with the nonprofit’s bookkeeper and CFO, and within a few days they were up and running. We answered their many questions about internal control and best practices. The training process was smooth and straightforward.

improved their financial outlook.The short-term investment will net them long- term gains.Additionally, with the updated software and training, they can sign up for an audit that will help them qualify for grants and other sources of funding. Thanks to our training, the nonprofit can do it’s accounting, payroll, tax documentation, and more from one centralized location. It’s secure, reliable, and easy to keep up to date.

Long-term, the nonprofit’s investment in new software, training, and processes

Rick Dwyer, Financial Advisor Favorite Food : New York-style cheese pizza Why this career: I love helping people and protecting their future; there is so much misinformation. I enjoy being a resource people can turn to for good information. – Lisa Pilgrim

MEET OUR TEAM

Lisa Pilgrim, CPA Favorite Food: Shrimp and grits; M&M’s Why this career: I started in

journalism, fell in love with ac- counting because there is always a right answer. I like helping business owners understand their company financially.

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