BORBALA’S SCHEDULE
Weekly Live Roundtable Calls
SEMINARS and EVENTS
Register at BeyondTheNumbers.Club Thursdays at 2 p.m. EDT:
May 8: GKIC Cleveland/Akron Elite Mastermind with Dan Cricks May 9–10: EOA (Entrepreneur Organization Accelerator) Learning Days, Geneva on the Lake, OH May 12: Seminar held for the Chinese Chamber of Commerce, Independence, OH May 17: Women’s Business Center event, Cleveland, OH May 23: Cleveland Metropolitan Bar Association, solo and small law firm section, CLE May 31–June 11: Business trip to Beijing and Shanghai, China June 13: GKIC Cleveland/Akron Elite Mastermind with Dan Cricks June 14: EOA meeting and accountability group, Independence, OH June 21-24: Renegade CPA Superconference, Atlanta, GA June 28: Presentation at WBC’s Think Tank Thursday, Cleveland, OH
• May 17 • May 24
• June 24 • July 5 Client Advising and Coaching Days
• May 16 • May 22 • May 29
• June 13 • June 19 • June 27
Schedule at Borbala.AcuityScheduling.com Prospective client inquiries: Borbala@ConciergeCPAs.com
CLIENTS OF THE MONTH: THE BURL FAMILY
I have the privilege of introducing you to the Burl family: May, Michael, and their kids, Elizabeth and David. I’ve known the Burls for more than a decade now and love seeing them each year! The family moved to the U.S. from the U.K. and settled in northeastern Ohio. Michael is a scientist and has worked for a number of high-profile companies. May, who is originally from France, went back to school to earn a bachelor’s degree in accounting, all while working as a staff accountant and raising two beautiful, smart, well-adjusted kids! Both kids attended Ohio University on scholarships and graduated with engineering degrees. David got a prestigious job offer from IBM right out of college. Liz held hard-to-get internships with Google while in college, and was offered and accepted a job with them in San Francisco right after graduation. This past fall, David also got a job offer from Google and moved out west. My first in-person meeting with Liz was right after she graduated and was about to start working for Google. She asked her mom to drive her to my office to meet me in person — she felt she needed a CPA now that she had graduated and was working full time! How responsible and proactive is that? We talked about how we could
work together remotely, what
record-keeping she needed to do, and what tax-saving opportunities were out there for a young professional holding a W-2 job. I love how down- to-earth, kind, and hardworking the Burls are! They have smiles on their faces
each time we see each other, they come to their tax appointments prepared, and I get to hear stories about Liz and David’s exciting life at Google.
Michael, May, Liz, and David, thank you for being such good clients! I wish all four of you a great summer. See you next year!
–Borbala Banto, CPA
2 ConciergeCPAs.com
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