BORBALA’S SCHEDULE
Seminars and Events Dec. 6: Edward Jones Open House, Seven Hills, Ohio Dec. 7: Client Group #1 Appreciation Luncheon in our Boardroom Dec. 7: Advocacy & Communication Solutions Holiday Party, Hilton Downtown Cleveland Dec. 10–17: Borbala and Laszlo are out of the country with limited phone and internet connection. Amy and Monica will be in the office. Dec. 21: Concierge CPAs Holiday Luncheon
Weekly Live Roundtable Calls
Register at BeyondTheNumbers.Club Thursdays at 2 p.m. EDT: • Dec. 6 • Dec. 20 •
Dec. 27
Client Advising and Coaching Days
• •
Dec. 4–5
•
Dec. 27–28
Dec. 19–20
Schedule at Borbala.AcuityScheduling.com Prospective client inquiries: Borbala@ConciergeCPAs.com
CLIENT OF THE MONTH Advocacy & Communication Solutions
A: Early on, we’ve been intentional about maintaining a small and purposeful portfolio — keeping the number of clients low in order to give them the time and attention they deserve and also making sure routine things like paying bills are completed in a timely manner. We’re also finding new ways to take care of our employees like an attractive 401(k) program, annual off-site staff retreat, and other benefits. It’s not always easy to maintain that balance and every day is a challenge, but having the privilege to work with organizations we respect and on issues which we have a passion and commitment makes it worth it. Q: I know you travel a lot and work virtually from anywhere. What are some technology tools that you can’t live without? A: Sounds simple, but it’s certainly our jetpacks. We do not rely on hotel or airport internet for various reasons, so those little things allow us to keep things moving wherever we go, even in rural areas of the country. Q: What do you like best about what you do? A: Since our firm is nearly 15 years old, we are fortunate enough to be able to choose the work we do and who we partner with. Leveraging that decade and a half of experience on their behalf to create lasting change for the people our clients serve is very satisfying. We are lucky to do the work we do. Q: Where do you see ACS in the next 15 years? A: Continuing to do the work we love with organizations, agencies, and people that are committed to have a long-lasting impact on communities across the country!
I have the privilege of introducing you to Lori McClung and Scarlett Bouder , owners of Advocacy & Communication Solutions, LLC. The two of them, along with senior strategist Rebecca Cohen, are true subject matter experts when it comes to strategic communication, government relations, policy analysis, media relations, and strategy development services for national, state, and local organizations. ACS is one of the only female-owned consulting firms in Ohio and has gained a national reputation. In January, ACS is celebrating their 15th anniversary, and we have had the privilege of supporting them on the financial and accounting side for 13 of those years. Q: What are some lessons you learned when it comes to managing both your client load and running a business?
2 ConciergeCPAs.com
Made with FlippingBook flipbook maker