CPa Archives - Page 8 of 10 - Business RadioX ®

Accountants Coach and Advisor Doug Hoffman

February 26, 2019 by angishields

Coach The Coach

Accountants Coach and Advisor Doug Hoffman

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Doug Hoffman has been working with a wide variety of clients, from small family-owned businesses to high net worth individuals, with their estate, tax, business, and personal planning for more than 40 years. He started his own CPA firm in 1977 and grew it from a sole proprietorship with no employees to a regional CPA firm with 5 offices and grossing several millions of dollars in fees per year. Doug will be retiring as managing partner of Hoffman Eells Group CPAs in January 2020 and will be devoting his time to Doug Hoffman, CPA; a firm dedicated to coaching and mentoring other CPA and accounting firms.

His passion in retirement will be to “pay it forward” by giving back his experience to the CPA and accounting industry coaching firms to effectively manage, market, grow, prosper and be more successful. He will introduce them to value added services so the firms can offer the same services to their clients thereby helping the clients manage, market, grow and prosper. This will be the best way to leverage his skills to as many small business owners as possible which is his reason “why”!

Prior to starting his own CPA firm, Doug worked for Price Waterhouse & Co. and was the controller (CFO) for the Lake Placid 1980 Olympic Winter Games. He also has experience of starting and operating thirteen businesses with his wife and his three adult children in their family business enterprises.

Doug is a consultant and principal in American Business Transitions, Inc. (www.CFO2grow.biz) (www.businessprofit2grow.com); an organization dedicated to consulting and coaching small, medium and family owned businesses. He is also a partner in Adirondack Asset Management, LLC, a personal financial planning and investment management firm dedicated to building and maintaining wealth of his clients.

He received his BS in Accounting from SUNY Plattsburgh and his MBA from the University of Connecticut. In addition to the CPA designation, he has also been accredited with the Personal Financial Specialist (PFS) designation by the American Institute of Certified Public Accountants.

Connect with Doug on LinkedIn.

FRAZIER & DEETER’S BUSINESS BEAT: Ken Nester, VSI

February 19, 2019 by John Ray

Business Beat

FRAZIER & DEETER'S BUSINESS BEAT: Ken Nester, VSI

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**Roger Lusby, Frazier & Deeter, interviews Ken Nester, VSI**

Ken Nester, VSI (Valve Solutions, Inc.)

Ken Nester is the CFO of VSI. VSI is a privately owned, small business that manufactures a wide range of valves and actuators for the commercial, industrial and municipal market. They currently sell through various distribution and manufacture representative channels throughout North and South America. Since their inception in 1995, VSI has also established several OEM agreements which include Siemens, Belimo, Rotork and Auma. VSI is headquartered in Alpharetta, GA and has recently constructed a facility in Midland, TX to improve product availability for their accounts west of the Mississippi. In addition to having ISO 9001:2015 certification, VSI strives to deliver the highest level of customer service. For further information, visit their website at www.valvesolutions.com or call one of their specialists at 770-740-0800. They are certain to have the ideal “valve solution” for your needs!

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice and Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, host of Frazier & Deeter’s Business Beat, is the Alpharetta Office Managing Partner for Frazier & Deeter.

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

Past episodes of Frazier & Deeter’s Business Beat

FRAZIER & DEETER’S BUSINESS BEAT: Bill Doyle and Wes Connors with Workiva

January 15, 2019 by John Ray

Business Beat

FRAZIER & DEETER'S BUSINESS BEAT: Bill Doyle and Wes Connors with Workiva

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Roger Lusby, Wes Connors, Bill Doyle, and Jason Sammons

Bill Doyle and Wes Connors with Workiva

Workiva, the leading cloud provider of connected data, reporting, and compliance solutions, is used by thousands of enterprises across 120 countries, including more than 75 percent of Fortune 500^® companies, and by government agencies. Our customers have linked over five billion data elements to trust their data, reduce risk, and save time. Bill Doyle is the Director of Strategic Partnerships, while Wes Connors serves as Strategic Account Director, Southeast Region.

Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is the Alpharetta Office Managing Partner for Frazier & Deeter. Jason Sammons is a Partner in the Process, Risk & Governance Practice of Frazier & Deeter.

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

Past episodes of Frazier & Deeter’s Business Beat

FRAZIER & DEETER’S BUSINESS BEAT: Daniel Peck from TAB Retail Remodeling

November 20, 2018 by John Ray

Business Beat

FRAZIER & DEETER'S BUSINESS BEAT: Daniel Peck from TAB Retail Remodeling

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Courtney Mishoe, Daniel Peck, Roger Lusby

Daniel Peck/TAB Retail Remodeling

TAB Retail Remodeling, Inc. specialize in crew specific interior remodel of big box retailers. They handle everything from merchandising, fixture install/breakdown, fixture anchoring, millwork, and graphics.

TAB Retail Remodeling has always operated with a competitive spirit, never settling for any thing less than being the best. Their merchandising, carpentry, racking, fixturing, and graphics teams are continuously required to fine tune their trades. TAB’s corporate management team has complete knowledge of and ability to perform all of their services offered.

Frazier & Deeter

Roger Lusby, host of “Frazier & Deeter’s Business Beat,” is the Alpharetta Office Managing Partner for Frazier & Deeter.

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

STRATEGIC INSIGHTS RADIO: Reno Borgognoni and Reno Borgognoni Jr. from RMBCPA

October 19, 2018 by Garrett Ervin

Gwinnett Studio

STRATEGIC INSIGHTS RADIO: Reno Borgognoni and Reno Borgognoni Jr. from RMBCPA

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Reno Borgognoni

Reno has over 30 years of experience in Accounting and Finance. After an internship as a staff accountant in a CPA firm, Reno began his career in Healthcare services in 1982, with a proven track record of accomplishments. Beginning as a Staff Accountant with one of the nation’s largest and leading healthcare providers, Beverly Enterprises, and progressing upwards to a Director of Finance and Management Information Services position. Reno joined with some close Beverly colleagues and spun off a new affiliate of Beverly, called ADVINET, introducing the first national preferred-provider network of sub-acute healthcare providers coupled with a nurse-staffed patient case management service. Successful in its market entrance, ADVINET was acquired by an insurance firm within just 4 years of operation.

Focused on his passion for his profession, Reno began public practice as a CPA, in May of 1988, in conjunction with his corporate career. Experiencing a relocation from Georgia to Arkansas in 1992 and then back to Georgia in 1999, the public practice endured and continues to grow.

Reno serves, since 1999, as the Chief Financial Officer and Board Member of a legacy client (and employer) MD&E, Inc., an IT staffing firm in Johns Creek, GA. Reno serves, since 2017, as the Chief Accounting Officer of Needle Wrieless Solutions, LLC, A Wireless IT consutling firm. This “Big Business” and executive level experience provides Reno a diversity of knowledge enabling him,and his firm, to provide higher levels of support to his clients today. Reno has obtained the following FINRA licenses: Series 6 – Investment Company Products/Variable Contracts Representative; Series 7 – General Securities Representative; Series 63 – Uniform Securities Agent State Law Exam; and Series 65 – NASAA-Investment Advisor’s Law Exam. Reno continues to operate the accounting, tax preparation and investment advisory services firm (nicknamed: RMBCPA) while offering fractional CFO services to clients of all sizes.

Reno Borgognoni Jr.

Reno Jr has shown an interest in accounting since high school. During his high school career, he took all business classes offered! Reno Jr graduated with a BBA in Accounting from the Coles College of Business at Kennesaw State University. By year-end 2015, Reno Jr completed the additional thirty hours of post-degree credit required to sit for the CPA exam, and continues to work towards that goal. Reno Jr joined the firm in January 2016, and handles monthly accounting services, sales and property taxes, and personal and small business income taxes.

FRAZIER & DEETER’S BUSINESS BEAT: Tim Lusby & Michael Rozmajzl with JRL Energy/JRL Coal

September 18, 2018 by John Ray

Business Beat

FRAZIER & DEETER'S BUSINESS BEAT: Tim Lusby & Michael Rozmajzl with JRL Energy/JRL Coal

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John Ray, Roger Lusby, Micahel Rozmajzl, Tim Lusby

Tim Lusby and Michael Rozmajzl/JRL Energy & JRL Coal

JRL Coal, Inc. (JRL) is a vertically integrated coal enterprise. JRL invested significantly in its turn-key capacity to extract clean coal using advance technology, efficiently cleanse and prepare coal in their state-of-the-art coal processing plant, responsibly store overburden in self-maintained refuse impoundment, and timely load and deliver coal through their new tipple and CSX rail loadout.

JRL recently acquired the assets and mining reserves, known as the Coalgood Operations, from Alpha Natural Resources. These assets and operations are located Southeast of the city of Harlan in Harlan County, Kentucky. The coal reserves located at this operation lie within the Middlesboro Syncline, a prominent geologic feature in the Southeast Kentucky. This region is known to possess high quality thermal and high vol metallurgical grade bituminous coal. This region is also known for producing coal with very low chlorine content (average of 200ppm or less).

The operations located at Coalgood have a long history. Coal mining began at the operation in the early 1920’s in the Harlan coal bed. Underground mining continued at the operation through the 1960’s in the Harlan and Limestone coal beds. Surface mining began in the 1960’s in the Harlan, Creech, Wallins, and Limestone coal beds. Underground mining continued in the Creech, Whitesburg, Wallins, Smith and Limestone coal beds until 1990’s. The operation has been idle since 2012, but JRL has recently reactivated surface and deep mining operations in the Whitesburg, Wallins, Smith, Wax, and Limestone coal beds.

Frazier & Deeter

Roger Lusby, host of “Frazier & Deeter’s Business Beat,” is the Alpharetta Office Managing Partner Partner for Frazier & Deeter.

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

FRAZIER & DEETER’S BUSINESS BEAT: Frank Broniec with Broniec Associates

July 17, 2018 by John Ray

Business Beat

FRAZIER & DEETER'S BUSINESS BEAT: Frank Broniec with Broniec Associates

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Frank Broniec with Broniec Associates

Broniec Associates performs accounts payable auditing and consulting services for large companies across the globe. They apply their expertise to make their clients more efficient and profitable. They distinguish themselves by their focus on integrity and quality of service.

Frazier & Deeter

Roger Lusby, host of “Frazier & Deeter’s Business Beat,” is the Alpharetta Office Managing Partner Partner for Frazier & Deeter.

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

FRAZIER & DEETER’S BUSINESS BEAT: Doug Guthrie with COMCAST

May 15, 2018 by John Ray

Business Beat

FRAZIER & DEETER'S BUSINESS BEAT: Doug Guthrie with COMCAST

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Doug Guthrie/COMCAST

Comcast Residential and Business Services
Innovation in Technology & Entertainment

With Xfinity, Comcast delivers the best in TV, Internet, voice, mobile, and home management, all working together to give customers instant access to the things that matter most – anywhere, anytime.

Frazier & Deeter

Roger Lusby, host of “Frazier & Deeter’s Business Beat,” is the Alpharetta Office Managing Partner Partner for Frazier & Deeter.

LinkedIn: https://www.linkedin.com/company/frazier-&-deeter-llc/
Facebook: https://www.facebook.com/FrazierDeeter
Twitter: https://twitter.com/frazierdeeter

FRAZIER & DEETER’S BUSINESS BEAT: David Deeter and Roger Lusby from Frazier & Deeter

March 21, 2018 by John Ray

Business Beat

FRAZIER & DEETER'S BUSINESS BEAT: David Deeter and Roger Lusby from Frazier & Deeter

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David Deeter and Roger Lusby/Frazier & Deeter

Headquartered in Atlanta, Georgia, Frazier & Deeter is one of the fastest-growing CPA firms in the United States. Their specialized F&D practice groups provide financial expertise for businesses and individuals looking to succeed in the changing global marketplace. Frazier & Deeter’s CPA professionals are available for a wide range of tax, audit, accounting and advisory services. They are widely-recognized in the industry for their practice innovations as well as their commitment to quality client relationships.