Archives

Miller Grossbard Advisors, LLP

Houston-based Miller Grossbard Advisors, LLP (MGA) is a member of the Alliott Group, a worldwide alliance of independent accounting, law, and consulting firms. Given the firm’s affiliation with a large global organization, its philosophy of innovation and its employees’ passionate commitment to providing progressive services to its clients, may be somewhat unexpected. However, as Pauline …

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Beyond Your Books – Karen Dellaripa

Beyond Your Books – Karen Dellaripa

Founded in 2003 by Karen Dellaripa, CPA, Beyond Your Books is a fast-growing, New Jersey-based firm providing full-service, outsourced bookkeeping and payroll services for small to mid-sized professional services businesses as well as some larger corporate entities. As the name of the firm implies, Dellaripa, her co-founder Rich Strait, and the rest of their team …

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Penniwise Accounting & Tax Services

Penniwise Accounting & Tax Services

Penni Echols, owner of Penniwise Accounting and Tax Services, has been a loyal SmartVault user for the past three years…but not before testing the solution thoroughly. Prior to purchase, Echols evaluated another document management and storage system alongside SmartVault — comparing features and functionality. Echols was clear that she needed the right system in place …

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Growthforce

Growthforce

In 2009, Stephen King, CEO of Growthforce shared, in detail, his journey to the cloud and how it allowed him to build his highly successful bookkeeping and controller services enterprise. In our original interview from 2009, King explained that at the time there were no outsourcing options for bookkeeping and controller tasks. He stated, “No …

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Eva Harvey

Eva Harvey

Eva Harvey, owner of Office Management Services with 30 years of experience, admits that she held on to paper and manual processes for too long. Then, when her husband retired and they began preparing to move from California to Washington, she was sure that she would have to leave her business behind. “I thought about …

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Gary Kreitz, CPA

Gary Kreitz, CPA

Gary Kreitz, CPA and owner of Gary A. Kreitz CPA & Associates, Inc. has long been a fan of the digital firm and has consistently worked to turn his practice into a streamlined digital machine. For the first few years of his tax and accounting career, Kreitz worked for a large firm where paper was …

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Mark Grant, CPA

Mark Grant, CPA

Mark D. Grant, CPA and outsourced accounting firm owner, has long had a vision for his firm—to be completely virtual with the ability for he and his staff to work anywhere and at any time. Grant’s vision does not include filing cabinets, real estate, or other tethers that would keep him tied down to one …

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Accounting – Root & Associates

Accounting – Root & Associates

When Root & Associates set out to target a new and highly complex niche, they knew they needed a foolproof solution for web-based accounting and document management. After researching many options, SmartVault was the clear choice, with ease of deployment, minimal learning curve for his staff, and little to no business interruption to his clients.

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