SJG Celebrates 25th Anniversary by Sharing the 25 Things That We Have Accomplished
As we continue our quarter-century celebration, we would like to say thanks to all of you who have reached out to offer their congratulations. Twenty-five years of experience means nothing without you.
Thus far our first two “25 lists” have been well received. We’ve got one more important list of “25” that we’d like to share today: The 25 Things That We Have Accomplished! We hope that you’ll enjoy reading this list as much as we did attaining it.
- Being Recognized as a Top Accounting & Estate Planning Professionals in Atlanta 5 Star Professional as published in Atlanta Magazine.
- Filing over 7,500 tax returns
- Serving 2,750 Individual Clients
- Assisting 1,475 Small Businesses
- Selected among the 2014 Best of Alpharetta Award in the category of Accounting.
- Servicing clients and their business who have generated more than $1 billion in revenues
- Filing returns in 24 states
- Filing returns in 10 countries
- Aiding in the formation of over 200 new businesses
- Successfully transitioning from homebased business to a professional office space in the heart of Alpharetta
- Completing the Philanthropic Advisory Leadership Institute (PALI) class
- Joining the BPAC Giving Circle
- Creating a fun work environment that promotes good work/life balance
- Employing 19 people
- Providing development opportunities for staff to move from up the ranks to Senior and Manager including an Educational Incentive Program.
- Assisting our intern in finding a permanent placement
- Assisting employees with degrees and certifications including CPA, MBA, MAcc and MPA
- More than doubling revenue upon move into Alpharetta office.
- Receiving recognition from NAWBO with WE Award
- Development and implementation of operational efficiencies program and rules of the game.
- Having the confidence to retain only clients that are a positive influence on the business
- Creating ANDREA Day
- Completing over 1,000 hours of CPE credits in areas ranging from tax law to technology
- Implementing robust technology that helps us better serve our clients
- Celebrating 25 April 15th Tax Deadlines with Tequila!
- Prepare tax returns and extensions timely, not October 15
- Provide polite, friendly, warm, caring and mindful service
- Offer tax planning and minimization strategies that save clients’ money
- Prepare income tax projections
- Communicate in a timely fashion
- Provide informed answers to questions and deliver advice
- Propose solutions for improving financial statements and accounting
- Ensure every single client receives personal touch
- Recommend operational efficiencies and best practices
- Ask questions, ask questions, ask questions
- Truly know and understand every client and look out for their best interests
- Perform due diligence for Mergers & Acquisition transactions
- Provide new business start-up consulting (entity selection, tax planning, payroll structure and accounting system)
- Offer QuickBooks training and customization
- Audit Representation before federal, state and local taxing authorities
- Provide Tax Notice Resolution
- Recommend professional resources
- Prepare financial statements that are useful for bankers, investors and management
- Provide tax notice resolution services
- Amend returns prepared with errors by previous firms/accountant
- Provide International tax filings including filings of FBAR (Foreign Bank and Financial Accounts)
- Deliver timely news in the format of our blogs, emails, newsletters and linked-in posts
- Be honest about what they really can and cannot do legally
- Always have chocolate ready at hand
- Make their perfect cup of Joe when clients walk in the door
- My Husband, Richard Gorowitz, who brought me coffee while studying for the CPA exam and took the kids on Saturdays and for the many tax seasons he has stepped up to the plate and did what needed to be done.
- The Jewish Federation of Greater Atlanta for their positive impact on my family and for me professionally through countless volunteer and participation opportunities including Day Camps, BBYO, Adult Leagues and most recently Berman Commons (Assisting Living) where my father-in-law now resides, Federations Investment Committee, PALI, Balser Symposium, and BPAC.
- All of the loyal and longstanding clients of more than 15-20 years including Applied Research Services (ARS), Delta, W3BG and Renew Computer.
- Andrea Utsey our Firm Administrator and office manager extraordinaire! A loyal employee since February 2004, Andrea is our first contact for our clients, the glue that holds us together and a great friend.
- My parents, Gerry and Anita Kinker, who taught me about work ethic by making me work in their business as punishment and whose dinner table conversations about business and investments impacted my business acumen and molded my beliefs.
- The partners, managers and supervisors from Rachlin & Cohen, Spicer & Oppenheimer, and Price Waterhouse whose mentorship and training helped me established skills across many disciplines of tax practice, accounting, financial statement preparation, audit and litigation support.
- NAWBO/WBO – which I joined my first month in business – and the many firsts they allowed me to accomplish: 1st committee, 1st board of directors, 1st Treasurer, 1st non-profit status application, 1st CEO roundtable and for the many friendships developed over the years.
- My children Amy and Alec who understand that April 16 is a holiday.
- Richard Morgan & Loraine DiSalvo of Morgan & DiSalvo, PC, for many years as a resource and trusted advisor.
- Vistage members, chairs and many friends made throughout the years.
- Leslie Kuban & Phil Kuban for great referrals and confidence in our firm.
- Atlanta Community Foundation for their educational opportunities and resources including PALI and BPAC giving circle.
- CPAFMA – formerly (AAA – Association for Accounting Administration) for providing industry specific best practices for accounting administration, policies, procedures and educational opportunities and peer group resources.
- My Grandma Dottie, whose advice when I was working and studying for CPA exam was that perhaps I should consider a different career so that I wouldn’t have to work so hard and would have weekends off.
- Congregation Dor Tamid (CDT) and Rabbi Ron Herstik providing a supportive religious community for my family.
- The Alpharetta Chamber of Commerce for being an advocate for business in my community that helps SJG and our clients to grow.
- Lori Evers and Tommy Marsh for their mentorship.
- Candace Spencer, CPA, MBA an employee for 9 years who provided trusted, valued service to clients.
- Ted Schwartz for helping us find our SJG home.
- My awesome referral sources for all they have brought us.
- The marketing firms we’ve worked with that have helped us to evolve and the contributions they have made to the growth of SJG, our processes and our messaging.
- MAP Group and Ben Loggins for peer support and industry best practices.
- The help and guidance from our reliable vendors and partners who have aided us with everything from printing to IT.
- Betty Owens for making our office space match our personality.
- The exemplary staff at SJG!
