| Name | Title | Contact Details |
|---|---|---|
Chelsea Sumrow |
Chief Marketing Officer | Profile |
The Helper Bees is a technology platform focused on enhancing the aging-in-place experience for older adults in the healthcare sector. Founded in 2015 and based in Austin, Texas, the company operates across all 50 U.S. states, Washington D.C., and Puerto Rico. It offers a wide range of non-medical in-home care services, including home care, home modifications, pest control, and meal delivery, all facilitated through its Aging-In-Place Provider Network. The platform features several tools to ensure quality care, such as automatic fulfillment that monitors service quality, digital invoicing and payment systems, and digital claims tools to streamline processes and improve data collection. Additionally, the company provides care concierge services to help individuals navigate their supplemental benefits and manage payments. The Helper Bees partners with major insurance carriers and health plans to improve in-home care delivery and reduce healthcare costs, making aging in place more accessible for seniors and their families.
Most businesses tackle accounting issues by hiring internally. Thats a mistake. Résumés are misleading. No candidate will fit long term. (Unicorns dont exist.) Recruiting is costly, slow, and unreliable. The results? * Inevitable turnover * Personality vs. company culture misaligned * Lack of proper training, management, and accountability Theres a better way to tackle this issue—with a dedicated financial SWAT team. Hi, Im Shirley Wiliani. Im the founder of A La C.A.R.T.E. Solutions. We serve businesses whose existing accounting infrastructure is hindering growth and profitability. WHO ARE OUR CLIENTS? Our clients are founders, business owners, and CEOs of privately held companies. They have annual revenues of $5M–$50M. WHAT PROBLEMS DO WE SOLVE? We help clients who: * Cant make decisions confidently due to inaccurate or untimely information * Lack high-level financial expertise * Have inefficient, paper-based processes * Use ancient, on-premises vs. cloud-based technology * Struggle with turnover WHAT DO YOU NEED? We provide: * Accounting and reporting (bookkeeping, financial statements, audit prep, bill pay) * CFO advisory (cash flow, budgeting, forecasting, process improvement, KPIs, due diligence) * Technology conversions (system implementations, data migrations) * Specialty services (SOPs, infrastructure evaluations) WHAT DO YOU GET? * Increased profits and cash flow * Increased credibility with banks, investors, and stakeholders * High-level financial expertise * Ability to make confident, timely business decisions * Reduced CPA fees * Ability to forecast and plan WHY US? We dont bill hourly. We bill flat monthly fees. You dont pay for time. You pay for results. READY TO TAKE THE NEXT STEP? Schedule a 45-minute discovery call: https://www.alacarte-solutions.com/discovery-call/ Together, we will: * Review challenges * Discuss goals * Assess resources * Consider timing/budget Do you have a financial SWAT team?
DESTINATION DEVELOPMENT Understanding what exists in your destination is important. Knowledge of your cannabis and hemp-related assets directly informs the strategy and program architecture. I engage and educate stakeholders, assess the destination, and develop a bespoke cannabis travel strategy and program that fosters long term success. The strategy may or may not include B2C product development i.e. trail, passport, newsletter. DESTINATION MARKETING The data shows that the cannabis-motivated active leisure travel audience is a high value audience that stays longer and spends more while in a destination. Through a dedicated cannabis travel program, I work with stakeholders to facilitate a steady flow of cannabis and hemp-related content that elevates the cannabis experience story in a sophisticated and brand aligned way. I advise DMOs on B2B and B2C content and marketing strategies. HOTEL SOLUTIONS Hotels are the heart of the travel ecosystem of a destination. Hotels greatly influence the overall experience for visitors. With a focus on guest experience, room nights, and turn-key incremental revenue opportunities, I help hotels understand, prepare for, and serve the cannabis and hemp CBD-interested hotel guest. Solutions include hospitality education, frontline staff support, and revenue generating opportunities in lobby, spa, and in-room.
Pinion is a business advisory provider, ‘U.S. Top 100 accounting firm, and global leader in food and agriculture consulting. With roots dating back to 1932, the firm has expanded upon traditional tax and accounting services to deliver increased value and growth for clients through its specialized advisory in the areas of sustainability, government affairs, farm programs, land/water management, financial management, succession planning, and business strategy – to name a few. Pinion provides insight and solutions for food and agriculture, biofuels, and manufacturing industries, as well as regionally-focused businesses. The firm serves domestic and international clientele from locations spanning the United States, Australia, and globally through partners and affiliates. Visit www.pinionglobal.com. *Attest services provided by KCoe Isom, LLP, a licensed CPA firm.