HR Execs on the Move


 
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A La C.A.R.T.E. CFO Advisory, Accounting & HR Solutions

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?

A-MAX Auto Insurance

A-MAX Auto Insurance is a Texas-based insurance provider founded in 2002, with its headquarters in Dallas. The company specializes in affordable insurance solutions and has rapidly expanded to operate over 200 offices across Texas. In 2022, A-MAX entered the California market by acquiring Sameday Insurance, adding 10 locations in Southern California. A-MAX offers a wide range of insurance products, including auto insurance for cars, motorcycles, boats, RVs, and commercial vehicles. They also provide property insurance for homeowners, renters, and mobile homes, along with specialized services such as SR-22 certificates, Mexico tourist insurance, surety bonds, and notary services. Additionally, A-MAX has commercial solutions, including general liability and commercial auto insurance. The company operates two subsidiaries in Texas: ALPA Auto Insurance and Preferred Coverage Insurance Agency, catering to both non-standard and commercial/personal insurance needs. A-MAX focuses on delivering flexible, customer-centric service to individual consumers and businesses.

Midland States Bank

Midland States Bank is a community-based financial institution with over a century of history. As a subsidiary of Midland States Bancorp, Inc., headquartered in Effingham, Illinois, the bank is dedicated to supporting local businesses and residents. The bank offers a wide range of financial services, including commercial banking tailored for local businesses, wealth management with a focus on financial planning and investment services, and personal banking solutions that cater to individual needs. Midland States Bank emphasizes a personalized approach, aiming to be a supportive partner for customers during important life events. With a commitment to teamwork and community support, Midland States Bank promotes sustainable practices and social responsibility through its Environmental, Social, and Governance (ESG) initiatives. The bank continues to evolve under the leadership of CEO Leon J. Holschbach, focusing on enhancing profitability and competitiveness in the financial sector.

Union Advisors

Strategic growth advisor to FinTech and Wealth Management organizations

SISU

Sisu is an industry thought leader in the fields of robotics and automation. We take on complex engineering problems that often involve adopting or inventing new technologies. We are disrupting the cinema, industrial knife sharpening, welding, and other industries. With robots that are easy to program, its no wonder that we are one of the fastest-growing cinema robotics companies in the world! We provide a fast-paced and exciting work environment, built on values of hard work and family, attracting top talent from across the country. Sisu is located in beautiful Austin Texas and serves customers in the United States and around the world. Sisu is a Kuka Robotics System Partner and an alliance partner with National Instruments.