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Keeper is an app to help bookkeepers run a better month-end close. It is an all-in-one Client Portal, task manager, file QA tool, and management reporting app.
Turner Surety and Insurance Brokerage, Inc. (TSIB) is a full-service brokerage that specializes in controlled insurance programs and traditional property and casualty placements. The company focuses on construction risk management, serving owners, developers, and contractors. TSIB has extensive experience in managing construction risks, particularly through Controlled Insurance Programs (CIPs) and Owner-Controlled Insurance Programs (OCIPs), ensuring effective risk management and safety controls. TSIB has worked on over 450 healthcare projects, totaling more than $20 billion in construction volume. They offer customized insurance programs and reinsurance solutions, supporting the Managing General Agent (MGA) community. Their services also include consulting for professional services, surety programs, and various health-related benefits. TSIBs expertise in Wrap-Up programs helps manage construction projects comprehensively, from orientation to financial auditing.
Lockton Affinity is a division of Lockton Companies that focuses on underwriting and distributing specialty insurance products. It operates in markets that are outside the standard offerings, catering to unique insurance needs. Lockton Companies, the parent organization, is a global insurance brokerage known for its client-focused and family-owned approach.
West Coast Community Bank is a full-service community bank headquartered in Santa Cruz, California, serving Monterey, San Luis Obispo, Santa Clara, and Santa Cruz counties since 2004. The bank is dedicated to community involvement, actively supporting local well-being through participation and donations to regional nonprofit organizations. In 2024, it merged with 1st Capital Bancorp to enhance its capabilities and better serve the community, with plans to rebrand all branches as West Coast Community Bank by 2025. The bank offers a variety of financial services for both businesses and individuals. These include business loans, commercial real estate financing, asset-based lending, construction lending, and agricultural loans. It also provides SBA and USDA government guaranteed loans, credit cards, merchant services, and digital banking solutions. For personal banking, West Coast Community Bank offers competitive deposit solutions and consumer banking services. The bank is recognized as a leading SBA lender in Santa Cruz County and Silicon Valley, reflecting its strong support for local businesses.