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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?

evolv Consulting

evolv is the leader in data & ai business transformation, driving value realization to enable your organizations most strategic initiatives. Our solutions offerings include Strategic Execution, Transformation & Adoption, Data Cloud Modernization, Innovation & Design, and Artificial Intelligence. evolv proactively partners with third parties, including AWS, Microsoft, and Snowflake, with whom we are an Elite Services Partner, to bring the best solutions to our clients. Our team applies a breadth of experience to reveal a wholistic view, optimal use cases, and common mistakes to ultimately achieve accelerated results. evolv has been named to the Inc. 5000 list, a list that recognizes the fastest growing private companies in America. Through 2024, evolv has been the Black Diamond Sponsor for Snowflakes Data 4 Breakfast events in Dallas, Houston, and Austin, as well as the Black Diamond Sponsor for the upcoming Snowflake World Tour in Dallas and Chicago. evolv was a Green Circle Sponsor for the Snowflake Data Cloud Summit in San Fransisco in June 2024, as well as multiple sponsorships with Data.World, ARCET Global, and Matillion.

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.

South Carolina Federal Credit Union

At South Carolina Federal Credit Union, we connect remarkable people with exceptional opportunities. We are passionate about exceeding expectations and providing "Life Simplified" experiences for our members, and were are proud to be an Employer of Choice organization where people matter. Weve been selected 11 times as one of the Best Places to Work in SC, six times as one of the Best Credit Unions to Work For nationally, and were currently on Glassdoors coveted Best Places to Work list for the fifth time. Our core values of honesty, teamwork, professionalism, positivity, and accountability, coupled with our ability to share the vision, help us to stand out as leaders within the financial services industry. We offer a full range of financial services, including savings and investments, checking, credit cards, and loans. We offer a personable environment, with convenience unsurpassed in our area. Credit union membership is ownership. We are not-for-profit and exist only for the financial benefit of our members. As a result, South Carolina Federal is able to pay competitive dividends on savings and offer attractive interest rates on loans. We invite you to visit our website to learn more... www.scfederal.org.

Viking Group Inc.

For over 100 years the name Viking has represented global leadership in fire protection. We lead the industry in quality and innovation because fire protection is all we do, and our single focus is to support and enhance the efforts of independent fire sprinkler contractors. We believe that protecting people and property from fire transcends the bottom line, and we never stop asking "what do our customers need to be successful?" Today, The Viking Group provides independent fire sprinkler contractors with integrated solutions for any fire protection challenge. Rely on Viking to deliver: Unmatched Quality: Our reputation has been earned by focusing on continuous improvement in all elements of our business – from the products we manufacture to the services we provide. Product Breadth: The largest selection of fixed fire protection products and services ensures single-point solutions for any fire protection challenge. Experienced Support: Knowledgeable customer service and technical support at every point in the project process. Innovation that Matters: From valves that are easier to install and maintain, to automated fabrication capabilities, Viking innovates to solve problems and strengthen your business. Everywhere You Need Us: With our global network of independent distribution partners and dozens of locations, Vikings products and services are available when and where you need them.