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OakStar Bank

OakStar Bank strives to prove each day that banking can and should be a joyful and fun experience. By creating a unique work culture that is rooted and cultivated throughout every aspect of the bank, OakStar team members love what they do, love the people they work with, and love serving the community. The banks commitment to their values and their culture has resulted in the creation of a uniquely new banking experience that is comfortable, warm, and completely relationship based… ultimately a place where customers look forward to going. OakStar Banks passion is to create a positive difference for its customers and leave a long-lasting legacy in the community.

Pathpoint

Placing small E&S risks shouldnt be hard. Pathpoint was built to make it faster and easier for retail agents to get great E&S coverage options. Quote and bind coverage for your small business clients online with one streamlined submission. Receive multiple bindable quotes for your clients in minutes, not days.

TruStone Financial Credit Union

TruStone Financial Credit Union is a member-owned financial cooperative based in Plymouth, Minnesota. Founded in 1939 by eight educators, it has grown to become Minnesota’s second-largest credit union, serving members across Minnesota and Wisconsin through 13 branches. The credit union emphasizes financial education, reflecting its origins as a teachers credit union, and operates under a "For Life" philosophy that prioritizes long-term relationships with members and community prosperity. TruStone offers a range of services, including digital banking for account management, loans for auto, mortgage, and personal needs, as well as credit cards and investment products. It also provides business solutions such as commercial lending and business account services. The TruStone Foundation promotes financial literacy through partnerships and scholarship programs, supporting youth education in the community. The credit union continues to grow through strategic mergers and technological investments, enhancing its member services and operational efficiency.

Proctor Loan Protector

Our lender-placed insurance, blanket insurance, and specialty insurance programs provide comprehensive coverage to financial institutions, government entities, property investors, and property & casualty agencies. Proctor Loan Protectors service solutions are powered by superior customer service, proprietary innovations, technology, and an experienced team. We perform insurance tracking, which includes policy procurement, mail processing, disbursement facilitation, and an award-winning borrower call center.

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?