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CS&L CPAs is a full service public accounting firm that was established in 1954` We provide taxation, accounting, auditing and consulting services to individuals, businesses and organizations` CS&L is a widely recognized name in the community due to the outstanding reputation of our preceding partners: Bob Christopher, Rick Smith and Ed Leonard` We are comprised of approximately 50 professional staff members, including seven Principals, between our offices in Bradenton, Sarasota and Tampa (opening August, 2015)` We pride ourselves on our commitment to understand each client’s unique situation, provide a high quality service experience, and offer exceptional solutions based on our clients’ personal goals or business objectives` Our Principals and staff are highly involved in the surrounding communities; many serve on local non-profit boards, frequently attend community meetings and events, and support a variety of charitable activities` CS&L has been named “Small Business of the Year” by the Sarasota Chamber of Commerce, a “Best Place to work in Tampa Bay” by the Tampa Bay Business Journal and a “Best Company to Work for in Florida” by Florida Trend Magazine` We are a member of CPAmerica International, which allows us to offer our clients the best of both worlds: The attention of a local firm with the knowledge and resources of an international association`
PCR is the leading aggregator of total wealth data for ultra-high-net-worth families. The company uses a unique process significantly more secure than typical "screen scrape" technologies which rely on clients sharing their usernames and passwords. PCR helps Private Banks, Family Offices and leading RIAs better serve their clients with a consolidation of both electronic and difficult-to-acquire manual statement-based accounts. This enriched information is made available as analytic-ready data at an accuracy of 99.86%. PCR supports an architecture of self-serve data feeds, open APIs, web and mobile communication tools, and comprehensive client report packages.
Genivity is an AI software platform helping advisors engage clients and retain next generation heirs through life stage, health risk, & care cost planning.
Option 1 Credit Union is a Grand Rapids, MI-based company in the Financial Services sector.
The Small Business Financial Exchange is a non-profit trade organization that advocates for the safe and secure growth of small business in the commercial lending industry.