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Mission Statement Each day we make a personal commitment to go beyond - build deeper relationships, provide innovative solutions, work collaboratively as a team, serve our community, and be active stewards for the future of Glenn Burdette. Commitment to Service Accounting is often called a numbers business, but we view it as a service business. We are deeply committed to serving our clients, who are responsible for our success; our employees, who are the heart and soul of our firm; and our community, where we make our homes, raise our families and participate in activities that enrich our lives. Dedication to Clients Our goal is to go above and beyond for our clients, creatively applying our expertise and experience to meet their individual needs. We help them seize opportunities today, and offer solutions for their challenges ahead. We serve a diverse base of large, middle-market and small owner-managed businesses in a wide range of industries, and we are also proud to serve a number of nonprofit organizations, governmental agencies and individuals. Loyalty to Employees We foster an environment where hard work and client service are rewarded. In 2000, Glenn Burdette became the first CPA firm in California to become employee owned, developing an authentic investment in the professional development and personal success of our team. We believe that happy employees make the most satisfied clients. Involvement in Community Community service is integral to the culture of Glenn Burdette. Our employees serve on local nonprofit boards, and are active in chambers of commerce and service clubs from Santa Maria to Paso Robles.
We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
Wellabe is a U.S.-based insurance provider with a rich history dating back to 1929. Originally founded as American Republic Insurance Company, it rebranded in 2023 following a merger of six subsidiaries under American Enterprise Group, Inc. The name "Wellabe" reflects its commitment to reliability and long-term customer support. The company specializes in health and financial protection solutions, offering a range of insurance products. These include Medicare Supplement insurance, Hospital Indemnity coverage, Preneed Insurance for funeral expenses, Short-term Care Insurance, and Final Expense Life Insurance. Wellabe also partners with organizations like Start Hearing®, VSP® Individual Vision Plans, and CancerEDGE™ to enhance its supplemental health services. The company primarily serves older adults and retirees, focusing on their needs for aging, chronic conditions, and end-of-life planning. Wellabe is dedicated to customer-centric values, emphasizing integrity and community engagement.
Stillwater Insurance Group is a national insurance provider offering a full suite of insurance products and services. We strive to be the most respected insurance provider in the United States by setting and achieving the highest standards in quality products, service, customer experience and claims satisfaction. Stillwater is: Smart - we meet the evolving needs for homeowners, auto and business insurance Fast - We exceed expectations for customer and claims service Strong - Were ready when needed to help our customers get back on their feet We have an A+ accreditation from the Better Business Bureau. This recognizes our commitment to transparency, responsiveness, integrity and delivering on the promises we make. And we have an A- (Excellent) rating from A.M. Best, the leading insurance rating organization.
Acrisure Re is a leading re/insurance intermediary and corporate advisor/broker dealer, offering bespoke and innovative capital, risk, and program solutions. Our expert multi-disciplinary team leverage their combined experience, market data and leading analytics to provide the very best placement and execution strategies. Operating in Bermuda, Florida, Italy, London, Minnesota, New York, North Carolina, Seattle, Toronto and Zurich, our global team of experienced and talented employees are dedicated to driving a sophisticated, tech-enabled future for the (re)insurance industry.