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Mass Bankers has been a devoted champion and supporter of Massachusetts banks since 1905. Banking has the power to change communities, one person at a time, one business at a time. By supporting our banks, we like to think we can change Massachusetts, too. Were here for banks to be there. Weve spent over a century creating resources, changing policy, and providing a common ground for banks in Massachusetts to be the best they can be. Because all of us can be better. Massachusetts banks provide support, education, and opportunity for the members of their communities. At Mass Bankers, our job is to make sure our member banks are able to do their best work. From providing educational resources to advocating for meaningful change, we make sure that banks in Massachusetts have all the tools they need to support the people around them. We support our member banks through: • Professional Development • Advocacy • Member Services • Community Website http://www.massbankers.org Phone 617-523-7595 Industry Banking Company size 11-50 employees 40 associated members Headquarters Boston, MA
Geneva Consulting Group (GCG) is a global network of Management Consulting Firms. We support companies and entrepreneurs across many different countries and industries in important decisions related to strategy, organisation & HR, technology, turnaround & transformation. Whether in Spain, the United States, Indonesia or Argentina, our firms share one common mindset – a ‘can do entrepreneurial vision and attitude. But more so in GCG, our independent minds take pride in providing a fresh perspective, working collaboratively across the world.
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?
Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.