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First Legal

First Legal is the first comprehensive File Thru Trial™ solutions firm providing a single-source approach that enables us to simplify the litigation process for our clients. Our culture of innovation, trust, quality service, and depth of industry knowledge makes us uniquely qualified to bring relevant and timely solutions. Our suite of services, including court filing, eFiling, service of process, court reporting, eDiscovery, record retrieval, digital, and investigations, work together to ensure a personalized and effortless client experience. CA PI: 24171, AZ PI: 1551710, NV LICENSE: NV PI-PS: 1452, FIRM NO: 094F

Glenn Burdette

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.

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.