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We are a full service independent insurance brokerage firm. We have access to numerous national and regional carriers for personal and commercial product solutions for our clients. In addition to every day insurance solutions, our expanded markets enable us access to companies that specialize in retirement solutions. With over 15 years of advising our clients on risk management and insurance, we are able to confidently work with a young working professional just starting out, or the established high net worth family or closely held business with numerous needs. We leverage technology to make transitions seamless and our agency and carriers accessible beyond traditional office hours.
Accounting 501 (formerly Pery Consulting Group, founded by Rafe Pery) includes a team of 25 consultants with a broad range of experience in the non-profit sector from the day-to-day transactional accounting level up to the CFO level. Accounting 501 works exclusively in the non-profit sector and assists organizations that are experiencing rapid growth or operational challenges such as…a financial crisis, staffing transitions, accounting system clean-up, merger/reorganization, the need to establish and/or fine tune systems, policies, and procedures. At Accounting 501, we specialize in assisting organizations with complex private and public funding sources to maximize grants and contracts and to ensure compliance with grant requirements. We understand the importance of cost allocation as well as cost center reporting as key to meeting the goals of the organization.