Welcome to Weltman Bernfield, a certified public accounting and business consulting firm located in the Chicago suburb of Buffalo Grove. We serve clients across the country, offering the expertise of a large CPA firm with the benefits of personalized service. Our accountants’ combination of education, experience and ongoing training means clients consistently receive efficient service and value. We provide a full range of services, including audit and attest, tax, valuations and more.
Congratulations to our firm administrator, Christine Golz, AAAPM! Christine Golz, AAAPM, received the 2015 ACE Award from the Association for Accounting Administration (AAA) at its annual recognition dinner on June 8, 2015. The event was part of the Association’s 32nd National Practice Management Conference, held at the Walt Disney World Swan and Dolphin Resorts in Orlando, Florida.
The ACE Award stands for Achievement, Commitment and Excellence and has been awarded to some of North America’s most experienced and respected CPA firm practice managers since its 1989 inception. As the AAA website explains, “Criteria the judges use for the selection process focus on leadership and the individual’s strategic impact o
n the firm’s profit and growth. Candidates for the Award have made major contributions to their firms by implementing and overseeing programs that contribute to the firm’s long-term growth; help the firm meet its strategic goals; improve firm profitability; help create an employee-friendly culture that encourages long-term staff retention; and emphasize the value of entrepreneurship, leadership, continuous learning, marketing and client service skills.”
“I could not do the job I am doing without Christine,” says Weltman Bernfield’s managing member, Glenn Mikell, CPA. “She is more than just the firm administrator and goes beyond all expectations. There is no one more deserving of this award, and no one is more proud than I am. The partners at Weltman Bernfield LLC can’t thank her enough for all that she does for the firm, now and in the future.”
Christine joined Weltman Bernfield in 2009. She serves on the Management Committee and is responsible for planning, organizing, directing and controlling day-to-day operations of the firm, and for directing implementation of firm policies. She is involved in all phases of administration, personnel, finance, facilities and marketing.
For more information, visit http://www.cpaadmin.org/articles/2015-ace-award-recipient-announced/
June 2015 General Client Newsletter
In this month’s issue:
Weltman Bernfield LLC is pleased to announce that Rich Kane, CPA, Weltman Bernfield, is included in the Intuitive Accountant “Top 100 ProAdvisor” list for the second year. This list recognizes the leading consultants who have embraced the ProAdvisor program and have leveraged it in order to serve their clients better and grow their own businesses. Rich was also named a 2014 “Top 100 ProAdvisor.” Click here for the full list for 2015.
Part of the Weltman Bernfield team since January 2011, Rich is an Advanced QuickBooks ProAdvisor, a member of the Intuit Trainers/Writers Network and Accounting Today Executive Research Council, a Certified Xero Partner and a Chicago Intuit Brand Ambassador. He is experienced in all facets of accounting, including client accounting and tax, and works with clients on day-to-day transactions. Rich graduated from Northeastern Illinois University with a bachelor’s degree in business and from Loyola University with a master’s degree in business administration.
May 2015 General Client Newsletter
Thank you for your feedback…
Thank you to everyone who completed our recent client satisfaction survey. At the beginning of May, we drew the winners for the three $50 Visa gift cards. This year’s winners are clients from Highland Park, Gurnee and Des Plaines, Illinois.
We are excited to hear how our clients feel about our service. On a scale of 0 (not satisfied) to 5 (highly satisfied), respondents rated us on average between 4.50 and 4.93 in the areas of communication, technical ability, accessibility, professionalism, helpfulness and overall quality.
Several respondents offered suggestions for ways to improve service, as well as services they would like to learn more about. These are being shared with the partners and staff for follow up.
We are continually working to provide excellent service to our clients. You are welcome to contact the partner in charge of your account directly to share your comments and suggestions or use our contact page.
In this month’s issue:
April 2015 General Client Newsletter
Have Questions? We’re Here All Year!
Many clients see their CPAs at tax time, when the main focus is on completing and filing their tax return. As a result, they may not take the opportunity to ask questions about long-term tax planning or about other important financial matters.
The good news is that we are available to you all year. We have a full-time, year-round staff of experts with extensive expertise in a broad range of financial areas. We’re ready when you are to review your financial situation and help you understand your options so you can make the best decisions. We’re also here in an emergency to help address unexpected financial concerns. Give us a call to discuss your important financial issues when they arise.
In this month’s issue: