Rich Kane Selected as “Top 100 ProAdvisor” for Second Year

Rich Kane, CPA, Advanced Certified QuickBooks ProAdvisorWeltman Bernfield LLC is pleased to announce that Rich Kane, CPA, Weltman Bernfield, is included in the  Insightful Accountant (formerly 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.

2015 Top 100 ProAdvisor

 

 

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.

UPDATE, June 26, 2015: Intuitive Accountant is now Insightful Accountant.

May 2015 Tax Tips, Updates and More

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 Tax Tips, Updates and More

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:

2015 Readers’ Choice Top Pick “Best Tax Preparation Service”

Weltman Bernfield receives Readers’ Choice award for second time

Weltman Bernfield 2015 Readers' Choice TOP PICK Tax Preparation Services

We are thrilled to be named a Daily Herald 2015 Readers’ Choice “TOP PICK” in the “Best Tax Preparation Service” category. This is the second time we have received a Readers’ Choice award.

Thousands of readers participated in this year’s three-week Readers’ Choice campaign, which is intended to identify top businesses in the Chicago area in a wide range of categories . Over 22,000 votes were received. The businesses receiving the most votes in each category are judged to be the “top picks” and are featured in a special insert in the March 27 issue. The Daily Herald is the third largest daily newspaper in Illinois and serves over 100 communities from Antioch to Naperville, from Des Plaines to western Kane County.

Thank you to everyone who voted. We look forward to continuing to provide the expertise of a large CPA firm with the benefits of personalized service — for all of your accounting needs!

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