Client Lunch Handouts

Some of our Client Lunch presenters provide handouts to accompany their discussion. Below is a growing list of the topics that have been discussed.

Organization & Tax Overview
presented by Christopher O'Keefe, CPA, LLC and Kathleen Marsh

Tips on Website Success
presented by Beth Barnett, Sites2Beseen Website Development

Sites and Services Esmall Business Should Consider
presented by Phil Hertzler, TDC Design

Guide to Retirement Plans for Small Businesses
   

HOW TO COLLECT DEBTS IN VIRGINIA: DEBT COLLECTION FOR THE NON DEBT COLLECTOR
presented by Samuel J. Kaufman, Esq., Law Firm of Owen & Owens PLC

GFH Insurance Agency, Inc.
presented by Gerald F Hemphill, CIC, LUTCF

Alan Weiss Presentation
Secrets of the Ultimate Consultant: How to compete against anyone, in any economy, and maximize your fees in the process

Tax Changes and Planning
presented by Thomas J. Herr CPA, P.C. and Christopher J. O’Keeffe, CPA, L.L.C.

Bridging the Generational Gap
presented by Karin Winiarski, Side Tilt

Tech on a Shoestring
presented by Brian Korte, Brickworkz LLC

Information Technology & Telecommunications Brokers
presented by Danielle Luck, Take-A-Byte

IP Telephony Brief
presented by Dave Peterson, Central Virginia DataComm

Branding & Marketing
presented by Matt Potts, Terra Firma Marketing

How To Collect Debts in Virginia
presented by Samuel Kaufman, Esq., Law Firm of CowanOwen, PC

Decisions, Decisions...How To Evaluate Risks and Uncertainties
presented by Jeff Horton, Principal, Consulo Group, LLC

Retirement Plans
presented by Mike Lewandowski CPA, MBA, Investment Advisor Representative

Quick Books Agenda
presented by Donnie Oliver, Accounting Accuracy, LLC

Small Business Leadership
presented by Steve Perez, Journey Business Development, LLC

The Three Biggest Sales Mistakes Small Business Owners Make
presented by Will Turner, Dancing Elephants Achievement Group

Exit Planning Considerations For Business Owners
presented by Dean E. Heinberg, CPA, CVA, ABV, Valuation One, LLC

The Healthy Computer, A Seven Point Tune Up
presented by Patrick C. Wettstone, Managing Partner, Mr.Tech Support.

Make an appointment with Billy Ellyson, or call 804-780-0880