Posts Tagged ‘Entrepreneurial Services’

Employee Spotlight — Sue Hott

Sue Hott has worked in the field of banking and finance for more than 30 years. She joined the Sponsel staff in the summer of 2017, and she serves as an administrative assistant to Sponsel partner Lisa Purichia.

In her position, Sue provides support to the departments of Entrepreneurial Services, Employee Benefit Plan Services and Human Resources.

Outside of work, Sue enjoys spending time with her family. (She and her husband are celebrating their 28th anniversary this November.) Alongside him and their two grown children, she loves shopping, kayaking, going to concerts and hitting the road on their Harley-Davidson motorcycle.

What Does Growth Look Like?

Lisa PurichiaBy Lisa Purichia
Partner, Director of Entrepreneurial Services

You’ve no doubt heard the old business adage, “If you’re not growing, you’re dying.” With the passage of tax reform, most experts say the outlook for improved growth is positive. When business leaders are more optimistic, they start making plans to grow their companies.

But what do we really mean when we say that? In other words, what does growth look like?

The most common meaning refers to growing revenue and profitability, or employees and locations. But positive growth doesn’t just mean expanding your bottom line or your roster. It can mean any number of ways to improve your organization’s processes and capabilities, as well as its reach.

For example, infiltrations into private data are now a constant threat. (For a good example, see the article below on the Meltdown vulnerability.) One form of growth would be to expand and improve your company’s technology and computer systems so it’s less prone to hacking.

Growth can also refer to increasing the skillset of your team, starting with the business leader. If you’re the owner or manager of a company, ask yourself if you have grown in your leadership skills. Have your coaching skills improved? Can you think of ways you can better apply technology to serve your customers? Do colleagues and employees viewing you as providing the right kind of leadership the organization needs?

Take a look at your interpersonal skills, and question if there is room for growth. Do you fully recognize your strength and weaknesses, and know how to best leverage those with employees, clients, stakeholders and everyone else important to the company’s success?

Another way to grow your organization is to look at the rules, regulations and best practices that pertain to your industry, to see if your business is up to competing in the marketplace. If the business environment has changed, do you need to bring your team up to speed? For example, the public accounting profession has largely moved away from paper records to digital ones.

If entering your office feels like walking back in time 20 years compared to your competitors, it’s time to grow your technological capability. Think about rotating in new computers, copiers and other equipment used on a daily basis. Is your workspace ergonomically suitable to attract and retain the best talent?

Are you making it as easy as possible for people to do business with you? For example, many companies use electronic signatures today instead of paper documents. If you’re making your customers physically mail in or fax their paperwork, your company is behind the curve. Look for growth in processes and procedures that can improve efficiency and make it simpler for clients to conduct business.

As you’re talking about what kind of growth your organization will pursue, include all your important stakeholders in the conversation – clients, vendors, employees, business partners, etc. People prefer to work with a company that is a growing, up-to-date enterprise. Top employees seek to work in such a place.

As you’re thinking about growing the company, make sure it is the type of growth that is responsive to the needs of those you serve. Sometimes bigger is better, but it’s also wise to grow your business’ capabilities. That can then lay the path forward toward a “better BIGGER!”

When you are experiencing the right kind of growth, your company will be one that people seek out to do business with, rather than one they run away from.

If you need advice on how to best grow your organization, please contact Lisa Purichia at (317) 608-6693 or email lpurichia@sponselcpagroup.com.

 

Employee Spotlight – Aimee Woehler

Aimee WoehlerAimee Woehler joined the firm a little over three years ago as a Staff accountant in the Entrepreneurial Services department after an extensive background in the not-for-profit sector. In July of this year her hard work and dedication to finding value for clients was rewarded with a promotion to Senior Accountant.

A Certified QuickBooks ProAdvisor, Aimee sets up QuickBooks for clients and trains their teams with using it, in addition processing payroll, quarterly payroll returns and ongoing bookkeeping services.

Aimee volunteers her time extensively, including the past 14 years with the Juvenile Diabetes Research Foundation, co-chairing their annual Walk to Cure Diabetes and lobbying lawmakers for diabetes research and education. She serves as volleyball coordinator for the girls’ team at St. Barnabas Catholic School. In June 2017 she was elected Treasurer of the National Association of Women Business Owners. Aimee also serves on the House Corporation Board for Kappa Delta Sorority at Indiana University.

Born and raised in Columbus, Ohio, Aimee moved to South Carolina to finish high school and attend Clemson University, where she earned a bachelor’s degree in accounting. She and her husband, Terry, have two teen daughters, Gwen and Grace, and live on the Indianapolis Southside.

Employee Spotlight: Mary Ferguson

Mary FergusonAs a Manager in the Entrepreneurial Services department, Mary Ferguson has a wealth of experience helping clients with their internal accounting and bookkeeping needs. She is a QuickBooks Desktop and QuickBooks Online Certified Pro Advisor who helps businesses and organizations with the setup, installation and training of QuickBooks.

Mary also provides payroll processing, Family Office services, bookkeeping on loan services and financial statement review and analysis. She has a bachelor’s degree in business and accounting from IUPUI, having grown up in Indianapolis and attended school here, including Forest Manor Middle School and Arlington High School (which will become a middle school next year).

Like a number of other Sponsel CPA Group employees, Mary joined the firm at its inception, and has watched the company grow, helping foster new talent and expand the organization’s capabilities.

Mary has been married for 34 years to Stan, and together they have two sons, Pleas and Zachary, and one granddaughter, Tierra Renee. Their son Zachary and his wife, Brittany, married last June and are expecting a baby boy in January. In her spare time, Mary enjoys sewing, walking and serving on the board of the Greater Gethsemane Missionary Baptist Church Summer Youth Academy (SYA).

Brocklehurst retires; Hott joins staff

Sue HottKatie BrocklehurstThe entire Sponsel CPA Group family is sad to bid farewell to Katie Brocklehurst, our longtime administrative assistant for the Entrepreneurial Services team, who is retiring at the end of the month. Katie has worked with us for many years and will be sorely missed both for her dedication and her positive impact on those around her. We also wish to welcome Sue Hott, who has joined the firm and will be taking over Katie’s position.

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