BLOC - Business Leaders of Charlotte
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BLOC Member June News & Notes
June 2009 - BLOC-Uptown member Liz Kunz with Girls on the Run International is pleased to share that the organization has moved ...
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BLOC Member May News & Notes
May 2009 - BLOC-Uptown member Courtney LaLone and Ballantyne member Daniel Cooper and the entire Toler, Bly & Associates Te...
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BLOC Member April News & Notes
April 2009 - BLOC-Ballantyne member Ted Peterson, with Carolina Office Solutions, has been honored as a winner of the 2008 Top En...
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BLOC member companies provide businesses valuable products and services in addition to supporting local community efforts. For more information on how you or your company can get involved with BLOC, click here.

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Company Name:
Allstate Insurance Company
Benjamin Helbein Agency

Company Address:
401 East Blvd., Ste. 200
Charlotte, NC 28203

Contact Information:
Name: Benjamin Helbien
Email Address: bhelbein@allstate.com
Phone: 704-714-2520
Fax: 704-714-2510

Company Website Address:
http://allstate.com/bhelbein
Brief Company Description:

At the Benjamin Helbein Agency we listen to your comments, concerns, needs and desires and then bundle those needs, goals and wishes into a protection plan that offers you peace of mind and security and allows you to reach your life long dreams. We offer a wide range of services from auto, home and life insurance to all your commercial insurance needs as well as financial services and planning. I strive to provide my customers with insurance products and services that enhance their quality of life, consistently exceed their expectations and foster long term relationships. For a new refreshing approach to insurance, give me a call.




Company Name:
ATCOM Business Telecom Solutions

Company Address:
3330 Oak Lake Blvd.
Charlotte, NC 28208

Contact Information:
Name: Jeff Lamont
Email Address: jeffl@atcombts.com
Phone: 704-602-2917
Mobile: 704-575-0808
Fax: 704-602-2999

Company Website Address:
www.atcombts.com
Brief Company Description:

ATCOM has been a leader in Telecom Solutions for 30 years. We specialize in offering solutions to our more than 5000 customers. Providing Business Telephone systems from some of the most recognized names in the industry. We sell and service everything from small phone systems with Voice Mail to larger VoIP systems with Unified Communications and Call Center Solutions. ATCOM also offers simplified Local, Long Distance and Internet. Consolidating services from some of the top providers allows our customers to place one phone call to make changes on all of these services. Jeff personally started with ATCOM in 1994. He has seen all of the changes in the telecom industry and can help guide companies through workable solutions with a true cost-value approach.




Company Name:
BB&T Home Mortgage

Company Address:
6304 Weddington Rd.
Matthews, NC 28104

Contact Information:
Name: Jon Massachi
Email: JMassachi@BBandT.com
Phone: 704-243-7590
Mobile: 704-650-9568
Fax: 704-843-1863

Company Website Address:
BBT.com/mlo/JMassachi
Brief Company Description:

BB&T Home Mortgage offers attentive, professional service and complete financing options for your property. We want to make the process of choosing and applying for a loan as simple as possible. We offer short term and long term solutions for purchasing new homes, investment properties, building a home, or refinancing your existing property. We have programs for everyone from first time homebuyers to retirees. Call Jon for your mortgage today!




Company Name:
Carolina Connections, Inc

Company Address:
3012 Mannington Dr
Charlotte, NC 28270

Contact Information:
Name: Michael Barnes
Email Address: michael@carolinaconnectionsinc.com
Phone: 704-210-8430

Company Website Address:
www.carolinaconnectionsinc.com
Brief Company Description:

Carolina Connections Inc., with ten years experience, specializes in pre-employment screening services with nationwide coverage, competitive pricing, and fast turnaround. Carolina Connections can provide you with background information, which will allow you to make sound and accurate hiring decisions. Some of our services include, but are not limited too: State Criminal Records, State DMV Records, Drug Testing, Social Security Verification, Education Verification and TRAC Reports.




Company Name:
Carolina Office Solutions

Company Address:
11520-C Granite Street
Charlotte, NC 28273

Contact Information:
Name: Sammy Alhmad
Email Address: sammy@carolinaofficesolutions.com
Phone: 704-587-5411
Fax: 707-587-5412

Name: Mike Waite - Business Development
Email Address: mike@carolinaofficesolutions.com
Phone: 704-587-5411, ext. 26

Company Website Address:
www.carolinaofficesolutions.com
Brief Company Description:

Carolina Office Solutions buys and sells quality pre-owned office furniture. Showroom/Warehouse of over 30,000 square feet filled with workstations, desks, seating, tables and everything in between. COS also offers a wide range of NEW furniture to supplement any office. By appointment only please.




Company Name:
CC Communications, Inc.

Company Address:
205 Regency Executive Park Drive
Charlotte, NC 28217

Contact Information:
Name: Loretta Cozart
Email Address: lhcozart@cccom.com
Phone: 704.543-1171 ext. 121
Fax: 704-543-9886

Company Website Address:
www.cccommunications.com
Brief Company Description:

CC Communications has risen to become one the most successful and technically advanced online communications companies in the Carolinas. Delivering high quality creative design and strategic marketing services produced specifically for Web and interactive media applications, CC Communications offers the experience and resources to successfully guide and implement your project. The CC Communications staff combines years of new media marketing expertise, creative conceptualization and state-of-the-art graphic design, with advanced technical expertise to get the job done.




Company Name:
Charlotte Techsupport

Company Address:
9305 Monroe Road Suite L
Charlotte, NC 28270

Contact Information:
Name: Tony Shannon
Email Address: Tony@charlottetechsupport.com
Phone: 704.814.6011
Fax: 704-814-6177

Company Website Address:
www.charlottetechsupport.com
Brief Company Description:

We put together an expert team of consultants and technicians. 100% in-house, fully certified and insured. We’re local -- and proud of that, too.

We do everything from managing your office network to teaching you more geek tricks than your kids know to custom designing your home theater. All at friendly pricing.




Company Name:
Croteau Window Coverings

Company Address:
2125 Lawton Bluff Road
Charlotte, NC 28226

Contact Information:
Name: Marilyn Croteau
Email Address: windowsbycroteau@earthlink.net
Phone: 704-367-9905



Company Website Address:
www.croteauwindows.com
Brief Company Description:

Croteau Window Coverings is a full service, interior, commercial and residential custom window treatment business. We offer in home or at your place of business design consultation for draperies; plantation shutters; blinds; and shades. Our services include: on site measuring, design consultation, professional workroom products, locally fabricated blinds and shutters, and installation services. We carry a full line of decorator fabrics, trims and drapery hardware. If you are looking for a personalized client relationship that can provide quality workmanship, competitive pricing, and timely service consider us for your new home, office or remodeling project. Window Coverings Association of America (WCAA) member.




Company Name:
DeZinZ Creative

Company Address:
13200 Pine Harbor Rd
Charlotte, NC 28278

Contact Information:
Name: Heathir McElroy Speet
Email Address: hmspeet@dezinz.com
Phone: 704.583.0780


Company Website Address:
www.dezinz.com
Brief Company Description:

“Your Outsourced Marketing and Creative Director”

Specializing In:
- Marketing strategy
- Logo / brand development
- Targeted design and development of printed and digital marketing materials
- Trade show performance

DeZinZ Creative works closely with the owner, president, VP / director of marketing at client companies to ensure the most professional service, creativity and final deliverables are achieved - and each client's goals are met. Over eleven years of achieving marketing goals through creativity and experience are at your service when you work with DeZinZ.




Company Name:
Dickens-Mitchener and Associates

Company Address:
2330 Randloph Road
Charlotte, NC 28207

Contact Information:
Name: Vivian Munson
Email Address: vmunson@dickensmitchener.com
Phone: 704-602-4241
Mobile: 704-661-7551
Fax: 704-697-2441

Company Website Address:
www.dickensmitchener.com
Brief Company Description:

We represent homes for sale throughout the Charlotte real estate market, including areas such as Matthews, Pineville, Cornelius, Davidson, Lake Norman and Huntersville plus communities in nearby South Carolina. Dickens-Mitchener's focus on Charlotte sets them apart from other real estate agencies. Whether you are a native Charlottean or are in the process of relocating to Charlotte, Dickens-Mitchener will help define your needs, deal with any obstacles and aggressively seek results.




Company Name:
Donan Engineering Co., Inc.

Company Address:
338 South Sharon Amity Road, #328
Charlotte, NC 28211

Contact Information:
Name: Jessica Watts – Regional Sales & Marketing Manager
Email Address: jwatts@donan.com
Phone: 704-284-4265
Fax: 704-837-4416

Company Website Address:
www.donan.com
Brief Company Description:

Donan Engineering Co., Inc., a family-owned company founded in 1947, provides full-service forensic engineering and fire investigation services. For over 60 years, Donan Engineering has been providing unbiased answers to our client’s complicated questions. Our team of licensed and experienced forensic experts provides investigative services in the fields of engineering investigations, fire and explosion origin & cause, roofing investigations, vehicle accident reconstruction, and component testing. The diversity of our multidisciplinary staff allows us to provide not only a complete service, but a complete service whose conclusions can be successfully and completely supported.




Company Name:
Greenwave,LLC
Construction and Horticultural Services

Company Address:
10200 Woodview Cir
Charlotte, 28277

Contact Information:
Name: Scott Burkett, Builder / Horticulturist
Email Address: scott.burkett@live.com
Phone: 704-321-2685

Brief Company Description:

A full service Construstrion/Remodeling/Landscaping company. I can take care of your project from start to completion. Besides 10 plus years in construction, I am a degreed Horticulturist, and can assist you with any Landscaping needs. Needs for design, installation, consulting, or maintanence items which arise, please call for a personal visit / quote.




Company Name:
Hatcher Law Group

Company Address:
Hatcher Law Group
801 East Trade Street, Suite 100
Charlotte, NC 28202

Contact Information:
Name: Paul A. DeJesse, Jr.
Email Address: pdejesse@gilpinhatcher.com
Phone: 704-375-3911
Fax: 704-927-3672

Company Website Address:
www.hatcherlawgroup.com
Brief Company Description:

Hatcher Law Group is a law firm focusing on family and domestic law and estate planning. Our lawyers and staff are dedicated to providing our clients with compassionate, informed, and effective assistance. We strive to create relationships with our clients so that they understand we care about them, not just their case. Our attorneys are recognized as leaders in their areas of practice, often participating as speakers and organizers of educational seminars for other lawyers and judges. We combine this legal acumen and leadership with a positive team approach to provide our clients with the highest quality legal representation.




Company Name:
Heits Building Services of Charlotte

Company Address:
7301 Carmel Executive Park Drive, Suite 310
Charlotte, North Carolina 28226

Contact Information:
Name: Jeff Wilson - President
Email Address: jwilson@heits.com
Phone: (888) 426-8886
Cell: (704) 497-7500
Fax: (704) 771-1534

Company Website Address:
www.heits.com
Brief Company Description:

We provide exceptional service in the commercial cleaning and janitorial industry to assure that your facility makes the best first impression possible. We have comprehensive cleaning systems designed specifically for the industries we serve that can be tailored to meet your specific needs. Let us bring your cleaning to new Heits.

We service the following industries:
  • Health and Fitness Centers
  • Daycare Centers and Schools
  • Single and Multi-tenant office buildings
  • Medical and Surgery Centers
  • Industrial and Manufacturing Facilities
  • Automobile Dealerships
  • Restaurants
  • Apartment Buildings




Company Name:
Hinrichs Flanagan Financial

Company Address:
Hinrichs Flanagan Financial
6101 Carnegie Blvd., Suite 400
Charlotte, NC 28209

Contact Information:
Name: Michael W. Ealey
Email Address: mealey@finsvcs.com
Phone: 704-557-9635
Fax: 704-554-8627

Company Website Address:
www.hinrichsflanagan.com
Brief Company Description:

My practice is focused around coordinating all financial aspects of someone's personal and/or business affairs to help get an accurate snapshot of what kind of pace they're on v. their goals in life. I take a comprehensive look at current investment and insurance strategies, getting assets organized and looking at current cash flow. This can include looking at fund selection inside existing retirement accounts, education funding ideas and outside investments looking for diversification as well as doing projections to see future standing. I take time to look at existing Life, Disability and Long Term Care setup either through current group benefits or private policies. After reviewing all of the above, I then make recommendations on placement of any products needed to address the objective and can do so by looking at the entire marketplace without having to do business with any specific company. I have very strong processes and I'm looking for clients not customers. This is not a conversation someone would ever regret.




Company Name:
Jim 'N Nick's Bar-B-Q

Company Address:
13840 Steele Creek Rd.
Charlotte, NC 28278

At the intersection of S. Tryon(Hwy 49) and Steele Creek Rd.(Hwy 160) next to the Harris Teeter shopping center.

Contact Information:
Name: Jenne Taylor - Local Owner/Catering
Email Address: jtaylor@bodnargroup.com
Restaurant phone number: 704-930-2290
Restaurant fax number: 704-930-2289

Karen Mikkelson - Catering & Local Store Marketing
email: lsmsteelecreek@jimnnicks.com

Company Website Address:
www.jimnnicks.com
Brief Company Description:

Jim 'N Nick's Bar-B-Q is a 25 year old company from Birmingham, AL. We are a southern kitchen specializing bar-b-q and now have 26 locations in 6 states. We pride our selves on fresh, made from scratch southern food delivered with great southern hospitality. We smoke all of our meats and ribs on site for anywhere from 4-12 hours. Nothing comes to us pre-made and we do not have a freezer in our building. What we make today, gets served today!! We also have a full bar with daily drink specials. We offer several services to our guests, including, a family friendly dining room, call ahead pick-up, drive-thru, full service catering from 10-3000 and private dining! Come join us for a great southern meal or give us a call to have your next meeting, party or event catered by Jim 'N Nick's!




Company Name:
LB4G Consulting Inc

Company Address:
6404 Bannington Drive, Suite B
Charlotte 28226 NC

Contact Information:
Name: Philippe Le Baron
Email Address: PhilippeLeBaron@LB4Gconsulting.com
Phone: 704-517-2929

Company Website Address:
www.LB4GConsulting.com
Brief Company Description:

Sales management consulting - we help sales managers do the right thing so their reps do the thing right




Company Name:
Lone Cone Toffee

Company Address:
627 Bellows Lane
Charlotte, NC 28270

Contact Information:
Name: Nancy Boru
Email Address: nancy@loneconetoffee.com
Phone: 704 442-8349
Cell: 704 737-8613

Company Website Address:
www.loneconetoffee.com
Brief Company Description:

Lone Cone Toffee is the best tasting toffee that you will ever have. It is the perfect gift for client appreciation or for anyone you want to leave with a sweet memory at the thought of you. It is individually gift wrapped in seasonal paper and is sure to delight everyone lucky enough to receive it. Keep a few boxes in your freezer for those times when you want to take an unforgettable and delicious gift. You can be sure it will be appreciated!! Lone Cone Toffee. Where do you hide yours?




Company Name:
Nyberg Fletcher & White
Fletcher Promotional Products

Company Address:
7810 Ballantyne Commons Pkwy
Ste 300
Charlotte, NC 28277

Contact Information:
Name: Scott H. Williams
Email Address: vatech@bellsouth.net
704-543-1900 (office)
704-953-1348 (cell)
704-543-1514 (fax)

Company Website Address:
www.nybergfletcher.com
Brief Company Description:

Nyberg Fletcher & White has been in the premium and promotional product industry over 50 years. NFW represents over 1500 different factories such as Leeds, Cutter & Buck, Nike, Under Armour, Waterford, Swiss Army, Bic, 3M, Titleist, R.S. Owens Awards, and many more. If your company wants to advertise it's name or brand, please give us a call! Our mission is to help our clients exceed their promotional marketing objectives.




Company Name:
Paychoice

Company Address:
608-A Matthews-Mint Hill Rd
Matthews, NC 28105

Contact Information:
Name: Brian Ebert
Email Address: Brian.Ebert@paychoice.com
Office: 704-847-4381
Mobile: 704-309-7992
Fax: 704-845-1141

Company Website Address:
www.Paychoice.com
Brief Company Description:

It used to be that processing payroll required only an IRS tax table. Unfortunately, today it's not so simple. PayChoice provides you with a payroll process that's both quick and efficient. Each pay period, you simply submit payroll data to us in the method you choose and we do the rest. We'll generate the direct deposits, paychecks, garnishment checks, and savings deposits for your employees and provide you with our detailed payroll journals and management reports. Services Offered:
  • Payroll
  • Full Tax Service or Tax notification
  • Direct Deposit and Debit Cards (from 1 employee to all)
  • Workers Compensation Report and or Service Through The Hartford
  • Online Payroll Input and Reports (Paperless Payroll)
  • Time and Attendance Systems
  • Full Customization of all Reports
  • Plus Much More




Company Name:
P GREGORY & COMPANY
Independent Representative
for www.SendOutCards.com/7300

Company Address:
9025 Blueshot Court
Charlotte, NC 28273

Contact Information:
Phil Johnson
Email: p_gregory_johnson@yahoo.com
Phone: 704.588.Phil
Mobile: 412.716.Phil


Company Website Address:
www.sendoutcards.com/7300
www.cardschangelives.com
Brief Company Description:

We are Independent Representatives of SendOutCards.com. We help busy individual and professional people manage their personal and client/ customer relationships utilizing a personalized system of greeting cards.

We are equipped to either receive your client database, setup and establish a systematized mailing schedule of personalized, even logoed greeting cards to accomplish new goals for using this most important resource .... OR, we share this system with you, teach and train you how to generate loyalty and customer referrals yourself, and then remain on your "team" for future applications and reference!




Company Name:
Sherpa

Company Address:
1001 Morehead Square Drive
STE 600
Charlotte, NC 28203

Contact Information:
Courtney Colosi
Email: ccolosi@sherpallc.com
Phone: 704-374-0001
Fax: 704-374-0080
Company Website Address:
www.sherpallc.com
Brief Company Description:

The experts at Sherpa are specialists at placing Accounting, Finance, IT and Project Management professionals. Why are we the right choice? We know these markets like no other. Our exceptional network combined with extensive experience in recruiting, staffing and consulting services, gives you the competitive edge. We also have hands-on experience in the fields of accounting, finance, IT and Project Management. Unwavering excellence is our commitment to every company and candidate to whom we offer guidance.

The legendary guides who coordinate and lead expeditions to Mount Everest, are called Sherpas. Their knowledge of the mountain and understanding of the challenges in reaching the summit are unsurpassed. While the risks of a job or an employee search are far less daunting, having a trusted "Sherpa" to guide you is invaluable.




Company Name:
Shober Employee Benefit Services

Company Address:


Contact Information:
Steve Shober
Email: steve@shoberebs.com
Office: 704-780-1070
Fax: 866-768-2295

Company Website Address:
www.shoberebs.com
Brief Company Description:

Shober Employee Benefit Services was created, through the experience and vision of Steve Shober, a 14 year group insurance industry veteran who realized the growing complexity and knowledge required by employees and employers to navigate group health benefits, created an opportunity to explore and interpret group insurance benefits on every level, including group Life, Dental, Disability, Hearing and Vision as well as a host of other ancillary benefits. Clients and prospective clients benefit from our intellectual capital and industry knowledge when we determine their needs, through active listening, understanding company culture and financial concerns. Then, we can provide client specific recommendations, which allow SEBS to effectively implement and communicate the strategy to the employees in layman’s terms. Our main forte is not only evaluating cost of group insurance programs and other benefits but providing superior, client centered services. Our basic services include: premium and benefits analysis, benefit design, market analysis, renewal strategy, product communication and implementation, vendor management, claims resolution, COBRA Solutions, HRA and H.S.A. solutions.




Company Name:
Simile Imaging Solutions

Company Address:
3400 International Airport Drive
Charlotte, NC 28208

Contact Information:
Richard Ronemus
Email: rronemus@simileimaging.com
Phone: 704.423.0100
Mobile: 704.604.9510

Company Website Address:
www.SimileImaging.com
Brief Company Description:

Simile Imaging Solutions is in the business of helping organizations achieve business efficiencies and cost savings as a result of better managing their documents and the related technology. We specialize in consulting with organizations to evaluate and control their operating costs associated with the production, management, and distribution of documents. We help companies identify their objectives and challenges in managing document technology. We also help them gain an understanding of their workflow processes, device populations, and total cost of ownership. Our unique consulting process allows us to collaborate with our clients to identify areas in which they can harness new technology to increase productivity while reducing costs. Based on our experience, expertise, and technology, we can recommend innovative solutions leading to measurable and sustainable results for years to come.




Company Name:
Simply Virtual

Company Address:
6420 Rea Road Suite 300
Charlotte, NC 28277

Contact Information:
Nikita Devereaux
Email: info@simply-virtual.com
Phone: 704.719.2202
Fax: 704.719.2202

Company Website Address:
www.simply-virtual.com
Brief Company Description:

Simply Virtual is an outsourcing resource for businesses of any size. We have been providing quality virtual solutions to growing companies across the U.S. since 1997. We offer years of hands-on experience in virtual assistance, marketing & design and productivity consulting - with a focus on personalized and professional service.




Company Name:
Sogeti USA LLC

Company Address:
13850 Ballantyne Corporate Place, Suite 500
Charlotte, NC 28277

Contact Information:
David Knox
Email: david.knox@us.sogeti.com
Phone: 704-887-3447
Mobile: 614-946-3060

Company Website Address:
www.us.sogeti.com
Brief Company Description:

Sogeti is a part of the Sogeti Group, a wholly owned subsidiary of the international Capgemini SA organization, one of the world's leading providers of consulting, technology and outsourcing services with 83,500 people worldwide and global annual revenues of 8.7 billion euros.




Company Name:
South Charlotte Spine & Wellness

Company Address:
17228 Lancaster Hwy, Suite 208
Charlotte NC 28277

Contact Information:
Jacqueline Koczaja, D.C.
Email: southcharlottespine@hotmail.com
Phone: 704.271.3160

Company Website Address:
www.southcharlottespine.com
Brief Company Description:

South Charlotte Spine and Wellness Center is located just south of the Ballantyne Village on Highway 521. The primary technique we utilize in the office is the Pro-Adjuster, a computerized approach to chiropractic that eliminates the necessity to 'crack' and 'pop' a patient's back. The gentle, computer guided adjustments provide specific treatment to the spine, eliminating any dysfunction. Common conditions we treat include: headaches, neck pain, low back pain, disc problems, plantar fasciitis, carpal tunnel and shoulder conditions.




Company Name:
TeamWide Solutions

Company Address:
PO Box 49571
Charlotte, NC 28277

Contact Information:
Marla Emery
Email: memery@teamwidesolutions.com
Phone: 704-540-3662
Mobile: 704-516-7966

Rhonda York
Email: ryork@teamwidesolutions.com
Phone: 704-341-7576
Mobile: 704-661-5143
Company Website Address:
www.teamwidesolutions.com
Brief Company Description:

Rhonda York and Marla Emery, co-owners of TeamWide Solutions, are certified leadership development and talent management coaches. We work with business leaders and teams to help them become more effective, productive, successful, and ultimately more profitable.

We offer complimentary consultations and customized programs that include:
  • Assessments (administration and debriefing)
  • Teambuilding Events*
  • Coaching sessions (including Career Transition Coaching)
  • Customized Workshops
  • Meeting Facilitation
  • And more!

*Ask us about our Treasure Hunt in uptown Charlotte. Teams love it!
Coaching business teams to communicate, collaborate, and elevate!




Company Name:
The Fitzgerald Dwyer Law Firm, P.C.

Company Address:
3105 Julian Glen Circle
Waxhaw, North Carolina 28173

Contact Information:
Peter F. Dwyer
Email: Pdwyer7@aol.com

Phone: 704-256-3384
Fax: 704-831-5432
Cell: 704-900-9727

Company Website Address:
www.f-dlaw.com
Brief Company Description:

The Fitzgerald Dwyer Law Firm, P.C. is a general practice law firm with a heavy emphasis on wills, trusts and estate planning and providing commercial and residential real estate services representing clients in the negotiation, drafting and review of purchase and sale contracts, easements, loan documents and other real estate related documents, forming corporations and limited liability company entities, orchestrating due diligence, preparing and reviewing leases and financing matters, reviewing title and survey matters, preparing the deed and providing escrow services. We focus on the client providing a wealth of experience at a reasonable cost.




Company Name:
Toler, Bly & Associates, CPA, PLLC

Company Address:
212 W. Matthews Street, Suite 102
Matthews, NC 28105

Contact Information:
Daniel Cooper
Email: danielcooper@cparesults.net
Phone: 704-841-1120x109
Fax: 704-841-4901


Company Website Address:
www.CPAResults.net
Brief Company Description:

Toler, Bly & Associates, CPA, PLLC is a Matthews based CPA firm offering a complete range of accounting and tax solutions. Our team focuses on quality and client service in the areas of tax compliance and consulting as it relates to businesses and individuals, small employer payroll services, monthly/quarterly bookkeeping, compiled or reviewed financial statements, limited audited financial statements, financial analysis and planning, and controllership work for small to medium size privately held companies.





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