Professional Luncheon

Every so often we like to bring back topics that we have discussed in the past. Sometimes it is due to new information becoming known, sometimes the topic is just so important that it needs to be talked about at least annually. This is that sort of topic. Some may think it is over-dramatized, but this is literally a life and death situation. This month we will be talking about Securing Your Assets and Disaster Preparedness. We are also very lucky to bring in the experts in these fields. Morgan Clayton, owner of Tel-Tec Security Sytems, Inc., will talk with us about how to Secure our Assets and Bill Galbreath, Multi-Business Systems as well as Lt. Col. with the California State Military Reserve, will speak with us about Disaster Preparedness. These two gentlemen deal with this stuff daily. This is what they do. We could not have gotten two more qualified people to teach us on how to get secure and prepared. It is sure to be a great luncheon.

In the past, this topic has been a very popular one that fills up very fast. Space is limited to please RSVP quickly to assure your spot. RSVP Here.


Introducing:
Business Dashboard
 

No more poring through complicated-looking financial statements and accounting jargon. With Business Dashboard, you can get a quick and easy readout of how your business is traveling - just like the dashboard of your car!

With Business Dashboard, you're in complete control of your own success

Click here for more information.

   


We are proud to announce that Don O'Dell and Nicolette Cross have successfully completed the course of requirements to become full fledged QuickBooks Certified ProAdvisors. Don and Nikki have many years of quality experience with QuickBooks, now they are recognized by Intuit as an elite group of QuickBooks Professionals. As ProAdvisors, we now have access to even more tools to be able to help you effectively run and manage your company. For more information on how this will benefit you and your company, please give us a call (661) 716-1160 or email Don or Nikki.



Tax Coaching Service

This exciting new service gives clients a plain-english plan for beating the IRS - LEGALLY!

Traditional tax planning crunches numbers to illustrate "what-if" scenarios based on future assumptions. It gives clients dry numbers, in more detail than they need or want. But client's do not want numbers, clients want savings.

Our tax coaching service quizzes clients on their families and homes, jobs, businesses, and investments, then recommends specific strategies and concepts for saving tax. We package those recommendations in plain english, to deliver the savings you really want.

For more information, click here.



Some Measures for Preventing Fraud

Businesses are prone to fraud just as individuals are. Taking precautions to avoid mail and check fraud makes good business sense and can save your credit rating and your business... Read More



Principa Alliance

For 4 years, we at O'Dell Cross have belonged to a national alliance that provides us with tools and resources to help grow your business and increase your financial health. Principa Alliance offers us the ability to serve you like no other Firm in Bakersfield. For more information, we have set up an additional website in conjunction with Principa. Click on Principa logo above to view the website. Please feel free to give us a call to speak with us about how we can implement these resources for you.


"There is a tide in the affairs of men, which taken at the flood leads on to fortune; omitted, all the voyage of their life is bound in shallows and in miseries. On such a full sea are we now afloat, and we must take the current when it serves or lose our ventures."
-William Shakespeare, Julius Caesar 1623

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2009 Holiday
Schedule

The following is a brief list of the days we will be closed in 2009 in observance of holidays.
New Years
Jan 1
Day After New Years
Jan 2
Lincoln's Birthday
Feb 9
Washington's Birthday
Feb 16
Good Friday
Apr 10
Accountants Holiday
Apr 16-17
Memorial
Day
May 22-25
Labor Day
Sept 7
Columbus Day
Oct 12
Veteran's Day
Nov 11
Thanksgiving
Nov 26-27
Christmas Eve
Dec 24
Christmas
Dec 25
 
2008
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