• 11
  • Hotels open all day
    every day.
  • 11
  • Grandchildren with
    hotels in their future.
  • 2
  • Generations of trust
    in one CPA firm.

— Neal Khatri, CFO, Khatri Properties,
Grimbleby Coleman client since 1980.

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  • 18736
  • miles of extruded
    products since 2005
  • 561
  • custom profiles to satisfy
    the demands of 226
    different customers
  • 4
  • quarterly meetings with
    a CPA firm that goes the
    extra mile

— Tom Peot, Fabricated Extrusion Company,
Grimbleby Coleman client since 2005.

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  • 13
  • Years old and too young
    to drive on her first date
    with her future husband
  • 13
  • Thousand miles of
    driving in her minivan
    on family vacations
  • 13
  • Administrative professionals
    driven to help during busy
    season and beyond

— Jane Johnson, Firm Administrator,
Grimbleby Coleman employee since 2004.

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behind your numbers > >

Featured Article

Succession Planning for Farming Families: Scary, But Necessary
What happens next? That question can haunt farm families when it's time to exchange ownership from one generation to the next. How can farm families and businesses plan for their children's futures and ensure financial security? Who is entitled to what? And by the way, how can you broach these emotional and potentially contentious topics without ruining a holiday dinner? We recently hosted a farming succession event with succession planner Kevin Spafford, who gave us helpful tips he's discovered while working with hundreds of ag families. We think they'll help you, too. Five Keys to Succession Planning: Plan, plan, plan! This is a big fish to fry for any farming family. Don't avoid "The Talk" because it is a touchy or fight-triggering subject. Have an honest conversation with all parties involved and discuss who will be taking ownership of the farm in the coming years. Remember:  preparation will steer the farm away from failure.         Obstacles like greed, family disharmony, control freaks, self-interest, and lack of contribution are tricky topics to air. Speak candidly about those downfalls and nip them in the bud with new solutions. Come to terms with the fact that your family and in-laws are dynamic people who make mistakes. No matter what the concern, you must focus on the BIG picture - your children's futures and the future of the farm. Families can find common ground and unity by writing down both small and major goals that every person can agree on. What are your family's values? Write, type or record what your family's values are so they can properly be passed down to the next generation. Make sure every family member is aware of what you stand for and what your goals are. Good communication with relatives is crucial to a farm, so it's important to schedule regular meetings with the entire family during the year. If a family member can't attend because of a scheduling conflict, have them attend the meeting via speakerphone or Skype. Again, make sure that notes are taken at every meeting; it doesn't matter whether they are handwritten, typed, or even recorded. If these meetings become unfriendly, make it a rule that any family member can call a timeout. All the planning in the world isn't going to save a business if people don't commit, so strive to have every person on board with your family's succession plan. Speak freely when issues arise and keep lines of communication open. Grimbleby Coleman is a trusted ally when it comes to assisting with succession planning. We want every family to accomplish its long-term financial and farm goals. There's no time quite like the present when it comes to the matter of succession planning - make plans with your family today. 

Featured News

Lemonade Day in Modesto

 May 8, 2015

Lemonade Day returns to the Modesto region on Saturday, May 16th!  Grimbleby Coleman is proud to sponsor Lemonade Day Modesto, a program designed to educate local children about finances, goal setting and entrepreneurship in a fun atmosphere. This program sponsors children as they set-up their customized lemonade stands and run their own miniature business. Please be sure to visit a stand near you and help to support Modesto's future entrepreneurs! Stand locations can be found on the Lemonade Day Modesto website.

Members of our firm also attended the May 2nd, Lemonade Day Best Tasting Contest, in which local youth contestants presented their best lemonade recipes to a panel of judges. For more information on this citywide event, please click here.

Featured Staff

Jeff became a principal of the firm in 2010. His specialty is tax, and he leads the firm's agribusiness industry team.

Jeff is a Modesto native, and grew up in a local farming family. He has an MBA and a Masters in Taxation degree, and is a CPA. Jeff enjoys “being able to explain a concept or communicate information that helps a client, and being able to learn from the experience of clients who are very successful at what they do.”

When he’s not helping clients, Jeff's focus is on spending time with his wife and three daughters. If it’s June, he’s outdoors—probably gardening, grilling, or hiking in the High Sierras. In October, you’ll find him spending time with family and still spending time outside if the weather is nice. But in January … where else would he be but in the office? “It’s tax season!”

Jeff’s favorite number is 2000. “For the year that I got married, and also started my first public accounting job.”

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