Resources

Learn about our new file sharing system from Leapfile here.



IRS http://www.irs.gov/

Stanislaus County http://www.co.stanislaus.ca.us/

Secretary of State Debra Bowen http://www.sos.ca.gov/

Links to EFT payment sites for the State of California https://secure.paycalifornia.com/soc/index.html

Franchise Tax Board http://www.ftb.ca.gov/index.shtml

College Savings Plans (529 plans) http://www.collegesavings.org/index.aspx

US Department of Labor http://www.collegesavings.org/index.aspx

Consumer price index http://www.bls.gov/ro9/

Loan amortization schedule tool http://www.bankrate.com/calculators/mortgages/mortgage-calculator.aspx

Featured Article

Why Cloud Accounting Makes Perfect Sense for Ag Businesses
It's no big mystery why cloud accounting has become a popular and effective way to manage agricultural businesses. Cloud accounting offers a savvy, robust way to track complicated expenses such as water and labor - and especially when you're working across multiple partnerships, thorough records are critical.  "Oftentimes, our Ag Team works closely with our internal Grimbleby Coleman cloud accounting specialists to provide expertise to ag clients ready to make the jump to QuickBooks or Intacct," says Ag Team Lead and Principal Jeff Bowman. "This hybrid client-service approach has proven valuable for many of our ag clients recently, allowing them to evaluate income from the actual crop year, not just residual revenue from the fiscal year."  Why Should You Try Cloud Accounting on the Ranch? Cloud accounting allows you to scale based on your needs. For example, we recommend tracking by field to truly monitor actual costs. That information is invaluable, especially if you're trying to decide whether to reinvest in your orchard or evaluate new opportunities.  "With water being so scarce, our clients really need to know how they will be able to afford and nurture a young field or orchard," Bowman says.          Many family - and even corporate - ranches have operations within various partnership entities. That makes tracking paramount, especially when each entity is providing complementary services such as paying for labor, water rights, equipment rentals, or providing cash flow to another entity. Cloud services will allow you to capture and articulate your full financial portfolio.  In the past, growers have been able to evaluate production expenses by comparing fields side-by-side; however, actual field costs were harder to track. Now growers can account for costs, labor, and various expenses such as poling, pruning, and harvesting to provide comparisons between fields, seasons, or even varieties.   Recommended Cloud Accounting Tools The two most highly recommended and regularly used tools are QuickBooks Online and Intacct. Bill.com works nicely as a way to pay vendors, as well. Our team is certified in all of these tools.  When using QuickBooks Online or Intacct, the first step is to determine what you would like to track regularly. Most customers opt to see cash by account, accounts payable, debt with available lines of credit, cash on hand for each entity, and cash requirements over the next week and month. Easy-to-read graphics and charts make it easy to understand your full picture - as long as you're working with good information.  "If you put garbage in, you'll get garbage out," says Implementation Specialist Tami Davis. "With cloud services, you have to be conscientious of your inputs to gain the information you need."  QuickBooks Online         QuickBooks Online provides plenty of power for small entities. It uses "classes" to track items such as acres and types of crops, and it's easy to customize the user-friendly interface for your needs. Our cloud accounting team can access your QuickBooks Online account remotely to assess records, which is an especially helpful perk if you need assistance or coverage for your regular bookkeeper.  Click here to learn more about our QuickBooks seminars, led by Linda Bossard.  Intacct We prefer Intacct for multi-entity businesses, especially those with several partners.  Intacct's customizable dashboard allows us to track expenses by lot, which means you can access a quick P&L report for each entity.         Intacct's security settings can be easily adjusted so parent companies can view the big picture while monitoring the books within each business. As with QuickBooks Online, our team can easily access the service and provide oversight and recommendations from afar. Intacct also offers storage for PDFs, Microsoft Word documents, bank statements, and other relevant attachments. Their easy tracking system allows you to include other non-financial information such as seed, chemical, and field service logs.  "It can be easy to get a little carried away with all of Intacct's features," Davis says, "but a simplified chart of accounts can actually provide better reporting."  How Can Your Business Work with Our Cloud Accounting Services Team? The Accounting Services and Cloud Accounting Services Teams can seamlessly integrate into your business on a temporary or permanent basis. We can serve as bookkeeper, controller, accountant, or even chief financial officer. We're excellent trainers for internal teams, as well.  "We're here to fill the gaps as needed," Lisa Mazza, Principal, CPA and Cloud Accounting Team Lead says. "Oftentimes our services are used to take accounting beyond the expertise of the client's bookkeeper.   This results in more meaningful accounting data for analysis, decision making and tax planning.    Is it time to tune up your books during this harvest season? If so, please reach out to your accountant, Jeff Bowman, or Lisa Mazza for a demonstration or to learn more.  

Featured News

Debbie Sanders and Lisa Mazza Will Walk for a Cause!
        

      Lisa Mazza and friends at the

      Nike Half Marathon last year

Lisa Mazza, CPA and Principal, and Debbie Sanders, CPA and Senior Associate, will walk with a special purpose for the Leukemia and Lymphoma Society's (LLS) Team In Training (TNT). 

Lisa will compete in the Nike Women's Half Marathon in San Francisco on Oct. 18 and Debbie will compete in the Portland Half Marathon on Oct. 4.  Not only will they walk in honor of family members and friends, they will walk in honor of our colleague, Galen Gray, CPA, who passed away on June 25 after a brief, yet valiant, battle against cancer.

        
Debbie Sanders and friends at last year's race!      

Lisa and Debbie would like to raise $2,100 from our GC team and friends. Watch for fundraising opportunities such as office golf and homemade breakfast burritos! The $2,100 they would like to raise is significant because it represents the 210-mile John Muir Trail between Yosemite and Mount Whitney that Galen loved so much. Galen was an avid hiker, so Lisa and Debbie will use a map of the trail to show their fundraising progress.  

Click here for Lisa's fundraising page and here for Debbie's page. 

Featured Staff

Ian serves as a lead client contact focused on attest services. He applies his international perspective gleaned from working with clients from multiple industries including utilities, technology, pharmaceuticals, retail and not for profit. Although Ian initially started out as a marketing major at Cal Poly’s Orfalea College of Business, he later switched to the accounting program to gain more insights into how businesses run.

Ian is a Modesto native but spent seven years with PWC (PriceWaterhouseCoopers) – starting as an intern in San Jose, then joining the firm’s LA office before eventually transferring to their offices in first Edinburgh and later Aberdeen, Scotland.

While abroad, Ian and his wife Jessica found time to travel throughout Europe, including a 3,000 mile camping trip through France and Italy with their 5-month old son. Ian "considers Edinburgh one of his favorite places in the world, despite the high cost of living in the UK." He highly recommends traveling there, especially during the festivals in August.   

Ian would like to spend his Saturdays in June with his young family enjoying the ocean either in Carmel or Pismo Beach. By October, he’s likely to be headed to Big Sur for a camping trip. When January rolls around, Ian will no doubt be yearning to put his season pass to use snowboarding at Dodge Ridge.

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