Brown Bag Topics

At Grimbleby Coleman, we have a really smart team. We also use a bunch of different tools in the course of getting all of those numbers to make sense - so there is always more to learn. We hold  brown bag lunches on a regular basis so different team members can share their knowledge with the rest of us. We thought we might as well share what we learn, in case you have the same questions.

Featured Article

Why Didn't I Get a Better Refund?
April 30, 2015 You might be wondering what the heck happened to your refund. What went wrong? As much as it pains us to say it, we do receive feedback from clients who are just plain frustrated. If you are in this boat, it is critically important to understand how federal and state withholdings work. An unfortunate refund can be based on some or all of the following factors: Not withholding enough from your paycheck Not paying quarterly estimated taxes for other sources of income that created a profit (such as a successful side business or capital gains from stock sales) Not planning for taxes throughout the year. It's important to project your tax liability so you don't get blindsided in April. Inaccurate or no tracking of deductions. Did you forget to include a donation, for example?  Forgetting to tell your CPA about your child's (or your own) college expenses. You or your child might be eligible for federal education tax credits Ever-changing tax laws. Your CPA is your best source for new tax law information.    Our goal when preparing your return is to get you as close to break even as possible so you are not giving an interest-free loan to the government. "There is no benefit for paying too much in advance," says Principal and CPA Nathan Miller. "We understand that it can be fun to get a refund; however, that is not always the best route because you could have put that money to work elsewhere throughout the year." 

Featured News

Partners Attended BDO Alliance USA Conference in Las Vegas

Our Principal team traveled to Las Vegas to attend the BDO Alliance USA Conference in early May.  BDO Alliance USA is a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. BDO provides access to a world-wide network of experts, which helps to enhance our service offerings and expertise. The team regularly attends the annual conference to continue learning, share best practices with fellow members and attend workshops. This year our team attended workshops including Auditing Standards, Accounting Update, Risk Management and Liability Issues, Applying Professional Skepticism, Building a Culture of Employee Engagement, Professional Ethics and others. President Clive Grimbleby says, "We attend this conference annually to stay current with the latest industry information and we always leave with valuable takeaways."  To learn more about BDO Alliance USA, please click here

Featured Staff

LeeAnne is an Accounting Technician at Grimbleby Coleman. She joined the "GC" team after three years with a small CPA firm and completing her bachelor’s degree in accounting at DeVry University. One of LeeAnne's greatest skills is her ability to communicate and listen to clients' needs. "I find joy in knowing that I am able to understand the client and successfully meet their expectations." 

Growing up, LeeAnne spent countless hours watching her dad race sprint cars. Her family attended every race to cheer him on, even if it meant road trips across the country. Because racing brought her family so close together and left her with many great childhood memories, his car number, 22, will always be her favorite number.  

Now, as an adult, you might not find LeeAnne on the raceway so often, but you will find her pushing through grueling crossfit classes. "I really enjoy the people I have met through crossfit, and I'm inspired by my coaches and fellow participants who motivate me to reach my goals." You might also find her camping on a beach in Pismo, hiking and exploring, or, in October, carving and painting pumpkins from her uncle's farm with her grandmother. With all of these high energy activities, it might surprise you to hear where you'll find LeeAnne come winter: cuddled up inside the house! "I'm not a fan of winter, so I usually do all I can to stay out of the cold weather!"

LeeAnne DeCosta Accounting Technician read more

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