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GC Team Update on College Planning

      

Grimbleby Coleman hosted a Lunch and Learn on Aug. 5 to discuss the topics that affect many of our clients who are sending their children off to college, such as financial aid and planning for tuition. 

Michael Howell of Blom & Associates, who specializes in this area, led the dynamic discussion and provided tips to help our clients reduce the overall cost of college education and prepare strategically. To learn more, please contact your advisor directly or give us a call.  

Ripon Chamber of Commerce

      

Recently, Grimbleby Coleman CPAs joined the Ripon Chamber of Commerce. Local Ripon resident, Chad Van Houten, CPA and Senior Manager, will represent the firm.  

"I am excited to introduce Grimbleby Coleman to the local Ripon community and businesses," Chad said. "Additionally, I'm looking forward to hearing the Chamber topics that fellow Chamber business members are dealing with."   

Next on the Chamber of Commerce calendar is the "Color the Skies" hot air balloon event, which takes place Sept. 4-6. To learn more, please visit the Ripon Chamber's website

California Society of CPAs (CalCPA) San Joaquin Chapter Golf Tournament to Be Held Aug. 17 at Spring Creek Golf and Country Club

      

Mark your calendars for the CalCPA San Joaquin Chapter Golf Tournament at the Spring Creek Golf and Country Club in Ripon on Monday, Aug. 17. The Grimbleby Coleman team is excited to take part in this fun day, which benefits the CalCPA San Joaquin Chapter Scholarship Fund.

"We're excited about this year's change of venue to Spring Creek and are anticipating a large group for you to connect and network with," says Nathan Miller, CPA, MST and Principal.  

Be sure to register early to get the early bird registration rate. The Grimbleby team hopes to see you there! For more information or to register, click here .

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. 

Grimbleby Coleman to Support the 17th Annual Children's Guardian Home Fundraiser in Oakdale

      

Grimbleby Coleman will be a table sponsor at the 17th Annual Children's Guardian Home Fundraiser on Aug. 8. This event will take place at Borges Park in Farmington from 5 p.m. to midnight and always features a wonderful dinner coupled with exciting auctions and dancing. Team members Lisa Mazza, Nancy Rogers, Linda Bossard, Liz Hart, Terry Hector, and Chad Van Houten will be in attendance.

Grimbleby Coleman believes strongly in giving back to the communities in which it does business, and is proud to support many invaluable charitable organizations. We have supported the Children's Guardian Fund of Oakdale for several years in a variety of ways, including Board participation, sponsorships, and donation of toys, clothing, and supplies. The Children's Guardian Fund provides support to the Guardian Home, a 5,000 square foot safe haven that provides protective childcare and emergency shelter to high-risk children. Contact Elsie Martin at (209) 606-3681 for tickets. 

Featured Article

Recommended Construction Management Tips
July 22, 2015 We’re in the sweltering center of summer, the most fast and furious time of year for our construction clients. At this time, not only do our construction clients need to make sure their jobs are running on schedule, they also need to be diligently checking to ensure they’re on budget. Remember, there should always be enough time to stop and conduct a proper check-in to make sure you have — and will have — the working capital to finish the job.  With a little bit of structure and process, your business will scale and grow strategically. It’s a much better option than cleaning up bookkeeping and accounting messes at the end of the year, or even worse, when your cash runs out in the middle of a project and you’re asking a banker for help.   Our number one recommended best practice for all of our construction clients is to create a one page summary of jobs in process to know the fiscal status of each project at all times. By doing so, you’ll have quick answers to critical questions such as: Are we making money? Losing money? Did something happen? How can we plan better or quickly course-correct? Each job must be monitored to understand the company’s big-picture financial capacity.   Open dialogue and pre-scheduled meetings with your project manager will help to keep track of the money spent on a project, especially if the project requires one or more change orders from the original job specification and bid. If you don’t know how to start a monthly financial meeting with project managers and other key employees (or explain why it is important), our team can step in and help. Many of our construction clients rely on our construction team to start and facilitate monthly meetings to help review jobs and provide recommendations.  “Job costs can escalate quickly over the course of a few hours,” says Ian Grimbleby. “If you’re reviewing jobs at the end of the job — or, even worse, at the end of the year — it’s too late. Our most successful clients know where they stand throughout the project thanks to regularly scheduled check-ins.”  Helping our customers to operate in a more fiscally sound, efficient, and profitable fashion is our goal. Please contact us so we can help you kick off these internal processes.  Interested in learning more operational construction tips from Ian Grimbleby and our construction team? Please click here to check out a construction Q&A with Ian!

Featured News

Ag Team To Attend Iowa State Center for Ag Law & Taxation Event
      

Jeff Coleman, Chad Van Houten, Donae Caravalho, and Jeff Bowman will attend a two-day seminar about farm income tax, estate and business planning from July 30-31. Hosted by the Iowa State Center for Ag Law & Taxation, this seminar is designed to provide attendees with a comprehensive and practical understanding of major agricultural tax, estate, and business planning issues. Jeff Bowman, CPA and Principal, says, "I'm excited because they have an excellent panel of national experts to talk about current updates from tax court cases and IRS rulings that impact our ag clients. It's also a great chance for our team to brainstorm and discuss some of the most complicated technical client issues that we deal with in regards to business entities and tax planning." 

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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