Videos

Nineteen Years of Insights: Marty Fox Shares His Thoughts on Culture, Trust, and the Future

With retirement in sight, Marty Fox, CPA, is reflecting on some of the highlights of his nineteen years with Grimbleby Coleman, and over 40 years in accounting. In this article, he discusses trends, plans, culture, and leadership advice for your organization’s vision. Read more at the link below: https://www.grimbleby-coleman.com/resources/articles/Nineteen-Years-of-Insights-Marty-Fox-Shares-His-Thoughts-on-Culture,-Trust,-and-the-Future-
Date:June 9th, 2022
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Five Things Growers Can Do Now to Prep for 2023 by Jeff Bowman, CPA

We're all facing obstacles lately, but particularly so for farmers and growers. Water woes, supply chain slowdowns, and rising inflation have combined to create problems. In 2023 you'll need to have a firm grip on their cash flow and prepare a reserve. We've put together these five ideas that will help growers find steady footing so they can better adapt to whatever changes the future brings. Read more by clicking the link below. https://www.grimbleby-coleman.com/resources/articles/Five-Things-Growers-Can-Do-Now-to-Prep-for-2023
Date:May 23rd, 2022
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Construction Financial Statements 101: Bonding Agency Considerations

Bonding agencies protect contractors and their customers against disruptions or financial loss in the construction world. Since construction projects are costly, bonding agencies want proof of a business's financial stability — that's where we come in. As an accounting and advisory firm, Grimbleby Coleman prepares the financial statements of contractors for submission to bonding agencies, and well-prepared financial statements help contractors prove they have the track record and resources to complete jobs. Learn the basics in our latest article by clicking the link below: https://www.grimbleby-coleman.com/resources/articles/Construction-Financial-Statements-101-Bonding-Agency-Considerations
Date:April 21st, 2022
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Defining an Advisory Mindset — With Clive Grimbleby

What does an advisory approach to client services mean for clients? How is it mutually beneficial for both clients and advisors? In this month's article, Clive Grimbleby, Principal at Grimbleby Coleman CPAs, dives into the topic to answer what it is, how it helps, where we got started, and how we plan to take it into the future. Read more by following the link below: https://www.grimbleby-coleman.com/resources/articles/Defining-an-Advisory-Mindset-%E2%80%94-With-Clive-Grimbleby
Date:March 18th, 2022
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Roll With It: How to Weather Marketplace Fluctuations, by Marty Fox, CPA/ABV, CVA

Supply-chain disruptions, inflation, or labor shortages are having profound impacts on businesses and, in turn, their customers. Challenges result in high downtime, lost sales, shrinking margins, and customer dissatisfaction. We are bringing you some fundamental principles to help you get creative with short-term (hopefully) solutions to survive. Read on to hear how you can protect yourself and your business from marketplace fluctuations. Click the link below to read our latest article. https://www.grimbleby-coleman.com/resources/articles/Roll-With-It-How-to-Weather-Marketplace-Fluctuations
Date:February 15th, 2022
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Transition Lessons: A Conversation with Clive Grimbleby, by Clive Grimbleby, CPA

Last year around this time, we announced that Clive Grimbleby, our former Managing Partner and CEO, would officially transition into an in-house advisory role, handing over the leadership role to his son, Ian. However, Clive’s role at the firm continues in an advisory role. In this month's article, Clive shared his candid thoughts and lessons about the journey so far in a conversation about succession planning and what clients can learn from his experiences. Read more by following the link below! https://www.grimbleby-coleman.com/resources/articles/Transition-Lessons-A-Conversation-with-Clive-Grimbleby
Date:January 18th, 2022
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Are You Losing Money by Avoiding Online Accounting? by Doug DeBoer, CPA, and Tami Davis, CMA

We’ve all experienced the innumerable ways the pandemic has upended how we work and conduct business. In accounting, that change is especially evident in the rapid adoption of online-only platforms and virtual services such as auditing. At GC, we aim to ensure our clients optimize in the way that's best for their business. Our latest article lists things to consider, as well as the ways that switching could make all the difference for your business. Read on by clicking the link below. https://www.grimbleby-coleman.com/resources/articles/Are-You-Losing-Money-by-Avoiding-Online-Accounting-
Date:December 12th, 2021
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How a Cash Flow Projection Can Help Your Business Roll with the Punches by John Olmos, CPA

Cash flow projections are a key predictor of profitability for nearly all small businesses. That's why it's so important to have a good grasp of what you have now and what you predict going forward. If done consistently it can increase profits substantially. We've put together some basics to consider in our November newsletter article on cash flow projections. Read more at the link below: https://www.grimbleby-coleman.com/resources/articles/How-a-Cash-Flow-Projection-Can-Help-Your-Business-Roll-with-the-Punches
Date:November 16th, 2021
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Is a Roth IRA the Right Retirement Account for You? By Jamee Bollinger, CPA

We're taking a deeper dive into Roth IRAs in October's featured article. You may know that it's the least restrictive plan, offering greater flexibility in the future in exchange for an up-front sacrifice in the form of taxes, but you might not be aware of some of its lesser-known benefits. Read the latest from our Estates and Trust Team at GC to find out more. Click the link below to read the full article. https://www.grimbleby-coleman.com/resources/articles/Is-a-Roth-IRA-the-Right-Retirement-Account-for-You-%C2%A0
Date:October 19th, 2021
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