Videos

Case study: Completing a Transition, One Step at a Time, by Stephen Wray, CPA

During a routine year-end tax planning meeting, one of our clients, who is the owner of a general contracting business, brought up his wish to eventually retire. This prompted our team to help the family properly value their company and carefully plan out roles and the line of succession. Find out more by reading the full article at the link below. https://www.grimbleby-coleman.com/resources/articles/Completing-a-Transition,-One-Step-at-a-Time
Date:September 20th, 2022
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Case Study: A Creative Use of Opportunity Zones, by Chad Van Houten, CPA/CVA, MST

An agriculture industry client came to Grimbleby Coleman CPAs for tax advisory help regarding their real estate investment operation. GC advised the potential use of an Opportunity Zone, which is an economic development tool used for spurring growth in distressed areas. We were able to help them qualify their pending ranch purchase and save them significantly on their taxes. This unique scenario presented its challenges, but the outcome was a success in the end. We hope you find this information helpful in understanding some of the creative uses for Opportunity Zones. Read our latest case study by clicking the link below. https://www.grimbleby-coleman.com/resources/articles/Case-Study-A-Creative-Use-of-Opportunity-Zones
Date:August 12th, 2022
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Case Study: Simplifying an Estate Plan for a Smoother Transition by Jamee Bollinger, CPA

A client, who leads a well-known local fine foods manufacturer and distributor, came to GC with questions about updating his family’s complex estate plan. Since the early 1900s, the family business has been steadily growing and is now a sprawling family operation that includes multiple businesses and generations of family members. Read on to find out how we were able to help simplify the process for the benefit of his family and his business. Click here to read the full article: https://www.grimbleby-coleman.com/resources/articles/Case-Study-Simplifying-an-Estate-Plan-for-a-Smoother-Transition
Date:June 30th, 2022
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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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