Archive for the ‘News’ Category
Indianapolis Monthly released their 2010 survey of Five Star Wealth Managers. For a second year in a row, Anita Sherman and Larry Greenwalt have been named 2010 Five Star Wealth Managers. Larry Greenwalt was honored under the category of Taxation and Anita Sherman was honored under the category of Business Planning. This award places Larry and Anita among an elite group of Indianapolis accountants and CPAs. In Indianapolis, the resulting list represents less than 4 percent of the wealth managers in the Indianapolis area.
The Five Star Program and its research process adheres to the guidelines established within the Investment Advisors Act of 1940 regarding third-party recognition. The 2010 Five Star Wealth Managers do not pay a fee to be included in the research, or the final list of Five Star Best in Client Satisfaction Wealth Managers.
Each respondent is asked to evaluate only wealth managers whom they know through personal experience, and to evaluate them on nine criteria: customer service, integrity, communication, knowledge/expertise, value for fee charged, whether the wealth manager meets client financial objectives, post-sale service, quality of recommendations, and overall satisfaction
Greenwalt CPAs is pleased to announce that Amanda Meko, CPA has been named the Director, Audit & Other Assurance Services Group. Amanda is a Partner at the firm and also serves as the Team Leader of the firm’s Not-for-Profit Services Group. Meko will assume the Director responsibilities previously held by Anita Sherman, CPA, who recently was named as the incoming Managing Partner of Greenwalt CPAs.
Greenwalt CPAs is pleased to announce Anita Sherman, CPA has received the Manchester College Alumni Honor Award. The Alumni Honor Award is the highest recognition the Alumni Association can bestow on a graduate of Manchester College.
Periodically we will be doing a survey on issues that our clients and friends of the firm are keen to have more data on with respect to what other organizations are doing. This month’s survey deals with wage freezes, restoration of benefits, and average wage increases. Please complete the survey by clicking the following link.
http://www.greenwaltcpas.com/contact-us/bipoll/
Our goal is to turn the poll results around quickly and share them with you in two weeks. Please let us know if there are other hot topics you would like to have us survey.
Greenwalt CPAs once again ranked in the top five companies in the small company sector (50 to 149 employees). Central Engineering and Construction Associates, Inc., and Indiana Hemophilia and Thrombosis Center , clients of the firm were honored as well. The rankings are based upon an independent employee survey which covered a variety of aspects of the workplace, including training, management, benefits, appreciation, ethics, and work/life balance. Greenwalt CPAs ranked fourth overall in the small company sector, and was ranked #1 in training among all categories (large workplaces, midsize and small).
Employees said that the Firm’s family-friendly workplace is one of our biggest assets. We will be receiving a more detailed analysis of the results, which we will use to determine areas where we can further improve.
See the Indy Star article about Greenwalt CPAs, Inc here.
Greenwalt CPAs has been chosen as a 2010 recipient of the "Above & Beyond" Award from the Indiana Committee, Employer Support of the Guard & Reserve (ESGR). Greenwalt CPAs was nominated by SFC Danny Riley, whose wife works at Greenwalt CPAs.
By Dana Hunsinger, Indy Star Reporter
As an accountant, Marie Jett has been able to figure one thing for sure: Work is her life right now.
She’s clocking 70-hour weeks, leaving the office at 10:30 p.m. some nights and logging time on the weekends.
It’s tax season crunch time, and that has Jett and the nation’s 1.3 million accountants working insane hours, losing sleep and missing the family.