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Lori Kaiser Appointed to Capitol Series Trust Board of Trustees

November 9, 2018 By The FINACA

POWELL, OH - Lori Kaiser, CPA, Founder and CEO of Kaiser Consulting, LLC, was recently elected to the Board of Trustees of Capitol Series Trust (CST), a public company operated by Cincinnati, Ohio’s Ultimus Fund Solutions, LLC (Ultimus). She was selected from a pool of highly qualified candidates in an effort to expand the board's diversity in experience and perspective. Ultimus provides highly customized and comprehensive middle and back office services to investment advisers. CST currently … [Read more...]

Filed Under: News

RoseRyan Turns 25

September 11, 2018 By The FINACA

Newark, Calif. — Twenty-five years ago today, Kathy Ryan and her colleague Sue Macias set up a new kind of consulting firm in Silicon Valley, offering a better way to bring top-notch finance and accounting expertise to companies. Today, award-winning RoseRyan is an innovator in its field, taking companies further, faster with proven finance solutions and its team of nearly 100 members. Says RoseRyan CEO Kathy Ryan, “We’re forward-focused and accelerating with the rapid pace of change, so … [Read more...]

Filed Under: News

Kaiser Consulting Announces Six New Shareholders

August 16, 2018 By The FINACA

POWELL, OH - Kaiser Consulting, LLC, an accounting and information technology firm, is proud to announce Hilary Dodson, Michele Himes, Tracey Holecek, Jill Kerns, Michelle Martin, and Angela McDermott are the firm’s newest shareholders. The promotion of key members of the firm’s management team reflects Kaiser Consulting’s commitment to recognizing the unique contributions of each professional based upon their distinct experiences and talents. … [Read more...]

Filed Under: News

RoseRyan’s New Cannabis Solution Helps Companies Level Up Their Finance and Accounting So They Can Scale and Grow

May 2, 2018 By The FINACA

Updated, 4/19/18 Media Contact: Sarah Grolnic-McClurg Pounce PR 510.898.1837 Newark, Calif., April 17, 2018—RoseRyan, the San Francisco Bay Area finance and accounting consulting firm that takes companies further, faster with proven finance solutions, today unveils its Cannabis Solution. According to the consulting firm, cannabis companies are eager to set up robust finance frameworks to support their rapid growth in the extremely dynamic market. RoseRyan, which was founded in 1993 and … [Read more...]

Filed Under: News

San Francisco Bay Area-based RoseRyan expanded services in 2017 and looks ahead to more growth in 2018

March 15, 2018 By The FINACA

  Founding FINACA member RoseRyan recently garnered regional media coverage from the Silicon Valley Business Journal. On February 16, the media outlet featured four accounting firm leaders’ plans for growth, taking a look at what new sectors and services will be impacting the field and their own firms’ revenues. Included among them was Kathy Ryan, founder and CEO of RoseRyan, who cited the consulting firm’s excitement in three areas: the San Francisco market, startup sector and the … [Read more...]

Filed Under: News

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5 Accounting Terms for Not-for-Profits

Certified Public Accountant and Senior Manager on the outsourced accounting side of Vault Consulting walks through five phrases she believes every Not-for-Profit should be familiar with.  Internal Controls Organizations need to have good policies and procedures to minimize vulnerability and make sure everything is done the correct way. To avoid fraudulence or embezzlement, procedures and policies […]

Tired of performance reviews?

How one firm radically reshaped its evaluations — by bringing in clients. A few years ago, my Silicon Valley advisory firm was stuck in the annual cycle of time-consuming, backward-looking and mostly ineffective process of performance reviews. Employees were split over whether the feedback was useful, and the information we got out of the reviews didn’t come close to offsetting the amount of work that went into gathering and distributing them. We wanted a better sense of how our people were doing on the job. That way, we can provide them with the kind of helpful input that will motivate them to keep up the good work or provide training if they need to improve a particular skillset.

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