BTerrell Group Blog

How Do You Know When You Have Outgrown QuickBooks?

Posted by Meredith Gooch on Fri, Jun 04, 2010

How many times have you asked or been asked this question? For us, this is a frequent question we get from prospects and CPAs, so we decided to go straight to the source! We're brining in a QuickBooks Advanced Certified Professional Advisor to facilitate a round table discussion on it for us! Join us for this luncheon at Lawry's The Prime Rib on June 8th at 11:30 a.m. This should be a great discussion; it is definitely one we're looking forward to attending! The luncheon is $15 per person, and each attendee will receive 1 CPE credit, a great meal at Lawry's, and the chance to win an iPod Shuffle! RSVP now by contacting Meredith Gooch.

- Brian Terrell, CPA and Managing Partner

Tags: CPE, CPE credit, round table luncheon, quickbooks, outgrow quickbooks

How Will The New Healthcare Reform Bill Affect Your Company?

Posted by Meredith Gooch on Thu, Apr 29, 2010

On Sunday, March 21, 2010, the House of Representatives passed the fiercely contested healthcare reform bill, HR 3590. On Thursday, March 25 the Senate passed the Reconciliation Bill, the so-called "fix it" bill. On Tuesday, March 30, President Obama signed the final piece of the legislation into law. This legislation will have a major impact on every person living in the United States for the foreseeable future. While there are many implications of this bill, we'll only discuss the pieces that will directly impact employers at this luncheon.

What: Round Table Luncheon
When: Thursday, May 13, 2010 at 11:30 a.m.
Where: Lawry's The Prime Rib in Addison, Texas
Cost: $15 per person

Contact us to learn more, or RSVP NOW!

About the Moderator:
Jack Reaves, CLU, agency founder, has 30+ years of successful insurance experience. Some clients have been with him since the agency opened for business. Jack's specialty is group insurance for private and public employers. His clients range from companies with two employees to those with thousands on their payroll. Jack prides himself on learning a client's needs, then designing solutions to fit that client's business goals. Prior to founding The Reaves Agency, Jack held management positions for Safeway stores. His success in that venture inspired him to open his own business.

Tags: luncheon, CPE, healthcare reform, Jack Reaves