Archive for the ‘Uncategorized’ Category

Regional Regulatory Advisory Board

Posted on: February 5th, 2015 by Kristine No Comments

In January 2015, Kristine was appointed to the SBA’s Office of National Ombudsman, Region 9 Regulatory Advisory Board.  This position allows outreach for small business owners to share concerns with Federal issues.

Client Spotlight

Posted on: November 7th, 2011 by Kristine No Comments


Established in 2006, NUMBERS etc provides full service accounting and tax services to small and medium sized businesses in Arizona and Southern California. Our Accounting and Finance professionals bring an in-depth level of functional and industry experience in all areas of finance and accounting with real world experience. NUMBERSetc has been successfully helping companies of all sizes from start-ups to Fortune 500 companies obtain the expertise that is needed to accomplish the projects or areas listed below. Small businesses can now benefit from the best talent without entering into expensive consulting contracts or hiring a long term employee.

Call today and take advantage of our free 30 minute in-person consultation with recommendations.

Charity Corner

Posted on: August 22nd, 2011 by Kristine No Comments

Non Profit Upcoming Events

August 24, 2011, 4-7 pm, ASBA Open House and Expo, 4600 E Washington St, Phoenix, AZ.

August 30, 2011, 5:30pm – Gabriel’s Angels Play, “Boeing, Boeing”, Phoenix Theatre.

September 14, 2011, 11:00am-1:00pm, NAWBO Monthly Luncheon, Speaker: Fran Lowell, “Rapport” How to gain a competitive edge in your business. Phoenix Country Club

September 21, 2011, 11:30am – Tempe Chamber Golf Tournament, Karsten’s Golf Course.

October 14, 2011, 6:00 pm – Gabriel’s Angels First Ever Signature Wine Event, SALUD! Arizona Biltmore.

Client Spotlight

Posted on: March 29th, 2011 by Kristine No Comments

Benjamin Franklin Plumbing

Benjamin Franklin, The Punctual Plumber is not only ranked in Ranking Arizona, but one of its plumbers helped a homeowner last month find $8000.00 of missing cash and return it. They provide award winning valley wide service 24/7 with drug free background checked plumbers. Save extra money by using their real-time online booking system or call 480-812-1855, mention Benefits by Design for a $35.00 discount on any repair. Friend their facebook page, linked on their website and get helpful tips and special discounts.

Their service has been tested and proves to be a company you can trust and count on for all your plumbing, water heater and water treatment needs since 1985. They are the only plumber in the valley that has won the BBB Ethics award 2 times, referred by Rosie On The House, referred by To Fix It, 5 year award winner from Angie’s List, referred by Pat McMahon, KTAR’s Gayle Bass and a current company of Ranking Arizona.

Charity Corner

Posted on: March 29th, 2011 by Kristine No Comments

Upcoming Events – Gabriel’s Angels Breakfast on May 6, 2011 at the Arizona Biltmore from 7:30am to 9:00am. Kristine will be sponsoring a table, so please feel free to call her if you would like to attend.

For more information please visit Gabriel’s Angels website.

Referral Partner

Posted on: September 30th, 2010 by Kristine No Comments

McMinn HR

Ginny McMinn owns McMinn HR, our featured referral partner. Ginny has over 30 years of HR experience with a variety of businesses, and brings a realistic and understanding approach to Human Resources, employee and compliance issues. Ginny has helped us to hire the last two employees for Benefits by Design, starting with a detailed understanding of what our firm needed in an employee. The result was a seamless process, easy for us to follow, with great employees as a result!

A hint or two from Ginny:

1. It’s important to think about the skills, training and experience needed before you begin looking for new employees. Don’t snare the easiest referral and hope for the best. Determine up front what you need now and to build the future you want for your business. Think about the person who will best amplify your existing team. Then begin to systematically look for that person. Hold yourself to the wish list and a consistent process in order to get the best hiring results.

2. When an issue arises with an employee, step back and think about what has occurred. Is the issue a new one, or something that has been building for some time? Is this a single instance or a pattern of performance or behavior issues? Get an objective viewpoint about how to handle the situation for the most constructive result. Typically, a discussion with Ginny will take just a few minutes and bring clarity to the situation. She will leave you with “next steps” and a plan to resolve the issue.

Call Ginny at 480.726.0343; check out her website at

Non-Profit Showcase

Posted on: September 30th, 2010 by Kristine No Comments

Help Kristine raise money for Gabriel’s Angels by donating today! She’ll be playing 100 holes of golf on November 5th at Encanto Park. Please donate and help her improve her golf game and help a child!!! Any amount would be greatly appreciated – and remember all proceeds go directly to Pet Therapy for childern in crisis! Please click on the Pledge Form link below to donate today!

Golf Marathon 2010 Pledge Form

Also, join us on November 16th at Phoenix Theater to see Hairspray. Tickets are discounted at $29.50 (that’s over half off) and all the money goes to support Gabriel’s Angels and Phoenix Youth at Risk. You may purchase tickets by phone at 602.254.2151.

Too Expensive to Cover Your Dependents?

Posted on: September 30th, 2010 by Kristine No Comments

Remember to look at individual insurance as an option for your dependents. Many of the carriers offer plans that have higher deductibles or limited co-pays that help to reduce costs. These plans can also work for you if insurance is not offered through your employer, or if you are self employed. There are also plans that are short-term major medical which are affordable and they are definitely better than not having insurance at all. Please call Chris Conran at our office for an individual quote, 480-831-7700 or

Welcome to our Team

Posted on: August 30th, 2010 by admin
Welcome Colleen

Colleen is a new addition to our Account Management Team