CLOs on the Move


 
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A La C.A.R.T.E. CFO Advisory, Accounting & HR Solutions

Most businesses tackle accounting issues by hiring internally. Thats a mistake. Résumés are misleading. No candidate will fit long term. (Unicorns dont exist.) Recruiting is costly, slow, and unreliable. The results? * Inevitable turnover * Personality vs. company culture misaligned * Lack of proper training, management, and accountability Theres a better way to tackle this issue—with a dedicated financial SWAT team. Hi, Im Shirley Wiliani. Im the founder of A La C.A.R.T.E. Solutions. We serve businesses whose existing accounting infrastructure is hindering growth and profitability. WHO ARE OUR CLIENTS? Our clients are founders, business owners, and CEOs of privately held companies. They have annual revenues of $5M–$50M. WHAT PROBLEMS DO WE SOLVE? We help clients who: * Cant make decisions confidently due to inaccurate or untimely information * Lack high-level financial expertise * Have inefficient, paper-based processes * Use ancient, on-premises vs. cloud-based technology * Struggle with turnover WHAT DO YOU NEED? We provide: * Accounting and reporting (bookkeeping, financial statements, audit prep, bill pay) * CFO advisory (cash flow, budgeting, forecasting, process improvement, KPIs, due diligence) * Technology conversions (system implementations, data migrations) * Specialty services (SOPs, infrastructure evaluations) WHAT DO YOU GET? * Increased profits and cash flow * Increased credibility with banks, investors, and stakeholders * High-level financial expertise * Ability to make confident, timely business decisions * Reduced CPA fees * Ability to forecast and plan WHY US? We dont bill hourly. We bill flat monthly fees. You dont pay for time. You pay for results. READY TO TAKE THE NEXT STEP? Schedule a 45-minute discovery call: https://www.alacarte-solutions.com/discovery-call/ Together, we will: * Review challenges * Discuss goals * Assess resources * Consider timing/budget Do you have a financial SWAT team?

Liberty Federal Credit Union

About Liberty Federal Credit Union Liberty Federal Credit Union is a member-owned financial institution focused on returning value through innovative products and services. Liberty has been recognized on a state level by Forbes as one of Indianas best financial institutions. In recent years, the credit union has also received acclaim on a national level, including being named the nations Best Credit Union for Checking by Investopedia in 2021 and appearing on Newsweeks list of Americas Best Banks in 2022. Among Liberty FCUs most innovative products is its Vertical Checking. This free checking account offers a high interest rate of 3.30% APY on balances up to $20,000, plus reimbursement for usage fees paid when using any ATM worldwide up to $15 per month. However, Liberty Federal Credit Union similarly excels in providing value through better loan options for borrowers. For instance, the credit union offers an uncommonly wide variety of mortgage options to ensure the best fit for its members. According to the American Credit Union Mortgage Association, Liberty FCU was the Midwests top credit union in 2021 total first mortgage originations. Nationally, we ranked eleventh. Headquartered in Evansville, Indiana, Liberty FCU offers a wide footprint of branch locations throughout southern Indiana, western Kentucky, and the Greater Nashville area in Tennessee. However, the credit union currently serves more than 270,000 members across all fifty states and at least eight countries.

Mississippi Lime Company (now MLC)

With over a century in business, MLC (formerly Mississippi Lime Company) has built a reputation on the purity of its products, commitment to research and development, and tradition of customer satisfaction. MLC operates the largest lime facility in the Americas and mines some of the purest limestone reserves in the world. The company supplies high-calcium quicklime, hydrated lime, calcium carbonate products, trucking services, and technical solutions from a diversified, reliable network of facilities in Ste. Genevieve, MO; Calera, AL; Verona, KY; Vicksburg, MS; Weirton, WV; Chester, SC; Mobile, AL; Prairie du Rocher, IL; Bridgeville, PA; as well as several distribution sites throughout the country. MLC is a privately held company that has a fully integrated system for mining limestone and manufacturing high-quality, food-grade calcium products and pulverized limestone. MLC also owns and operates a trucking and logistics subsidiary, MLC Trucking, to further support customer needs and ensure additional supply security.

COVE Animal Health

COVE Animal Health is a veterinarian-led network of veterinary hospitals providing integrated primary care, emergency, and specialty services across several states in the Northeastern United States, including Connecticut, Maine, Massachusetts, and Pennsylvania. Originally founded in 1937 as Pieper Veterinary in Middletown, CT, COVE has grown into a multi-state network with over 1,000 team members and four hospital systems. COVE offers a comprehensive range of veterinary services, including routine wellness care, 24/7 emergency services, and advanced specialty care in areas such as internal medicine, ophthalmology, and surgery. The company operates a hub-and-spoke model that ensures seamless coordination among its hospitals, enhancing collaboration and resource sharing. COVE is committed to maintaining local ownership and community connections while fostering a culture of mentorship and professional development for veterinary teams.