CLOs on the Move


 
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Athol Savings Bank

Athol Savings Bank is a mutual savings bank based in Athol, Massachusetts. Our goal is to be the financial foundation in our community; working harder, reaching higher, and delivering strength, stability, and security to our customers. As we move forward, Athol Savings Bank is committed to being "A Solutions Bank" for our customers and the communities we serve. Member FDIC. Equal Housing Lender. Member DIF.

evolv Consulting

evolv is the leader in data & ai business transformation, driving value realization to enable your organizations most strategic initiatives. Our solutions offerings include Strategic Execution, Transformation & Adoption, Data Cloud Modernization, Innovation & Design, and Artificial Intelligence. evolv proactively partners with third parties, including AWS, Microsoft, and Snowflake, with whom we are an Elite Services Partner, to bring the best solutions to our clients. Our team applies a breadth of experience to reveal a wholistic view, optimal use cases, and common mistakes to ultimately achieve accelerated results. evolv has been named to the Inc. 5000 list, a list that recognizes the fastest growing private companies in America. Through 2024, evolv has been the Black Diamond Sponsor for Snowflakes Data 4 Breakfast events in Dallas, Houston, and Austin, as well as the Black Diamond Sponsor for the upcoming Snowflake World Tour in Dallas and Chicago. evolv was a Green Circle Sponsor for the Snowflake Data Cloud Summit in San Fransisco in June 2024, as well as multiple sponsorships with Data.World, ARCET Global, and Matillion.

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?