CLOs on the Move


 
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Heritage Financial Credit Union

Community. Its where we live and work and grow. Strong communities thrive when people support local jobs and businesses. Thats what Heritage Financial Credit Union is all about. We exist solely to empower and support the financial growth of our people and our communities. We offer all of the full service capabilities as a big bank - checking, savings, loans, online banking and so much more - but we dont pay shareholders. Earnings are put back in the form of lower rates, member dividends, jobs, community support, financial literacy and philanthropy. For over 80 years, weve been helping members achieve their financial goals. Since, 1940, Heritage Financial CU has been a not-for-profit cooperative association. Member accounts are fully insured up to $250,000 by the NCUA. Anyone who lives, works, worships, or goes to school in Orange, Ulster, Dutchess, Rockland, Sussex, or Pike counties can open an account with as little as $0.01. Delivering world-class service through personalized banking...every member, every time. Federally Insured by NCUA • Equal Housing Opportunity • Equal Opportunity Employer • Privacy Policy: https://heritagefcu.com/privacy-notice/

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?

Fleetworx Limited

Fleetworx help the car fleet supply chain work better for everyone. We do this by combining data analytics with technology and expertise. Our specialist services help businesses deliver robust company car fleet management in the UK and across EMEA. We leverage data analytics to dramatically improve decision making and our expertise and practical influence spans the entire fleet supply chain. Our primary objective is to deliver savings, compliance and control and our focused and impartial approach is proven to deliver a significant return on investment. Savings - we provide client-side support in the design and delivery of cost-saving and carbon-saving company car policies. Compliance - we act as an extension of your business. Our robust Management Information System, Fleetworx Centrax, ensure you and your supply chain is fully compliant. Control - we impose tight control on all aspects of your company car fleet, creating a slick, cost-effective and valued reward and retention solution. Our services are particularly valued by fleet generalists in HR/procurement or finance roles who have company car fleet responsibility Contact us at sales@fleetworx.com or visit our website to read our thoughts on the fleet sector and learn more about how we help our clients.

Another Broken Egg Cafe

Another Broken Egg Cafe is a popular brunch chain founded in 1996 in Mandeville, Louisiana. Originally named The Broken Egg Cafe, it was rebranded to highlight its unique brunch offerings. The cafe is known for its New Orleans heritage and serves a variety of breakfast, brunch, and lunch dishes, including omelets, pancakes, and sandwiches, all made with quality ingredients. The beverage menu features specialty coffee drinks, mimosas, and cocktails that complement the food. The chain operates over 90 locations across the United States, primarily in the Southeast, and is led by CEO Paul Macaluso. Under his leadership, the company is expanding through franchising, aiming to reach 100 locations. Another Broken Egg Cafe focuses on creating a welcoming atmosphere in its restaurants, often incorporating local elements to enhance the dining experience. The company also utilizes advanced technology to improve operations and customer service.

biBerk Business Insurance

biBerk helps small-business owners find the right insurance policies for their needs without extra costs and hassles. As a part of Warren Buffetts Berkshire Hathaway insurance group, our approach is to help you find the coverage thats right for your business right now. As your business grows, we offer the added insurance products that you need so your coverage grows with you. biBerk can help you with all your small business insurance needs, including: - Workers Compensation - Professional Liability (E&O) - General Liability - Property & Liability (BOP) - Commercial Auto - Umbrella Were also backed by an expert customer service team that can answer any question you throw at them. Well help you find the right insurance policy for your small business. Rated A++ by A.M. Best Company and AAA by Standard & Poors Corporation