Gold Certified Partners Profiles

These vendors have entered into an agreement with BizActions to provide our Sponsors with valuable informational newsletter content specific to their specialty and support our Sponsors with the services described, should the participating Sponsor choose to engage the vendor.


The Online 401(k)

Andrew Meadows
(415) 477-8800
ameadows@theonline401k.com
www.theonline401k.com/d401k/ecs/recommendation/index.html

The Online 401(k) is a Web-based retirement company that provides small and growing businesses with affordable, quality plans that help you save at work. Since 1999, the Online 401(k) has been all about rock-solid, no-hidden fees retirement plans that fit your small business, no matter who you are. The Online 401(k) is one of the few 401(k) providers that truly loves working with small businesses and has a solution that meets their needs. Today, more than 3,500 of those small businesses across 50 states rely on the Online 401(k) to help them and their employees reach their retirement goals.

Products & Services
401 (k)
Articles related to 401 (k)

Management Psychology Group

Hodges Golson
(404) 237-6808
hgolson@mpgpc.com
www.managementpsychology.com/

Management Psychology Group is a consulting firm of professional licensed psychologists, whose mission is to help clients get the right people into the right jobs, help people grow to their full potential on the job and help executive teams become more effective. MPG provides professional, valid, reliable, timely, practical and cost-effective psychological consulting services. MPG has extensive experience in assessment for selection and development, leadership succession planning, executive coaching, job analysis, employee surveys and team building.

Products & Services
Consulting
Screening
Articles related to screening new employees
Coaching
Articles related to coaching current employees to be more affective or for promotion

The QB Specialists

Ruth Perryman
(916) 380-7171
ruth@theQBspecialists.com
www.theqbspecialists.com/

Intuit Solutions Providers
Certified Advanced QuickBooks ProAdvisors
Member of Intuit’s Trainer/Writer Network

Our USA-based Advanced Certified QuickBooks ProAdvisors provide world-class technical support services for QuickBooks Pro, Premier, Enterprise Solutions, and Point of Sale/POS over the phone and via the Internet. Get personalized help whenever you need it and get back to business fast. Whether it's setting up QuickBooks for the first time or cleaning up accounting "messes", we can help!

We offer a wide-range of professional services to ensure you find the right solution and have a smooth implementation. In additional to day-to-day questions, we can help you with:

• QuickBooks discounts
• Installation/setup
• Data conversion
• Third-party software integration
• Custom training
• Technical support
• Corrupted data file repair
• Custom reports/forms
• Bookkeeping

Products & Services
QuickBooks Training
Articles associated with using QuickBooks more effectively
Trouble Shooting
Articles related to QuickBooks trouble shooting
QuickBooks Consulting
Articles related to QuickBooks Consulting

Copanion, Inc.

Tara DeMaio
(800) 291-2136
tdemaio@copanion.com
www.copanion.com

Copanion is a leading innovator in tax document automation, dedicated to saving tax professionals time with accurate and secure web-based applications that are affordable and easy-to-use. Founded in 2005, Copanion's advanced Software as a Service technology makes it easy for firms of any size to increase their productivity. The GruntWorx family of products automatically identifies, organizes, and extracts tax data from scanned tax forms, providing an electronic alternative to manual processes, such as sorting forms and finding and entering tax data.

Products & Services
Accounting Software
Articles related to Accounting Software
Tax Software
Articles related to Tax Software

AIM Above LLC

Linda Seefeldt
(727) 421-1202
LSeefeldt@AimAbove.com
www.AimAbove.com

AIM Above accelerates results in growth and revenue. Having increases of 30% in revenue in over 100 cities, you can benefit from many successful growth strategies as an individual, organization, or a business. You will attain the best solutions that fit within your financial situation, as we have never gone over budget. Achieve success and have confidence by using high quality guidance of proven professional marketing and business development leaders with valuable customized solutions to generate more business for you. Accelerate your results now with AIM Above clients.

Products & Services
Business Growth Resources
Articles on growing your business

Out Of The Box Technology

Ellen Schroeter
(248) 579-0980
Ellen.Schroeter@otbtechnology.com
www.outoftheboxtechnology.com

Out Of The Box Technology provides accounting and technology-based solutions to help small to medium sized companies run their operations more efficiently and effectively. We have a full suite of custom and turnkey solutions that are flexible and scalable enough to meet the needs of any company. Our products and services range from QuickBooks consulting to IT networking and support to Hosted Environments to a CRM package with real-time integration with QuickBooks. With offices in Michigan, Wisconsin, Illinois, and California our management team brings extensive and wide-ranging expertise in accounting and information technology to a diverse spectrum of clients. Whether you are a small retail shop, construction company, professional services firm, or anything in between - Out Of The Box Technology is the one-stop shop you’ve been searching for.

Products & Services
Third Party Software Integration with QuickBooks
QuickBooks Consulting
Cloud Computing
Accounting/Hosted Applications
Dashboard in a Box

Universal Business Computing Company

Bill Botzler
(800) 827-8610
bbotzler@ubcc.com
www.ubcc.com/

Founded in 1981, UBCC is the leading provider of high volume, high productivity payroll and accounting software for payroll and accounting professionals. UBCC offers four different packages to professional accounting firms, payroll service bureaus and commercial businesses: Client Data Center, Payroll Service Bureau, PEO Enterprise, and Real-Time Accounting for Business. Modules include: Unified Payroll, General Ledger, Accounts Payable, Accounts Receivable, Bank Reconciliation, Depreciation, Order Billing, Inventory Management, and Job Management. Technical support and customer service is available 24 hours a day, seven days per week.

Products & Services
Payroll Software
Articles related to payroll software
Accounting software
Articles related to accounting software

Aquila Global Advisors, LLC

August Aquila
(952) 930-1295
aaquila@aquilaadvisors.com
www.AquilaAdvisors.com

Aquila Global Advisors, LLC specializes in succession planning, mergers and acquisitions, compensation plans, and strategic planning. What differentiates Aquila Global Advisors from other advisor firms is an unending devotion to implementation and in-depth knowledge and experience—having been involved in more than 150 mergers and acquisitions. Aquila Global Advisors is recognized as one of the most sought after firms within all areas of expertise, as well as employ professionals that are frequent speakers at the AICPA and State Society meetings on succession.

Products & Services
Consulting Services

AccountingWEB, Inc.

Rob Nance
President
(866) 688-1678
rnance@accountingweb.com
www.accountingweb.com

AccountingWeb.com is an online tax and accounting source that provides accounting news, information, tips, tools, resources, and insight into everything required to prosper and enjoy the accounting profession. Serving more than 85,000 US certified public accountants (CPAs) and other accounting professionals, AccountingWeb.com is the premier interactive community for practical, topical resources to help visitors solve pressing business problems, locate suppliers, and to network with peers.

Products & Services
Consulting Services for CPA Firms
Articles providing accounting news, information, tips, tools, resources and insight

Robert Shapiro & Associates, Inc.

Robert Shapiro
President
(954) 684-1315
rshap1031@gmail.com

Bob Shapiro, CPA/MBA is a seasoned executive with a proven track record of developing and implementing creative marketing programs designed to drive growth, particularly within the CPA services arena. His areas of expertise include firm building, marketing strategy, branding, sales management and reaching “C” level target accounts. Prior to launching his own firm 13 years ago, Bob was the Marketing Director of Goldstein, Golub & Kessler a 600 person CPA firm in Manhattan. Bob graduated from Queens College with a Bachelor of Arts in Economics in 1972 and with a Master in Management from Baruch College in 1986.He currently resides in Fort Lauderdale, Florida.

Products & Services
Consulting

SAS Communications 360, LLC

Kristy Short
(734) 481-0186
kristy@sascommunication360.com
www.sascommunications360.com/home

We Are SAS

SAS Communications 360 (SAS) provides public and media relations, marketing collateral development, and professional writing services—exclusively for the tax & accounting profession. Offering a "full-circle" of options, clients can build a custom package to meet their unique communications needs. Now that's 360° service!

A little SAS goes a long way! Let us help you:

* Create a strong public relations program to increase your presence.

* Develop relationships with trade publications, State CPA Society publications, and national media channels for extended exposure.

* Create innovative client initiatives to further enhance two-way communication (after all, your existing clients represent a referral goldmine).

* Help you apply relevant Web 2.0 Technologies to effectively "speak" to your clients, prospects, and the media.

Products & Services
Public Relations
Marketing
Branding

Results Software

Mayya Saab
Chief Executive Officer & Chief Financial Officer
(703) 430-9110
msaab@results-software.com
www.results-software.com/Index.shtml

Grow your Business with Results. Results Software provides award-winning Customer Relationship Management (CRM) and Business Management solutions.

We help businesses grow and prosper by delivering a complete and flexible approach to business information management and business process automation for sales & marketing, service delivery, customer service, project management, timesheets, time-billing, renewal-billing, invoicing, order tracking, payment history & inventory control along with bi-directional QuickBooks and Outlook Integration.

We uniquely offer one-time purchase as well as pay-as-you-go licensing options and support OnPremises as well as OnDemand (in-the-cloud/hosted) platforms to accommodate traditional as well as virtual offices with mobile staff.

Products & Services

Performance Benefits

Tim Birk
President/CEO
(866) 711-8358
tbirk@performancebenefits.net
www.readyfunds.net

Performance Benefits, Inc.® is a pioneer in providing Innovative Financial Services that make peoples lives easier and help employers improve their bottom line. PBI’s innovative eZsuite™ of Financial Services includes the ReadyFUND$™ Premier Access Prepaid MasterCard® that actually reduces company operating costs.

The Mission of PBI is to provide innovative financial solutions that increase business productivity and improve employee performance and welfare.

Performance Benefits, Inc.’s primary target are businesses that employ a high percentage of the estimated 94 million *underbanked, and *unbanked individuals in the United States.

Products & Services

Shugo

Rick Hymanson
(888) 957-4846
Rick.Hymanson@myshugo.com
www.myshugo.com/

Shugo is committed to providing small and mid-size businesses the tools they need to ensure the security of their data. Providing top enterprise level technology solutions in an easy to use, cost effective web-based platform, Shugo’s FileGuardian service ensures data transfer and archives are secure and regulation-compliant.

Shugo’s Mission: To make securing and archiving business information simple and easy for small to mid-sized businesses.

How to secure your business with Shugo’s FileGuardian: Shugo’s FileGuardian ensures data transfer and archives are secure and regulation-compliant. A simple and easy to use enterprise level security platform, FileGuardian provides a simple and secure way to send, receive and store ¬files containing personally identifi¬able information (SSNs, Bank Account Numbers, Credit Card Numbers, Financial Data, etc.) using only a standard internet connection and web browser.

FileGuardian eliminates the need for any additional IT hardware or software investment, making securing and archiving sensitive business information simple, easy and cost effective. By ensuring the security of all sensitive data sent and received, FileGuardian provides protection against data loss and breach, and provides the peace of mind that you are in compliance with government regulations.

Products & Services

Gillware Data Services

Scott Eganhouse
(877) 624-7206
seganhouse@gillware.com
www.backup.gillware.com/public/index.action

From Data Recovery to Data Backup

As an industry leading data recovery provider, Gillware knows first-hand that there is only one way to guarantee your data is protected: Automation and auditing. Over the years Gillware has received thousands of requests from our clients for a simple and dependable data backup product. Gillware Remote Backup is our response.

Gillware Data Services has a simple mission: Provide the premier online data backup solution to our clients.

Utilizing input from our data recovery clients, Gillware Data Services was formed with the intention of developing the premier online data backup solution available. With this goal in mind, our design team set forth compiling a list of features that would deliver advanced functionality within a simple framework. It was immediately apparent that the keys to any successful data backup solution are frequent, fast, secure robust, auditable, automatic operation. All of this while minimizing necessary user intervention. And the software has to be easy to learn, easy to use and easy to teach. These characteristics drive the design philosophy behind Gillware Remote Backup.

With Gillware Remote Backup, business professionals are no longer dependent on corporate headquarters for their data backup needs. Whether at your home office or in an airport terminal, an internet connection is all you need to ensure your critical data is safe and secure. And with an industry first, Data Backup Audits, Gillware Data Services will guarantee that the documents you're using every day are the same documents you're backing up every night.

Products & Services

HRAnswerLink

Tricia Christensen
Director of Business Operations
(877) 882-2237
TriciaC@hranswerlink.com
www.hranswerlink.com/index.php

HRAnswerLink is home to six premier HR products and services: HR Support Center, HRISLink, CRMLink, HRAudit, HREAPLink and PosterLink.

The HR Support Center is a turn-key web-based program providing you with the tools needed to handle the legal, regulatory and relationship needs within a company. With a personalized consulting service, we go above and beyond in ensuring that we can assist you with any company specific matters.

HRISLink is our solution to help automate the HR, payroll, management and accounting activities for your clients. With a flexible design, we give you the necessary tools to facilitate processes to meet your business specific needs. CRMLink allows our affiliates to effectively manage their customer relationships. From a lead, opportunity or a client, this product gives you the tools necessary to handle all interactions in an organized, easy-to-use and fully customizable way.

HRAudit is a Lead Generation Tool that provides a link that can be placed on multiple websites for prospects to take an HR Audit. Prospects take the audit - you get an instant lead!

HR EAPLink provides employee access to services intended to help deal with personal or job related problems that might adversely impact work performance, health and overall well-being. PosterLink provides Affiliates with a branded compliance poster subscription program. These services are available via a privately branded channel, allowing our affiliates the opportunity to provide the products on either a value-added or revenue generative basis. Our affiliates include: insurance providers and brokers, payroll services bureaus, PEO’s, CPA’s, banks, franchises and associations.

Products & Services
HRAnswerlink

National Crime Search

Travis Fink
President
(479) 695-2111
travis@nationalcrimesearch.com
www.nationalcrimesearch.com/

National Crime Search, Inc. (NCS) is a nationwide provider of background checks, employment screening, and volunteer screening. NCS is large enough and experienced enough to handle all of your background screening needs, yet small enough for you to know the Owners and the staff.

NCS was founded by three partners with over 37 years combined experience in the background and employment screening business. NCS is committed to providing you the information you need, quickly and affordably.

Products & Services
Background Checks
Background Screening

BizActions Timely Opportunities Campaigns

Kathy Saunder
Regional Sales
(866) 240-8677
nhall@bizactions.com

These campaigns each contain a Timely Opportunities article. They will each be available for 3 weeks. Please note that these articles are time sensative in nature and you should carefully review them before sending them out to make sure they are still timely.

Products & Services

SwipeClock

Bryce Swanson
Director of Business Development
(888) 223-3450
Bryce@swipeclock.com
www.swipeclock.com/SC_com/index.htm

A Simple, Affordable Timekeeping Solution SwipeClock is an online electronic time and attendance solution for all businesses, large ans small. It combines the convenience of online access with the familiarity of a conventional wall-mounted time clock and PC for time data collection. Our service is entirely online, so there's no software to buy, install or upgrade.

Products & Services

Holistic Wealth Advisors, LLC

Edward C. Witherspoon
(410) 877-1586
edwardw@holisticwealthadvisors.com

We start and end with your dreams. Once we know what you want out of life – for yourself and your family – we evaluate where you are relative to your goals. With our philosophy in mind, we can then recommend strategies to get you where you want to be. But we don’t stop there. We help you implement the recommendations and we watch over your plan so that you can live your life. We continually monitor your financial situation to ensure that you remain on track to achieve your goals. You and your goals remain the centerpiece of our recommendations and strategies.

Products & Services

Intego Insurance Services

Mark Benotti
Director of Business Development
(888) 289-2939
mbenotti@integoinsurance.com
www.apintego.com/

At AP Intego, we know that you have choices, and in order to secure your business we need to do things differently from our competition. It boils down to this: Lightning fast response, innovative top-flight products and a powerful distribution platform. Call it our vision.

Yes, we are a nationwide insurance program administrator and broker, but our very premise is rooted in state-of-the-art technology. We know from the start that it would be the difference from good to incomparable.

From our innovative SmartCompSM offering to our outsourced BPO of personal insurance programs to our jewelers block expertise, AP Intego provides highly automated products and solutions to our strategic partners and policyholders.

Products & Services
Workers' Compensation
Workers Compensation

Gold Partner Program Overview
Gold Partner Program Benefits
Gold Partner Program Details
Gold Certified Partner Program Agreement

BizActions is accepting applications for its
Gold Certified Partner Program
from companies that provide products and services that benefit the clients of the following:
Accounting Firms
Payroll Firms
Employee Benefit Firms
PEO's
Human Resource Firms
Law Firms
Financial Services Firms
APPLY TO
PARTNER PROGRAM
Or for more information,
please contact Kathy Saunder
866-240-8477 x223 or  email.