Testimonials

I want to thank Alexis James, an employment attorney and Managing Partner oft WorkWise Law, for taking time to update our CFO, Controller and Accountant group at CalCPA-LA on 2020 CA Employment Regulations. She did an amazing job and there were so many regulations to cover-AB2257 (old AB5), Crime Victim Protection, SB1383, SB973, Cal-Osha, plus Covid-19 related paid time off, notice, tracking, reporting and on and on. Alexis, your comprehensive knowledge of the law and practical tips to businesses from having been in litigation are evident. Every business with more then 5 employees should call Alexis to stay compliance. Updating EE Handbook is a MUST. Everyone attended spoke highly of Alexis' knowledge of the law and her practical tips to businesses. Alexis, thank for sharing and educating our group.

Carrie Hidding
Accountant , teamCFO

I would like to thank Richard Brownstein, a certified bankruptcy specialist who concentrates on keeping his debtor clients out of bankruptcy as well as securing great results for creditor clients maximizing recovery from debtors who attempt to avoid responsibility by filing a bankruptcy case. Richard referred a matter that involves possible fraudulent activity that may be subject to various remedies in the state courts, including relief under California's Uniform Voidable Transactions Act.

Howard Loeb
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I would like to thank Michael Goldman, a very well connected business consultant in the entertainment industry with top line education from the Wharton School of Business. Besides his expertise in the Hollywood arena, Michael is dialed into the growing AI (artificial intelligence) space. Michael offers fractional CFO services for startups as well as other companies. Michael referred a matter that involves potential violations of the federal securities laws as well as business torts under state law.

Howard Loeb
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Anita Rodal of AFEX and SBPI Services, Inc. would like to thank Sahana Sridhar Mark for referring a PPP loan applicant to me to get him in the queue early, before the rush that will come once the SBA finalizes the guidelines. I am happy I could help him, and in turn, he referred three more applicants to me. Thank you again Sahana!

Anita Rodal
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Anita Rodal of AFEX and SBPI Services, Inc. would like to thank Eric Shaw of NY Credit for referring two PPP loan applicants to me so that I could get them in the queue early. Once the SBA publishes the final guidelines for the next round of PPP loans, they'll already be in line to submit docs! Happy to be of help; thanks again Eric!

Anita Rodal
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Anita Rodal of AFEX and SBPI Services, Inc. would like to thank Elizabeth Glynn of Glynn Export Consulting for the referral to a colleague of hers who has a client who wants to apply for a PPP loan. I was able to get him in the queue, so that he will already be in line to submit his application once the SBA opens the door for the next round of PPP loans. Happy to help - thanks again Elizabeth!

Anita Rodal
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Anita Rodal of AFEX and SBPI Services, Inc. would like to thank Denise Boroff of Necie Insurance Services for referring a PPP loan applicant to me so that I could get her in the queue early, before the rush that will inevitably come once the SBA publishes the final guidelines for the next round of PPP loans. Glad I could help; thanks again Denise!

Anita Rodal
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I'd like to thank Anita Rodal, SBPI Services, for inviting me to present about the benefits of exporting for California companies to the ACN-International Domestic Business Group in November. Thanks to this opportunity I was introduced to and am in dialog with Sean Townley, Manufacturers Bank. Thank you Anita!

Elizabeth Glynn
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I would like to thank Antonia Lavender for referring her client on the purchase of a condominium to us that recently closed! Her patience, cooperation, & teamwork make her an outstanding resource if you're looking for a real estate agent in the LA area . Thank you Antonia :-)

Mike Micci
Banking & Finance , Redwood Mortgage

I want to thank Mike Monteleone of ReMax One for referring a client on a commercial property in the Los Angeles area for a listing he has. Mike is very knowledgeable, experienced, and is a fantastic resource for both commercial & residential real estate. His 35 + years of experience in real estate and general contracting are definitely priceless!

Mike Micci
Banking & Finance , Redwood Mortgage