ACCOUNTING & TAX RESOURCES

Core Accounting & Tax services available through CAN:

• Audit, review & compiled financial statements
• Tax prep & planning (individual & corporations)
• Bookkeeping (part-time & outsourced)
• 401K & ERISA plan audits
• Interim CFO & controller services
• Forensic & fraud audits
• Litigation support & expert testimony
• SOX & Internal controls
• Business valuations

PREFERRED PARTNERS

Link, Murrel & Company (www.link-murrel.com)
Full service audit, tax, and accounting firm.
John Link • Gary Crouch • Craig Murrel | (949) 261-1120

180 Business Solutions (www.180bs.com)
Outsourced back office accounting and interim / part-time CFO / Controller services.
Richard Lambright | (949) 900-0290

Summit Payroll (www.summitpayonline.com)
Payroll, time & attendance and human resources record keeping management.
Kirk Oetken | (714) 738-3530

Wright Ford Young & Co. (www.cpa-wfy.com)
Since 1973 Wright Ford Young & Co. has been providing exceptional hands-on consulting, accounting and tax services to entrepreneurial companies and professional individuals.
Robert Wright • Scott Young • Debbie Neal | (949) 910-2727

Capata & Company (www.capatax.com)
Accounting and tax services to individuals and corporations.
Gary Capata | (949) 364-0334

Avalon Advisors, Inc. (www.avalonadvisorsinc.com)
Avalon Advisors, Inc. is a specialized professional practice devoted to the valuation of business enterprises, corporate entities, financial assets, securities, financial, and mergers/acquisitions advisory.
John Misuraca | (949) 215-3408

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BANKING & FINANCE RESOURCES

Core Banking & Finance services available through CAN:

• Business loans & lines of credit
• Commercial real estate lending
• SBA, CalCap and other Government guaranteed loans
• Asset based lending (A/R, inventory, purchase order financing)
• Convertible debt
• Lease financing
• Bridge & specialty financing
• Private equity & angel investment
• Cash management services
• Financial restructuring and work outs

PREFERRED PARTNERS

Pacific Enterprise Bank (www.pacificenterprisebank.com)
A full service community bank serving Orange County entrepreneurial companies with lending and cash management products.
Brian Halle • Tobias Halbmaier | (949) 623-7600

South County Bank (www.southcountybank.com)
We are known as South County Bank in most regions of Southern California, Surf City Bank in Huntington Beach, and Inland Valley Bank in Redlands and Moreno Valley – we are a full service community bank.
H. Kent Falk | (949) 766-3030

Partners Bank of California (www.partnersbankca.com)
Providing commercial banking services to small and middle market businesses, professional practices, commercial and industrial companies and individuals in Orange County and surrounding communities.
Bruce Mills | (949) 732-4000

Profit Potential Group (www.profitpotentialgroup.com)
Providing business owners with financial management assessments, consulting and advisory services.
Scott Armstrong | (562) 427-3981

Grandpoint Bank (www.grandpointbank.com)
Grandpoint Bank focuses on capital and cash flow management of privately held companies and its owners.
Jason Lee • Sonia Flores | (714) 415-1740

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CONSULTING RESOURCES

Core Consulting service available through CAN:

• Vision & mission creation
• Strategic business planning
• Marketing & sales planning
• Project management & training
• Quality control initiatives & improvements
• Succession & family business planning
• Turnaround & troubled company support
• Corporate culture assessment & development
• Corporate team building
• Management team development
• Strategic offsite retreats & facilitation
• Workforce training
• Community and economic development
• Government and community relations

PREFERRED PARTNERS

Ethical Edge / Passkeys Foundation (www.ethicaledge.org / www.passkeys.org)
The Ethical Edge delivers innovative ethics and character development programs for organizations and businesses.
Russell Williams | (949) 770-7602

Bole International (www.boleinternational.com)
Provides interior architectural planning/ engineering and interior design services for the commercial, industrial and retail industries. Our leed certified materials and cost effective design leave a lasting impression on our client’s business.
Jeff Adler | (714) 438-3834

The Restaurant Wizard (www.therestaurantwizard.com)
Providing restaurateurs with financial management assessments, consulting and advisory services.
Scott Armstrong | (562) 427-3981

Frumi & Associates (www.frumi.com)
Catalyst for Change and Executive/Team Coach
Frumi Rachel Barr, Phd. MBA | (949) 394-9201

Performance Improvement Consultants (www.picperform.com)
Performance Improvement Consultants partners with its clients to help develop the vision, values and strategies that lead to enhanced performance for corporations and their employees as well as small business owners.
Rita Monte | (949) 632-5752

Vistage fka TEC (www.vistage.com)
Helping top executives and owners of small businesses take their careers and companies to a new level.
Linda Hughes • Les Whitney | (949) 497-4524

Fractional CFO (www.fractionalcfo.net)
Fractional CFO provides strategic, financial leadership as an outsourced CFO and consultant delivering strategic planning, exit strategies and due diligence. At Fractional CFO, our passion is working with owners/CEOs/Presidents to drive enterprise value and navigate their companies with purpose and precision.
John Bunnel | (949) 212-7581

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HR & HUMAN CAPITAL RESOURCES

Core HR & Human Capital services available through CAN:

• Compliance audit & risk assessment
• HR support & outsourcing
• Retained & contingent search
• Staffing & contract employment
• PEO & co-employment
• Professional & personal development
• Coaching & mentoring
• Outplacement & career planning
• Compensation & benefits
  • Training programs
  • Management and supervision
  • Violence in the Workplace
• Sexual Harassment
• Recruitment, interviewing, hiring, retention of key employees
• Union avoidance
• Employee relations
• Conflict resolution
• Change management
• Team building

PREFERRED PARTNERS

Coneybeare, Inc. (www.coneybeare.com)
Coneybeare, Inc. is an award-winning staffing and recruiting firm located in Orange County, California. Since 1986, we have offered full service, customized hiring plans, recruitment, and placement of talent for a variety of industries.
Victoria Betancourt | (714) 547-8546

Global Human Resources Outsourcing (www.ghrogroup.com)
GHRO and Total Solutions is a Professional Employer Organization (PEO) that assists small organizations attract better talent, reduce turnover, protect assets, contain costs, leverage resources and improve employee productivity.
Jeff Stinson • Brandon Carl • Nicole DeGidio | (949) 797-2035

IMPACT Hiring Solutions (www.impacthiringsolutions.com)
Executive search, in-house workshops, and training seminars, Impact Hiring Solutions helps companies reduce turnover, retain top talent and become talent magnets.
Brad Remillard | (949) 310-5659

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INSURANCE & EMPLOYEE BENEFITS RESOURCES

Core Insurance & Employee Benefits services available through CAN:

• General business liability
• Property & casualty
• Worker's compensation
• Risk management
• Credit insurance
• Personal lines (life, home, auto, etc.)
• Employee benefits
• Health & welfare plans
• 401K

PREFERRED PARTNERS

Burnham Benefits (www.burnhambenefits.com)
At Burnham Benefits, we help employers to design and use their employee benefit programs more strategically. We support such programs through established resources and services that bring added value to employers and employees.
Patti Kunnel • Dan Exceen | (949) 252-4586

Colony West (www.colony-west.com)
Colony West partners with business owners to provide risk management solutions and insurance services.
"We've got you covered"
Bill Kaley | (714) 542-4870

The Henderson Financial Group (www.gohenderson.com)
The Henderson Financial Group deals with the events of life that interrupt income die too soon, live too long or become sick during the journey.
Matt Henderson • Jackie Bird | (949) 225-9397

Insurance Solutions (www.ins-solutions.com)
Workers' compensation, general liability and property needs as well as a division that serves their personal insurance needs like auto, home, recreational, life, health and financial services.
Tony Alessandra • Steve Aylor | (949) 348-2056

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LEGAL RESOURCES

Core Legal services available through CAN:

• General counsel (project basis, interim, permanent)
• Purchase and sale agreements (buy/sell)
• Mergers and acquisitions
• Contracts & collections
• Real estate and equipment leases
• Business litigation
• Employment law
• Workers' compensation
• Trust & tax counsel
• Patents, trademarks, and intellectual property
• Bankruptcy
• Entertainment law
• Pre-paid personal and business legal plans
• Public company compliance & reporting

PREFERRED PARTNERS

Law Offices of James N. Knight (www.jnk-law.com)
A general law practice with specialization in employment law, business litigation, and contracts.
James N. Knight | (949) 502-6699

Horizon Law Group (www.horizonlawgroup.com)
We are all former Am Law Top 100 Law firm exiles, so have top school and professional expertise, with a much more down to earth and practical approach to providing legal services on a cost effective basis for small to middle market companies.
Michael Connor • David Brewster • Thomas French | (949) 261-2500

Wu & Cheung (www.wclawyers.com)
Full service law firm specializing in business litigation, intellectual property and international trade & law.
Charles C.H. Wu | (949) 251-0111

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MARKETING RESOURCES

Core Marketing services available through CAN:

• Strategic marketing plans
• Marketing & branding
• Direct marketing & mail
• Personal, hands-on sales training & sales management support
• Identifying and maximizing new business and practice development opportunities
• Telemarketing sales
• Client retention, cross selling, and referral opportunities
• Corporate & internal communications
• Public relations

PREFERRED PARTNERS

Cross Media Resources (www.crossmediaresources.com)
CMR specializes in high tech printing, eCommerce, and Promotional Products to help their clients communicate a consistent and powerful marketing message.
Ron Hopkins | (949) 552-4756

OSignite (www.OSignite.com)
OSignite, Inc. delivering high powered Website Development and Design Solutions utilizing the latest Open Source technology.
Zach Schapel | (949) 466-8503

ICON Marketing (www.icon-marketing.com)
Full service marketing, advertising and interactive agency.
Steve Rojas | (714) 990-5909

dgwb (www.dgwb.com)
DGWB specializes in helping companies to create and develop trusted brands.
Mike Weisman | (714) 881-2300

BoombangVentures (www.Boombang.com)
Provides consultation services - research/brand positioning/design/product design / promotion / guerilla marketing.
Scott Griffiths | (949) 290-6431

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TECHNOLOGY RESOURCES

Core Technology services available through CAN:

• Strategic IT planning
• IT network system design
• Accounting & ERP software implementation
• CRM software implementation
• Barcode & RFID Solutions
• Telephony solutions (VOIP)
• Document Management & Paperless systems
• Equipment & software leases
• Website design & development
• Content management systems (CMS)
• Custom software design & development

PREFERRED PARTNERS

NeuLogics (www.NeuLogics.com)
NeuLogics provides business process consulting services to small and medium sized businesses. As a Microsoft Partner, we leverage business management software from Microsofts Dynamics GP™ (Great Plains) and Dynamics CRM™ (Customer Relationship Management) product lines.
Tom Santoro • Chris Zeiler | (949) 305-4343

Convergence Solutions (www.ConvergenceSolutionsInc.com)
Convergence Solutions is the premiere IT systems integration company for global enterprise-level companies in need of design, installation, and support for business communication systems.
Jon Parrish | (866) 463-3579

The Integration Works (www.integrationworks.com)
An Integrated Solution to manage technology can be a challenge because it touches every part of your organization.
Leigh Older • James Cater | (714) 247-1200

DocuSource (www.docusrc.com)
Providing consulting and technology to maximize office productivity and lower document costs.
Les Walker • Bob Galeener | (562) 447-2662

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WEALTH MANAGEMENT RESOURCES

Core Wealth Management services available through CAN:

• Estate & financial planning
• Investment portfolio advisory & management
• Private & personal banking for business owners
• Asset protection
• Life insurance
• Family foundation office
• Structured sales
• Commercial & residential real estate investment
• Succession & family business planning

PREFERRED PARTNERS

Financial Management Network (www.fmncc.com)
Comprehensive fee based( written) financial planning, serving senior executives and business owners in the Orange County area.
Greg Aitkens, CFP | (949) 455-0300

Hanley Investment Group (www.hanleyinvestment.com)
Hanley Investment Group Real Estate Advisors is a boutique retail real estate investment advisory firm with a two billion dollar transaction track record.
Patrick Kent | (949) 585-7672

Spyglass Realty Partners (www.spyglassrp.com)
Spyglass Realty Partners is a team of highly experienced commercial real estate professionals providing asset management, investment management, advisory services, and transaction services to our clients.
Bryan Fournier • Stu Betti | (949) 502-2900

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