Our partners offer valuable products and services to help you and your business succeed. Please take time to visit them throughout the conference.
Free stuff and giveaways View the booth map
2610 University Ave W Ste 450
St. Paul, MN 55114-1055
Phone: 651-287-0187
Fax: 651-287-0190
Web: http://www.accountabilitymn.org
Company description: Our work is rooted in economic justice.
In 1971 a group of tax professionals came together with the same belief - an individual's access to quality tax assistance and financial refunds should not depend solely on one's ability to pay for such services. Shortly thereafter, AccountAbility Minnesota was formed and began providing free tax prep to low -- and moderate-income individuals.
After 39 years of service, AccountAbility Minnesota's scope of work has broadened. We assist Minnesotans to move out of poverty by providing pathways to increase income, build assets and become financially secure, and by advocating for change that breaks down barriers to financial success.
Products: Volunteer opportunities
Items at booth: Candy
Contact information
Adam Faitek
Phone: ext. 103
Email: afaitek@accountabilitymn.org
4530 W 77th St Ste 240
Edina, MN 55435-5091
Phone: 952-920-5287
Fax: 952-920-5305
Web: http://www.aca-accountants.org
Company description: ACA is a program supported by the MN Society of CPAs that provides peer support, assessment, consultation and referral to accountants, their families and colleagues who are affected by addiction.
Products: Recovery services for accountants
Contact information
Diane Naas
Email: DianneNaas@aca-accountants.org
8100 Cedar Ave S
Bloomington, MN 55425-1803
Phone: 952-854-1700
Fax: 952-814-5899
Web: http://www.accountant.adp.com
Company description: Preferred Payroll Service Provider of the MNCPA. Members of the Minnesota Society of CPAs are entitled to valuable benefits from ADP. With nearly $9 billion in revenues, ADP offers diverse HR, payroll, compliance, tax and benefits administration solutions and is committed to serving the accountant community.
Session sponsor:
J5. Retirement Plans for Today's Small Businesses (Tues., 1:00 p.m.)
Contact information
Jon Ross
Email: jon_ross@adp.com
9303 New Trails, Ste 100
Woodlands, TX 77381
Phone: 800-473-4509
Web: http://www.alliancepayroll.com/allpaydemo
Company description: Alliance Payroll is a team of payroll professionals who have been delighting thousands of clients across the US for over two decades. The average team member has been with Alliance for over 9 years, and we are ready to use that experience to serve you.
With Alliance Payroll, you have a voice. For over twenty years we've listened to what our users would like from their payroll, benefit and HR management solution. AllPay is our answer to the hundreds of requests and ideas submitted. Because we own our technology and develop enhancements in-house, we're able to deliver FOUR application updates each year.
Alliance Payroll where hi-tech meets hi-touch!
Products: Payroll, benefit and HR management
Contact information
Chris Murphy
Email: cmurphy@alliancepayroll.com
100 S 5th St Fl 19
Minneapolis, MN 55402-1210
Phone: 612-605-6053
Fax: 866-669-4581
Web: http://www.alliantgroup.com
Company description: alliantgroup is the nation's premier provider of specialty tax services.
With many companies currently experiencing a decline in cash flow from historical levels, alliantgroup's powerful specialty tax service offerings allow a business to reduce its pending tax liability and receive cash infusions from the government for past qualifying activities.
Contact information
Tracy Lustyan, Amila Salihbasic
Email: Tracy.lustyan@alliantgroup.com
12600 Whitewater Dr Ste 100
Minnetonka, MN 55343-9450
Phone: 952-945-0200
Fax: 952-945-9477
Web: http://www.associatedfinancialgroup.com
Contact information
Erik Hinz
1801 S Bell St
Arlington, VA 22202
Phone: 612-599-0889
Web: http://www.bna.com
Company description: BNA Tax & Accounting is the foremost source of news, analysis, and practice tools for tax attorneys, estate planners, accountants, and corporate tax and financial accounting professionals. For more than 50 years, BNA Tax & Accounting has offered practitioners expert insights and guidance on every significant issue in tax planning and financial accounting. Written by practitioners for practitioners, BNA's award-winning Portfolios offer topic-driven, in-depth guidance on transactions designed to help tax professionals achieve new levels of excellence and client service.
Products: Tax research products and tax planning software
Contact information
Devin Richards
Phone: 612-599-0889
Email: drichards@bna.com
1700 W 82nd St., Ste 110
Bloomington, MN 55431-1343
Phone: 952-230-6700
Web: http://carlsoncap.com
Company description: Firmly grounded in foundational values, and intensely focused on each client's well-being, Carlson Capital Management (CCM) is a trusted advisor for clients seeking competent advice and management of their financial lives. Carlson Capital Management manages more than $850 million in assets and serves a select group of 500 clients in Minnesota and throughout the country. CCM has offices in Northfield, Bloomington, Hastings and Rochester.
Our unique approach to wealth management surrounds clients with a team of experts that integrates the financial disciplines, simplifies their lives and provides peace of mind. Our disciplined investment philosophy is based upon academic research and efficient market theory which removes emotion, mitigates risk, captures global market returns and drives the success of our clients' wealth management plan. Finally, our objective, fee-based structure guarantees independent insight, and an ethical, transparent relationship. We're proud of the fact that our perspective and approach have earned Carlson Capital Management a reputation for performance and fiduciary responsibility. Perhaps even more rewarding is the knowledge that our hard work and unwavering principles have earned us the deep trust of our valued clients.
Products: Integrated wealth management services and strategic alliances with CPAs
Giveaways: iPad 2
Contact information
Email: info@carlsoncap.com
225 Chastain Meadows Ct Ste 200
Kennesaw, GA 30144
Web: http://www.cchsfs.com
Company description: At CCH Small Firm Services, we focus on the needs of small tax and accounting firms-businesses that generally have five or fewer employees. We also serve commercial tax preparers, with one office or sometimes hundreds of offices, who offer tax services in a retail environment similar to well-known national tax chains. And for 16 years, SFS has provided the tax software used by the IRS' free tax assistance sites under a competitive contract.
Products: ATX and TaxWise
Contact information
Marie Jung
2700 Lake Cook Rd
Riverwoods, IL 60015-3867
Phone: 888-504-5551
Fax: 847-267-2873
Web: http://www.cchgroup.com
Company description: CCH, a Wolters Kluwer business is a leading provider of tax, accounting and audit information, software and services. Its market-leading products include The ProSystem fx Suite, IntelliConnect, Accounting Research Manager, and custom-covered tax, accounting, and financial planning books. Build Loyalty for your members via the CCH Member Benefit Program for Associations.
Session sponsor:
D5. Benchmarking Best Paperless Processes (Mon., 1:00 p.m.)
I5. Tax Research: Getting More Bang for Your Buck (Tues., 10:45 a.m.)
Products: Integrated tax information and software solutions
Items at booth: Pens, letter openers, trendy care kits
Giveaways: $50 American Express gift card
Contact information
Steve Busch
4600 W 77th St Ste 250
Edina, MN 55435-4910
Phone: 952-831-6300
Fax: 952-831-6302
Web: http://www.csateam.com
Company description: The CSA Team of professionals possess strong, individual expertise in engineering, project management, cost estimating, drafting, accounting and tax law.
In addition to this collaboratively fertile knowledge base, CSA uses a leading-edge, sophisticated software program to compile exacting engineering take-off data from the building plans to produce the most accurate Study possible.
Products: Cost segregation
Contact information
Rodney Axtell
Email: raxtell@csateam.com
2601 Mission St Ste 503
San Francisco, CA 94110
Phone: 866-340-5652
Fax: 800-798-0573
Web: http://www.emochila.com
Company description: Emochila specializes in website design and development for CPA firms and accountants throughout the nation. Currently, thousands of CPA and accounting firms benefit from our expertise in website design, our web tools for the accounting industry, and our unique website software. We are committed to creating a 100% unique web design that reflects the professionalism you want your prospective clients to see. We employ San Francisco's top designers from the premier web designing schools to improve your firm's image and represent your professionalism through your website.
Session sponsor:
H5. Effective CPA Websites (Tues., 9:25 a.m.)
Products: Web sites for accountants
Items at booth: Magnets
Giveaways: Five free web designs
Contact information
Justin Curzi
Email: Justin@emochila.com
3600 Minnesota Dr Ste 850
Edina, MN 55435-7924
Phone: 612-851-1641
Fax: 612-486-4935
Web: http://www.experis.com
Company description: At Experis (formerly Jefferson Wells), we've built a reputation for results-driven, innovative workforce solutions that help companies create competitive advantage. From basic to complex, we custom tailor our services to fit our clients' needs - from interim and permanent professional talent resourcing to complete project solutions in the areas of risk advisory, tax and finance & accounting, including our Tax Centers of Expertise: International Tax, State and Local Tax and Tax Accounting Automation. Our professionals provide specialized industry and technical experience and expertise to our clients, enabling them to accelerate their business performance. We serve clients, including Fortune 500 and Global 1000 companies, from offices worldwide leveraging the workforce capabilities of the ManpowerGroup.
Session sponsor:
F5. Tax Automation and Risk Management (Mon., 3:45 p.m.)
Products: Professional services, tax operation, financial accounting
Items at booth: USB Driives, highlighters, coozies, portable mice and chocolates
Giveaways: Ultra HD 8GB video flip camera
Contact information
Paula Graff
Email: paula.graff@experis.com
7600 Parklawn Ave
Edina, MN 55435-5125
Phone: 952-831-6600
Fax: 952-831-1828
Web: http://www.fidelitybankmn.com
Company description: Fidelity Bank is an independent, privately owned business bank founded in 1970. Our clients are our best advertising. Here are the primary reasons they choose Fidelity Bank. We recognize the importance of experience, character and commitment on the part of the principals of the businesses we serve. We are creative and flexible in structuring loans and offer a wider array of services to help you with all areas of financial management.
Products: Small business banking
Contact information
Steve Stoup
Phone: 952-830-7230
Email: SteveS@fidelitybankmn.com
3500 American Blvd W Ste 685
Bloomington, MN 55431-4415
Phone: 651-428-0749
Web: http://forwardhindsight.com
Company description: Forward Hindsight, Inc. (FHI) was founded in 2004 by Managing Partner & President Ashish Gadnis. Since then, we have developed a proven track record of delivering effective solutions that drive increased top-line revenues, while reducing operating costs for our clients.
FHI specializes in working with small- to large-sized companies. Examples of some of our clients include: Best Buy, Blip Toys, Quantum Retail, 3M, XATAS Corporation, BCBS MN, Hosted Solutions, Preferred Textbooks, Titan Machinery, and Capella University.
Items at booth: Post-its, pens
Giveaways: $200 gift card
Contact information
Ashish Gadnis
Phone: 612-751-7739
Email: agadnis@forwardhindsight.com
920 2nd Ave S Ste 1100
Minneapolis, MN 55402-4005
Phone: 612-746-2200
Fax: 612-746-2399
Web: http://www.fosterklima.com
Company description: 360 Professional Alliance helps accounting professionals grow and expand with the backing of the billion dollar infrastructure of The Guardian Life Insurance Company of America. Founded in 1860, Guardian is one of the largest mutual life insurance companies in the United States. Guardian's Group business unit specializes in the small to midsize business market and serves more than 120,000 employers and 7 million employees and their families
Products: 360 Professional Alliance
Giveaways: Apple product (TBD)
Contact information
Megan Thul
Phone: 612-746-2308
Email: megan.thul@fosterklima.com
8201 Norman Center Dr Ste 220
Bloomington, MN 55437-1055
Phone: 952-893-1933
Fax: 952-893-1819
Company description: H. Robert Anderson
Products: Professional liability insurance for accounting firms
Giveaways: $50 Office Depot Gift Card
Contact information
Theresa Anderson
Phone: 952-893-1933
Email: Theresa@hrandersoninsurance.com
50 S 10th St Ste 500
612-373-5767
Minneapolis, MN 55403-2003
Phone: 612-373-5767
Fax: 612-373-5760
Web: http://www.hunterhamiltonpr.com
Company description: Hunter Hamilton Finance & Accounting provides project management services, professional finance and accounting contract resources and executive search for established firms and new organizations. Our mission is to connect senior-level finance and accounting professionals with companies that demand qualified professionals with proven results, allowing both to focus and excel within their core competencies.
Products: Finance and accounting staffing, executive search, SmartSourcing
Items at booth: Candy bars, mugs, pens
Giveaways: Kindle
Contact information
Meredith Swanson
Phone: 612-373-5767
1700 42nd St S Ste 2000
Fargo, ND 58103
Phone: 800-378-3328
Fax: 701-241-9930
Web: http://www.intercepteft.com
Company description: InterceptEFT specializes in processing electronic transactions - and we offer more features and services, more reports and more flexibility than our competitors. Our team of experts has delivered comprehensive, hassle-free electronic transactions for nearly 15 years.
Our team works with multiple financial institutions and the Federal Reserve Bank to ensure the seamless movement of funds between your organization and the payee.
Products: ACH and Credit Card Processing
Items at booth: Pens, Stain sticks, post-its
Contact information
Sandie Adams-Bruins
Phone: 701-461-7960
Email: sandie@intercepteft.com
1550 American Blvd E Ste 700
Bloomington, MN 55425-3101
Phone: 651-312-8082
Web: http://www.irs.gov
Company description: The IRS is a bureau of the Department of the Treasury and one of the world's most efficient tax administrators. In 2004, the IRS collected more than $2 trillion in revenue and processed more than 224 million tax returns.
The IRS spent just 44 cents for each $100 it collected in 2005.
(Source: Table 31, IRS Data Book: 2005.)
The IRS Mission
Provide America's taxpayers top quality service by helping them understand and meet their tax responsibilities and by applying the tax law with integrity and fairness to all.
This mission statement describes our role and the public's expectation about how we should perform that role.
-In the United States, the Congress passes tax laws and requires taxpayers to comply.
-The taxpayer's role is to understand and meet his or her tax obligations.
-The IRS role is to help the large majority of compliant taxpayers with the tax law, while ensuring that the minority who are unwilling to comply pay their fair share.
Contact information
Carole Smith
Phone: 651-726-1598
Email: carole.a.smith@irs.gov
7760 France Ave S Ste 210
Bloomington, MN 55435-5844
Phone: 952-835-5100
Fax: 952-835-1347
Web: http://www.kforce.com
Company description: Kforce (Nasdaq:KFRC) is a professional staffing and solutions firm providing flexible and permanent staffing solutions in the
skill areas of:
Products: Finance and accounting staffing
Contact information
Amanda Sorteberg
14985 Glazier Ave Ste 645
Eagan, MN 55124-7825
Phone: 952-891-6363
Web: http://www.libertymutual.com/darlenevonarx
Company description: The MNCPA sponsored insurance program features a broad array of personal lines of insurance coverages for automobile, homeowners/renters, seasonal dwellings, recreational vehicles, boats/yachts, and coverage for your unique possessions such as jewelry, fine art and collectibles. Our program has a special appeas for CPA's and accountants because it offers distinctive products and services not typically offered by standard insurance companies, such as excess liability coverage with limits up to $10 million and uninsured/underinsured motorist protection coverage with limits up to $1 million.
The Auto & Homeowners' Insurance Program is offering these products to MNCPA members at a special discounted group rates* in Minnesota and other states across the country, and features complimentary consultative guidance from experienced personal insurance advisors.
Products: Auto/Home benefit for MNCPA members
Items at booth: Pens, letter openers
Giveaways: $50 Visa gift card
Contact information
Darlene Von Arx
Phone: Ext. 65242
Email: Darlene.vonarx@libertymutual.com
80 S 8th St Ste 900
Minneapolis, MN 55402-8773
Phone: 612-216-0968
Fax: 612-355-1512
Web: http://www.costsegleader.com
Company description: M&E Cost Segregation is the cost segregation leader due to our unique engineering based approach and our industry leading reports. Our detailed approach allows us to identify the maximum tax benefit with minimum risk. We provide as much detail for the remaining long life assets as we do for the assets that qualify for shorter lives. This provides the opportunity to retire short and long life assets in the years following the study.
Products: Cost segregation services
Items at booth: Notepads, tape measures
Giveaways: $100 gift card
Contact information
Chuck Evans, Doug Mortenson
Email: chuck@costsegleaders.com
333 S 7th St Ste 1600
Minneapolis, MN 55402-2427
Web: http://www.mncpa-insurance.com
Company description: Insurance companies have long recognized that individuals who join professional associations are a better risk. MNCPA members therefore receive discount rates. Save time and money with competitive quotes on the following products:
Term life, disability
Auto/home - Liberty Mutual
Professional liability
Business owners package
Workers' compensation
Products: MNCPA Endorsed Insurance Program
Items at booth: Notepads, highlighters
Giveaways: MP3 player earbuds
Contact information
John Collentine
Phone: 612-247-4166
Email: john.t.collentine@marshpm.com
3601 W 76th St
Edina, MN 55435-5242
Phone: 952-837-4541
Web: http://www.microsoft.com/business
Company description: Founded in 1975, Microsoft is the worldwide leader in software, services and solutions that help people and businesses realize their full potential. Microsoft serves millions of small and medium-sized businesses in the U.S., helping them start, grow and thrive by leveraging today's powerful and affordable technologies. At the pillar of these technologies lies cloud computing, in which Microsoft has more than 15 years of experience and understands how to meet the demands of SMBs for simplicity and impact, with enterprise-grade capabilities, flexibility and affordability in a familiar environment.
Microsoft Dynamics GP (formerly Great Plains) software delivers comprehensive out-of-the-box business management functionality, from operations management and financial management to human resource management and manufacturing. It connects the many moving parts of your organization, giving you better visibility into and control over what's going on in your business. Microsoft Dynamics GP enables you to make smart decisions that have a direct impact on your bottom line-increasing margins and improving your cash flow. Simple to learn and use, Microsoft Dynamics GP works with your existing technology and scales as you grow to deliver long-term value. Microsoft Dynamics GP also integrates with a leading Customer Relationship Management application, Microsoft Dynamics CRM.
Giveaways: Xbox 360/Kinect
Contact information
Curt Witt
Email: Curt.witt@microsoft.com
332 Minnesota St Ste E200
St. Paul, MN 55101-1349
Phone: 651-296-6141
Fax: 651-296-0050
Web: http://www.uimn.org
Products: Unemployment Insurance program
Giveaways: The Minnesota Unemployment Insurance (UI) Program provides a temporary partial wage replacement to those Minnesota workers who become unemployed through no fault of their own. It is an economic stabilizer/stimulator in times of economic downturn and helps maintain an available skilled workforce for employers. The Department of Employment and Economic Development (DEED) supervises and administers the UI program.
Contact information
Gary Johnson, Aaron Tell
Phone: 651-259-7220
Email: gary.c2.johnson@state.mn.us
500 Lafayette Rd N
St. Paul, MN 55155-4002
Fax: 651-836-1811
Web: http://www.mndnr.gov
Company description: The Nongame Wildlife Checkoff largely funds six field biologists and the $1 million annual budget of this program.
Products: Nongame checkoff
Items at booth: Posters
Giveaways: Book
Contact information
Lori Naumann
Phone: 651-259-5148
Email: lori.naumann@state.mn.us
600 Robert St N
St. Paul, MN 55146-6000
Phone: 651-296-3403
Fax: 651-297-7430
Web: http://www.taxes.state.mn.us
Company description: The Minnesota Department of Revenue manages the state's revenue system. We administer 28 different taxes, collecting over $12 billion annually. This money funds education, local government aid, property tax relief, social service programs, highways, and other state programs and operations.
1650 W 82nd St Ste 600
Bloomington, MN 55431-1458
Phone: 952-831-2707
Fax: 952-831-7875
Web: http://www.mncpa.org
Company description: The Minnesota Society of Certified Public Accountants (MNCPA) is a not-for-profit professional organization. We've offered services that support CPAs and other accounting professionals since 1904.
Our purpose is to help our members succeed professionally while being mindful of serving the public. We have four primary initiatives:
*Provide education
*Encourage leadership
*Offer member resources
*Serve the public
Products: Member Services
Contact information
Stephanie Schmidt
Phone: 952-885-5523
Email: Sschmidt@mncpa.org
1650 W 82nd St Ste 600
Bloomington, MN 55431-1458
Phone: 952-831-2707
Fax: 952-831-7875
Web: http://www.mncpa.org/onsite
Company description: Build leaders and strengthen your bottom line with MNCPA On-site Training. We bring CPE to your office. On-site training is ideal for groups of 12 or more. It offers cost savings, customization and convenience. You choose the date, number of credit hours, training location and any unique requirements that fit your team. The MNCPA will organize materials, answer questions, maintain appropriate CPE records and update CPE transcripts. On-site training just makes sense. See for yourself.
Products: Customized on-site CPE education for firms and businesses.
Items at booth: Wine accessories
Contact information
Kate Cooper
Phone: 952-885-5508
Email: kcooper@mncpa.org
2530 Pearl Buck Rd Ste B
Bristol, PA 19007
Phone: 888-666-7631
Fax: 877-666-7635
Web: http://www.monroe-systems.com
Company description: Ideals established nearly a century ago still hold meaning at Monroe. Monroe's 'Industry Standard' setting philosophy began with the first commercial calculator introduction in 1912. While much has changed in the intervening years, the founding philosophy of providing superior products combined with outstanding customer service remains the cornerstone of Monroe's enduring success.
Products: Calculators
Contact information
Richard Roberts
Email: Rroberts@monroe-systems.com
445 Lake St E Ste 320
Wayzata, MN 55391-1672
Phone: 952-475-4304
Web: http://www.fa.smithbarney.com/amentgroup
Company description: The Ament Group at Morgan Stanley Smith Barney is experienced in assisting affluent and high net worth individuals through the process of designing, implementing and managing comprehensive wealth management plans and strategies that are tailored to their needs.
We work in a collaborative fashion with CPA's and Estate Planning Attorneys - using an integrated approach to craft thoughtful solutions that are designed with the client's total financial picture in mind.
Products: The Retirement Standard, Wealth accumulation and income generation strategies
Items at booth: Morgan Stanley Smith Barney logoed items
Giveaways: CorePower Yoga membership
Contact information
Jeff Ament, Dan Ament
Email: Dan.A.Ament@mssb.com
2900 E Hennepin Ave
Minneapolis, MN 55413-2918
Phone: 612-378-0177
Fax: 612-378-0874
Web: http://www.newgateschool.org
Company description: Newgate is a nonprofit automotive technical school located in the Twin Cities offering auto-body and auto-mechanics training for unemployed or under-employed adults.
Newgate Education Center turns tax-deductible gifts of donated cars into automotive training and social service programs that provide low-income adults in the Twin Cities with training, jobs and transportation opportunities to succeed in their quest for self-sufficiency.
Products: Tax-deductible vehicle donations used for auto repair training. Fair Market Value deductions possible!
Giveaways: (2) $25 gas cards
Contact information
Mike Nesvacil
Email: Mjnesvacil@newgateschool.org
514 Commerce Ave Ste D
Palmdale, CA 93551
Phone: 661-951-9200
Fax: 661-951-3875
Web: http://www.officetoolspro.com
Company description: Office Tools Professional is an Independent Software Vendor that utilizes Microsoft Technologies to provide high-quality resources to aid small accounting firms in managing their business. Specifically, we have developed a single screen interface: practice management software applications. In addition, we provide information through written media, podcasts and internet web sites. We provide community through conferences, Blogs and chat rooms. We provide training resources through multimedia, web sites and conferences and we provide software tools equipping users and helping them improve performance and efficiencies.
Session sponsor:
K5. Empowering Firm Productivity With Software Technology (Tues., 2:45 p.m.)
Products: Practice Management software
Contact information
Jarred Freiberg
Email: sales@officetoolspro.com
1210 Northland Dr Ste 100
Mendota Heights, MN 55120-1181
Phone: 651-365-5060
Fax: 651-365-5080
Web: http://www.paychex.com
Company description: Paychex, Inc. is a recognized leader in the payroll and human resource industry, serving approximately 572,000 businesses nationwide. With Marty Mucci who was the VP of Operations Services at Paychex at the helm, the Paychex commitment to customers remains as strong today as it was when the company was founded by B. Thomas Golisano in 1971.
Products: Payroll and HR solutions
Contact information
Holly Bauers, Travis Emery & Mike Grimaldi
Email: hbauers@paychex.com
6040 Earle Brown Dr Ste 250
Minneapolis, MN 55430-2561
Phone: 763-513-5951
Fax: 763-513-5968
Web: http://www.pcspayroll.com
Company description: Payroll Control Systems (PCS) is a leading provider of payroll, payroll tax, time & labor and human resources solutions in the Upper Midwest. Our team of experienced professionals is committed to service, quality and excellence. It is this ongoing commitment that makes PCS one of the largest and fastest growing independent payroll, timekeeping and HRIS services providers in the country.
Products: Payroll, Time Keeping Solutions, HRIS Solutions
Items at booth: Highlighters and pens
Giveaways: Best Buy gift card
Contact information
Bob Willbanks
Phone: 763-513-5951
Email: bwillbanks@pcspayroll.com
155 Irving Ave N
Minneapolis, MN 55405-1731
Phone: 612-381-2199
Web: http://www.pioneersecureshred.com
Company description: Pioneer SecureShred is locally owned; we're not a franchise nor are we a record storage company. Shredding is our only business...and our only focus; the success of our business is dependent upon us protecting yours. We understand the critical importance of protecting your security and are dedicated to "ensuring your information... remains yours". Our valued list of clients ranges from individuals with one-time pick-ups to large corporations requiring regularly scheduled service; no job is too small or too large for Pioneer SecureShred. Whether you have a few boxes or an entire truckload requiring confidential destruction, we would welcome the opportunity to be of service to you!
Products: Secure document shredding
Items at booth: Pens
Contact information
Stacey Klee
Email: sklee@pioneerintl.com
7935 Stone Creek Dr Ste 120
Chanhassen, MN 55317-4764
Phone: 866-668-6510
Fax: 952-470-7989
Web: http://www.myprofitsee.com
Company description: ProfitSee is an all-in-one financial analysis, forecasting and budgeting software from proven financial experts. Named "Best in Show" at the 2010 Intuit Partner Platform Cloud Jam, ProfitSee serves business owners and their financial advisors with critical financial insights to manage cash flow, analyze financial results, construct budgets, and accurately understand and plan for the impact of growth initiatives. ProfitSee Pro, the newest software version, offers a value tool for CPAs and financial advisors for monitoring clients' financial data from one place and expanding their consultative service offering.
Products: ProfitSee and ProfitSee Pro
Contact information
David Fredrickson
Email: davidf@myprofitsee.com
7555 Market Place Dr
Eden Prairie, MN 55344-3637
Phone: 952-947-9700
Fax: 952-947-9793
Web: http://www.rja.com
Company description: As a CPA, you work too hard to let a malpractice claim ruin your business. The AICPA-endorsed professional liability insurance program can provide your firm with broad coverage and a comprehensive risk control program. RJ Ahmann Company is the exclusive Minnesota insurance agency partnering with the AICPA program for over twenty years.
RJ Ahmann Company is a full service, independent agency able to accommodate you with all your insurance and financial services needs. We can partner with you on your insurance program including, professional liability, general liability, property, workers' compensation, business auto, personal coverages, bonds, and retirement plans.
Products: AICPA endorsed insurance products and financial services
Items at booth: Pens, notepads, mugs
Giveaways: $100 Target gift card
Contact information
Amy Hairston
Phone: 952-947-9751
Email: Ahairston@rja.com
8500 Normandale Lake Blvd Ste 1010
Bloomington, MN 55437-3823
Phone: 952-831-7240
Fax: 952-831-6878
Web: http://www.roberthalfmr.com
Company description: Robert Half International pioneered specialized staffing services and is the world's leader in the field. Its Accountemps, Robert Half Finance & Accounting and Robert Half Management Resource divisions specialize in placing temporary, full-time and project professionals, respectively, in the fields of accounting and finance. With more than 350 locations worldwide, Robert Half is dedicated to providing you highly skilled professionals whose skills are well-matched to your unique hiring requirements and workplace environment.
Products: Specialized finance and accounting staffing services for temporary, fulll-time and project professionals
Items at booth: Salary guides and pens
Giveaways: iPod nano
Contact information
Jennifer Carlson, CPA
Email: Jennifer.carlson@rhmr.com
1529 E 46th St
Minneapolis, MN 55407-3668
Phone: 612-722-5166
Fax: 612-722-4628
Web: http://www.saukrapidsforms.com
Company description: Client-friendly Tax Information Newsletters, Worksheets, and other supplies developed by Tax Professionals.
Products: Tax organizers, newletters, fact sheets
Items at booth: Pens
Giveaways: Two eTaxsuite subscriptions
Contact information
Bill Bergstrom
Phone: 612-722-5166
120 Kellogg Blvd W
Saint Paul, MN 55102-1202
Phone: 651-221-4722
Fax: 651-224-5092
Web: http://comped.smm.org/
Company description: At the Computer Education Center, we believe in active learning. We make every minute of training relevant to the student. Classes are small. Training is interactive. Instructors bring real-world experience to the classroom and use everyday language, even humor, to help students cut through techno-jargon and get a full hands-on experience. As a result, students learn faster and retain more. Some of the benefits of the Computer Education Center are:
Session sponsor:
E5. Microsoft Outlook 2007: Beyond the Inbox (Mon., 2:45 p.m.)
Products: Computer education seminars and hands-on classes
Items at booth: Paperclips, lifesavers
Contact information
Karen Iverson
Email: kiverson@smm.org
4140 Parklake Ave Ste 320
Raleigh, NC 27612
Phone: 800-441-3453
Fax: 919-324-6662
Web: http://www.sharefile.com
Company description: ShareFile for Accountants was specifically designed for Tax & Accounting Professionals to exchange confidential or large business files. Documents are available for encrypted, password-protected download by your clients via a custom branded Client Portal or securely through email with our Microsoft Outlook Plug-in. ShareFile is a Sleeter Group's Awesome Quickbooks Add-on Winner and is endorsed by K2 Enterprises, RootWorks, and Boomer Consulting group, among others.
Products: ShareFile for Accountants
Items at booth: Koozies
Contact information
Laura Ivey
Phone: 919-324-6658
Email: laura@sharefile.com
862 Hersey St
St. Paul, MN 55114-1214
Phone: 651-647-3442
Fax: 651-647-1208
Web: http://www.shredrightnow.com
Company description: Whether destroying text on paper or data on back-up tapes, protecting your information is as critical as destroying the device it's stored on. With more than 25 years of experience Shred Right specializes in the secure destruction of information stored on all media types, from paper to computer hard drives. With Shred Right, it's about being "The Information Destruction Authority".
Products: Confidential information destruction service
Items at booth: Post-it notes
Giveaways: Fall gift basket
Contact information
Charlie Pearson
Email: charlie@shredrightnow.com
9800 Bren Rd E Ste 200
Minnetonka, MN 55343-6400
Phone: 952-936-7800
Fax: 952-936-7801
Web: http://www.signaturebankonline.com
Company description: Signature Bank is dedicated to providing an exceptional banking experience with financial solutions customized to the needs of privately owned businesses and successful professionals through excellence, individualized attention and uncompromising service.
Our Mission Statement:
Devoted to long-term client relationships by providing an exceptional banking experience
Dedicated to recruiting and retaining an exceptional staff
Committed to long-term growth and consistent profitability
Products: Business Banking, Professional Services, Private Banking, SBA Loans
Items at booth: Pens, apples, chocolates
Giveaways: Signature Bank pull-over
80 S 8th St Ste 3300
Minneapolis, MN 55402-2206
Phone: 800-332-5580
Fax: 612-342-2111
Web: http://www.sitfunds.com
Company description: Sit Mutual Funds offers eleven no-load mutual funds, including eight equity growth funds and three fixed income funds, from which to create diversified portfolios. The Funds are managed by experienced teams of managers through our Advisor, Sit Investment Associates, Inc., which was established in 1981. Sit Mutual Funds are offered through a number of networks and direct through Sit Mutual Funds.
Products: Mutual Funds
Items at booth: Hand sanitizer
Giveaways: Briefcase and book
Contact information
Steve Benjamin
Phone: 612-359-2554
Email: Spb@sitinvest.com
15105 Minnetonka Ind. Rd Ste 221
Minnetonka, MN 55345-2106
Phone: 866-919-5277
Fax: 952-746-5278
Web: http://www.thetaxbook.com
Company description: Tax Materials, Inc. publishes TheTaxBook, the number one fast-answer tax book series in America! The fast-answer format, individually tabbed index, and client friendly-content allows users of the TheTaxBook to find answers fast. Tax professionals interested in using the most up-to-date and accurate fast-answer tax book available turn to TheTaxBook!
Products: TheTaxBook Series, TheTaxLibrary Series and a line of products to assist with your tax practice.
Items at booth: ClientTaxTools and scratch pads
Giveaways: Five subscriptions to TheTaxLibrary WebPortal Plus
Contact information
Jean David, Jacob Meyer
Email: info@thetaxbook.com
1265 Sportsplex Dr.
Kaysville, UT 84037-3135
Phone: 801-552-8853
Fax: 801-552-8898
Web: http://www.taxworks.com
Company description:
TaxWorks has been in the tax preparation business for 37 years. Started in 1972 as a service bureau, TaxWorks began marketing in-house software for professional preparers throughout the country in 1986. The company now offers an entire library of tax programs as well as paperless office storage solutions. We have software packages for every size office and FREE E-FILING!!
For information regarding our 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, & 5500 programs visit our Web site.
Products: Tax Software
Items at booth: Pens, demo disks, quick reference tax guides
Giveaways: Two $25 American Express gift cards
Contact information
Mike Hinckley
Phone: 801-529-9075
Email: mike.hinckley@taxworks.com
1100 E 80th St
Minneapolis, MN 55420-1426
Phone: 800-888-5803
Fax: 800-638-0015
Web: http://www.tenenz.com
Company description: Tenenz, Inc., home of Tax-Aid and HG Forms, is one of the broadest line suppliers of tax and accounting products and services in the industry today. Our products include: client newsletters, professional presentation materials, accounting firm Web Sites, marketing materials, W-2/1099's , laser business checks, on-line CPE and Incorporation Services and much more. For over 40 years we have been providing high quality, low cost products to tax and accounting professionals across the U.S. We truly offer our accounting firm customers "One-Stop" shopping at Lowest Prices Guaranteed.
Products: Full line of newsletters, folders, website and other marketing materials
Items at booth: Assorted prizes with giveaways
Contact information
Bob Tenner, Kim Barnes, Tara O'Neil
Phone: 952-277-1702
Email: btenner@tenenz.com
7322 Newman Blvd
Dexter, MI 48130-1557
Phone: 800-968-8900
Fax: 734-426-3750
Web: http://www.cs.thomsonreuters.com
Company description: The Tax & Accounting business of Thomson Reuters is a leading provider of technology and integrated information for tax and corporate professionals. The CS Professional Suite and Enterprise Suite of software and services from Thomson Reuters represent the most advanced suites available and enable firms to achieve unprecedented levels of productivity and profitability.
Session sponsor:
C5. Automating Your Tax Workflow (Mon., 10:45 a.m.)
G5. The Mobile Firm (Tues., 8:00 a.m.)
Products: Tax and accounting software and services
Giveaways: Tote bags
Contact information
Pam Lambert
Email: Pam.lambert@thomsonreuters.com
610 Opperman Dr
Eagan, MN 55123-1340
Phone: 651-687-7000
Fax: 651-687-7915
Web: http://www.ria.thomsonreuters.com
Company description: The Tax & Accounting business of Thomson Reuters is a leading provider of solutions for accounting, tax and corporate finance professionals. At Tax & Accounting, we develop industry-leading software, services and informational tools to enable the customers we serve to take full advantage of advanced technology and streamline their workflow processes. Every day, we fulfill our mission of improving the productivity and profitability of accounting, tax and corporate finance professionals by rethinking traditional processes, leveraging cutting-edge technology and providing the most accurate and insightful research available
Products: Tax and accounting research and guidance
Items at booth: Pens, water bottles
Giveaways: $200 American Express gift card
Contact information
Dan McCarthy
Phone: 612-382-2011
Email: daniel.mccarthy@thomsonreuters.com
321 19th Ave S
Minneapolis, MN 55455-0438
Phone: 612-624-6506
Fax: 612-626-7795
Web: http://www.carlsonschool.umn.edu/mbt
Company description: As one of the top graduate-level tax programs in the nation, the Carlson School Master of Business Taxation program gives students a chance to study with world-class faculty and a group of distinguished professionals who offer real-life experience and in-depth knowledge of the tax industry. The program also benefits from close connections to a thriving business community and attracts highly motivated, talented students who bring a range of experiences to class discussions
Products: Master's of Business Taxation Program
Items at booth: Highlighters
Giveaways: $75 Gift certificate
Contact information
Mark Sellner
Phone: 612-624-1050
Email: selln001@umn.edu
3312 Broadway St NE
Minneapolis, MN 55413-1709
Phone: 800-325-7000
Fax: 612-378-6655
Web: http://www.savewithups.com/mncpa
Company description: The MNCPA has partnered up with UPS to provide our members discounted rate on overnight & second day air shipping.
Our discounted rates are based on average usage. The more you ship, the more you save. There are no obligations to ship, no enrollment fees or contracts to sign. To receive your free account number with UPS: call 1-800-325-7000. As an added benefit, UPS donates a portion of its proceeds to the MNCPA to support valuable programs.
Products: MNCPA member discount shipping program
Giveaways: $100 TicketMaster gift card
Contact information
Andrew Bosanec
Phone: 262-785-7248
Email: abosanec@ups.com
7001 France Ave S
Edina, MN 55435-3707
Fax: 952-927-1235
Web: http://www.usbank.com
Company description: U.S. Bancorp (NYSE: USB), with $265 billion in assets, is the parent company of U.S. Bank, the 6th largest commercial bank in the United States. The company operates 2,851 banking offices and 5,175 ATMs, and provides a comprehensive line of banking, brokerage, insurance, investment, mortgage, trust and payment services products to consumers, businesses and institutions.
Products: Small business banking products and services
Contact information
Craig Veurink
Phone: 952-927-1277
Email: craig.veurink@usbank.com
401 N 3rd St Ste 245
Minneapolis, MN 55401-2305
Phone: 612-436-0559
Web: http://www.valcongrp.com
Company description: Value Consulting Group provides valuation services for privately-held companies and partnerships located accross the United States. Our experience spans a wide variety of industries and functions. Over the past 12 years, our professionals have completed more than 1,200 business valuations.
Products: Business valuation and litigation support
Items at booth: Pens and luggage tags
Contact information
Jennifer Loeffler, Patrick Schmidt
Email: jennifer@valcongrp.com
2640 Eagan Woods Dr
Eagan, MN 55121-1173
Phone: 651-289-2230
Fax: 651-289-0280
Web: http://venturebankonline.com
Company description: Venture Bank is a community bank, specializing in meeting the banking needs of small to medium sized businesses. We have three locations in the Twin Cities: Bloomington, Golden Valley, and Eagan. Our products include loans, deposits, and cash management services. Exceptional customer service with the delivery of these products is what sets us apart from our competition. Our business clients look to Venture Bank, not only for these products and services, but also as a business resource and advisor for their company.
Products: Small business banking
Contact information
Dion Muchow
Phone: 651-289-2222
Email: Dmuchow@venturebankonline.com
9637 Anderson Lakes Pkwy # 103
Eden Prairie, MN 55344-4155
Phone: 877-917-3362
Web: http://www.wiredoc.com
Company description: Wiredoc.com provides accountants and other small businesses the ability to send and receive tax and other sensitive documents online, completely securely. Our innovative technique encrypts documents in such a way that no staff at wiredoc.com has the capability to see the contents of the documents being sent. Wiredoc.com aims to provide cloud based secure document transfer infrastructure to small businesses; similar to what some of the large businesses have, at minimal cost.
Products: Secure electronic document delivery system
Items at booth: Sticky notes
Giveaways: 2 $50 Punch Pizza gift certificates
Contact information
Deepak Kamath
Email: dkamath@wiredoc.com
1510 people attended
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