CONNIE'S BALANCE SHEET

Q: Your responsibilities involve staffing assignments and scheduling: what kind of overview does that provide of the firm’s unique capabilities? What perspectives do you try to bring to each project?

A: It allows me to quickly recognize new strengths developed in team members so that the best team can be assigned to a client's specific needs.

Q: What is involved with quality control beyond checking the figures input and factored?

A: We gain a closer understanding of our clients as we do our QA/QC. It helps us bring a fresh perspective to each project and allow for better planning on newer projects.

Q: What community affairs and civic association activities have you been involved with?

A: I'm a member of the Finance Committee of the Immaculate Conception Church. I also serve as Treasurer of Valley Associates. I'm also a member of the ABC Crab Feast Committee.

Q: What are some of the unique aspects of not-for-profits?

A: Too often their staff is spread too thin and they just need to be shown how to work with all of the constraints. Every NFP has its own specific mission and unique circumstances to be addressed; there's no catch-all answer.

Q: What are key personal issues to family business consulting?

A: The business needs to be able to trust us with not just their finances but with the future of their family. Once they can, they'll be willing to listen and be impartial during discussion. They will also be confident in their decisions.