We believe that operational efficiency is at the heart of any successful business. That being said, there are many other areas your business may need to tap into that is outside of our scope. Because of this need, we have invested time in vetting other professionals to create a trusted group of successful businesses that are successful in their fields.
With this group we can now offer you access to an amazing array of professionals. You may not have the need for such services, but they are available when you do!
And now, let us introduce you to the group:
ACCOUNTING / CPA
Gina Magel of Common Cents Accounting
Gina-Maria Magel is a Certified Public Accountant, Tax Strategist and sole owner of Gina-Maria Magel CPA PLLC. Gina comes from a family of accountants (her father and both brothers), entrepreneurs and real estate investors. She spent her childhood working in the family’s businesses in New York City, including a successful grocery store and various multi-family rental properties. Gina has over 25 years of bookkeeping and accounting experience as a Tax Director working with individuals, business owners and investors, staff accountant and tax preparer, as accounting services manager at a long- term health care facility and as comptroller of a not-for-profit low-income housing development and property management corporation. After raising 5 children, Gina completed her Bachelors Degree in Accounting at The University of Phoenix and successfully completed the State requirements for Certified Public Accountant.
A real “tax geek”, Gina gets excited developing tax and entity strategies and takes a special pride in the results of her work after the implementation of those strategies through regular consulting and tax preparation begins to yield results for her clients.
Gina lives with her husband of 40 years, Paul, in Mesa, Arizona. Gina and Paul are surrounded by their children, grandchildren and poodles all of the time making life joyful, hectic and noisy!
Paul Magel of Digit Wizard
Bio is coming soon.
Andrew Kolikoff of Kolikoff and Company
Environmental Scientist. Adjunct Professor. Sustainability Leader. Serial Entrepreneur. Super Connector. Inspirational Mentor.
Andrew’s storied career has taken him from coast-to-coast, from the smallest companies to the largest, from non-profits to the most bold entrepreneurial adventures. One of those adventures launched Andrew on the front cover of USA Today for a product that he created - which ultimately was parlayed into a licensing agreement with the NFL, MLB, NBA and NHL.
Since then, Andrew has launched other successful ventures and for the last 10 years has dedicated thousands of hours of his time in helping other entrepreneurs, leaders, managers, professional service providers realize their god-given potential. Known as a mentor's mentor and a connector of connectors Andrew has continued his successful ways in helping grow his client companies and including his own.
Cindy Johnson - Founder/Business Growth Strategist of Optimal Impact LLC
Cindy Johnson's 25-year career is distinguished by her successes in developing corporate strategies and driving successful execution of key initiatives that led to increased company revenue and profit. She has extensive hands-on experience working in numerous key positions for small, private companies as well as Fortune 500 across various industries. Cindy possesses a unique, proven blend of strategic planning, financial management, advanced analytics, process improvement, and business leadership skills. She has earned the reputation for having the ability to lead the company from the top down and build it from the ground up.
In her most recent role prior to starting her own consulting firm, Optimal Impact LLC, Cindy served as Vice President of Data & Analytics department of Tivity Health, a publicly traded company. She played an important role in doubling their revenue from ~$300M to ~$600M in ten years. In 2017, Cindy implemented a Business Intelligence solution which saved the company over $500K in annual expenses.
Cindy’s prior experience includes serving as Finance Strategic Planning Manager, Regional Credit Manager, Senior Financial Analyst, Business Intelligence Analyst and among other positions for Motorola, Honeywell, US Airways, Kodak, Anthem, International Cruises and Excursions. She won multiple awards for outstanding performance throughout her career.
Cindy earned her Master of Business Administration Degree from Kennesaw State University, Georgia. She also received her Green Belt Six Sigma Lean certification from Honeywell.
Earl R. Hopper - Partner / Regional Director of The CFO Center
Earl provides strategic CFO consulting services for firms in a variety of industries. The focus is to assist management with growth or scale-up needs, normally beyond the scope of staff employees. In addition to the CFO, his clients benefit from the experience, knowledge, and contacts of hundreds of CFO’s worldwide.
Earl has extensive general and financial management experience. His strengths are in analysis of problems and implementation of solutions. Organizing resources and developing systems for business or business unit growth has brought value to both growth stage and established companies.
His industry experience has encompassed technology/software development, forensic analysis, general business consulting, construction, newspaper publishing, and analytical laboratories.
COMPUTER NETWORKS & IT SERVICES
Bruce Newman of CMIT Solutions
Bruce is President and CEO of CMIT Solutions of North East Valley.
At CMIT Solutions, they eat, sleep and breath technology. They thrive on how a well managed technology fuels business growth and are passionate about their work, motivated to exceed their clients’ expectations, and are willing to go the extra mile.
The CMIT Solutions team has more than passion. They have a purpose. They serve their community by bringing the best information technology support to businesses and they empower the growth of those businesses.
They are also part of a larger organization which has a twenty year history of success in technology, business management, and franchising. Their executive team funds market research, selects, tests, and vets the products and companies with whom they do business, and assures that they have additional support channels that other companies do not have, due to the size and strength of their network.
Joe Garcia of 365 Managed IT
As Founding Partner and Business Development Manager, Joe brings 365 Managed IT years of business development, operations and project management skills as well as a background in recruiting and staff augmentation. Joe successfully managed IT Services Division for valley based IT company servicing small to medium-size businesses, in various industries. Joe was responsible for overseeing services engineers, project-based engineers and subcontractors. Joe was also responsible for the development of IT processes and procedures for Professional Services Division and oversaw the processes for help desk support system and on-premise support.
Joe proposed turn-key outsourced IT solutions and also innovated and proposed attractive “outside the box” IT solutions to secure new managed services agreements. Joe also introduced cloud-based technologies to existing client base. Joe was also responsible for maintaining and nurturing client relationships ensuring client satisfaction.
As a Project Manager Joe was responsible to initiate, plan, execute, monitor/control, and close various projects including; multiple Microsoft Exchange Migrations, Hosted Exchange Cloud Migrations, Microsoft Active Directory, server upgrades and implementations, telecom upgrades, infrastructure upgrades and network redesigns, migrations to data center and office moves. Joe worked closely with clients, vendors and engineers to ensure deliverables were met and strove to exceed client expectations.
Megan Porth of Your Contract Shop
Megan Porth is the owner and managing attorney at Your Contract Shop, a web-based business law firm in Arizona. By using technology, modern business practices, and streamlined processes, Your Contract Shop is changing the way clients connect with attorneys. Your Contract Shop’s goal is to make seeing an attorney as easy as buying a book on Amazon!
Megan was born and raised around entrepreneurs and business people. From a very young age, she was attending networking events, strategic planning meetings, and marketing seminars. Her passion for helping businesses grow inspired her to go to law school, where she graduated with honors.
Prior to law school, Megan worked as the Business Manager for a software development company, the Deputy Director for a statewide initiative, and a lobbyist for the Arizona Department of Veterans Services. Additionally, Megan was the Chief Operations Officer of a web-based real estate training company, where she managed hundreds of clients and a full staff of employees. When she’s not working, Megan loves kayaking, camping, and granting wishes through the Make-A-Wish Foundation.
Megan also has a passion for broadcasting and education. She owns a radio station in Western Arizona and was a weekly contributor on the THINK! America Radio Show, which was broadcasting in over 55 markets around the United States.
COMMERCIAL REAL ESTATE
Jurgen Mumm of SVN Desert Commercial Advisors
Jurgen Mumm joined the SVN team as an Associate Advisor in 2018. He was born and raised in Boise, ID and moved to Arizona in order to attend Arizona State University. He got his start in the world of commercial real estate through an internship at SVN and is now pursuing his career while finishing up a bachelor’s degree in finance. While he will focus on a variety of different areas, he will be concentrating on perfecting his role in the area of Office Leasing & Investment Sales.
Jurgen believes that his strong work ethic, combined with years of customer service and sales experience will allow him to become a valuable resource and asset to the Commercial Real Estate community.
While not at work, Jurgen enjoys road trips with his wife, spending time on the lake, and being outdoors with his two Australian Shepherds.
Roze - Cofounder Mindplate.TV
Roze is a creative digital marketing expert with a proven track record of converting sales from digital content. He has spent the last two years working with a world-class marketing team, defining digital marketing in the cannabis industry. He specializes in video production including long-form entertainment, instructional, viral social media, comedic web series, animation, documentary, corporate, lifestyle, and product demonstration. Lionsgate released his most recent feature film and he is actively developing long-form content in the cannabis space. He is also a professional screenwriter and SEO blog writer. He recently sold a screenplay that will go into production later this year and he has also written a number of articles in the cannabis industry. He serves in all aspects of video production: writing, producing, directing, shooting, editing, color correction, sound design and motion graphics.
Links to some of his work:
GRAPHIC ART & WEB DESIGN
Caroline Williams of RCC Digital
Caroline is the founder and Creative Director of RCC Digital , a small boutique firm providing large company marketing to small and start up businesses. RCC Digital specializes in website design, digital/traditional marketing, social media marketing, branding, logo design and print/digital design.
At RCC Digital, Caroline enjoys the challenge of creating digital and traditional material that produces results and solutions for your business, even under the tightest of deadlines. Her experience working with ad agencies has given her working knowledge and experience of print production and she has been creating websites and digital marketing material for the last 9 years.
Collaborating with developers, photographers, writers, and other designers, allows her to produce almost any advertising project your business may require. Fluency in Spanish has given her the opportunity to help clients in need of approaching hispanic markets, both here in the U.S. and abroad.
GROUP & INDIVIDUAL HEALTH INSURANCE
Laura Richie-Johnson of Health Markets
Laura is a Chandler resident of 11 years and is passionate about helping others. She is a licensed Health Insurance Agent and represents HealthMarkets in Arizona and California markets.
She focuses on building benefit packages for Individuals, Families and Seniors and Small Businesses with affordable health polices to protect their health needs and supplemental insurance to protect their financial wellbeing in the event of an accident, injury, or illness. She represents over 100+ carriers. This includes vision, dental, critical illness, accidental injury, disability, Medicare Supplements, ACA and Short-term Health policies and Health Sharing plans.
Laura personally meets with her clients in their home or office to understand their needs and provide objective guidance and solutions. She offers convenience, choice and continued counsel. Her services cost the client nothing! Working with an advisor like Laura can help to simplify the very overwhelming process of selecting the right coverage to protect one’s health and financial well-being.
PAYROLL & HR SERVICES
Jaime Zuder of Journey Payroll
Jaime is a Managing Partners for Journey Arizona. Along with partner Steven Harris, the two blazed the trail for the first Journey location outside of Colorado — established in 2017.
Working with small business owners and learning about each of their unique businesses is her favorite! All clients are equally important, regardless of size. She enjoys supporting local businesses because providing the best service possible helps them focus on what they love — running their business and strengthening the local economy (#staylocal)!
Most of all, she loves hearing from clients about how much happier they are with their payroll process after switching to Journey. Always striving to enhance client experiences, Jaime believes this only happens through an open dialogue. So hearing they have done exactly that is why she loves her job!
When it comes to her team, the amount of heart all of them put into each client’s payroll makes her proud. She loves the accessibility the Journey team offers to clients. Clients can communicate via phone or email, and receive text messages with important information as well — there’s that open dialogue she loves again!
Madison Beedy of Path Technology
Madison Beedy is the CEO of Path Technology. Path Technology is a telecommunications firm that provides phone, internet and cloud services. Madison and her team have over 15 years of experience in telecommunications. They have the knowledge and expertise to help their clients navigate the world of technology. She has a passion for helping people which shines through every relationship. Madison was the lead for the Disaster Action Team for the Orange County chapter of the American Red Cross, she pioneered the pet recovery kits used by the Orange County Chapter, to help animals affected by disasters and has fostered dogs and cats for her local animal shelter. She is also the VP of School Programs for her children’s elementary school.
Founded in 2017, Path Technology’s aim is to create a streamlined, technology-based service for our clients with excellent communication, follow-up, and research-based decision making. With over 15 years of experience in telecommunications, we have the knowledge and expertise to help our clients navigate the world of technology, catering to their precise business needs. Since we don’t represent any one carrier, we can shop around, compare different products and services, and provide each client with a customized solution within their budget. We have joined forces with over 150 of the nation’s leading technology partners and have rigorously trained our staff in the services that we offer so that we can make fully informed recommendations to meet the specific needs of our clients.
We have other trusted partners in the group. However, due to their industry compliance requirements we are unable to list them individually. We are more than happy to make the introduction when you are ready. Just call us or email us and we can connect you with professionals in banking, business loans and financial planning.