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Case Studies

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Bridging International Audit Differences    

Affina, LLC

Bridging International Audit Differences

Service:  Audit and Other Assurance

http://www.affina.com


Spanning different countries with different tax and audit issues, the customer service company AFFINA faced some complex situations with aggressive deadlines. Clifton Gunderson's responsiveness and proactive ideas, including industry benchmarking, provide them invaluable insight for continued success.

Clifton Gunderson brought us the idea to do industry benchmarking. The resulting data gave us an internal advantage in a recent client negotiation. It was incredibly useful.

– Polly Sappington, Vice President of Finance

 


Strategic Savings on R&D Tax Credits and Fixed Assets    

Allied Plastics Inc.

Strategic Savings on R&D Tax Credits and Fixed Assets

Service:  Tax Services
Industry: Manufacturing

http://www.alliedplastic.com


As a company that knew it was headed for growth, Allied Plastics, Inc. wanted an accounting firm that wouldn't make them feel small and would grow with them. Clifton Gunderson has provided sound tax planning strategies, including a fixed asset review and an annual R&D study that have brought significant savings.

Clifton Gunderson’s tax strategies have helped us save significant amounts of money.

– Tim Neal, Co-Owner

 



Staying Ahead of the Changing Medicaid Landscape    

Alabama Medicaid Agency

Staying Ahead of the Changing Medicaid Landscape

Service:  Audit and Other Assurance
Industry: Health Care

http://www.medicaid.alabama.gov


The Alabama Medicaid Agency needed an advisor who has experience with government agencies and their complex regulations. Clifton Gunderson provides the experience and staff continuity that allow the agency to feel they are getting the best information they can.

In an area that’s very fluid, Clifton Gunderson’s staff make sure they stay ahead of the curve so the advice they’re giving us is the best and the brightest at that moment in time. This is a challenge in the Medicaid world and they do an extraordinarily good job.

– Carol Steckel, Commissioner

 



Finding a Better Audit Fit    

Regal Ware Worldwide

Finding a Better Audit Fit

Service:  Audit and Other Assurance
Industry: Manufacturing

http://www.regalware.com


Regal Ware had been with large national CPA firms for many years when they started to feel the crunch of rising fees. They wanted a firm that could deliver their audit on an earlier timeframe. They found Clifton Gunderson to be a better fit and its audit team comes in early in the annual process to complete the audit in January.

Our Clifton Gunderson audit team performs our annual audit in January; whereas it was in February with the bigger firms. We are able to close much quicker and distribute audited financial statements to everyone in advance of our annual March board meeting.

–Jerry Koch, Senior Vice President & Chief Financial Officer

 



Improving Internal and External Processes    

Conception Abbey, Inc.

Improving Internal and External Processes

Service:  Audit and Other Assurance
Industry: Not-for-Profits

http://www.conceptionabbey.org


Conception Abbey wanted a firm that knew not-for-profits and could improve functionality of their accounting software. Clifton Gunderson's knowledge of technology made audits run more efficiently and the firm also works to improve the Abbey's internal processes, keeping them apprised of new standards.

I’ve had nothing but good experiences with Clifton Gunderson. They are the right fit for us: not too big, not too small.

– Br. Jacob Kubajak, Treasurer

 



Providing Guidance Through Transition    

Walker Information Inc.

Providing Guidance Through Transition

Service:  Tax Services

http://www.walkerinfo.com


Through various transitions, Walker Inc. has found strategic succession, as well as estate and tax planning, were increasingly important to the firm and its shareholders. Walker gives Clifton Gunderson credit for improving numerous business processes, including improved cash flow due to on-target estimated tax payments and a shift from cash- to accrual-based accounting.

I know our successful business will be protected due to good succession planning. There’s a lot of comfort in that.

– Steve Walker, Chairman and Chief Executive Officer

 



Developing and Refining Internal Controls    

International Society of Arboriculture

Developing and Refining Internal Controls

Service:  Technology Consulting
Industry: Not-for-Profits

http://www.isa-arbor.com


The International Society of Arboriculture was looking for a firm that could help them develop and refine internal controls. Clifton Gunderson provided tremendous support in this endeavor, helping the Society to better address Sarbanes-Oxley requirements. The firm also provided technology and tax consultation, using the latest best practices.

Clifton Gunderson is just as innovative and forward-thinking as we are. That’s what makes this a strong relationship.

– Mark Bluhm, Director of Finance and Operations

 



Improving Through Timely Feedback    

The Baltimore County Public Schools

Improving Through Timely Feedback

Service:  Audit and Other Assurance
Industry: Governments

http://www.bcps.org


When Baltimore County Public Schools was looking for a new auditor, federal government experience was especially important, as well as the ability to provide audit results closer to end of the school year to help improve processes. Clifton Gunderson, with its deep pool of federal government experts, resolved to tell them immediately if anything needed correcting.

Clifton Gunderson’s experience with government at all three levels—local, state and federal—has been invaluable. We don’t have to explain our processes, they already know them.

– Barbara Burnopp, Chief Financial Officer

 



Growth Driving the Need for Greater Tax Expertise    

Harris Companies

Growth Driving the Need for Greater Tax Expertise

Service:  Tax Services
Industry: Manufacturing

http://www.harriscompanies.com


As Harris Companies has grown, their tax liability in multiple states has created a need for sophisticated tax advice. Clifton Gunderson, through its great breadth of experience, was able to help them deal with multistate tax compliance and planning issues, as well as recommending a software conversion.

I’m always amazed by the wealth of knowledge Clifton Gunderson has to offer. It really doesn’t matter what size your company is, everyone’s always friendly and willing to help.

– Cindy Cordts, Controller 

 



Demanding Quality Audit Work    

Blended Waxes, Inc.

Demanding Quality Audit Work

Service:  Audit and Other Assurance
Industry: Manufacturing

http://www.blendedwaxes.com


Blended Waxes, Inc. works with some of the world’s largest companies, which require vendors to complete annual audits, and they demand quality. BWI depends on the high quality of Clifton Gunderson's audits. They also rely on Clifton Gunderson's R&D specialty team to identify and quantify R&D tax credits.

Clifton Gunderson is reliable, on time and appropriately priced for professional services. As a former CPA, I know what I am looking for in accounting and consulting services, and I like what I see in Clifton Gunderson.

– Bob Coglianese, Chief Operating Officer and Part Owner

 



Saving Time and Money through Staff Continuity    

First Nonprofit Insurance Company

Saving Time and Money through Staff Continuity

Service:  Audit and Other Assurance
Industry: Insurance

http://www.firstnonprofit.com


"First Nonprofit Insurance Company needed a team that would handle their audit and tax reporting needs efficiently and effectively to save them time and money. They have been impressed by Clifton Gunderson's staff continuity that reduces the need for time wasted retraining audit and tax staff."

Clifton Gunderson’s staff continuity has helped us save time in doing our audit and this helps to keep costs pretty level from year to year.

– Richard Dacey, Chief Financial Officer

 



Managing Growth through Experience    

AMI Bearings, Inc.

Managing Growth through Experience

Service:  Tax Services
Industry: Wholesale Distributors

http://www.amibearings.com


"In the years AMI Bearings, Inc. has been a Clifton Gunderson client, they have undergone unprecedented growth and have called upon the firm for a wide range of services to help them manage the financial side of their expansion. In addition to high quality tax services, the firm has provided the timely and accurate audit reports demanded by AMI’s Japanese parent."

Clifton Gunderson provides excellent services as well as a personal touch that you might not expect from a large auditing firm.

– Steve Zimmerman, President and Paul Olund, Controller

 



Streamlining Systems with Integrated Technologies    

Illinois Women's Bowling Association

Streamlining Systems with Integrated Technologies

Service:  Technology Consulting
Industry: Not-for-Profits

http://www.illinoisusbcwba.org


The Illinois Women's Bowling Association was looking for a way to streamline its information-gathering and accounting processes related to its large bowling tournaments. Clifton Gunderson helped them upgrade and update their tournament software and helped integrate it with other technology systems as well.

My Clifton Gunderson technology team knows our industry and asks the right questions. That’s important to me. They seem to really understand what I need.

– Earlene Nelson, Association Manager

 



Keeping Current on Not-for-profit Regulations    

Access Living

Keeping Current on Not-for-profit Regulations

Service:  Tax Services
Industry: Not-for-Profits

http://www.accessliving.org


As a not-for-profit, Access Living is challenged by keeping up with ever-changing standards, regulations, and tax laws. They needed experts to stay on top of the changes and help them get up to speed quickly, allowing them to focus more directly on their business. Clifton Gunderson offers the expertise and responsiveness they require.

Our Clifton Gunderson team is proactive in informing us of changes that pertain to us specifically, such as endowment reporting; and in giving us assistance with technical areas we don't have in-house expertise to address.

– Jerry Rauman, Chief Financial Officer

 



 Improving Processes Through 25 Years of Growth    

Aero Federal Credit Union

Improving Processes Through 25 Years of Growth

Service:  Audit and Other Assurance
Industry: Credit Unions

http://www.aerofed.net


Aero Federal Credit Union has experienced rapid growth over the past 25 years. Through tips on underwriting loans, guidelines for regulation compliance, and advice on streamlining operations, Clifton Gunderson has helped them become a more efficient credit union.

Clifton Gunderson employees are very well-rounded. They know everything across the board, from taxes to special industry considerations, to generally accepted accounting principles.

– Brian Kleppinger, Chief Financial Officer

 



Bridging International Audit Differences    

Affina, LLC

Bridging International Audit Differences

Service:  Audit and Other Assurance

http://www.affina.com


Spanning different countries with different tax and audit issues, the customer service company AFFINA faced some complex situations with aggressive deadlines. Clifton Gunderson's responsiveness and proactive ideas, including industry benchmarking, provide them invaluable insight for continued success.

Clifton Gunderson brought us the idea to do industry benchmarking. The resulting data gave us an internal advantage in a recent client negotiation. It was incredibly useful.

– Polly Sappington, Vice President of Finance

 



Streamlining Complex SOX Processes    

Ames National Corporation

Streamlining Complex SOX Processes

Service:  Audit and Other Assurance
Industry: Banks

http://www.amesnational.com


Ames had set up stringent controls to meet the requirements of the Sarbanes Oxley Act of 2002 and was finding their processes to be cumbersome. Clifton Gunderson reviewed the processes and recommended changes that reduced duplication, saving significant time and money.

We have been with larger firms in the past, and I believe that Clifton Gunderson has been more responsive to the needs of an institution our size. Clifton Gunderson’s staff has been very professional and stable, which makes for an effective and efficient audit program.

– Tracy Laws, Assistant Vice President & Auditor

 



Creating Cost-efficiencies with a New Audit Process    

Auto Safety House, LLC

Creating Cost-efficiencies with a New Audit Process

Service:  Tax Services
Industry: Wholesale Distributors

http://www.autosafetyhouse.com


When Auto Safety house began working with Clifton Gunderson, experts streamlined the audit process and discovered delinquent tax returns that needed to be filed for its parent company, saving Auto Safety House, LLC about $300,000.

The Clifton Gunderson tax professionals helped us recover somewhere in the neighborhood of $300,000 in refunds of tax overpayments.

– Eugene Humphrey, Chief Financial Officer

 



Enhancing IT Security and Revising Reporting    

Behavioral Connections of Wood County

Enhancing IT Security and Revising Reporting

Service:  Audit and Other Assurance
Industry: Not-for-Profits

http://www.behavioralconnections.org


When Behavioral Connections of Wood County needed to file a revised 990 form for not-for-profit financial reporting, they needed an advisor that had the expertise to guide them smoothly through the change. Clifton Gunderson provided the knowledge they needed and also proactively suggested an IT audit which uncovered security issues.

Clifton Gunderson is very knowledgeable about the community mental health system in Ohio, and they keep themselves updated on ever-occurring changes. That’s important to us.

– Debora Smith, Chief Financial Officer

 



Providing a Meaningful Audit under Tight Deadlines    

Carroll County Public Library

Providing a Meaningful Audit under Tight Deadlines

Service:  Audit and Other Assurance
Industry: Not-for-Profits

http://library.carr.org


Carroll County Public Library wanted their accounting firm to keep their audit process meaningful and efficient. Clifton Gunderson had the industry experience needed to report real, relevant information to the board, while effectively meeting strict deadlines.

Our Clifton Gunderson partner has an ability to explain in layman’s terms what the audit requirements are and what the result means, helping our board put the information in proper perspective.  This brings a lot of value to our relationship.

– Tony Eckard, Finance Manager

 



Relying on Expertise to Help Restructure    

Catholic Foundation

Relying on Expertise to Help Restructure

Service:  Audit and Other Assurance
Industry: Not-for-Profits

http://www.toledodiocese.org


The Catholic Foundation is working to restructure to enhance its functionality and the benefits it provides its members. They rely heavily on the not-for-profit knowledge provided by their Clifton Gunderson partner and staff members, who provide professional, knowledgeable information to its CFO and Board of Directors.

Clifton Gunderson provides a strong knowledge base for the not-for-profit world. And their work is accurate, thorough and dependable.

– Deacon Ronald Henderson, Chief Financial Officer and Secretariat Leader of the Toledo Diocese; member, Catholic Foundation Board of Directors

 



Building a Stronger Financial Base with Guided Growth    

CCB Packaging Inc.

Building a Stronger Financial Base with Guided Growth

Service:  Tax Services

http://www.ccbpackaging.com


CCB Packaging experienced rapid growth and needed a business advisor that would give them input and guidance on how to handle financial statements. Clifton Gunderson identified several cost-saving opportunities, including R&D credits, job training programs, accelerated depreciation, and helped leverage its relationships with its lenders.

The partners and staff we work with have offered exceptional guidance, not only in tax-related issues, but in our overall business growth strategies.

– Brad Canfield, President

 



Expanding Through Tax Savings Reinvestment    

ChemRite CoPac, Inc.

Expanding Through Tax Savings Reinvestment

Service:  Tax Services
Industry: Manufacturing

http://www.chemritecopac.com


ChemRite CoPac, Inc. went through a reacquisition by the company founders. They needed to prove the financial soundness of the company and then reinvest to help it grow. Clifton Gunderson helped them identify tax savings through alternative fuel and R&D credits that allowed them to improve their facility and expand.

Because of Clifton Gunderson’s advice on asset depreciation and tax strategies, we have been able to expand our company.

– Linda Whitt, Controller

 



Funding Projects Through Strategic Investments    

City of Lone Tree

Funding Projects Through Strategic Investments

Service:  Entrepreneurial Business Services
Industry: Governments


The City purchased a new building to house its administrative offices. Clifton Gunderson experts gave them advice that allowed them to make an extra principal payment almost every year, and further proactive ideas are helping them fund other projects.

The reliable advice and expertise the city receives from Clifton Gunderson has given us the ability to maximize public funding and boost our return on their investments.

– Jim Gunning, Lone Tree Mayor

 



Proactively Saving Through New Tax Credits    

Clyde's Delicious Donuts

Proactively Saving Through New Tax Credits

Service:  Tax Services
Industry: Manufacturing

http://www.clydesdonuts.com


Clyde's Delicious Donuts relies on its accounting firm to stay on top of changes in manufacturing tax laws. When R&D tax credits became available, Clifton Gunderson alerted the company and helped them save about $150,000 in tax credits. Clifton Gunderson also conducted a study that resulted in a new asset depreciation schedule and further savings.

I believe the net present value of the tax savings was around $130,000. I’d like to get a return on investment like that on everything
I do!

– Kent Bickford, President

 



Navigating Standards Changes During Heavy Acquisition    

Consona Corporation

Navigating Standards Changes During Heavy Acquisition

Service:  Valuation and Forensic Services

http://www.consona.com


Consona was in "heavy acquisition mode" when FASB standards changed acquisition reporting. They needed a firm that would understand these new requirements and educate their staff about them. Clifton Gunderson set up training that allowed them to make better decisions.

Among the firms that I’ve worked with, Clifton Gunderson is extremely responsive. I see their customer service as really exceptional.

– Nita Wells, Senior Financial Analyst

 



Successfully Reclassifying to Gain Sales Tax Credits    

Data Processing Air Corporation

Successfully Reclassifying to Gain Sales Tax Credits

Service:  Tax Services
Industry: Contractors

http://www.dpair.com


Data Processing Air Corporation had unsuccessfully petitioned to have its tax classification changed to allow a sales tax credit. They needed an assertive firm with the knowledge to get the reclassification and Clifton Gunderson's tax team was able do it. The firm also found other applicable credits that legitimately reduced tax liability.

No one wants to pay more taxes than they have to, and Clifton Gunderson has been invaluable in helping us manage the tax liability and find things we can do to minimize our taxes. We meet three or four times a year to look at tax strategy.

– Jennifer Harler, Chief Financial Officer

 



Relying on Solid Advice for 20 Years    

DeMotte State Bank

Relying on Solid Advice for 20 Years

Service:  Audit and Other Assurance
Industry: Banks

http://www.netdsb.com


DeMotte State Bank officers want their business advisors to have a solid knowledge of the banking industry and an understanding of the regulatory environment. For the past 20 years, they've been able to count on their Clifton Gunderson experts to be responsive and offer sound advice.

As banks grow, the regulatory perspective changes; you’re looked at with a finer microscope. And even as we have grown, Clifton Gunderson has always had the resources to serve our changing regulatory needs.

– Don Hall, Chief Financial Officer

 



Implementing a Successful Lending Program    

Denver Community Credit Union

Implementing a Successful Lending Program

Service:  Audit and Other Assurance
Industry: Credit Unions

http://www.dcfcu.coop


Among other services, the credit union recently decided to implement a new business lending program and needed a firm that could really understand the process of lending, not just the accounting side of it. Clifton Gunderson provided the advice and resources they needed to help make the program a success.

We feel that the support we’ve received from Clifton Gunderson, the assistance they’ve given, and the resources they’ve shared with us have contributed to us earning our favorable National Credit Union Association rating.

– Carla Hedrick, President and Chief Executive Officer

 



Doing Things Right - and Saving - for 20 Years    

Fertilizer Dealer Supply, Inc.

Doing Things Right - and Saving - for 20 Years

Service:  Audit and Other Assurance
Industry: Wholesale Distributors

http://www.fertilizerdealer.com


Fertilizer Dealer Supply was looking at new locations in two states. They had Clifton Gunderson perform cost segregation studies on those locations which resulted in total net present value benefits of more than $60,000 and total additional cash flow of more than $70,000 over the subsequent four years.

Clifton Gunderson has the integrity to run its company on the highest moral and ethics level.

– Dale Huffman, Chief Financial Officer

 



Smoothing Out the International Differences    

Fiberteq LLC

Smoothing Out the International Differences

Service:  Audit and Other Assurance
Industry: Manufacturing

http://www.fiberteq.com


Fiberteq is owned by two companies in two different countries, so they needed a firm that could understand the two different standards. Clifton Gunderson's recommendations helped the company run more efficiently and present itself favorably to its parent companies. The tax team also identified a $200,000 tax credit, through an R&D study.

Clifton Gunderson has a lot of different resources and my advisors are accessible.

– John Johanningsmeier, Administrative Leader

 



Performing a Smooth SAS 70 Audit    

Financial Service Centers Cooperative, Inc.

Performing a Smooth SAS 70 Audit

Service:  Audit and Other Assurance

http://www.fscc.com


As a unique business, FSCC wanted an audit and advisory firm that wouldn’t use a cookie-cutter approach. They feel Clifton Gunderson really took the time to learn their business. Clifton Gunderson recently performed their first SAS 70 audit, which went smoothly due to this understanding, the team's knowledge, and careful preparation.

Because of Clifton Gunderson’s due diligence and understanding of our business, we completed our SAS 70 audit smoothly, efficiently and on schedule.

– Sarah Canepa Bang, Chief Executive Officer

 



Making Strategic Changes to Minimize Tax Liability    

First Federal Savings & Loan Assoc. of Delta

Making Strategic Changes to Minimize Tax Liability

Service:  Tax Services
Industry: Banks

http://www.firstfeddelta.com


First Federal Savings & Loan Association of Delta recently enacted a charter conversion from a mutual savings institution to a private mutual holding company. They relied on Clifton Gunderson's tax expertise and felt the firm's experience with other financial institutions and the time spent educating the board of directors, was invaluable to the process.

Clifton Gunderson’s tax expertise and knowledge of our industry led us to our charter conversion, a move that will save us hundreds of thousands of dollars in taxes.

– James Coe, President

 



Proactively Preparing for the Year Ahead    

Housing Authority of Baltimore City

Proactively Preparing for the Year Ahead

Service:  Audit and Other Assurance
Industry: Governments

http://www.baltimorehousing.org


The Housing Authority needed a firm that had a significant dedication and commitment to deadlines for audits. They feel Clifton Gunderson has guided them to be more communicative with the board and more proactive in preparing for the audit throughout the year.

Clifton Gunderson’s strength is in its personnel, their key qualifications, and their commitment to our project. With Clifton Gunderson, deadlines are always met.

– Rainbow Lin, CPA, CFO

 



Ensuring Profitability Throughout the Practice    

Illinois Centers for Pain & Rehab, SC

Ensuring Profitability Throughout the Practice

Service:  Entrepreneurial Business Services
Industry: Physicians and Dentists

http://www.icpronline.com


Illinois Centers for Pain & Rehab (ICPR) needed to review the overall profitability of the practice's ancillary services. Clifton Gunderson's cost allocation study helped them make appropriate changes to ensure overall future profitability. The firm's technology team also replaced an outmoded server, which has brought tremendous speed and efficiency.

We were able to make positive changes after Clifton Gunderson’s cost allocation study revealed that two of our ancillary areas were not being profitable.

– Gerald Pauley, Practice Administrator

 



Discovering Tax Advantages Through New Approaches    

Independent Mechanical Industries, Inc.

Discovering Tax Advantages Through New Approaches

Service:  Tax Services
Industry: Contractors

http://www.independentmech.com


Independent Mechanical Industries, Inc. values a firm that understands a defined benefit pension plan and will proactively suggest methods to improve their business. Clifton Gunderson has encouraged them to rethink the way they allocate overhead and found other tax advantages for them as well.

Our Clifton Gunderson tax team has found tax advantages for us that we never even thought about.

– Ron Marshall, Vice President

 



Leveraging Expertise to Maximize Savings    

Innovative Injection Technologies, Inc.

Leveraging Expertise to Maximize Savings

Service:  Tax Services
Industry: Manufacturing

http://www.i2-tech.com


Innovative Injection Technologies, Inc. has had an amazing amount of growth and they value a firm that is responsive and truly understands the manufacturing industry. Clifton Gunderson fit that bill and helped them obtain an R&D tax credit that saved them a significant amount of money - and as the years go on, the results become stronger.

There aren’t a lot of people who understand manufacturing like Clifton Gunderson does.

– Robert Janeczko, President

 



Building on 25 Years of Growth and Changes    

Jamerson & Bauwens

Building on 25 Years of Growth and Changes

Service:  Tax Services
Industry: Contractors

http://www.jbelectric.com


Jamerson & Bauwens has seen considerable growth in the past 25 years and has felt confident in Clifton Gunderson's expertise, responsiveness, and ability to help them through the typical tax and audit processes as well as a succession transition and major technology conversion.

We chose Clifton Gunderson 25 years ago because of its strong reputation in the construction industry. We’ve received great advice over the years, and the firm’s long history with us is vital as we project into the future.

– Ken Bauwens, Co-0wner and Co-president

 



Guided Growth Through Sound Advice    

JC Edwards & Son, Inc.

Guided Growth Through Sound Advice

Service:  Entrepreneurial Business Services
Industry: Wholesale Distributors

http://www.jcedwardsandson.com


JC Edwards & Son is a smaller company that has relied upon the Entrepreneurial Business Solutions offered by Clifton Gunderson. They rely on the solid advice the firm has provided to help them grow a successful business, as well as helping the owner with personal retirement planning.

As our company has grown, I’ve needed more advice. Clifton Gunderson has taken an interest in our little company and looked for ways they could help me grow…much more than simply doing the bank reconciliations and paperwork.

– Diane Jones, Owner/President

 



Balancing Accounting and Credit Union Requirements    

Kirtland Federal Credit Union

Balancing Accounting and Credit Union Requirements

Service:  Audit and Other Assurance
Industry: Credit Unions

http://www.kirtlandfcu.org


Kirtland Federal Credit Union values a firm that can balance accounting and credit union regulations to ensure there are no insurmountable issues at audit time. Recently, Kirtland was able to adopt an effective 457 deferred compensation plan, due to detailed research by the Clifton Gunderson team.

We don’t have a cookie-cutter compensation plan, and I rely heavily on Clifton Gunderson's knowledge to advise me. I plan to stay with them because of the service. It’s the best there is.

– Sharlene Howell, Senior Vice President of Accounting and Chief Financial Officer

 



Navigating the Complexities of Changing Standards    

Lester & Rosalie Anixter Center

Navigating the Complexities of Changing Standards

Service:  Audit and Other Assurance
Industry: Not-for-Profits

http://www.anixter.org


Lester & Rosalie Anixter Center was looking for a firm that could understand the many changes in standards and guidelines for the not-for-profit industry. They appreciate the knowledge and confidence of the well-trained staff at Clifton Gunderson, who has effectively guided them through the many changes.

The game is always changing, the rules are always changing, and it could have been a lot dicier if we hadn’t been working with someone who was well prepared and knew what they were doing.

– Pat Smith-Calascibetta, Chief Financial Officer

 



Relying on Solid Industry Expertise    

Metals Service Center Institute

Relying on Solid Industry Expertise

Service:  Audit and Other Assurance
Industry: Not-for-Profits

http://www.msci.org


When the current CEO and president took over Metals Service Center Institute, he needed a firm that had solid knowledge of the not-for-profit industry. He feels Clifton Gunderson has a wealth of expertise available, and has become an integral part of how they manage their business.

My Clifton Gunderson team is honest, ethical and smart – everything you want your auditor to be.

– Jonathan Kalkwarf, Chief Financial Officer

 



Gaining Solid Financial Insight to Form a Partnership    

Mitchem Dental

Gaining Solid Financial Insight to Form a Partnership

Service:  Audit and Other Assurance
Industry: Physicians and Dentists

http://www.mitchemdental.com


Recently, Mitchem Dental brought an associate into the practice and is working with his Clifton Gunderson team to set up a business partnership. Among other things, this required a thorough evaluation of his practice’s worth, a strong business plan and an education in financial data extrapolation.

Clifton Gunderson put together three different evaluations, and all were within $10,000 of each other, so we feel confident that we have an accurate picture of the practice’s worth.

- Dr. Curtis Mitchem, Practice Owner

 



Appreciating Savings through Specialized Knowledge    

Nielsen-Massey Vanillas

Appreciating Savings through Specialized Knowledge

Service:  Audit and Other Assurance
Industry: Manufacturing

http://www.nielsenmassey.com


Nielsen-Massey Vanillas needed a firm that had solid experience with food-based clients and could give them the service they deserved. Over the years, Clifton Gunderson has created numerous tax-saving strategies for the company, including maximizing the research and development tax credit and performing cost segregation studies that helped accelerate depreciation.

Since we switched to Clifton Gunderson in 1996, we’ve actually only worked with two partners in all that time. That’s very important to us; that longevity and their knowledge of our business.

– Craig Nielsen, Chief Financial Officer

 



Focusing on Insurance Regulations    

Rockford Mutual Insurance Company

Focusing on Insurance Regulations

Service:  Audit and Other Assurance
Industry: Insurance

http://www.rockfordmutual.com


Rockford Mutual Insurance Company wanted an audit team with specialized insurance industry experience that could provide team continuity. They also recently had to respond to a question regarding a deduction on their corporate return, and the Clifton Gunderson audit team sent them a regulation that helped prove their case.

When our corporate return was examined and the state ruled out a deduction we had claimed, Clifton Gunderson sent me a regulation that proved our case and saved us money.

– Mark McWethy, Chief Financial Officer

 



Streamlining the Business for Greater Efficiency    

Tucson Gastroenterology Specialists, PC

Streamlining the Business for Greater Efficiency

Service:  Entrepreneurial Business Services
Industry: Physicians and Dentists

http://www.tucsongastro.com


Tucson Gastroenterology Specialists needed a firm with health care industry expertise that understood how its business worked. They also needed an updated accounting and office system. Clifton Gunderson’s time-saving efficiencies made the practice run smoother and relieved the physicians of financial concerns so they could focus on patients.

Clifton Gunderson installed an accounting system for the business that took it from an inefficient, time-consuming, paper-based business model to a sophisticated, efficient, technology-based system.

– Julie Corcoran, Practice Administrator

 



Continually Improving through Solid Customer Data    

TDS Telecom

Continually Improving through Solid Customer Data

Service:  Technology Consulting

http://www.tdstelecom.com


TDS was looking for a technology firm that could provide application development to rework their Web site from the ground up. After Clifton Gunderson Technology Solutions completed the original redesign, TDS was so pleased, they kept the firm on to assist with custom Web site coding and Web analytics.

Since the Clifton Gunderson technology team partnered with us to rework our e-commerce site, our conversion rate has increased from 13 to 21 percent.

– Cathy Knight, Manager of Internet Marketing

 



Retooling the Business with Expert Advice    

Federation Cooperative

Retooling the Business with Expert Advice

Service:  Tax Services
Industry: Wholesale Distributors

http://www.fedcoop.com


Federation Cooperative needed a firm that understood the special needs of a farm supply cooperative. Their expert Clifton Gunderson team advised them to set up a transportation subsidiary that allowed them to obtain further tax exemptions and save a great deal, and also helped them recognize the need to restructure their trucking subsidiary.

Clifton Gunderson understands our business. Some of our auditors grew up on farms, trading with coops, so they have a deep understanding of what we do; they’ve lived it.

- Jeff Polivka, General Manager

 




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