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Professional Services October 2020

By Elly Ohnstad | October 15, 2020

A monthly dive into AEM’s Professional Services segment – from cash receipts to client news and more. Questions about the segment? Reach out to Matt Ringwelski to get the latest details!

October 15th, 2020

By the Numbers

The Management Letter

The Professional Services group is focusing on helping our clients through the CARES Act, PPP loan forgiveness, and tax strategies as we make our way through COVID.

– Matt Ringwelski   |  Segment Leader

Client Chronicles

Larson Financial   |   Financial Services 

Since 2005, Jack and Ron Larson have been building a team of trusted and experienced professionals to provide honest answers and real solutions that work for their clients. The team at Larson Financial™, Inc, DBA Larson Tax Relief™, understands that behind every client there is a fellow human who deserves the best service and representation available. Representing clients in all 50 states, Larson Tax Relief™ has resolved thousands of tax cases. Larson Tax Relief is an A+ rated member of the BBB. Company President and Enrolled Agent Jack Larson is a member of the National Association of Enrolled Agents as well as the National Association of Tax Professionals.

https://youtu.be/NoO1u19HJ8U

The News

A monthly newsletter is sent each month to our Professional Services contacts regarding industry happenings, important information for their business, and more. You can read our segment’s last newsletter by clicking the button below:

 


Last Month’s Newsletter

The

The professional services team is working on the following initiatives:

  •  Increasing our attendance and involvement with MN Tech Association
  • Creating a list of clients that would benefit from our data analytics services
  • Getting more employees involved and interested in the segment

Meet the Team

Interested in getting involved with the Professional Services segment? We’d love to have you! Contact Matt today to get started and join in our next segment meeting. 

Matt Ringwelski

Partner
Segment Leader


Learn More

Doug McDonald

Partner

Learn More

Jay Dunphy

Partner

Learn More

Geniene Scherer

Senior Manager

DJ Charley

Senior Manager

Posted in News and tagged Internal Newsletter

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