OUR LATEST INSIGHTS

Up to date, high-level business information that is relevant to our clients and contacts, helping keep up to date on the ver-changing business world of today.

Terri Braun / June 28, 2022

Recommendation for Max Maas at Small Business Alternatives

To whom it may concern:

I am delighted to write in recommendation of an amazing Erie professional, Max Maas. Max is a hardworking and talented Vice President and CPA at Small Business Alternatives, where he serves the Northwestern Pennsylvania business community.

Since 1992, Small Business Alternatives has been working with local businesses to promote their financial wellbeing and find customized solutions that fit their needs. This client-centric approach has made it the number one choice among small business owners.

Max and the rest of the team at Small Business Alternatives bring years of experience and expertise to all your business’ accounting needs, including bookkeeping, financial planning, payroll, and taxes. These tend to be areas where business owners struggle to find the dedicated time, or lack the precise knowledge, to get the job done as thoroughly as possible. Max and Small Business Alternatives know business owners have a lot on their plate, and pride themselves on their ability to ease your workload and your stress with a job well done, every time.

If you’re looking for accounting and bookkeeping services for your business that you can rely on, I highly recommend reaching out to Max Maas and the team at Small Business Alternatives.

Sincerely,

Adam Baker
Strategic-Partner
Schooley Mitchell

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Terri Braun / June 28, 2022

Recommendation for Beth Foyle at Voussoir Financial Partners

To whom it may concern:

It is with great pleasure that I write this letter of recommendation on behalf of a true asset to the business world, Beth Foyle. Located in Erie, Pennsylvania, Beth Foyle is an incredibly talented and experienced financial advisor at Voussoir Financial Partners, a financial advisory practice of Ameriprise Financial Services, LLC.

Founded in 1894, Ameriprise Financial has helped millions of clients invest towards their financial goals and dreams. It has a network of more than 10,000 financial advisors with corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.

Beth provides quality support and advice to help clients meet their financial goals. This includes financial services like building a plan to reach primary, expanded and comprehensive financial goals as well as a wide range of investment support and solutions.

While I have only known Beth for a short time, I have quickly come to know her as a passionate and dedicated industry professional. She is kind, genuine and a true pleasure to interact with. She goes above and beyond for her clients and works tirelessly to help them reach their financial goals.

I recommend Beth Foyle at Voussoir Financial Partners without hesitation to anyone looking for help with their finances. With Beth, you can rest assured you’ll get quality support and advice to help you feel more confident, connected and in control of your financial life.

Sincerely,

Adam Baker
Strategic-Partner
Schooley Mitchell

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Terri Braun / June 28, 2022

Recommendation for Kevin Beirne at Marsh

To whom it may concern:

I am more than happy to write this letter of recommendation on behalf of a great business professional, Kevin Beirne. Kevin is the vice president at Marsh and he uses his extensive knowledge and experience to better serve his clients.

With offices in more than 130 countries, Marsh is the world’s leading insurance broker and risk advisor. It provides industry-focused brokerage, consulting, and claims advocacy services, leveraging data, technology, and analytics to help reduce its clients’ total cost of risk. It has around 40,000 colleagues worldwide and offers its commercial and individual client’s insights, advice, and support in the local markets

Although I have only known him for a short time, it is easy to see that Kevin is a true asset to the business world. He uses his skills and talents to provide exceptional services to each and every client he serves, and he is always a pleasure to interact with. He greets everyone with a smile and goes above and beyond for those not just in business, but in his community as a whole.

I highly recommend Kevin Beirne at Marsh to anyone who needs reliable help with their commercial claim. Kevin and the Marsh team will do everything in their power to provide you with the help, support, and advocacy you need in the event of a loss.

Sincerely,

Jim Lichtenberg
Strategic-Partner
Schooley Mitchell

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Pamila Kew / June 15, 2022

2022 Mayor’s Annual Address | Luncheon

Schooley Mitchell consultant Bhargavi Rajesh recently attended the 2022 Mayor’s Annual Address & Luncheon where she got to hear Mayor Bonnie Crombie speak on Mississauga’s issues, challenges, opportunities and good news stories.

It was an honor and great experience to meet her and many other community leaders at the event organized by Mississauga Board of Trade.

 

Joe Weppler / June 14, 2022

SM Spotlight Impact Family Wellness

When it’s your health that’s on the line, would you prefer to see an exhausted doctor on their 30th patient of the day, or a healthcare expert that knows you, what you do, and your health struggles?  

“I can know my patients on a personal basis. They feel more like friends,” said Monica McKitterick, APRN, FNP-BC, Owner of Impact Family Wellness. “I could never truly do that in the insurance-based system.”  

Monica runs the only Direct Primary Care practice in the Cedar Park, TX area that is fully staffed by nurse practitioners. Thanks in equal parts to their training and their business model, Impact Family Wellness is able to provide the care their community needs without sacrificing personability.  

“In the current healthcare system, professionals have 3000 patients and see 30 a day,” Monica said. As you can imagine, that volume isn’t conducive to really getting to know your patients.  

Direct Primary Care (DPC) is an alternative to the traditional system that works on a membership-style subscription. You pick a plan and pay the fee, and it entitles you to unlimited access to health care professionals, visits, consults with professionals, heavily discounted lab rates, and more. In Impact Family Wellness’ case, 70 percent of care is via text.  

“I don’t need to touch you to see the rash on your leg,” Monica said. “We try to make it convenient.  

While DPC is great for families with no insurance or health shares, it also works with plenty of patients with great insurance because they simply want someone who actually listens to them. The team works with local businesses that aren’t big enough for large health care plans.  

Monica got into nursing right out of high school; she became a nurse in 2005 and a nurse practitioner in 2008. She always had a passion for primary care, but struggled with the traditional health care system. DPC became a solution to those issues.  

Now, Monica sits on the board for CASA of Williamson County, works as a mentor for Austin Angels, speaks at engagements for businesses on various health topics, and even provides services for local events that require a medical provider.  

One of Impact Family Wellness’ biggest struggles is educating the community on their service. 

“We can’t just put an ad in the paper because no one would know what it means. Our business mainly comes from word-of-mouth referrals,” she said. “We’re trying to fix health care.”  

Monica, along with two other nurse practitioners and an office administrator, continue to grow month over month. In their current location, they have the capacity to treat up to 2000 patients in their community. Ultimately, their goal right now is to provide the care their community needs so they can stay healthy for a very long time. And that means treating patients like human beings. 

 For more information on Impact Family Wellness, visit their website at www.impactfamilywellness.com.

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Cal Wilson / June 14, 2022

Special Offer from FaithLife Financial

There’s only three weeks left to be eligible for FaithLife Financial’s special promotion, three months premium back based on your annual premium. For more information, call 519-376-6988, email [email protected], or message FaithLife Financial on Facebook. You can also contact Kacie Linn of Sound Life Solutions to take advantage of this amazing opportunity.

 

Cal Wilson / June 13, 2022

Featured Client Rural Municipality of Corman Park

About Schooley Mitchell

Schooley Mitchell is the largest independent cost reduction consulting firm in North America, with offices from coast to coast in the United States and Canada.

On average, we reduce overhead expenses by 28% and have delivered over $540 million in documented savings for over 27,000 clients to date.

What Does Schooley Mitchell Do?

We are passionate about saving money for our clients and giving them more time to focus on other priorities within their business. We ensure our clients are getting the best services at the best price.

Our Approach

Schooley Mitchell's work is based on a mutually beneficial model - we are driven by producing results for our clients and have no ties to vendors or service providers.
Our fees are self-funded by a portion of the savings we find - no savings, no charge to you.
With inflation on the rise, we are finding that all businesses, municipalities and not for profits could use assistance saving money.

Amanda Chevrier

Strategic-Partner
Office: 306-912-9906