The Marin Business Forum is an open community where like-minded business owners can share information, make new business connections, and improve their business practices and productivity through the power of collaboration. The group was created by local businesses and is presented by the following sponsors:
Cypress Partners is a Bay Area wealth management firm located in Corte Madera. We are an independent, fee-only, registered investment advisory (RiA) firm servicing clients seeking guidance from trusted and experienced 401(k) consultants. Our independent and objective counsel allows us to work exclusively in the best interests of our clients and their employees free from ordinary conflicts of interest typically found with traditional retirement plan brokers. We are not beholden to any particular product, platform or service provider, and are devoted to implementing a plan that meets your objectives.Contact us at (415) 785-3635, www.cypresspart.com.
Filice Insurance combines years of experience with leading-edge products to provide exceptional service and value to our customers. We provide a complete suite of business insurance products including Individual & Family Plans, Domestic & International Employee Benefits, Retirement Services & Financial Planning, Workers’ Compensation, and Personal & Commercial Insurance, providing a one-stop solution for your company’s insurance and employee benefit needs. Contact us in San Rafael at (415) 717-8583, www.filice.com.
Pacific Crest Group helps businesses throughout the Bay Area change their accounting and HR systems from a hassle to a strategic resource. We bridge the gap between your books and your business, so that you can more smartly manage your company. Pacific Crest Group offers comprehensive outsourced accounting solutions to meet your business’s specific needs. We manage core functions like bookkeeping, payroll, receivables and payables, as well as more robust accounting advisory services like financial reporting, budgeting and cash flow forecasting, and even enhance your executive team with a seasoned part-time Chief Financial Officer. We go beyond the basics to provide financial insight and accounting advice that will help you make better informed decisions to lead your business. Our HR services range from hiring, compliance and benefits management to the more robust employee development systems such as review processes and management training so your staff turns into a group of motivated, fully engaged top performers. For more info contact (415) 461-2586, www.pcg-services.com.