Stable Rock

Tax season ended a month ago. 🧾

Now's when the real conversation happens.

Not the one about this year's return. The one about whether your accountant is actually the right fit for where the business is headed.

April through June is the biggest accounting provider switching window of the year. Your team has bandwidth. New providers have capacity. You get six months to be fully transitioned before year-end.

6 signs it might be time to look:
→ You only hear from them around deadlines
→ Your books close 3+ weeks after month-end
→ You're still explaining your business every conversation
→ Questions get ""let me get back to you"" more than answers
→ Advisory conversations never happen, just compliance
→ You've outgrown their bench

If any of these sound familiar, let's talk. Book a 30-minute call with our Tax Services & Strategy team today.

𝗚𝗿𝗲𝗴 & 𝗕𝗼𝗿𝗶𝘀 𝗮𝗿𝗲 𝗼𝗻𝗹𝘆 𝗶𝗻 𝗦𝗮𝗻 𝗙𝗿𝗮𝗻 𝗳𝗼𝗿 𝟮 𝗱𝗮𝘆𝘀, 𝗠𝗮𝘆 𝟲–𝟳. Schedule a meetup at GregAndBorisAreBack.com

𝗪𝗜𝗡 𝗦𝗪𝗔𝗚
𝗦𝗽𝗼𝘁 𝗮 “𝗚𝗥𝗘𝗚 & 𝗕𝗢𝗥𝗜𝗦 𝗔𝗥𝗘 𝗕𝗔𝗖𝗞” 𝘀𝗶𝗴𝗻, 𝘀𝗻𝗮𝗽 𝗮 𝗽𝗶𝗰𝘁𝘂𝗿𝗲, 𝗮𝗻𝗱 𝘂𝗽𝗹𝗼𝗮𝗱 𝗶𝘁 𝘁𝗼 𝘀𝗽𝗼𝘁𝘀𝗻𝗮𝗽𝘀𝘄𝗮𝗴.𝗰𝗼𝗺
· Photo of sign = 1 point
· Photo with Greg or Boris = 2 points
· Photo with Greg & Boris = 4 points
· Follow our leaderboard @ SpotSnapSwag.com
· Each week, we’ll announce 3 winners

𝗚𝗿𝗲𝗴 & 𝗕𝗼𝗿𝗶𝘀 𝗮𝗿𝗲 𝗼𝗻𝗹𝘆 𝗶𝗻 𝗗𝗮𝗹𝗹𝗮𝘀 𝗳𝗼𝗿 𝟮 𝗱𝗮𝘆𝘀, 𝗠𝗮𝘆 𝟰–𝟱. Giddy up and meet up! Schedule it at GregAndBorisAreBack.com

𝗪𝗜𝗡 𝗦𝗪𝗔𝗚
𝗦𝗽𝗼𝘁 𝗮 “𝗚𝗥𝗘𝗚 & 𝗕𝗢𝗥𝗜𝗦 𝗔𝗥𝗘 𝗕𝗔𝗖𝗞” 𝘀𝗶𝗴𝗻, 𝘀𝗻𝗮𝗽 𝗮 𝗽𝗶𝗰𝘁𝘂𝗿𝗲, 𝗮𝗻𝗱 𝘂𝗽𝗹𝗼𝗮𝗱 𝗶𝘁 𝘁𝗼 𝘀𝗽𝗼𝘁𝘀𝗻𝗮𝗽𝘀𝘄𝗮𝗴.𝗰𝗼𝗺

· Photo of sign = 1 point
· Photo with Greg or Boris = 2 points
· Photo with Greg & Boris = 4 points
· Follow our leaderboard @ SpotSnapSwag.com
· Each week, we’ll announce 3 winners

How to evaluate your PEO in 30 minutes 🔍

TriNet renewals close end of May. 5 questions:

1️⃣ What's your actual per-employee cost, all-in?
2️⃣ How long to reach a real person on support?
3️⃣ Are your benefits still competitive vs. market?
4️⃣ When does your contract auto-renew?
5️⃣ Would you choose this provider again today?

If the answer isn't a confident yes, let's talk.

Outsourced services as you know is a thing of the past. Greg and Boris are back to level it up and make the future of outsourcing crystal clear. Celebrate what’s next. 𝗝𝗼𝗶𝗻 𝘂𝘀 𝗳𝗼𝗿 𝗮𝗻 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗻𝗲𝘁𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗵𝗮𝗽𝗽𝘆 𝗵𝗼𝘂𝗿. 𝗦𝗽𝗮𝗰𝗲 𝗶𝘀 𝗹𝗶𝗺𝗶𝘁𝗲𝗱. 𝗥𝗦𝗩𝗣 𝘁𝗼 𝗮𝗮𝗹𝗳𝗼𝗻𝘀𝗼@𝘀𝘁𝗮𝗯𝗹𝗲𝗿𝗼𝗰𝗸.𝗰𝗼𝗺 𝘁𝗼𝗱𝗮𝘆.

Greg & Boris are Back to take outsourced services to the next level in investment management. 𝗝𝗼𝗶𝗻 𝘂𝘀 𝗳𝗼𝗿 𝗮𝗻 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗻𝗲𝘁𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗵𝗮𝗽𝗽𝘆 𝗵𝗼𝘂𝗿. 𝗦𝗽𝗮𝗰𝗲 𝗶𝘀 𝗹𝗶𝗺𝗶𝘁𝗲𝗱. 𝗥𝗦𝗩𝗣 𝘁𝗼 𝗮𝗮𝗹𝗳𝗼𝗻𝘀𝗼@𝘀𝘁𝗮𝗯𝗹𝗲𝗿𝗼𝗰𝗸.𝗰𝗼𝗺 𝘁𝗼𝗱𝗮𝘆. Vamos!

We're thrilled to welcome Abby Kavanaugh to Stable Rock as Director of HR Services, leading our newly launched HR Services practice.

Abby brings years of hands-on senior HR experience helping organizations align people strategies with business objectives, with a background spanning financial services and healthcare.

She and her team will work closely with investment managers, portfolio companies, and growing businesses to build the HR infrastructure, performance frameworks, and organizational structure that help teams operate at their best without the overhead of a full internal function.

We're excited to have Abby on board as we continue expanding what Stable Rock can do for our clients.

Read the full announcement: https://blog.stablerock.com/news/stable-rock-launches-hr-services-to-strengthen-organizations-and-support-better-people-decisions

Spotsnapswag.com made a splash in Grand Cayman. Check out the pics and posts, and congratulate our Week 7 winners: Melinda (Thompson) Lilly, Sabrina DeRiso, and Geoff Ruddick

Next up…Dallas and San Fran.