LET'S DO BUSINESS

 
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Sandra Finerghty

 

Are you a business owner that cannot get actionable insights from your financials?

Have you missed deadlines, or do you feel you need to micromanage your accounting staff to get accurate results?

Are your accounting functions becoming more complex as your business grows? 

 

Sandra Finerghty and her firm, Supporting Strategies| Durham & Chapel Hill, can help resolve these issues and more. 

Sandra's team of experienced accounting professionals can provide a wide range of outsourced accounting services via cloud technology, allowing business owners to focus on growing their business. 

 

Sandra is a Raleigh native, a graduate of the University of North Carolina at Chapel Hill and lifelong North Carolinian. She has deep connections in the Triangle business communities and genuinely cares about the growth and success of the area's small and mid-sized companies.


Sandra is married and has 2 sons.  She enjoys volunteering at her boys' schools, her church, and a local dog rescue group. 

Her family enjoys traveling to the North Carolina beaches and mountains, and you may occasionally find her on a tennis court! 

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Timothy C. Hucks, CEPTM

President, Rising Tide Inc

 

Rising Tide, Inc. is a State of North Carolina Registered Investment Advisory Firm. Founded in 1993, the business has served hundreds of clients with millions of dollars in investment and insurance products. Rising Tide uses an asset allocation model based on risk, reward and time frame analysis.

 

Rising Tide specializes in working with university faculty and staff. Rising Tide is authorized to provide investment management services for TIAA-CREF and Fidelity Investments, specifically for the University of North Carolina system Optional Retirement Program (ORP) and 403-B voluntary assets. Charles Schwab and Company, Inc. also serves as custodian for many client assets.

 

Rising Tide is neither directly affiliated with any university, nor compensated by any university vendor. This independence allows for objective and unbiased advice, which we believe is absolutely essential to providing financial management services with integrity.

 

Thank you for the opportunity to serve.

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Earl Hadden

Founder, Money Mountain Systems LLC

Success Mentor & Coach | Small Business Advisor | International Speaker & Best Selling Author

 

Are you a solopreneur working 16 hours a day and still struggling to make ends meet?

 

Maybe you got into business to make your dreams come true—to have that house at the beach or annual luxury vacations—but it’s just not happening. You’re working really hard, but you can’t find a spare minute to breathe, and you certainly don’t have the funds for a dream vacation.

 

Money Mountain Systems can help.

 

Whether you’ve been in business for three years or 30, we’ll walk you through an assessment of your company to determine your areas of strength and weakness. Then together we’ll create a plan to help you reach your business goals.

 

We’ll do that by taking a good look at the systems you have in place for each function of your business:

 

·      Planning.                         ·      Product Development

·      Community Building     ·      Sales

·      Customer Experience   ·      Staffing

·      Administration and Management

 

Where your business systems are thriving, your business is likely thriving; where the systems are weak, your business is likely weak. Don't let the word ‘systems’ intimidate you, by the way. It’s just steps that are defined, documented, and implemented to help you achieve specific goals.  A system may be manual, automated or a combination of the two.

 

With more than three decades of experience in business improvement systems, we’ve worked with 500+ organizations to define, document, and implement innovative systems.

 

We work with:

·      Solopreneurs

·      Husband/wife executive teams

·      Successful businesses with $500K or more in revenue

 

We’ve helped financial advisors; business owners in residential real estate, construction, renovation, cleaning services, and landscaping; and others in a variety of industries.

 

While we can’t offer any tricks that’ll suddenly turn things around for you, we provide proven methods that—with focus and hard work—will help you achieve your business goals.

 

Ready to improve your business? Connect with me here and let’s start a conversation.

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Michael G. McHarg

Founder, Big Biz Box, LLC + Big Fish Digital Signs + Virtual Bourbon 

Coming soon: RockTheRestaurant.com

An advocate for Personal and Spiritual Growth | Small Business Advisor | Entrepreneur

 

Specializes in business management, local advertising strategies, content creation, content management, and in-business digital signage.

 

People start a new business for many reasons. More times than not, an entrepreneur focuses on what or how; on tasks to be accomplished. They rarely consider who or why, by exploring strategic partnerships and the motivations to help them succeed.

 

"I will help you assess your motives and goals, and compel you to move from where you are, to where you want to be.

I will help you identify and use the right tools to propel you from dream... to realization."

 

Michael works with:

Chambers of Commerce, Solopreneurs, Small Businesses

Work from Home, Real Estate Professionals

Inventors, Product Developers, Graphic Designers and Financial Planners.

 

"I've helped professionals in a variety of industries and markets better understand the purpose of their work, and to achieve greater success."

 

Let's Talk!

 

Ken Parson

Triangle Medicare Solutions

I have been helping people with their insurance needs for over 17 years.  More recently I have shifted almost 100% of my focus to helping seniors make the right choices for their retirement health care.  The average 65 year old couple will spend around $300,000 on healthcare during their retirement - it is critical that they know their options and choose very wisely.  I will walk them through all of their choices, help them sign up for Medicare and a supplement the proper way, and keep them informed of changes that may affect them in the years to come.  And, there is absolutely no cost for my services as we are compensated by the carriers.

 

"Ken made a very confusing process so simple to understand.  My husband and I are now extremely comfortable that whatever life may throw at us health-wise, we are prepared.  We are very grateful for Ken's help."    Martha L. Raleigh, NC

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Dick O'Donnell

Man In Green

Office Voip phones and credit card processing

 

"I am the Man In Green, Dick O’Donnell who saves companies green money on their office phones and their credit card processing with local customer service.

 

Send me a copy of your phone bill and I’ll give you an apples to apples comparison.

Do you have a service to refer?I arrived 16 years ago in North Carolina knowing nobody other than my two daughters from a previous marriage. They are the reason I moved here. I now know thousands of people in the triangle in the Triad and I love referring other companies."

 

Don Daves

President, Diamond Advisory Group

Saving You Money Is Our Business!

We help both individuals and business owners save and invest. 

The Diamond Advisor Group is a financial planning and wealth management organization that was founded in Durham, North Carolina. We are dedicated to helping people gain a better understanding of how all facets of their financial picture work together. This includes Retirement Planning and Exit Strategies, Savings, Insurance, Estate Planning, Charitable Giving, and Taxes.

We are committed to your financial future and are not driven by product sales or corporate agendas. By looking at your entire financial profile, it helps to ensure that we are helping you set realistic and attainable goals for your future. We look at each individual or business owner separately and do not feel that there is such a thing as a “one size fits all” financial plan.  All our clients are unique, and we feel that their financial plans should reflect their individual goals and desires.

Through our affiliation with other groups, we have been working with Federal Government and private industry employees as well as North Carolina school systems since 1992. We have helped many individuals and business owners get a better understanding of their retirement plans, (401(k), 403(b), 457’s, IRA’s, etc.), as well as keeping them informed of governmental changes that affect them and their families.

We also help business owners look for ways to create more profitability through cost reduction strategies and tax savings and incentives. 

With over 30 years in Financial Services, we bring together experts in multiple fields as well as our own knowledge to best serve our clients individual and business needs.

Benjamin "Don" Daves is the Founder and Investment Advisor Representative of The Diamond Advisor Group

 

Benjamin "Don" Daves has an extensive background in government and private industry retirement planning, helping employees during their working years as well as their very important post retirement years. He started working in the financial services industry after attending Elon University, where he majored in Business Administration / Business Management. He has over 30 years of experience helping people plan for their future. He is an Investment Advisor Representative with Brookstone Capital Management, LLC. His professional licenses include currently Series 65 from FINRA, and his Life, Accident, and Health insurance licenses with the states of North Carolina, South Carolina, and Virginia.

He was married in 1981 to Janette Daves and has one son. He is also the proud grandfather of his two granddaughters. He has coached youth basketball for over 30 years both through church and local athletic associations.

dondaves@thediamondgrp.com

www.thediamondgrp.com

1-888-835-3854 

(919) 479-2084 Voice

(919) 452-3226 Cell

(877) 860-4674 Fax

P.O. Box 72172

Durham, North Carolina 27722

Investment Advisory Services offered through Brookstone Capital Management, LLC. (BCM), a Registered Investment Advisor.  The Diamond Group and BCM are independent of each other. The Diamond Group, 526 Wanda Ridge Drive, Durham, NC 27712 * 888-835-3854 – Voice * 877-860-4674 – Fax * Email – diamond@thediamondgrp.com

 
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Jonathan Edmiston

Real Estate Professional | Agent | Broker in Charge​

I'm a devoted follower of Jesus, Husband to an amazing wife, Father to 3 wild and fun boys and a 21 year real estate industry veteran with hundreds of closed transactions.

Testimonial:

"I wanted to express my gratitude for the professionalism you have shown throughout the process of purchasing my dream vacation home. You have exceeded my expectations as to what a good realtor is and should all be. Since the first day I was referred to you as a realtor, I found you are committed to provide the best service and allow me to relax and trust that you will be looking after my best interest. I will highly recommend you to others as well. No doubt that you will always succeed in your field as you have demonstrated passion for your job leading to nothing less than a very satisfied client. Great Job and thank you again for making this a smooth transaction."-

 

-Carol G.