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Jan 16

Purk & Associates Welcomes Nicholas Duncan as an Associate

Nick Duncan, Associate at Purk & AssociatesJanuary 16, 2018 (St. Louis) – Purk & Associates, the award-winning, nationally recognized accounting and management consulting firm, announced today that Nicholas Duncan joined as a new Associate.

In his new role, Duncan will ensure that auditing standards are met for client matters, and will work with individual and business clients on reviews, compilations, and audits.

“We’re excited to have Nicholas join our team. He has the work ethic, drive and determination to ensure that our clients are well served, and he has already proven himself as a strong team member by stepping up to take on additional responsibilities,” said Bill Purk, CPA, Purk & Associates President and Co-Founding Shareholder.

Prior to joining Purk & Associates, Duncan worked for a national accounting firm as an Audit Associate where he verified clients’ corporate benefit and compensation plans to meet federal and state compliance standards, and other related matters.

“I’m thrilled to be the newest team member to join Purk & Associates. What makes Purk & Associates unique is how the team members are committed, loyal and excited to come to work each day,” said Duncan.

“The Purk & Associates’ environment maintains a high standard of quality in our work and our client relationships. We are encouraged to provide the absolute best service and keep our clients informed frequently to ensure that their accounting needs are anticipated to help them reach their professional and personal goals,” added Duncan.

Duncan earned a Bachelor of Science in Accounting from Missouri State University (MSU) located in Springfield, MO. While a student at MSU, Duncan served as the Chief Financial Officer for the Missouri State University Student Government Association where he reconciled and maintained a detailed record of Financial Reports of Expenditures of a budget of $300,000.

Founded in 2009 with headquarters in St. Louis, Purk & Associates, P.C., is a nationally recognized and award winning, independently owned accounting and management advisory firm that delivers a full range of tax, accounting, audit and consulting services. At Purk & Associates, our focus is to help our clients achieve more financial and business success. To learn more, please visit http://purkpc.com

Jan 04

Purk & Associates, P.C., Named Among Small Business Monthly’s “2018 Best in Quality” Companies

Bill Purk, CPA, Purk & Associates President and Co-Founding Shareholder

January 4, 2018 (St. Louis) – Purk & Associates, P.C., a nationally recognized, independently owned St. Louis-based accounting and management advisory firm, was recently voted as one of Small Business Monthly’s “2018 Best in Quality” companies.

“We are thrilled to be selected by the readers of Small Business Monthly as one St. Louis’ best in quality companies,” said Bill Purk, CPA, Purk & Associates President and Co-Founding Shareholder. “Our team members are focused on delivering consistent, valued-oriented results for our clients every day.”

Over the past several years, Purk & Associates has consistently been selected by the readers of Small Business Monthly for a variety of the publication’s “Best in Company” awards including “Best in Customer Service,” “Best in Quality,” ‘Best in Accounting Firms,” “Best in Value,” “Future 50,” and several of its team members have been selected “Top Small Business Accountants” and “Top Small Business Executives.”

To view the list of “2018 Best in Quality” companies in the January Small Business Monthly issue, please click on the following link, http://bit.ly/2EUGgYa.

Founded in 2009 with headquarters in St. Louis, Purk & Associates, P.C., is a nationally recognized and award winning, independently owned accounting and management advisory firm that delivers a full range of tax, accounting, audit and consulting services. At Purk & Associates, our focus is to help our clients achieve more financial and business success. To learn more, please visit www.purkpc.com.

Dec 14

Expanding the Commercial Lending Team — The Business Bank of St. Louis Welcomes Veteran Banker, Kathleen Tallis, as Vice President-Commercial Lending

St. Louis (Dec. 14, 2017) – The Business Bank of St. Louis (BBSTL) announced today that Kathleen Tallis joined as a Vice President-Commercial Lending.

In her new role, Tallis is responsible for generating commercial loans, identifying new business opportunities and managing client relationships. Tallis brings more than two decades of banking experience in commercial real estate, commercial and industrial (C&I), and Small Business Administration (SBA) lending.

“Kathleen adds depth and versatility to our commercial lending team. She is well known in the St. Louis banking community with a proven record for helping clients grow their businesses and identify unique lending opportunities.  We’re excited to have her level of talent and insight added to our team,” said Chris Frein, Chief Lending Officer at The Business Bank of St. Louis.

Tallis received a Bachelor of Arts in Economics from Hollins College located in Roanoke, VA.

Celebrating its 15th anniversary in 2017, The Business Bank of St. Louis operates a full-service banking facility in the heart of the Clayton business district located at 8000 Maryland Avenue, Clayton, MO, 63105. The mission of the Bank and the primary focus of the team members is to be the leading financial partner for St. Louis’ business owners, entrepreneurs and professionals who need customized solutions to guide them toward financial success. For more information, visit http://bbstl.com.

Dec 14

It Pays to Procrastinate! Fyndus Launches Dec. 14 “12 Days of Surprises” with BIG Holiday Gift Savings

Fyndus IconSt. Louis (Dec. 14, 2017) – It pays to procrastinate! Fyndus, an international geolocation discount and e-commerce application app that changes the way people shop, announced that its “12 Days of Surprises” holiday shopping program starts Thurs., Dec. 14 and runs through Mon., Dec. 25.

Fyndus is the ideal app for shoppers who want deeply discounted items, free shipping on a variety of products, and a broad selection of merchandise and services. During the “12 Days of Christmas,” which runs from Thurs., Dec. 14 – Mon., Dec. 25, offers a variety of items ranging from must-have phone accessories and the latest hand toys to outerwear and items for your car.

“The Fyndus app brings together the best in comparison of other ecommerce platforms”, said Affan Waheed, Founder and CEO of Fyndus. “The ‘12 Days of Christmas’ is our way to introduce new U.S. users to Fyndus and experience the variety of products and services available at deep discounts.”

“We already have more than 200,000 users and 3,000 merchants worldwide, and now we are ready to change the way people shop in the United States. There is nothing else like Fyndus available to smartphone users,” added Waheed.

Fyndus, which launched its U.S. iOS and Android app during the November Thanksgiving holiday, helps consumers locate and save significant amounts of money on products and services, and helps local merchants increase their holiday sales.  The app utilizes a smartphone’s GPS sensor that provides the user with local deals, while providing the opportunity to purchase a wide range of items directly from the app.

Launched in Asia, Europe and the Middle East in 2016, Fyndus has gained international popularity among users and merchants for its ability to quickly connect and eliminate unnecessary distractions online shoppers have because the user experience is customized because of individual buying patterns.

The app is popular among participating merchants because their goods and services are targeted directly to their ideal clients and the need for the middle-man is eliminated with the cost savings passed onto consumers.

In addition, Waheed said, “After the initial roll out of the discounts for local products and services in St. Louis, we intend to add eCommerce to the platform. Fyndus the first-and-only Manufacturer-to-Consumer (M2C) eCommerce app in the world, and will give users the power to order products directly from the manufacturer, at a significant savings, because it eliminates the middleman.”

 

About Fyndus

Fyndus, LLC, is the global leader that changes the consumer retail shopping experience with  brick and mortar, and e-commerce through the use of an app. Fyndus is different from other e-commerce platforms because it rewards buying behavior patterns, provides savings to buyers by eliminating the middleman, and offers merchants and service providers the tools to better manage the consumer buying experience. With headquarters based in St. Louis, Missouri and offices located internationally throughout Europe and the Middle East, Fyndus is changing the way people shop globally, save money, and help local businesses thrive. To learn more, please visit https://Fyndus.com.

Nov 30

1st Global Honors Purk Advisors as a Diamond Eagle Firm for 2017

Nov. 30, 2017 (St. Louis)  — Purk Advisors, headquartered in Saint Louis, MO, was recognized for its extraordinary achievements throughout the year at the 2017 1st Global National Conference that took place from Nov. 12–14 at the Omni Fort Worth Hotel.

“Diamond Eagle firms set themselves apart from the crowd because of their commitment to excellence, demonstrating what it takes to excel in remarkable fashion,” 1st Global Chairman and CEO Tony Batman said. “They are dedicated to the individuals, families and businesses they serve, and they create a precedent for others to follow through their passion and admirable conduct.”

The Diamond Eagle award is based on business volume across the firm and is given to those firms that have consistently demonstrated 1st Global’s purpose — to enable intentional living — and have cultivated their practices in ways that help their clients seek to live intentionally in their own lives as well.

1st Global is pleased to congratulate Purk Advisors for reaching 1 Diamond Eagle status. We deeply appreciate Purk Advisor’s devotion to serving its clients through comprehensive financial planning advice, and we commend Purk Advisors on its continued progress and accomplishments.

This year marks the 25th anniversary of 1st Global — a monumental accomplishment for any business — and the conference theme, “Celebrating Significance,” highlighted the significant milestones earned by decades of hard work and the significant relationships, friendships and partnerships created in the process.

1st Global enlisted the wisdom of a handful of key speakers to share their experiences and insights on significant trends that drive markets and the significant opportunities created by them. Speakers included Chip Heath, best-selling author and professor at Stanford Graduate School of Business; Ann Compton, legendary ABC News White House correspondent; Megan Greene, chief economist at John Hancock Financial Services and Manulife Asset Management; Michelle Singletary, national syndicated personal finance columnist; Jeremy Gutsche, chief executive officer of Trendhunter; and Harley Gordon, president of CLTC.

Additionally, 1st Global President David Knoch provided a look forward into the next 25 years to provide advisors with perspective on how 1st Global will continue to help its affiliated firms thrive and take advantage of the significant opportunities ahead.

 

About 1st Global

1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms with the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. Around 400 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.

The Diamond Eagle award is given to firms based on the criterion of the firm’s production volume across all product lines.

 

Securities are offered through 1st Global Capital Corp., which is a Member of FINRA and SIPC and is headquartered at 12750 Merit Dr., Ste. 1200 in Dallas, Texas, 214-294-5000. Investment advisory services are offered through 1st Global Advisors, Inc. Additional information about 1st Global is available at www.1stGlobal.com.

Nov 29

Purk & Associates Welcomes Brett Rugen, CPA, as New Tax Manager

November 29, 2017 (St. Louis) – Purk & Associates, the award-winning, nationally recognized accounting and management consulting firm, announced today that Brett Rugen, CPA, joined as a new Tax Manager.

In his new role, Rugen will work with a team of professionals supervising them on matters ranging from completing clients’ tax returns, and keeping team members informed of current tax legislation and new tax planning ideas, to business development and working with clients on income tax planning.

“Brett is a wonderful addition to Team Purk. He has a strong work ethic, he is curious, and he is focused on finding solutions for clients. These are the traits that stood out immediately when we first met with him,” said Bill Purk, CPA, Purk & Associates President and Founding Shareholder.

Prior to joining the firm, Rugen worked at Aegion Corporation as a Tax Manager where he prepared various components of quarterly income tax provisions for U.S., entities, and assisted with tax savings strategies and planning of federal, state and local jurisdictions. He also has more than 10 years of tax and accounting experience working for local public accounting firms.

“I’m thrilled to be the newest team member to join Purk & Associates. The firm has an incredible reputation locally and nationally as one of the best places to work in St. Louis and one of the best accounting firms to work for in the country,” said Rugen. “What drew me to the firm is the entrepreneurial culture.”

Rugen earned a Master of Accountancy and Certificate of Taxation, and a Bachelor of Science in Accounting from the University of Missouri, Columbia, where he graduated cum laude.

Founded in 2009 with headquarters in St. Louis, Purk & Associates, P.C., is a nationally recognized and award winning, independently owned accounting and management advisory firm that delivers a full range of tax, accounting, audit and consulting services. At Purk & Associates, our focus is to help our clients achieve more financial and business success. To learn more, please visit http://purkpc.com.

Nov 27

FYNDUS Launches Money-Saving Smartphone Application in the USA for Black Friday

Fyndus IconNovember 24, 2017 (St. Louis) – FYNDUS, an international geolocation discount and e-Commerce application, introduces the iOS and Android application in the USA, to coincide with Black Friday and Cyber Monday.  This app will give the user the ability to find local deals and savings for goods, services, and at restaurants.

The application uses the smartphone’s GPS sensor, to provide the user with local deals, while also providing the opportunity to purchase a wide range of items directly from the app. The FYNDUS app has been extremely successful internationally, with over 200,000 registered users in the United States, Canada,  India, the United Kingdom, Pakistan, and Dubai; there are buyers from China, Vietnam, and Thailand

“We are very excited to introduce the FYNDUS smartphone application and website to the USA, beginning in St. Louis, Missouri”, says Affan Waheed, Founder and CEO of FYNDUS. “We already have over 200,000 users and 4,000 merchants in Southeast Asia, Europe, and the Middle East. Now we are ready to change the way people shop in the United States. There is nothing else like FYNDUS available to smartphone users.”

In addition, Waheed states, “After the initial roll out of the discounts for local products and services in St. Louis, we intend to add eCommerce to the platform. FYNDUS the first-and-only Manufacturer-to-Consumer (M2C) eCommerce app in the world, and will give users the power to order products directly from the manufacturer, at a significant savings, because it eliminates the middleman.”

FYNDUS combines the best features of Groupon, Wish, Alibaba, and Amazon, while also benefitting the merchant, because advertising on the app is free  FYNDUS receives revenue when a coupon or product is purchased through the app.

The FYNDUS LLC headquarters is located at 15332 Manchester Rd., Suite 203 in Ellisville, Missouri. To learn more about the platform, please visit https://fyndus.com.

Oct 17

Neighborhood Spotlight: Maryland Heights, Missouri

Maryland Heights, Missouri, The Perfect Example of a Suburb Embracing Business

St. Louis County is home to a plethora of suburbs. From Sunset Hills to Florissant, there are over one million residents living in the county. Though many of these St. Louis suburbs are very much like each other, each town features something unique and different. Whether it’s a historic district, an upscale shopping mall, great restaurants, or something outdoors, there’s plenty to do and see in St. Louis County. However, there’s one overlooked municipality in St. Louis County. Home to over 27,000 residents, boasting indoor and outdoor attractions, and featuring the headquarters of a massive multi-national corporation, Maryland Heights, Missouri in West St. Louis County is often overlooked. Though the suburb has embraced business unlike other municipalities, it doesn’t get the credit it deserves.


Suburban Business

Typically, suburbs aren’t the places in which you find massive multi-national corporations. Historically, residents of suburbs commute to larger urban areas or business districts to go to work. This is a trend that continues today. However, Maryland Heights is one exception. Maryland Heights is home to the offices of multiple massive corporations. Additionally, one multi-national tech company even has its headquarters in the city.

World Wide Technology, founded by David Steward, is headquartered in Maryland Heights in Westport Plaza. WWT reported $9.3 billion in revenue in 2016. WWT employs over 550 workers at its Maryland Heights location. Additionally, Edward Jones and Monsanto have offices in Maryland Heights, employing over 2,500 workers combined. These are just three of the dozen or some massive corporations with offices in the Maryland Heights area.

World Wide Technology (Image: WWT.com)

World Wide Technology (Image: WWT.com)

However, as previously noted, business isn’t the only thing that counts when it comes to a city. Food, drink, nightlife, quality of school districts, housing, and culture are just a few other benchmarks we use to gauge a city. Luckily for Maryland Heights, the city does well in all of those categories.

Living in Maryland Heights, MO

Maryland Heights is home to over 27,000 residents. Those 27,000 residents have easy access to multiple major roads and interstates meaning Maryland Heights is within minutes of St. Charles, the Central Corridor, and Downtown St. Louis. Maryland Heights features a wide array of restaurants and bars. Notable restaurants include Sushi Ai, Fuzzy’s Taco Shop, and Charlie Gitto’s. If you’re looking for nightlife, visit the Westport Social, Hollywood Casino, or Hollywood Casino Amphitheatre.

Maryland Heights, MO (Image: Google Maps)

Maryland Heights, MO (Image: Google Maps)

The average household income in Maryland Heights is over $55,000 a year. Residents in Maryland Heights have access to both Parkway and Pattonville school districts, both districts are well-known and respected throughout the state of Missouri.

Residents of Maryland Heights are within reach of numerous outdoor attractions including Creve Coeur Park featuring a lake with kayak rentals. Additionally, Maryland Heights features St. Louis’ best ziplining experience at GoApe. A short drive can also get you to Forest Park, home to the St. Louis Science Center, Missouri History Museum, St. Louis Art Museum, and St. Louis Zoo.

Both booming business and a fantastic living experience are just part of what markets Maryland Heights such a fantastic suburb in the St. Louis Metro Area.

Oct 09

T.J. Hoeferlin, CPA, Purk & Associates Voted Small Business Monthly’s “2017 Best Accountants”

T.J. Hoeferlin, Director of Assurance for Purk & Associates, P.C.

T.J. Hoeferlin, Director of Assurance for Purk & Associates, P.C., the leading St. Louis-based independently owned accounting and management consulting firm, was selected as one of Small Business Monthly’s “2017 Best Accountants.”

Hoeferlin joined Purk & Associates in 2016. He is responsible for all assurance related services including audits, reviews, compilations, and agreed upon procedures. Hoeferlin oversees and manages areas ranging from engagement management and client service to research and implementation of new accounting and auditing standards.

“We are thrilled to have T.J. as a member of the Purk & Associates team. He leads by example. T.J.’s enthusiasm, client focus and leadership have made a positive impact on our team and for our clients,” said Bill Purk, CPA, Purk & Associates president and founding shareholder.

Prior to joining Purk & Associates, Hoeferlin worked for a subsidiary of Emerson Electric as Global Director of Financial Reporting and Analysis for Emerson Process Management Remote Automation Solutions based in Houston where he was responsible for management over all financial reporting and accounting matters. While at Emerson Electric during his 10-year career, Hoeferlin held management positions in the corporate finance and audit departments. He also worked at a St. Louis-based accounting firm for more than 10 years.

Hoeferlin earned a Bachelor of Science in Accounting from Truman State University located in Kirksville, MO, and received a Master of Business Administration from Washington University. He is a member of the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants. Hoeferlin is a Certified Public Accountant (CPA), and Certified Internal Auditor (CIA).

To see the list of Small Business Monthly’s “2017 Best Accountants,” please visit the following link, http://www.sbmon.com/Awards/Article/1211/Best-Accountants-2017.

Founded in 2009 with headquarters in St. Louis, Purk & Associates, P.C., is a nationally recognized and award winning, independently owned accounting and management advisory firm that delivers a full range of tax, accounting, audit and consulting services. At Purk & Associates, our focus is to help our clients achieve more financial and business success. To learn more, please visit http://purkpc.com.

Sep 25

Walbrandt Technologies Hires Craig Gulley, Audio and Technology Industry Expert, as Vice President of Sales

Craig Gulley, Vice President of Sales at Walbrandt Technologies

Craig Gulley, Vice President of Sales at Walbrandt Technologies

St. Louis (September 25, 2017) – Walbrandt Technologies, the Midwestern leader for high-end residential and commercial audio, lighting, entertainment and smart technology solutions, announced today that Craig Gulley joined as Vice President of Sales.

Gulley, a nationally known, industry expert for residential and commercial integration and automation technology, brings more than 35 years of experience in sales and manufacturing. As the Vice President of Sales, Gulley will oversee new business development and management of the sales team. He will also be involved with identifying and introducing new products and services.

“We are thrilled to have Craig join Walbrandt Technologies. He brings an incredible amount of experience and expertise to our team, and will help our clients select the best solutions for their homes and offices,” said Aaron Walbrandt, Walbrandt Technologies president and founder.

Prior to joining the Company, Gulley worked at Crestron Electronics holding senior level management positions as Director of Sales for the Midwest, and as a top producing sales representative. He also owned Music for Pleasure, a St. Louis company that provided high-end audio systems.

“My goal at Walbrandt Technologies is to combine my love of truly good, reproduced music, and create an experience with entertainment and automation solutions that allow our clients to enjoy and appreciate the time they spend in their homes with family and friends,” said Gulley.

Founded in 2010, Walbrandt Technologies delivers life enhancing technologies with uncompromising award-winning service. Aaron Walbrandt, company founder and president, and the Walbrandt Technologies team have a single-focus and passion to help residential and commercial clients find solutions for home theater and entertainment, high-end music systems, lighting, shade and drapery, and smart home technology. To learn more, visit http://walbrandt.com.