Glass Jacobson Continues to Grow in DC Metro Area
November 1, 2011 | 
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FOR IMMEDIATE RELEASE
Glass Jacobson Continues Growth in Washington, D.C. Metro Area
Merger with OneSource Financial Services Increases Firm’s Wealth Management Expertise
ROCKVILLE, Md. – November 1, 2011 – CPA wealth management firm Glass Jacobson today announced that it is merging in the Montgomery Village-based firm OneSource Financial Services. OneSource President Michael K. Creamer will become a principal of Glass Jacobson. The transaction, effective immediately, represents Glass Jacobson’s third high-level merger in the Washington, D.C. metro area in the past year, and further enhances the firm’s sophisticated accounting, tax and investment services.
“The growth Glass Jacobson has experienced in the Washington market in the past year affirms that the services we provide are unique and will fill a need in the business community,” Glass Jacobson President Ed Jacobson said. “Michael Creamer fits perfectly with our holistic approach to client management and will be a tremendous asset in helping area business owners navigate the personal and business issues they face.”
Mr. Creamer brings expansive knowledge of the area to Glass Jacobson. He has more than 19 years as a Certified Public Accountant and more than 14 years as a Certified Financial Planner (CFP). Mr. Creamer assists clients with investment advisory, financial planning and risk management.. He also provides accounting services to small and mid-size businesses customized to his clients’ needs and economic parameters. His extensive client base includes professional service providers and not-for-profits.
“In little more than a year, Glass Jacobson has become a dynamic player in the Washington market, and it’s exciting to be part of a truly full-service firm,” Mr. Creamer said. “I look forward to helping the firm continue its already impressive growth.”
A 1990 graduate of St. Joseph’s University, Mr. Creamer is a Registered Securities Representative and earned the Professional Education Certificate from the College for Financial Planning. He is a licensed Life and Health Insurance Agent and is a member of the American Institute of CPAs (AICPA), the Maryland Association of CPAs (MACPA) and the Financial Planning Association (FPA).
About Glass Jacobson
Founded in Baltimore in 1962 as a traditional CPA firm, Glass Jacobson has evolved into a wealth management firm to better serve its clients’ diverse, ever-growing financial needs. Today, the firm’s unique Wealth Management Model brings together the essential services of Investment Management, Advanced Planning and Relationship Management, and delivers them with unparalleled expertise and professionalism. Serving as a personal CFO, Glass Jacobson looks beyond the numbers to get to the core of every client’s financial situation. The firm delivers a full team of in-house CPAs, investment advisors, financial planners and insurance specialists to every client. To learn more about Glass Jacobson, please see www.glassjacobson.com.
8 Steps to Prevent Small Business Fraud
October 31, 2011 | Subscribe to our RSS Feed
In 2010, 42.1% of small businesses fell victim to some sort of fraud. Now that you are thinking about closing out the year, you and your CPA should be scrutinizing your books. Look for anything suspicious.
But, it is better to be safe than sorry. If you have not taken any preventative measures, contact our fraud experts for help. In Part 1 of this 2 part series, “PREVENTING AND DETECTING FRAUD,” we discuss steps you can take to prevent fraud and embezzlement in your business.
As the owner of a small business with few employees there is just no way you can have the separation of duties needed to more easily prevent embezzlement. You must get involved! Here are 8 recommendations:
- Know your office software
- Know your vendors
- Look at invoices that are being paid
- Check your credit card statement each month
- Have your bank statements mailed to your home not your office
- Look at the cleared checks or, in this day and age, the copies of the cleared checks
- Compare the day sheet to the schedule
- Watch your employees at work every so often. You don’t have to know exactly what they are doing, but just your presence can act as a deterrent.
Do not think you are immune to having one of your employees embezzle money or goods from your company! I know getting involved in some of the more mundane aspects of your business can be hard, but if you don’t, you are just asking for trouble.
In the next post, we discuss ways to recognize fraud that may be happening.
Questions?
larry.goldberg@glassjacobson.com
GJ and Women in Construction
October 19, 2011 | Subscribe to our RSS Feed
Glass Jacobson is pleased to be participating in WOMEN IN CONSTRUCTION 2011 on November 1, 2011 in Washington, DC.
Our Women in Business Practice is partnering with this leadership and networking conference, by women, for women. The Conference brings together high-powered business, legal and community leaders with experience in areas of importance to women working in the design and construction industry. Now in its sixth year, the conference was co-founded by Ober|Kaler principal Barbara G. Werther.
Key takeaways from the day will include:
- Can there really be a work-life balance?
- Emerging trends in health care construction
- Women as negotiators: Advantage or Disadvantage?
Please join us for interesting panel discussions and great networking on November 2 at:
1777 F Street NW
Washington, DC 20006
The agenda and registration information is available here.
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Q3 Report- What happened to Your Personal Finances in 6 Bullets
October 14, 2011 | Subscribe to our RSS Feed
The third quarter of 2011 was a tumultuous period in the stock market for your portfolio. Glass Jacobson Investment Advisors breaks down the activity and its effects on your investments in our 2011 Q3 Investment Review in 6 simple bullets and a timeline.
We also touch on a few things to think about in the stock market going forward.
If you haven’t revisited your personal finances recently, contact us to make sure you are still on track.
Questions?
jon.dinkins@@glassjacobsonIA.com