About Inner Circle Mid-Atlantic
Formed in 1987, Inner Circle Mid-Atlantic brings business owners and entrepreneurs together to share ideas and solutions for running a successful business. By gathering smart people in a confidential setting, business owners can open up about their goals and issues to gain honest insight. Through Inner Circle Mid-Atlantic, business peers share confidential advice, ideas and referrals to help fellow members grow and meet goals. Visit Inner Circle at www.innercirclemidatlantic.com.
The situation
Paul Riecks, owner of Inner Circle Mid-Atlantic, has worked closely with Gross Mendelsohn’s advisors for more than two decades. David Goldner and Dawn Ebeling of the firm’s tax department offer Paul business and tax planning and compliance services. Paul also relies on members of the firm for business consulting advice on a variety of issues.
In our client's words
“One of the most positive impacts Gross Mendelsohn has had on me and my business resulted from them teaching me to use Excel to manage cash flow. Each month I monitor cash flow for my business and household. This helps me project my financial situation going forward, and plan for and react wisely to issues as they come up.
David Goldner gives me an impartial and objective financially-oriented view of how my business is doing. He helps evaluate opportunities and encourages me to pursue them. David watches out for me and my business.”
