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CFI Family,

A huge thank you to all involved for making our recent CFI Meeting an enjoyable as well as educational one for all who were able to attend. On November 7th, our very own Bill Corridan, with Prestige Carpet Care, hosted our event at his San Jose facility. We thank Bill for a very powerful and educational session at his facility. I also wanted to thank our new CFI President, Charlene Locke, for sharing new and exciting news which will kick off in 2019 – starting the new year off with a bang. The new website is being finalized which will be a great leap forward into the tech interaction world for both current CFI members and those looking to learn about CFI and become new members. More details to follow soon.

For well over a decade, Jill Frillman, founder and owner of Bookkeeping Etc. Inc., joined us to share sound advice for everyday self-motivated entrepreneurs. She and her staff help small to mid-sized businesses clean up and maintain their accounting practices to get accurate and timely reports on the health of their businesses. This common-sense information was self-taught out of a small home office, to assist her husband’s financially struggling construction company. Soon, word got around to others also looking to financially manage their accounting and retirement. Her skills and guidance are sought after throughout the country.

Here are some thoughts from a CFI members that attended our Nov. 7th meeting:

Jill Frillman’s bookkeeping advice on ‘Profit First’ is instrumental to any small business and creates a whole different level of organization. She references Mike Michalowich’s ‘Profit First’ book as a must read…..Barry Williamson, Barry’s Professional Upholstery Cleaning.

It’s Not about QuickBooks. When I got to the meeting place, they told me the subject was on QuickBooks. My immediate thought was I don’t need this. I have a person who does my book keeping already. I decided to stay anyway because I need CEC’s for my certified firm certificate. Jill’s first question was, who takes profit first out of what they earn? Only one out of ten said they did. She said that was normal. Jill asked another question – who knows when they will retire, and will they have all the money they need when they do retire? Well now she had my attention and for the next hour and a half we talked about a system that anyone can do and will help you to be profitable. It works with any type of business and she showed us just how we could accomplish it in our business. She offers a service where they will help you plan for improving your tax situation. They also provide a service where if you implement her system, they will keep you on track. This was by far the best CFI chapter meeting I’ve ever attended and if you weren’t there you missed a great one….Ken Harte, A-breeze Carpet and Upholstery Cleaning.

I am sure all who attended that night’s event walked away empowered with information that can immediately be applied and put into place in any business. I recommend everyone order or pick up a copy of the book she recommended, ‘Profit First’. Email or call Jill and her helpful staff for a professional consultation. Jill has generously offered all CFI Members a huge discount to take advantage in her professional services and advise.

We hope that all members and their guests who were able to join us for CFI’s Annual Christmas gathering in December had a good time. This is a great event full of love, laughs, and comradery.

Suggestions for great speakers, like Jill and many in the past, are greatly welcome. As well as workshops topics and locations. Please call, write, text or email me any and all your thoughts, comments, and concerns.

We have taken a consensus to plan accordingly for our 2019 S.F. Giants game-day to be held mid-June into July. We will select a date as well as provide pricing as soon as possible. Don’t miss out on the tickets which always sell out fast.

Lastly, as we round out the year and said goodbye to 2018 and hello to 2019, I want to thank all past and present CFI colleagues and dear friends who are a valuable asset to this organization. With your wisdom, experiences, and most important – participation, we have reached an important milestone of being a valuable resource to all independent service professionals and others for over 64 years. We thank you all for your dedication and support. Here’s wishing you and your loved one’s a wonderful time celebrating a New Year.

Jose Solorzano

Central Coast California Chapter Director

[email protected]

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