Posts Tagged ‘Enterprise’

Bellwether Enterprise Expands Affordable Housing Group

Thursday, May 21st, 2015


Cleveland (PRWEB) May 12, 2015

Bellwether Enterprise Real Estate Capital LLC (Bellwether Enterprise), the commercial and multifamily mortgage banking subsidiary of Enterprise Community Investment Inc. (Enterprise), today announced that it has expanded its affordable housing group to include four new team members. The group leverages Bellwether Enterprises national lending platform to provide flexible financing resources to affordable, multifamily clients across the United States.

The newly expanded affordable housing group includes the addition of four senior vice presidents to Bellwether Enterprise: Suzie Cope, Jim Gillespie, Cindy Hannon and Jon Killough, veterans in the affordable, multifamily industry that bring over 100 years of combined experience to the firm. The new members join Bellwether Enterprises existing affordable housing production team, which includes Victor Agusta, Jesse Alfriend, Ross Halloran, Jeff Mion, Bob Morton and Kevin Bowen. As a subsidiary of Enterprise, a national organization that creates, preserves and advocates for affordable homes, Bellwether Enterprise is the countrys only mission-driven mortgage banking company and strives to create opportunity for low-and moderate income people by increasing access to affordable housing.

We are thrilled to welcome Suzie, Jim, Cindy and Jon to the team and look forward to drawing on their deep expertise in the affordable housing space, said Phil Melton, executive vice president of Bellwether Enterprise and head of the affordable housing group. Bellwether has consistently grown its affordable business in recent years and its establishment of the dedicated affordable housing group, paired with the groups quick expansion, demonstrates the firms strong commitment to affordable housing and making a positive impact in the communities in which it works.

The U.S. is in the midst of a broad housing insecurity crisis that is affecting nearly 19 million low-income families who are homeless or paying more than half of their monthly income on housing. Enterprises generational goal is to end housing insecurity, which means no more homelessness and no more families paying more than half of their income on housing. As part of the Enterprise family of companies, Bellwether Enterprise is committed to tapping its experience and nationwide network to help achieve this goal. For more information on Bellwether Enterprises services, visit us at: http://www.BellwetherEnterprise.com.

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Bellwether Enterprise is a national, full-service commercial and multifamily mortgage banking company. As a subsidiary of Enterprise Community Investment, Bellwether Enterprise has production offices across the country and an integrated servicing platform based in Cleveland. With local market expertise, national lending relationships and financing structure experience, we provide clients with competitive, creative solutions for their financing needs. Bellwether Enterprise provides loans for a range of institutional investors including life insurance companies, pension funds, commercial banks and CMBS lenders and is a direct Special Fannie Mae Delegated Underwriting and Servicing (DUS

Gettry Marcus, a Leading Forensic Accounting Firm, Discusses the New Features of QuickBooks 2014 Premier and Enterprise

Thursday, January 23rd, 2014

Woodbury, NY (PRWEB) January 10, 2014

QuickBooks 2014 Premier and Enterprise contains many new features. Leading accounting firm Gettry Marcus CPA, P.C., provides an overview of the new features. Some of the new features of QuickBooks 2014 Premier are the following:

1. Client Collaborator – The best new feature of QuickBooks 2014 is the Client Collaborator that allows individuals to create transaction conversations with their accountant directly in QuickBooks.

2. Recording Bounced Checks with Ease – Efficiently records multiple transactions associated with a bounced check (NSF funds).

3. Income Tracker (can replace Collection Center) – Filter for transaction types. Manage actions in batch very efficiently.

4. Email Tracking, Templates and Attachments – More efficient email tracking, templates and attachments.

5. Adding Bill Credits to Bill Payment Stub – When a vendor bill is paid 100% by a credit memo, the bill and the credit will now display on Bill Payment Stub.

6. Improved Payroll Center – Tabs keep tasks separated. See current and past activity.

7. File Color Customization – Choose a color for each file. Choose to use Color Icons on Top Icon Bar.

8. Assign Reps to Job Records – Filter reports by Rep. Filter reports by job status.

9. Bank Feeds – Replaces Online Banking.

QuickBooks Enterprise 2014 also contains many new features. Leading accounting and business valuation firm Gettry Marcus CPA, P.C., provides an overview of some of the new features. New features include:

1. Customize Expense Transactions – Add sales rep and/or custom fields.

2. Job Work-in-Process Report – Used to calculate over/under billings. Can be filtered by sales rep or job status.

3. Committed Costs by Job Report – Includes open purchase order dollars. Includes wages on timesheets. Helps companies watch estimated costs closely.

4. Inventory Improvements

a. Auto-Build Subassemblies – Saves time. No need to figure what to order first.

b. Replace Components In Assemblies – New dialog, “assemblies where used.” Batch updating.

c. Options for BOM Cost – Option to default to total BOM component costs.

d. New Min/Max Inventory Reorder – When inventory levels drop, suggested level to order.

5. New Advanced Pricing

a. Price Rules – Converts price levels.

b. Quantity Discounting – Reward large orders with quantity discounting.

Our in-depth knowledge and training on QuickBooks makes us a leading firm in the industry in helping our clients with QuickBooks. These new features of QuickBooks 2014 will help our clients use the program more effectively and efficiently, says Brian Cohn, CPA, Chair, Gettry Marcus CPA, P.C.s QuickBooks Committee.

Gettry Marcus CPA, P.C. is a Top 200 firm nationally with offices in Woodbury, Long Island and New York City. We provide accounting, tax, and consulting services to commercial businesses, high net worth individuals and various industries which include Real Estate and Health Care. We have one of the premier and most credentialed Business Valuation, Litigation and Forensic Accounting Groups in the New York Area. Our experience in diverse industries and a highly talented and experienced professional staff gives us the ability to share valuable insights into our clients businesses, to better understand their goals and problems and to help them attain the vision they have for their company.

Gettry Marcus is “Always Looking Deeper” to build value for our clients.

Media inquiries: Contact Fayellen Dietchweiler at 516-364-3390 ext. 225 or via email at fdietchweiler(at)gettrymarcus(dot)com.







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