Business Partners

“Good People To Do Business With”

AccuPay believes that a local company staffed with experts and committed to excellence in client service provides a better VALUE to employers than the bureaucracy and pricing associated with "corporate America."

With this in mind, AccuPay is pleased to present key members of our local business community who share AccuPay’s goals: to provide excellent, timely service “as advertised," and for reasonable fees.

We invite you to click on their names, visit their websites and give them a call. We welcome any feedback from you.

ACCOUNTING / CPA SERVICES

Shaub CPA Group

Larry Shaub, CPA, CFP founded the Greenwood, Indiana CPA firm Shaub CPA Group in 1976. For the past 30+ years, Shaub CPA Group has proactively assisted small business owners, professional practices and churches with accounting, tax planning, business brainstorming and related consulting services. Shaub CPA Group consists of seven CPAs and support staff with over 100 years of combined CPA firm experience. They also have five individuals who are Certified QuickBooks® ProAdvisors, who train clients on QuickBooks® procedures.

For more information about Shaub CPA Group, contact Larry Shaub, CPA, CFP at 317/888-2047 or. You are invited to visit their website .

CapinCrouse

Greenwood-based CapinCrouse is the country’s leading accounting and advisory firm primarily serving the Christian, not-for-profit community. Since 1972, CapinCrouse has been providing audit, review, tax, and advisory services to churches of all sizes, colleges, and international missions organizations.

AccuPay is pleased to refer our church and non-profit clients to CapinCrouse for audits, reviews, and advisory services. For more information about CapinCrouse, contact Nick Wallace or Richard Lindley at (317) 888-9552 or visit them online at www.capincrouse.com

BANKING

M&I Bank

M&I Bank is an affiliate of Marshall & Ilsley Corporation, a diversified financial services corporation headquartered in Milwaukee, Wis. Founded in 1847, M&I Marshall & Ilsley Bank has 370 locations and 32 branches located throughout central Indiana. M&I also provides trust and investment management, equipment leasing, mortgage banking, asset-based lending, financial planning, investments and insurance services from offices throughout the country.

M&I’s customer-based approach, internal growth and strategic acquisitions have made M&I a nationally recognized leader in the financial services industry.

For more information about M&I’s service offerings in Indiana, contact us at 317-269-1333 or visit us on the web.

Heartland Community Bank

Steve Bechman, the CEO of Heartland Community Bank, co-founded Heartland in 1997 after decades of central Indiana banking industry experience. Heartland Community Bank is 100% committed to community banking services in Johnson County, Indiana with locations in Franklin, Greenwood, Center Grove, Bargersville, and Whiteland.

For further information about Heartland Community Bank, contact Steve Bechman at (317) 738-3702 or Jeff Goben at (317) 859-5442. Visit Heartland online at https://www.hcb-in.com

FINANCIAL PLANNING / INVESTMENTS

Adam Allen, CFP

Adam is a CERTIFIED FINANCIAL PLANNER™ with nearly a decade of experience working with business owners and professionals.

As an independent Financial Advisor, Adam works with numerous retirement plan providers to deliver tailored solutions to employers large and small.

Adam also assists individuals in developing, implementing and monitoring financial strategies aimed at growing wealth, reducing taxes and accomplishing what is most meaningful in the lives of his clients.

Active in the community, Adam serves on the boards of Greenwood Community School Corporation and Central-Nine Career Center and is a past President and current member of the Greenwood Rotary Club.

HEALTH INSURANCE / HSAs

Crossroads Insurance Benefits, Inc.

Crossroads Insurance Benefits, Inc. is led by Joe Stafford, CPA, MBA, who left a “Big 4” firm to join the family business. Crossroads focuses on group health insurance, HSA’s and HRA’s for employee groups ranging from 2-300+ employees. A wide range of industries are served, including accounting firms, law firms, churches, trucking companies, contractors, restaurants, towns, etc.

Crossroads helps employers design the most effective benefit programs, striking a balance between coverages and costs. The approach is consultative and educational as opposed to product sales. The firm assists each employer with claims handling and employee changes. With Crossroads Insurance Benefits as your benefits consultant, you will have no need to contact the insurance company other than paying your invoice!

You can contact Crossroads at (317) 882-6198, or online at www.cibenefits.com

LoCascio Hadden & Dennis (LHD Benefits)

In 2001, LoCascio Hadden & Dennis took the initiative to start United Benefit Advisors, a nationwide partnership of 150 of the nation’s finest employee benefits firms. By pooling our expertise and financial strength, UBA has been able to develop state-of-the-art tools for managing employee benefits programs, and we can offer them at a fraction of the cost of competing firms.

Since our inception we have enjoyed greater than 15% annualized growth, driven largely by client referrals. LHD currently has 115 clients representing 41,000 insured employees, and we manage over $235,000,000 worth of premium and premium equivalents. LHD’s premium under management consistently ranks in the top 3 for benefit consulting firms in Central Indiana according to the Indiana Business Journal. You may contact Bill Drew of LHD Benefits at 317-705-2036 or visit the company website at www.lhdbenefits.com

HUMAN RESOURCES

Phillips & Associates, HR

After decades of HR experience in “corporate America” as a Director of Human Resources and Employee Benefits, Tom Phillips established Phillips & Associates, HR in 1994, which serves as a SINGLE SOURCE PROVIDER of a wide range of human resource – related services.

Phillips & Associates, HR helps employers with many HR day-to-day and long-term planning activities, to include the following: Benefits, Compensation, HR Reviews/Assessments, Outplacement/Downsizing, Affirmative Action/EEO, Human Resource Management, Employee Relations, Development/Training, Communications, Selection, Placement, and Retention. Tom Phillips is a Certified Employee Benefit Specialist (CEBS) and a Senior Professional in Human Resources (SPHR).

Contact Tom Phillips at 317/889-0429.

QUICKBOOKS® TRAINING

QuickBooks® Cafe'

QuickBooks Cafe' sole objective is to help central Indiana businesses and non-profit organizations learn how to use QuickBooks so that your books, files and financial statements are accurate and presented correctly in a format that is meaningful to you. QuickBooks Café’s menu of services includes:

• Seminars presented in the Café’s Greenwood office
• On-site consulting and training services at your office
• Webinars on QuickBooks® tips/techniques
• QuickBooks®  remote internet hosting services
• Help with your A/R, A/P, general ledger and internal financial statements
• “Find and fix” errors and “clean up” your books for your tax preparer

Our QuickBooks® consulting firm has the largest number of Intuit “Certified QuickBooks® ProAdvisors” in the metropolitan Indianapolis marketplace.

For further information about QuickBooks® training, contact Christi Nash, CPA at 317/888-2047 or visit their website at http://www.quickbookscafe.com.

RETIREMENT PLAN ADMINISTRATION

American Pension Advisors, Ltd

American Pension Advisors is a consulting firm which helps design, implement and administer all types of retirement plans. The firm was founded in 1997 by David Behrmann, who is a CPA/attorney with decades of pension plan experience.

For further information about American Pension Advisors, contact David Behrmann, at 1-888-428-2524, or visit the firm’s website at www.apapensions.com.

Compensation Systems, Inc. (CSI)

Compensation Systems, Inc. (CSI) has been in business since 1971 as a leading firm in designing and administering business retirement plans, and employee benefits. Their services are comprehensive and allow clients to have easy administration on every aspect of their retirement plan. With CSI, there is no need for multiple contacts with other vendors to get questions answered.

CSI provides services to all types of retirement plans including 401(k)s, Defined Benefit Plans, SIMPLE IRA’s, and many more. Their services include documents, administration, investments, employee education, due diligence, and a desire to ease our client’s time spent on day to day functions of the retirement plan.

For further information about CSI, contact Kristi Baker, ChFC, CLU at 317-844-6466, or email her at kristibaker@finsvcs.com

SECTION 125/FLEX PLANS

Nyhart

John Baird graduated from Walsh University with a B.A. in Business. He also earned a J.D. from The University of Toledo College of Law.

Prior to joining Nyhart, for a second time, Mr. Baird spent six years building his own benefits administration boutique focusing on premium-only plans, flexible spending accounts, health reimbursement arrangements, health savings accounts, and COBRA. He has six years of experience in the benefits field.

Nyhart’s Flexible Spending Accounts enable employers and/or employees to set aside money on a pre-tax basis to reimburse qualified medical and dependent care costs. Nyhart will help your business develop a plan, draft Plan Documents, and design employee communication materials, and provide ongoing consultation. Nyhart will also handle your participant enrollment, process reimbursement requests, and provide maintenance for your account. You may contact John Baird at 317-845-3514, by email or by visiting the company website at www.nyhart.com.

CHURCH/NON-PROFIT CONSULTANTS

Center for Congregations

The Center for Congregations is dedicated to helping strengthen Indiana congregations as they work through their challenges and opportunities. 

Through resource consulting, the Center assists congregations in finding and utilizing the best resources - both local and national. These resources include media materials, consulting services, community agencies, books and much more. Through education events, the Center brings in leaders from various fields for workshops, connecting events, conferences and long-term learning groups. The Center also helps congregations to learn from each other through networking and sharing stories in publications, such as the Centerpiece newsletter and Congregational Stories. We also share what we learn from our experience in Indiana with congregations across the country.

The Center for Congregations is affiliated with the Alban Institute, a research, publishing, education and consulting organization based in Herndon, Virginia. The Center is a gift to the greater Indianapolis area from Lilly Endowment Inc., so most of our services are offered free of charge. You may contact the Center for Congregations at 866-307-2381 or visit their website at www.centerforcongregations.org

Hedges & Associates

Hedges & Associates was founded in 2002 by Erin K. Hedges. Erin has more than 12 years experience in fund development for not-for-profit organizations in Southern California, Minneapolis, St. Paul, MN and now Central Indiana.

Since 2002, Hedges & Associates has assisted more than 40 not-for-profit organizations in achieving their fundraising goals. The majority of Hedges & Associates’ projects include corporate and foundation research, program development, grant proposal writing, and fundraising strategy.

You may contact Erin Hedges at 317-925-0605 or visit Hedges & Associates’ website at www.hedgesandassociates.com

Jessica White Associates

By providing counsel to nonprofit organizations, Jessica White Associates helps its clients energize fund-raising efforts and enhance organizational effectiveness.

Founded in January 2000, Jessica White Associates saves clients time and money, producing excellent results at a cost below what they expect to pay. By working through a network of associates, Jessica White Associates matches clients with only the specific services each needs. Jessica works with associates who add a broad-base of expertise and experience.

You may contact Jessica at 317-472-0925 ext. 301 or visit the website at www.jessicawhiteassociates.com

584 N. Emerson Avenue, Greenwood, Indiana 46143 317-885-7600 Fax 317-885-7591
© AccuPay 2009 All rights reserved

AccuPay is located in Greenwood, Indiana but also serves the entire Central Indiana region including Indianapolis for Payroll Services.

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