Following are individuals and businesses that Louis has significant confidence in from a personal and business relationship standpoint and would be recommended to address certain business needs if clients asked for help or needed help in the specific area of interest.
CFO Strategic Results, LLC
Anna M. Agnew, MBA, CTP
Anna.agnew@cfosr.com
Louis and Anna collaborate in working with business owners who desire to develop and execute an Exit Strategy. They have discovered that their skill sets, talents, experience and expertise are very complimentary and together they provide a much wider spectrum of services to offer business owners in the process of developing and executing Exit Strategies.
Deborah Hroch & Associates, L.L.C.
deb@dhroch.com
Louis has known Deborah Hroch for several years and has worked closely with her as a service provider. She would be a first choice to call in for outsourced bookkeeping services, QuickBooks installations and training.
USI Insurance Agency, Bob Holloway
bob.holloway@usi.biz
Louis has known and worked with Bob Holloway, principle, since the mid 80’s and Bob would be an excellent choice to call in for a client in almost any business for consultation and evaluation of most business insurance needs, especially property and casualty, auto, workers compensation and general liability.
Oddo Insurance Services, Michael Oddo owner
moddo@oddobenefits.com
Michael Oddo has provided the Houston community with life and health insurance programs for over 20 years and would be someone that Louis would highly recommend for consultation and evaluation of health insurance programs, owners life insurance, key man insurance needs, etc.
Jill Craig, Accounting Services
www.bestaccountinghelp.com
jcraig@bestaccountinghelp.com
Jill Craig worked directly for Louis at JLM Direct Funding, Ltd. and is currently self employed providing accounting and bookkeeping services on a contract basis. Jill would be someone that Louis would call on to provide “controller” type assignments to compliment his CFO services, or to execute detailed analysis assignments more cost effectively, but with oversight by Louis.
Nan Brewer- BrewerETC
nan@breweretc.com
Nan is a good friend and an experienced professional in marketing services overall, marketing content, programs, etc. Nan would be someone that would come highly recommended to assist a client in their marketing efforts.
Network Outfitters, Doug McIver
dmciver@network-outfitters.com
Doug McIver has done a great job of leveraging his knowledge and skills in providing contract IT services that are especially useful for the small and medium sized companies. He would be an excellent choice to bring in to evaluate and offer alternatives to existing means of server management, email server management, offsite data center management, Blackberry server management, PC installation and service, etc.
Mel Babb PC Tutoring
melbabb@earthlink.com
Mel Babb is excellent in training staff and managers to be more efficient by fully utilizing all the functions in Microsoft products like Windows, Outlook, Word, etc. The functionality in Outlook alone is so very under utilized that everyone has employees that are wasting time by not using it fully. Louis would recommend Mel to business owners, managers and employees who want to be more efficient and productive with PC’s.
Legal Resources
Louis has long standing relationships with many lawyers in town that have special areas of concentration that cover the entire spectrum of needs. His recommendation for client assistance would depend on the specific need, the urgency and the matter at hand.
Banking Relationships
Louis has long standing personal and professional relationships with senior management at Chase, Sterling Bank, Frost Bank, Whitney National Bank, Capital One Bank, and Enterprise Bank. If a client needed a better banking relationship then the choice would depend on the client profile and the specific need to match with the right banking facility and the right banker.
