Carl Schwartz, CPA
Business Name: RRBB
Website URL: www.rrbb.com
Email Address: cschwartz@rrbb.com
Year Founded: 1960
Number of Employees: 75
What does your company do?: CPA Firm & Asset Management Firm
Audits, Tax, and Estate Planning
Was there a specific turning point when you realized your business was moving to the next level?: We have had tremendous growth in our Asset Management division.
What processes or procedures have you implemented that have helped grow your company?:
We have dedicated ourselves to continuing education in order to provide the highest quality services to our clients.
What is most rewarding about running your business?: Having successful management of investment portfolios and providing top notch financial planning, tax services, and tax and estate planning services.
What challenges have you faced and how have you overcome them?: We have faced the challenge of the 2008 – 2009 financial downturn. We met the challenge and rebounded with the improving economy.
If you were starting over today, what would you do differently?: If we were staring over today we would do nothing differently.
What advice do you have for other business owners?: We would recommend keeping your technical skills at the highest levels. This will help you provide the best quality services for your clients.
Please list any favorite books, tools or resources (software, website, etc.) you would recommend for others: RIA Check Point for Tax Research
Lacerte Tax Software
Various Investment Publications
What is something that people might be surprised to learn about you?: We actively manage portfolios instead of simply turning investments funds over to others to manage.
