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Page 1: Pacific Crest Group

Pacific Crest Group provides financial and

business management services. Companies work

with PCG to improve their accounting, billing

processes, information technology, employee

development, and overall business management.

Clients benefit not only from PCG’s technical

and industry expertise, but also from our

cross-departmental approach to developing

healthy companies. By utilizing PCG’s extensive

experience, our clients are able to focus on

their core competencies while we increase the

efficiency of key back-office operations. With our

guidance, employee productivity increases, daily

processes operate more smoothly, and businesses

are primed for greater growth and profitability.

BUSINESS MANAGEMENT

PCG’s Business Management service helps leaders

define organizational goals, develop company

positioning, and evaluate opportunities for future

growth. Our team is both highly strategic and

tactically pragmatic, and will guide you from

initial brainstorming all the way through concrete

action steps.

EMPLOYEE DEVELOPMENT

At PCG, employee development is about creating a

truly exceptional workforce that adds value to your

business as a whole. We can manage all of the

fundamental elements of HR administration–for

example, hiring documentation, employee files, and

policy handbooks–and then help you to establish

positive, enduring relationships between management

and staff that ultimately improve your bottom line.

INFORMATION TECHNOLOGY

Our technology and business process experts can

increase the productivity of your office and ensure the

integrity of your network and critical data. We manage

IT audits and strategic planning; network, server, and

desktop support; and back-up, firewall anti-virus

administration.

ACCOUNTING

Our accounting experts provide all of the

fundamental technical services required to maintain

and accurate set of books. We then go beyond the

basics to provide advice and reporting tools that

will help you make better business decisions for

growing your company. And that’s what sets PCG

apart from the typical accountant: we bridge the gap

between your books and your business, so that you

manage your entire operation smarter.

BILLING

PCG can turn services billing into one of your greatest

opportunities for growth. Our consulting enables you

to provide excellent customer service, increase the

efficiency of your administrative staff, and virtually

eliminate write-offs that could be collected simply

through better data processing. Through our best

practices, we deliver measurable, hard savings to

your bottom line, and far better cash flow than

you ever expected.

f i n a n c i a l a n d b u s i n e s s m a n a g e m e n tf i n a n c i a l a n d b u s i n e s s m a n a g e m e n t

Page 2: Pacific Crest Group

FINANCIAL AND

BUSINESS MANAGEMENT

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Pacific Crest Group’s Mission

Our mission is to help your business becomemore successful. For some clients, this means dramatic financial growth; for others, it’s about running more efficiently, or focusing on medicine instead of administration.

PCG approaches business management much like physicians treat patients. Certain circum-stances call for resolution of specific, isolated problem, while others require a more holistic solution that considers many aspects of a company’s well being.

To that end, we strive to eliminate obstacles to your success–for example, inadequate financial processes or cumbersome IT systems–and to enhance your most valuable resource, the people who work for you.

Beyond our competency in accounting and finance, Pacific Crest Group’s real strength lies in our ability to recognize organizational needs and opportunities for improvement. We know how to optimize and integrate your financial procedures, computer systems, and human resources, such that you can focus on what you do best and grow your business to its full potential.

WHAT OUR CLIENTS SAY ABOUT US

“ S ta f f mora le i s h ighe r than eve r be fo re“ S ta f f mora le i s h ighe r than eve r be fo re due to Pac i f i c C res t ’s app roach and due to Pac i f i c C res t ’s app roach and examp le fo r ou r managers . PCG rea l l y examp le fo r ou r managers . PCG rea l l y does make a b ig d i f f e rence . ” does make a b ig d i f f e rence . ”

John Campbel l , M .D .John Campbel l , M .D . President, Marin Eyes

“ PCG has t rans fo rmed ou r accoun t ing so “ PCG has t rans fo rmed ou r accoun t ing so t ha t we ’ re the mas te r o f ou r own tha t we ’ re the mas te r o f ou r own numbers . We can now make accoun t ing numbers . We can now make accoun t ing work fo r us and he lp g row ou r bus iness . ” work fo r us and he lp g row ou r bus iness . ”

Ann Ter ranovaAnn Ter ranova Principal, Union Financial Partners

“ Pac i f i c C res t he lped make us a ‘ rea l ’ “ Pac i f i c C res t he lped make us a ‘ rea l ’ company. The menu o f se rv i ces i s ve ry company. The menu o f se rv i ces i s ve ry he lp fu l , and we ’ve bene f i t ed f rom the i r he lp fu l , and we ’ve bene f i t ed f rom the i r expe r t i se i n accoun t ing , pay ro l l , IT, and expe r t i se i n accoun t ing , pay ro l l , IT, and emp loyee deve lopmen t . Mos t impor tan t , emp loyee deve lopmen t . Mos t impor tan t , PCG’s l eaders unders tand ou r co re PCG’s l eaders unders tand ou r co re bus iness i ssues qu ick l y, so we can ge t bus iness i ssues qu ick l y, so we can ge t r i gh t t o mak ing improvemen ts . ” r i gh t t o mak ing improvemen ts . ”

Ne i l S to l lman, M.D . Ne i l S to l lman, M.D . Principal, East Bay Center for Digestive Health