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Client News

Hermes Law promotes Gino J. Rossini to partner

photo of Gino Rossini, partner, Hermes Law

April 19, 2016 //  by admin

photo of Gino Rossini, partner, Hermes Law
Gino Rossini, partner, Hermes Law

DALLAS, TX…

Hermes Law, a diverse team of legal professionals providing clients with expertise in the leading areas of practice impacting the insurance and risk industry, recently announced Gino J. Rossini as a partner at the Dallas, TX-based firm. Rossini has been a senior attorney at the firm since its inception in 2015.

“As a firm, we are moving the practice of law forward with cost-effective processes and systems that deliver value and excellent  legal representation for our clients,” said Dwayne Hermes, founder at Hermes Law. “Gino is a key part of these efforts and we are proud to recognize his skill and track record by promoting him to partner.”

Rossini’s practice is devoted primarily to handling post-trial and appellate matters in both state and federal court, as well as providing related support at all stages of litigation including default judgments, dispositive motions, jury charges, and judgment formation. He recently received his Board Certification in Civil Appellate Law by the Texas Board of Legal Specialization.

“I joined the firm when it opened its doors because I believed in our common vision of client-centric service and representation,” said Rossini. “The promotion is gratifying because it means I’ll be practicing the kind of law I want to practice at Hermes Law, handling appeals and providing input across the spectrum of matters the firm handles beginning when the file comes in the door..”

Rossini received his Juris Doctor Degree, with honors, from the University of Texas School of Law. He also has a Bachelor of Science from Georgetown University. Rossini passed the State Bar of Texas in 1998. He is also a member in good standing of the United States District Court for the Northern, Eastern, and Western Districts of Texas and the United States Court of Appeals for the Fifth Circuit.

Hermes Law represents commercial clients on insurance-related cases in the areas of Appellate Law, Casualty, Commercial Litigation, Construction Law, Cyber Liability, Environmental Law, Medical Malpractice, Premises Liability, Product Liability, Professional Liability and Transportation Law.

For complete information on Hermes Law, P.C., please visit www.hermes-law.com.

Hermes Law – Moving law forward

Hermes Law, P.C. provides clients with efficient and effective legal representation by removing the redundancies and administrative bottlenecks. The end result is a proactive, client-centric approach featuring: Responsive and transparent case management; and metric-driven results provided to each client for each case.

 

Hermes Law, P.C. is based in The Oilwell Supply Building, 2001 North Lamar, Suite  450, Dallas, TX  75202. For more information, call 214-749-6800 or visit www.hermes-law.com.

 

Hermes Law promotes Gino J. Rossini to partnerRead More

Category: Client NewsTag: Lloyd's of London market

Growth and Expansion – Old Colony Elder Services Opens a Second Office in Plymouth

April 19, 2016 //  by admin

Monica Mullins, Diana DiGiorgi, Betty DeBenedictis and Brenda Carrens
Monica Mullins, Diana DiGiorgi, Betty DeBenedictis and Brenda Carrens

Old Colony Elder Services (OCES), the non-profit agency proudly serving older adults and people with disabilities throughout greater Plymouth County and surrounding communities, is expanding and has opened a new office at 204 South Meadow Road in Plymouth, MA.

OCES officially announced the opening of their new 7,200 square-foot office with an Open House on March 2, 2016. Dozens attended the event, including State Representative Matt Muratore, Monica Mullins District Director, and Betty DeBenedictis, Legislative Aide to State Representative Thomas Calter.

The new location will better enable OCES to accommodate growth. The agency’s main office, which houses 200 of their 235 employees, is located at 144 Main Street in Brockton. The Plymouth office currently has 25 employees, with room for up to 50. The Plymouth office is home to OCES’ Volunteer Program; key departments such as Home Care, Senior Care Options, Nutrition, and Information and Referral are also represented.

“We serve 23 towns with a comprehensive array of specialized programs which have been developed to address the unique situations and circumstances faces by older adults and individuals with disabilities,” explained Diana DiGiorgi, Executive Director. “We’re very pleased to have a second location that not only gives us room to grow, but is a bit closer to our consumers, caregivers, volunteers and service partners located around the Plymouth and Wareham areas.”

About OCES

Founded in 1974, OCES proudly serves greater Plymouth County and surrounding communities. OCES is a private, non-profit organization headquartered in Brockton and designated as one of 26 Aging Services Access Points (ASAPs) in the Commonwealth of Massachusetts. OCES’ mission is to support the independence and dignity of elders and people with disabilities by providing essential information and services that promote healthy and safe living. The agency has 235 employees and operates more than 15 programs serving older adults, individuals with disabilities, their families and caregivers. For more information call 508-584-1561 or visit www.ocesma.org.

Growth and Expansion – Old Colony Elder Services Opens a Second Office in PlymouthRead More

Category: Client NewsTag: ASAP, Brockton, caregivers, COA, congregate meal, Council on Aging, Diana DiGiorgi, elder services, elder services agency, emergency fund, individuals with disabilities, Meals on Wheels, OCES, Old Colony Elder Services, older adults, Plymouth, Plymouth county, seniors

Catapult Advisory Group’s Greg DeSimone to speak at Elements M&A Conference on May 12

April 18, 2016 //  by admin

Greg DeSimone
Greg DeSimone

WALTHAM, MA and MANSFIELD, MA…

While the decision to sell your business may be quick, the process of preparing your business for sale can take months or even years to get right. Greg DeSimone, director of Mansfield, MA-based Catapult Advisory Group, will be a key speaker at the upcoming Elements M&A Conference on May 12, which focuses on the steps involved with selling a closely held business.

“When a business owner decides to sell, it’s typically with the next step of his/her life in mind; such as retirement. In many cases, the owner desires a certain value for the business yet the marketplace has a different perspective. Many owners do not realize the significant role increasing revenues plays in the determination of value. The focus of my talk and the Elements M&A Conference overall is to provide the owner insight into what the buyers are thinking, and how they can positively impact their value leading up to a sale,” said DeSimone.

DeSimone will be one of five featured speakers at the conference, which will take place on Thursday, May 12, from 1 pm to 7 pm at the Embassy Suites at 550 Winter Street in Waltham. Topics to be covered at breakout sessions and panel discussions include: Enhancing Your Value; Preparing your Accounting for Sale; How to Negotiate with Different Types of People Protecting Intellectual Property to Promote Value; and Accelerating Growth to Catapult Value.

“The beauty of the Elements M&A conference is that it focuses only on the business owner who wants to learn about selling a business, ask questions within a safe environment without the sales pitch and avoid the mandatory “follow up” meetings of other sessions. It also meets the needs of professional advisors—CPAs, attorneys—who want to better understand the process outside of his/her own specialty,” said DeSimone.

The registration fee for the M&A Elements Conference II is $265. Additional information on the conference and registration can be found on the Elements M&A website at www.elementsconference.info.

A self-described “recovering CPA”, DeSimone has nearly two decades of financial and management experience. He’s also a Brian Tracy certified business coach—a certification that requires more than 150 hours of study to obtain and maintain. During his tenure as director of Catapult Advisory Group, he has worked with numerous businesses of all sizes—particularly family-owned businesses—to help them fine-tune goals and strategies, develop exit strategies and optimize operations.

For more information on Catapult Advisory Group, visit www.catapultadvisorygroup.com or call (508) 618-4575.

Catapult Advisory Group’s Greg DeSimone to speak at Elements M&A Conference on May 12Read More

Category: Client NewsTag: business coaching, exit strategy, succession plan

Dr. Jinyoung (Jean) Choi joins Family Dental Group of Paxton

April 13, 2016 //  by admin

PAXTON, MA…

The Family Dental Group of Paxton recently announced the addition of Dr. Jinyoung (Jean) Choi to its staff of dental practitioners. Dr. Choi will see patients on Wednesdays and Saturdays at Family Dental Group’s Paxton location at 581 Pleasant Street.

“We’re delighted to add Dr. Choi to our staff, even its just for a few months before she heads off to the post graduate orthodontics program at Roseman University in July,” said Dr. said Dr. Nikhil Lavana, DMD, who owns and operates Family Dental Group of Paxton with his wife Dr. Archana Lavana, DMD.

Dr. Jinyoung (Jean) Choi earned her undergraduate degree at the University of Virginia and then attended University of Pennsylvania School of Dental Medicine. She graduated with Honors in the field of Clinical Dentistry and Community Oral Health in 2012. After receiving her D.M.D., Dr. Choi completed a residency in Advanced Education in General Dentistry through Lutheran Medical Center.

“I’m very grateful to both Dr. Lavanas for this opportunity. Even though it’s a fairly short time, I’ve already enjoyed my time here very much,” said Dr. Choi.

For more information on the Family Dental Group of Paxton you can visit www.paxtondentist.com or call 508-755-2905.

About Family Dental Group of Paxton

Located at 581 Pleasant Street in Paxton, The Family Dental Group of Paxton offers: comprehensive examinations; cosmetics; crowns (in just one visit with no messy impressions); teeth whitening with ZOOM; laser dentistry (no needles!); partial and full dentures; root canals; inlays/onlays; extractions; crown lengthening; and emergency services (24-hour emergency phone number available).

The Family Dental Group of Paxton accepts most insurance plans. They also accept payment from most PPO and indemnity plans, including Blue Cross/Blue Shield and Delta Dental. Family Dental Group of Paxton accepts all major credit cards and offers credit card financing plans.

To schedule an initial consultation, please call 508-755-2905. For more information, visit www.paxtondentist.com.

 

Dr. Jinyoung (Jean) Choi joins Family Dental Group of PaxtonRead More

Category: Client NewsTag: paxton ma dentist

SmartBooks Corp. launches IT division

April 12, 2016 //  by admin

Calvin Wilder, CEO of SmartBooks Corp.
Calvin Wilder, CEO of SmartBooks Corp.

CONCORD, MA…

SmartBooks, a Concord, MA-based firm that provides outsourced accounting and bookkeeping services, recently formed an IT division to better serve IT managed service providers (MSPs). The new division features accountants dedicated to IT companies, as well as support and resources for MSPs.

The division builds on the experience of CEO Calvin Wilder, who as a founder of Thrive Networks, an IT managed service provider (MSP) that was acquired by Staples, helped develop the managed services business model, build out the metrics and financial processes, and scale from 3 founders to 65 employees, all the while maintaining profitability and positive cash flow.

“IT MSPs have the dual pressure of keeping their clients’ systems up and running while simultaneously managing their own businesses and making sure that invoices go out, bills get paid, payroll is met, and financial performance is assessed and managed. That can be a difficult balance to achieve when your clients expect near immediate response to IT situations and crises,” said Calvin Wilder, CEO of SmartBooks. “With our similar business model—outsourced bookkeeping, accounting and payroll services—and our history with IT MSPs, our new IT division provides IT MSPs with an affordable option that will keep their business running while they help their clients stay up and running.”

In addition to general bookkeeping and accounting provided to all clients, some of the enhanced services offered to MSPs by the new division include: client profitability analysis; key performance metrics such as Gross Margin, Labor Efficiency Multiple, Contribution Margin, Cost of Client Acquisition and overhead rates; and support of ConnectWise and Autotask.  As SmartBooks works with numerous companies in the industry, this includes comparing results against industry benchmarks.

As an added service, SmartBooks’ IT division can help clients with budgeting by setting annual financial goals and tracking actual results vs. budget to gauge how well the business is performing against the annual plan.

SmartBooks will also provide forecasting services for IT MSP clients. The annual forecast can be updated either weekly or monthly. SmartBooks reporting can be set up to display forecast vs. budget or forecast vs. metrics goals.

“There can be a frenetic nature to IT MSPs. They receive a lot of ‘urgent’ calls from clients and have to put out a lot of fires. Rightfully so, that becomes top priority. Unfortunately, it does not provide them as much time as most companies would like to take a big picture look at things,” said Wilder. “With SmartBooks behind them, we can be the ones to provide that information and even go so far as to analyze the profitability of each business line and client on a monthly and cumulative basis.”

SmartBooks Corp. provides bookkeeping, accounting, payroll and finance solutions tailored to the needs of each client for a fixed monthly price. The price is driven by the volume, complexity, and mix of services provided.

For more information on SmartBooks services, visit www.smartbookscorp.com or call 978-202-3064.

SmartBooks Corp. launches IT divisionRead More

Category: Client NewsTag: bookkeeper, bookkeeping services, outsource bookkeeping

On your Mark. Get set. Go! “Race Directors Advantage” program launched by South Shore Custom Prints.

photo of Mark Stoddard of South Shore Custom Prints

April 11, 2016 //  by admin

photo of Mark Stoddard of South Shore Custom Prints
Mark Stoddard of South Shore Custom Prints

PEMBROKE, MA…

With a proven track record of more than two hundred races and a trial by fire understanding of race directors needs for customer service, last minute
changes and super tight deadlines, South Shore Custom Prints, based in Pembroke, MA and serving all of North America, have launched a special “Race Directors Advantage” program.

The “Race Directors Advantage” program includes contract print pricing, complimentary sponsor printing on the back of the shirt, complimentary
artwork, free shipping and delivery, and no setup or screen fees. All shirts are printed on premise in the USA at South Shore Custom Prints plant in Pembroke, MA. The plant has the capacity to produce 1,200 shirts per hour.  Last year the company printed more than 68,000 shirts.

“We served as the exclusive shirt printer for Racewire, one of the world’s largest endurance sports websites, for several years and we know how to
strap on our running shoes and keep up with the demand for quick turnaround, competitive pricing and high quality workmanship,” noted Mark Stoddart, founder and CEO of South Shore Custom Prints.

He continued, “We know that race directors have a lot of details to worry about – from race course security to water stop volunteers to trophy
ceremonies to making the runner experience an unparalleled one so that runners return year after year and bring their friends. A great shirt is an
important part of any race and a lasting memory. We take that off the race directors’ plate and deliver excellence.”

South Shore Custom Prints offers a full range of shirt options. In addition to screenprinting, embroidery is also available. For more information, contact South Shore Custom Prints at 781-293-8300, www.SSCustomPrints.com, info@SSCustomPrints.com, 85 Mattakeesett Street, Pembroke, MA 02359.

On your Mark. Get set. Go! “Race Directors Advantage” program launched by South Shore Custom Prints.Read More

Category: Client NewsTag: road race shirts

Catapult Advisory Group’s Greg DeSimone to speak at Business Fundamentals Boot Camp on April 29

April 8, 2016 //  by admin

Greg DeSimone
Greg DeSimone

WALTHAM, MA and MANSFIELD, MA…

Greg DeSimone, director of Mansfield, MA-based Catapult Advisory Group, will be a speaker at the upcoming Business Fundamentals Boot Camp-South Shore, MA to be held on April 29. DeSimone will deliver his presentation, Strategic Business Planning Made Simple – Eliminate the Distractions, Inspire Your Team, Scale Your Revenue with Your Exit Strategy Clearly Defined.

Hosted by Acceleration Partners, a consulting firm and marketing agency, and Supporting Strategies—a franchisor offering bookkeeping and operational support services–the Business Fundamentals Bootcamp Series is designed for the CEO’s and CXO’s of early and growth stage companies. The theme of the event is “Taking Your Business to the Next Level” and features more than 20 speakers and panelists who lend their expertise on tactical issues and opportunities for growing businesses focused on topics in marketing, finance, law and human resources.

“We’ve all heard the saying, ‘Businesses don’t plan to fail, they fail to plan.’ Interestingly enough, even in an era with an abundance of tools and software just for business planning, many businesses still fail to adequately prepare for present and future growth and their eventual sale,” said DeSimone. “My talk will center on the essentials of business planning and how it can co-exist with running your organization on a day-to-day basis.”

The one-day Business Fundamentals Boot Camp will be held at Bentley University, LaCava 300, 175 Forest Street, Waltham, MA. The cost to attend for company founders, CEOs and CXOs, the cost of the event is $100; for others, $200. For registration information, visit http://goo.gl/w9l5kA.

A self-described “recovering CPA”, DeSimone has nearly two decades of financial and management experience. He’s also a Brian Tracy certified business coach—a certification that requires more than 150 hours of study to obtain and maintain. During his tenure as director of Catapult Advisory Group, he has worked with numerous businesses of all sizes—particularly family-owned businesses—to help them fine-tune goals and strategies, develop exit strategies and optimize operations.

For more information on Catapult Advisory Group, visit www.catapultadvisorygroup.com or call (508) 618-4575.

Catapult Advisory Group’s Greg DeSimone to speak at Business Fundamentals Boot Camp on April 29Read More

Category: Client NewsTag: business coach, exit plan, succession plan

Rebecca Side named as Hermes Law’s London Market Representative

photo of Rebecca Side of Hermes Law

April 6, 2016 //  by admin

photo of Rebecca Side of Hermes Law
Rebecca Side of Hermes Law

DALLAS, TX and LONDON, UK…

Hermes Law, a diverse team of legal professionals providing clients with expertise in the leading areas of practice impacting the insurance and risk industry, recently hired Rebecca Side as its Lloyd’s and London Market Representative.

Based in London, Side will be responsible for developing new business from the Lloyd’s and London markets and will act as the firm’s London representative for U.K.-based Clients.

“Our firm embraces technology perhaps as much or more than any other, especially when it comes to improving case resolution quality. Yet, in many instances, technology is not a substitute for face-to-face. Having a professional of Rebecca’s caliber as our market representative gives the Firm a physical and professional presence in the Lloyd’s and London market that’s absolutely critical to our success,” said Dwayne Hermes, founder of Hermes Law.

Side previously worked for the Global Claims Management Company ‘Crawford and Company’ and the Lloyd’s Managing General Agent ‘Woodbrook’.  Her experience covers many aspects of the insurance industry, including TPA management/review, claims handling, underwriting and compliance.

Adds Hermes, “Rebecca is fully conversant with the Lloyd’s Market protocols and procedures and with her extensive market knowledge will be taking Hermes Law to the next level of client commitment not only ensuring alignment of our services with clients’ needs but also compliance with the increasing demands for reporting from the regulatory bodies.”

Hermes Law represents commercial clients on insurance-related cases in the areas of Appellate Law, Casualty, Commercial Litigation, Construction Law, Cyber Liability, Environmental Law, Medical Malpractice, Premises Liability, Product Liability, Professional Liability, Property and Transportation Law.

For complete information on Hermes Law, P.C., please visit www.hermes-law.com.

Hermes Law – Moving law forward

Hermes Law, P.C. provides clients with efficient and effective legal representation by removing the redundancies and administrative bottlenecks. The end result is a proactive, client-centric approach featuring: Responsive and transparent case management; and metric-driven results and reporting provided to each client for every case.

 

Hermes Law, P.C. is based in The Oilwell Supply Building, 2001 North Lamar, Suite  450, Dallas, TX  75202. For more information, call 214-749-6800 or visit www.hermes-law.com.

Rebecca Side named as Hermes Law’s London Market RepresentativeRead More

Category: Client NewsTag: Lloyd's of London market, Risk Management, risk reduction

Women & Investing – Free panel discussion to be held at the Plymouth Chamber of Commerce on May 5th

April 4, 2016 //  by admin

Women are often removed from, left out, or disengaged from the financial planning process.  A major life event – divorce, death, illness or career change – can suddenly thrust a woman to the front lines of finance.

A panel discussion entitled “Women & Investing – Focused, Fearless and Financially Fit ” will address that topic.  The free presentation will include seasoned, regional financial experts including Betsy Vallone of Essential Asset Management based in Norwell, MA; Leah Shanahan of Rodman CPAs located in Waltham, MA; and Attorney Gina Leahy, Law Offices situated in Pembroke, MA.  The panel will be moderated by Steve Dubin of PR Works based in Plymouth, MA.

Women have a number of unique financial challenges including longevity, loss of income/gap in employment income and leaving work before anticipated retirement to care for a loved one.

This workshop will explore better methods to plan for the unexpected and better control finances including savings, retirement, emergency fund and trust.   Additionally, topics will include an outline of safer investment options, simple measurement tools to keep investments on track, alternatives to traditional investing and strategies for paying oneself first.

Women in transition and those anticipating a shift are encouraged to attend and learn strategies to protect their financial future.

The discussion, including time for questions and answers, will be held Thursday, May 5, 2016 from 8 – 9:30 a.m. at the Plymouth Chamber of Commerce, 134 Court Street, Route 3A, Plymouth, MA  02360.  Light refreshments will be served.

To RSVP, call the Plymouth Chamber, (508) 830-1620 or email amyc@plymouthchamber.com

The panel discussion is sponsored by Essential Asset Management (EAM) of Norwell, MA. The firm was founded in 2011 and provides a full array of planning and investment related services to meet clients’ specific needs and goals. From portfolio management and retirement planning, to estate planning and tax efficient investing, the firm’s investment advisors work closely with clients, engaging and encouraging ongoing feedback, in the creation of a holistic financial plan. Steve Daglio and Betsy Vallone are co-owners, principals, and partners of the fee-based investment advisory firm serving families and individuals throughout the South Shore. The husband and wife team have a combined 26 years of experience working in financial services, providing investment strategies for individuals, small businesses, institutions, and even other financial advisors.

Essential Asset Management, LLC is located at 167 Washington Street, Norwell, MA 02061. For more information, visit www.essentialassetmanagement.net.

Women & Investing – Free panel discussion to be held at the Plymouth Chamber of Commerce on May 5thRead More

Category: Client NewsTag: 401K, attorney, Attorney Gina Leahy, Betsy Vallone, Certified Financial Education Instructor, estate planning, financial advisor, financial planning, investing, Investment Advisor, MA, market volatility, Norwell, portfolio management, retirement, retirement planning, Rodman CPAs, seniors, tax efficient investing, trust, women

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