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Small Business Spotlight , JGD & Associates LLP

The power of three has been working for Dan Schreiber, David Brzezniak and William Botzum in the number-crunching world of accounting.

The threesome took over JGD & Associates LLP two years ago as partners. Founded in 1977, the accounting firm is nearly 30 years old. Combined, Schreiber, Brzezniak and Botzum have more than 65 years of experience.

Formerly known as Jassoy, Graff & Douglas, JGD & Associates had revenues last year of $4 million, up from $3.8 million in 2004.

Each man has his own reason for taking the leap into small-business ownership. Botzum said he was driven by a passion for accounting, while Brzezniak said he wanted to control his destiny and Schreiber said he found motivation by watching his self-employed father, who owned a small cheese factory in Wisconsin.

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According to Schreiber, the biggest plus of being the boss is the excitement of making a decision and then seeing the actual result, as well as having the flexibility to get away from time to time.


VITALS


Name:

Dan Schreiber, David R. Brzezniak, William Botzum.



Titles:

Managing partner, tax partner, audit partner, respectively.


Company:

JGD & Associates LLP.


Company address:

4520 Executive Drive, Suite 350, San Diego 92121.


Company phone:

(858) 587-1000.


Year founded:

1977.


Prior business experience:

More than 20 years of public and private accounting experience for each partner.


Average hours worked weekly:

50-55.


Source of startup capital:

Personal savings and loans.


2005 revenue:

$4 million.


2004 revenue:

$3.8 million.


Number of employees:

25.


Web site:

www.jgdnet.com.


DAN’S BACKGROUND


Birthplace:

Green Bay, Wis.

Education: University of Wisconsin.


Age:

52.


Current residence:

University City.


Family:

Wife, Kathy; son, Chad, 29; daughter, Shanna, 27.


Hobbies:

Boating, golf, tennis.


DAVID’S BACKGROUND


Birthplace:

Detroit.


Education:

Michigan State University.


Age:

52.


Current residence:

Carmel Valley.


Family:

Wife, Sandi; daughter, Alexi, 15; son, Trevor, 13.


Hobbies:

Tennis, travel, sporting events, personal finance, gourmet eating and fine wines.


WILLIAM’S BACKGROUND


Birthplace:

Los Angeles.


Education:

Cal State Fullerton.


Age:

49.


Current residence:

Sorrento Valley.


Family:

Engaged, no children.


Hobbies:

Volleyball, tennis, golf.


JUDGMENT CALLS


How we plan to grow the business:

By providing exceptional client service, concentrating our service menu on a select group of businesses and their owners, knowledge of our firm’s capabilities spreading by word-of-mouth, utilizing limited formal marketing campaigns to create brand awareness and developing our management team’s skill set to help them develop their own personal growth plans.


Biggest business strength:

Calmness in the heat of the battle and listening skills.


Biggest business weakness:

Resources and strategies for training our younger team members quickly enough to provide an immediate impact in client service.



Biggest risk:

Limited resources.


Biggest ongoing challenge:

Personnel shortage in the accounting industry.



The most important part of our business:

Keeping team members’ workloads balanced and yet challenging at the same time.



Our business works best when:

Everyone is communicating clearly , both speaking and listening is in alignment.



Best way to stay competitive:

Keeping current with industry trends through reading, conferences and personal research.



GOALS


Goals yet to be achieved:

Our firm’s succession plan.



Our five-year business plan:

Don’t really have one; time frame seems to be too long in today’s fast-paced marketplace. However, we would like to average growth in revenue and profits by at least 15 percent annually in the next few years.


Guiding principles we will continue to follow:

Exceeding client service expectations and rewarding our team members for their efforts and time commitment to our firm’s future.

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