64.1 F
San Diego
Tuesday, Dec 5, 2023

LevitZacks Dots its I’s and Crosses its T’s When Engaging its Employees


Accounting is about attention to detail. LevitZacks balances this attention to detail in customer matters with an attention to workforce needs and wants, making its workplace an outstanding one.

The certified public accounting firm placed first in the Small Employer Category in the Best Places to Work competition.

With 32 professionals and 40 employees overall, LevitZacks is one of the largest locally headquartered accounting firms in San Diego.

President and CEO Victor Ramsauer said the Best Places award came on the heels of another accolade. “We were fortunate,” he said. “In, 2019, we were named the No. 1 small firm to work for by Accounting Today. Getting this one, back to back, it’s real nice.

- Advertisement -

“We have a great team of people,” he added. “My hat’s off to them. They did a spectacular job transitioning from working in the office to working remotely.”

LevitZacks focuses on making itself a place where everyone wants to come to work each day.

In a technically complicated industry, longevity and inspired creativity are essential to a firm’s success. The team provides the product that they sell: exceptional client service. Without their expertise and ability, the company has nothing exceptional to offer their clients.

Therefore, every member of the team is valued and respected. Strategic planning is a group effort with everyone involved. The business offers a caring environment, where employees feel they are listened to and the company makes changes accordingly.

There is also a good balance of work and play. As one employee put it, “we like to celebrate.” The business offers Halloween pumpkin carving and costumes, Minute To Win It competitions, gingerbread house decor contests, Talk Like a Pirate Day, day at the ballpark, Pi Day (March 14 or 3-14) with pies, and employee recognition events.

The bottom line for LevitZacks: exceptional client service is a team effort. The business shows its commitment to service through its commitment to its team members.


As a global travel agency, Cadence makes it a core mission to take care of people from clients, to employees and partners. In fact, Cadence aims to nurture and support its employees and “the client comes second.”

As a result, Cadence believes the client ultimately receives superior care and service from its employees. Since the company’s founding in 1995, Cadence has strived to create a workplace environment that feels like “home” said CEO, Wendy Burk.

“Nothing is more flattering or fulfilling than knowing how much our employees love our company and how much they treasure their work experience,” Burk said. “Client testimonials are fabulous, but employee testimonials are priceless!”

In addition to travel perks, employees have the opportunity to advance their careers through paid certifications, industry memberships and networking events.


Connecting people through technology is at the forefront of NextLevel Internet, Inc.’s business. Internally, the telecommunication firm works hard to connect employees through every

Friday lunches and “TED Talks” to quarterly team building events.

NextLevel’s President, Derek Gietzen said that this award is a reminder that building company culture is never done and, “there’s always more we can be doing to take care of our people.” Across NextLevel departments, they have a “Culture Crew” that monitors employee engagement and experience throughout the organization.

“We truly value this award because it is the vote and voice of our people,” Gietzen said. “Our culture is built on the foundation of strong relationships with our team, our clients, our partners and the community.”

Every week, employees have one on one meetings with their managers which offers them the opportunity to recognize an employees great work or a client’s positive experience.


As a regional Wealth Management firm headquartered in San Diego, HoyleCohen, LLC fosters a tight-knit workplace community. In an industry that relies on building strong relationships, HoyleCohen starts with investing in its employees.

“HoyleCohen Wealth Management is proud to be a Top 5 Best Places winner for the third consecutive year,” said Mark Delfino, HoyleCohen senior managing director.

One way the firm promotes a healthy work-life balance is by constantly surveying its staff and making sure employees are engaged in the decision making process of the company.

Wellness is a key concern of the company and at the start of the pandemic, HoyleCohen sent employees “Stay Safe & Sane” quarantine care packages to prioritize mental health during the stay-at-home orders. The firm also created the “HoyleCohen QuaranTeam” social Facebook page, where employees can plan Zoom calls and stay connected outside of work.


Making the best workplaces list for a fourth year is something Sayva Solutions credits to their focus on building long-term relationships with customers, clients and employees. Sayva is a new age recruiting and accounting professional services firm that produces financial reports and forecasts for a variety of businesses.

When it comes to making a great place to work, Sayva Solutions CEO, Ryan Buell said the key is, “Attitude! Create fun in everything you do.”

“Sayva’s foundation is built on nurturing an environment where our team is provided with the guidance and support to succeed in their work, so there is no higher honor than this,” Buell said.

In addition to offering in-office amenities such as unlimited healthy snacks and a game room, Sayva also gives employees the flexibility of telecommuting.

To view the FULL Event Recap, go to www.sdbj.com/2020BestPlacestoWork

To view the Special Section, go to https://rb.gy/vib6dd

To view the TOP 5 Mega Company writeups, go to https://rb.gy/o1v0en

To view the TOP 5 Large Company writeups, go to https://rb.gy/ogtjqo

To view the TOP 5 Medium Company writeups go to https://rb.gy/2yxoo1


Featured Articles

SDBJ Insider


Related Articles