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The Growth Strategist

The Growth Strategist

Archives Available

September 21st 2010:“How Not to Trip All Over Yourselves Coordinating Multiple Services for Your Core Clients” with guest Tom Raffa, President and founder of RAFFA, P.C.

If your company has multiple lines of business serving the same customers, you will benefit from this interview with Tom Raffa. At $40 Mil/year strong and over 500 nonprofit clients, RAFFA, PC is composed of four separate companies providing accounting, employee benefits programs, IT services, insurance and investment advice.

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Featured Guest

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Tom Raffa

Tom is the President and founder of RAFFA, P.C., a consulting, accounting and technology firm started in 1984, providing services to nonprofit clients including audits, tax, consulting, technology and outsourcing. In 1999, Tom started RAFFA Financial Services, Inc. (RFSI) to provide insurance and investment products and services to the nonprofit community. In 2005, RAFFA Wealth Management (RWM) was formed to provide investment consulting and financial planning to nonprofit organizations, private foundation and high-wealth individual that support the nonprofit sector. Last year, RAFFA expanded the practice to include attestation functions for closely-held businesses and tax and financial pl
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