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Portfolio Category: Business Sphere

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McCarron, Kate – Bookkeeper

McCarron, Kate – Bookkeeper
By The Book, LLC was created in 2003 by Kate McCarron. We provide comprehensive bookkeeping and back-office support services to small business owners so they can maximize their businesses with the confidence that everything is taken care of behind the scenes.  Kate McCarron’s Bachelor of Science in Finance from Boston College, her Investment Banking experience and her QuickBooks expertise enable her to become a trusted sounding board.  By The Book, LLC, has served industries as diverse as tech support, software design, public relations, executive search, architects, law practices, landscape construction, painters, graphic design, and political and medical consulting.
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DiGiovanni, Zo – Telecommunications

DiGiovanni, Zo – Telecommunications
    RemiPBX delivers affordable and reliable VoIP phone service for your small business. Punch above your weight class with a customized phone system. And take your business phone on the road with our mobile app. Our customer service is incredible because we are obsessed with your satisfaction. When you call RemiPBX, you are calling someone local just like you. And like our team, our bills will be reliable and give it you to straight. This means you won't see any mystery charges or unnecessary fees. And if you have a service request, we won't charge you extra for that. Rest easy knowing all routine service requests are part of your plan. If your phone service provider takes forever to get back to you, or you're spending more on your phone service than what's listed on our website, now is the time to find out why hundreds of small businesses…
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Garte, Keith – Property & Casualty Insurance

Garte, Keith – Property & Casualty Insurance
As a Private Client Advisor, I specialize in safeguarding the assets and property of accomplished individuals and families from unexpected risks. Many of our clients approach us after realizing that standard insurance solutions no longer offer the depth of protection they need. In an evolving world, managing wealth wisely means actively adapting to changing risks- not leaving insurance on autopilot. Protecting wealth is as essential as building it. At Assured Partners, we provide a personalized, holistic approach to risk management. Our team delivers tailored strategies and solutions that cover a full spectrum of personal risks. Through education, expert advice, and advocacy, we create proactive and positive outcomes for our clients. With my background as a Financial Advisor, I bring a nuanced understanding of the complex challenges that wealth can present, along with the peace of mind priorities that matter most to high-net-worth families.
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