Meet Our Leadership Team!
regina.ulrich@theulrichgroup.com
About Regina
Regina has served as the Chief Financial Officer across multiple industries, domestic & international, in both manufacturing & service companies for over 20 years. She has extensive M&A experience on both the buyer & seller side of the transaction. She is also well-versed in the financial and operational integration of an acquisition.
In her CFO role, she has a broad-based history of accomplishments in fast moving, growth-oriented companies with a proven track record of developing innovative methods to increase profits and streamline operations. She is known as a strong leader who mentors, coaches and motivates her team and clients for continued growth.
Her areas of expertise include:
| Profit Improvement | Turnaround/Change Management | P&L Oversight |
| Financial Modeling | Business Process Reengineering | Compensation Planning |
| Budgeting/Forecasting | Acquisition Analysis & Integration | Cash Management |
| Financial Leadership | Written/Oral Communication | Capital Analysis |
| Strategic Planning | Problem Solving | Project Management |
| Financing (Debt/Bond) | ISO 9001 Implementation | Safety Program Leader |
The most rewarding aspect for Regina is helping people achieve their goals. It is her intent to reach as many people as possible to provide them with the benefit of her extensive knowledge and experience so that they can improve their business and achieve their individual goals.
james.ulrich@theulrichgroup.com
About James
James has provided accounting services across various industries with a diversified client portfolio. Working directly for CPA firms, he has provided several hundred clients with individual & corporate tax filing services. He excels in bookkeeping, payroll taxes and sales tax filings. He also has an extensive background in marketing and content writing, which make him a well-rounded asset to our company.
In his bookkeeping roles, he has a track record of hosting a large base of clients while maintaining the integrity of his services. James is noted for being a great communicator with his clients and finding out exactly what they need in a timely manner.
His areas of expertise include:
| Quickbooks | Excel | ProSeries |
| Reconcilliations | Payroll Taxes | Sales Taxes |
| P&L Oversight | Individual Tax Filing | Corp/Partnership Tax Filing |
What James most enjoys about his work is the ability to engage with clients directly and to establish professional relationships. His goal is to not only grow the businesses he is working with, but also to improve the professional relationships within the business as well.