Archive for the ‘News and Events’ Category

Gerry Pandaleon, CMA will be speaking at IMA Conference June 2018

January 19th, 2018

Gerry Pandaleon, CPA, CMA,

Will be speaking at

 The IMA (Institute of Management Accounts) Annual Conference and Expo

 in Indianapolis, IN June 16 – 20, 2018


“The Dance of the Deal, The Buyer and Sellers Tango”

will be on Saturday 6/16 at 1:00 PM


“Cash Flow Made Easy for Small Businesses”

will be on Monday, 6/18 at 2:30 PM

DeSales ACCESS program “Who’s Who” in the Lehigh Valley

May 9th, 2017

It was a pleasure attending the Who’s Who in the Lehigh Valley with the ACCESS team at DeSales University.2017 alumni photo access lv style whose who lunch (002)

Networking at WBC with Shonda Moralis

March 1st, 2017

Shonda Moralis is author of Breathe, Mama, Breathe: Mindful Balance For Busy Moms.  I usually feature Business books but we need to have balance in our lives and I believe this book can help you with that.  My favorite chapter, of course, is “Wonder Woman”. wbc

Newbie Advisory Group starts 1/18/2017

January 20th, 2017

The NAG group or Newbie Advisory Group started  1/18/2017.  It is a free advisory group that meets every other month to discuss the woes of starting up a small business.  The meeting is 6:30 to 8 PM in Allentown, PA.  Facilitated by Gerry Pandaleon, CPA, CMA.  The meetings include small business topics, excel sheets, budgets, pricing etc.  During the meeting each person can get feedback on the most pressing issues facing them. The run for one year.  If you are interested, call 610-248-2316.

Merry Christmas and Happy Holidays to All.

December 20th, 2016

Merry Christmas, Stretch out your Holiday. I love when Christmas falls on a weekend. Families have more time to get together. No rush to get back to work. I hope you can take the time to relax and enjoy your family. All small business owners, shut off the computer and enjoy. My Christmas wish for you is that you can live each day in peace. Gerry

CFI adds HR Consultant to serve Client’s HR needs

September 23rd, 2016

Continuous Financial Improvement is proud to introduce Celeste Coffey as a Human Resource Consultant for our client needs.  Working with my clients over the past eight years I noticed a void when it came to Human Resource information and knowledge.  I have been searching for the right HR fit for my clients and I am happy to connect you with Celeste. She can assist you in areas including traditional Human Resource needs, Development and Training of staff, Talent Acquisition and Retention, Organization Development and Benefits.

CFI supports Young Girls Golf at YWCA in Bethlehem

April 2nd, 2016

Continuous Financial Improvement is proud to support Francesca Oberholzer in her quest of learning golf at the YWCA in Bethlehem.  It is a great lifelong sport for anyone to learn.  It also gives future business career women an opportunity to participate in corporate golf events.  Have fun Francesca.

Snow gives you an Opportunity to…

January 23rd, 2016


You should have at least a half a day set aside to do Administrative Work during the week if you are small business owner. If you don’t, you are going to be doing paperwork at nights and weekends when you should be spending time with your significant other, spouse or kids. Yes. This isn’t easy for several reasons. You rather be making your product or service than doing paperwork. Paperwork doesn’t generate income but it may decrease penalties and late payments. Why is paperwork usually neglected? It has to do with numbers and is associated with pain and suffering. I am still trying to promote that numbers are fun, necessary and vital to your business. Yes. Paperwork is as much fun as sleigh riding.

Continuous Financial Improvement sponsors Fe Foundation Graduation

July 7th, 2015

IMG_2409I believe in the  success of Fe Foundation and therefore I helped sponsor their graduation July 19, 2015.  As I mentioned earlier, the Fe Foundation is a program designed to select 35 latino students in the Lehigh Valley and give them a week of training at DeSales University to experience college life and develop a business plan.  The business plans were so professional you would of thought graduate students were presenting them.  To learn more about the Fe Foundation go to


Thirty Year CPA pin.

May 12th, 2015

Thirty years of a wonderful career. How time flies.WP_20150508_001