Building a scale-able financial system and creating meaningful forecasts

Managing the financial, tax and compliance aspects of a business can be daunting for many entrepreneurs and early stage companies. Creating a solid foundation is essential to running your business, submitting grant proposals and developing meaningful projections for investors and bankers.

Please join us for a Lunch & Learn where Elizabeth Ettling, Lisa Wernli-Hunt, and James Piccolo will talk about the foundational elements required to create your financial system and why managing your business on spreadsheets can be risky. They will discuss how to set up a financial system (such as Quickbooks Online), create a scale-able chart of accounts (the backbone of the system), and how to leverage the system to create accurate and meaningful financial statements and a detailed financial projection. They will also speak on the importance of simple internal controls to help protect against fraud and theft; including some experiences they have encountered throughout their careers.

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Note: Lunch will be provided, but you must register by September 17th to receive a lunch.