Can You Outsource Your Accounting Department? (Forward Thinking Seminar Series)

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Are you too busy running your business and building your brand to spend time on accounting? Do you know the difference between debits and credits? Who is your second set of eyes? Do you wish you had more time to focus on growing your business? During this presentation we’ll discuss how we can help your business take the “burden” out of accounting.

Learning Objectives:

• Understanding how to read and analyze income and financial statements
• Cost savings from outsourcing your accounting needs
• Other strategic business services your business should be leveraging

Agenda:

12:00-12:15 – Lunch
12:15-12:50 – Program
12:50-1:00 – Q/A

About the Presenters:

Jami Vallandingham, Shareholder, CPA, specializes in business and personal income tax and planning for small business owners, wealthy individuals and retirees. Jami also leads the firm’s Strategic Business Service Group which offers services such as bookkeeping with Quickbooks® and Bill.com, controllership, benchmarking, and individual income tax and financial planning expertise.

Lisa Riccardi, Tax Manager, CPA, MBA, specializes in income tax compliance and planning for high net worth individuals, trusts, closely-held businesses, and retirees. She has experience in developing financial plans, including retirement, estate, trust, and educational planning. Lisa also has experience working with company executives, stock options, and deferred compensation plans.