Upcoming Breakfast Meeting

October 11, 2017: A CFO’s Perspective – Closing Out 2017 and Preparing for 2018

In this practical and informative presentation, Ed will share tips about techniques and processes you can immediately put into practice, help you more easily close out your 2017 books, and set you up for a smooth start to 2018.

Learn how to effectively structure your company’s accounting system so it yields actionable financial data. It starts with reviewing the Chart of Accounts, grouping product offerings, and defining classes. Understand how customer and vendor set-up, memorized transactions, and other embedded tools can be used to drive efficiency and reduce errors. Review essential practices to keep your books organized and achieve an orderly year-end closing. Ed will also address core and specialized reports that you can use to gain insights into your operations and profitability.

Meet our speaker:
Ed is the founder of Strategic CFOs and the primary CFO/Controller consultant. He partners with clients and business professionals to deliver comprehensive financial support. With an expert knowledge of QuickBooks, Ed helps clients strengthen their financial systems and develops specialized reports that are specifically tailored to the individual business. Prior to founding Strategic CFOs, Ed worked as Controller, Director and CFO for multiple companies throughout the Bay Area. He also owned a boutique lending firm with four employees and a collateral creation/distribution company with one hundred fifty employees. With more than twenty-five years of finance experience, he enjoys working with senior management and Board Members to enhance company profitability. Ed received his undergraduate degree from UC Berkeley and his MBA from California State University, East Bay.

October 11, 2017
7:15 – 10:00 am

Register for this Meeting