Managing Business Data for Taxes and Budgeting
Aaron will highlight the importance of managing your business transactions to ensure all expenses are captured correctly as well as storing receipts and invoices. After going over the importance and methods of keeping track of transactions, he will address key budgeting tactics to assist with decision making, cashflow, and profitability.
Speaker: Aaron Holtzman
Aaron is a CPA with over 10 years of experience in public accounting. The clients he works with range from professional services to quick service restaurants and any other business in between. Along with his experience with tax, auditing, and consulting, he has also worked on several buy-side M&A projects over the past few years varying in size from $200k to over $70 million.