Year-End Finance Best Practices

The end of the year is critical time for businesses. Just as people use it as an opportunity to self-reflect and set New Year’s resolutions, business owners are wise to do the same. Unfortunately, the intersection of financial jargon, evolving tax requirements, and conflicting priorities cause many business owners to under-invest in finance during this time of year. Paro has developed a comprehensive checklist to close out your 2017 financials and set your business up for a painless tax season. But more importantly, they will review strategies to evaluate financial performance over the past year and parlay that into actionable plans for the year ahead.

You will walk away from the workshop with:
1) Checklist to close out your 2017 financials
2) Tax tips, tricks, and deadlines
3) Strategies to evaluate 2017 performance and use insights to set a 2018 plan

This year-end workshop will include best practices around: 
- Accounts Payable & Accounts Receivable analysis
- Inventory
- 1099s
- Close books / prepare for tax filings
- Quick overview of KPIs
- Quick overview of budgeting / cash flow forecasting

About the Speakers:  

Kody Myers is a financial analyst with experience building and evaluating hundreds of financial models for companies at a variety of stages. He has extensive experience working directly with CEOs and executive teams to develop sound financial projections as well as help identify key metrics to report for fundraising and day-to-day management of their companies. Kody has bachelor degrees in business finance and entrepreneurship and has a passion for early stage companies.

Jon Repka is Paro's Director of Growth. After stints as a strategy and operations consultant with Deloitte and a senior strategy role with a mid-market technology company, he found his passion in helping SMB's grow their businesses with Paro. Jon holds bachelor's degrees in finance, economics, and public policy and is an expert in data analysis and process optimization.

Paro is an exclusive network of the very best on-demand financial professionals. Paro matches businesses with highly vetted financial analysts, CFOs, CPAs, and bookkeepers who have the domain expertise to tackle company-specific problems. Less than the top 2% of finance freelancers make it through our screening process so businesses are guaranteed top-notch experts at affordable prices.