MVP Series Workshop: Accounting Processes & Reporting (January 2024)

This workshop will dive into what it takes to develop reliable accounting procedures and processes, plus help you determine if partnering with an accountant group is the right move for your food-focused business. You will learn how to set up you’re accounting system for effective fiduciary management of your business and prepare you to work with banks and investors.

Topics Covered

This workshop will review the fundamentals of business accounting systems and procedures to support your business growth and financing plans.

• Developing Reliable Accounting Procedures & Financial Reporting
  • Accounting: Why is it important
  • Accounting Process: At a High Level
  • Accounting Processes That Work
  • Setting Up Your Accounting Systems
  • Other Considerations
  • Inventory and Cost of Goods Sold
  • Cash Flow Management
  • Financial Reporting
• Utilizing QuickBooks vs TAG & NetSuite
  • Become an accountant or partner with an accounting group (preferably a scalable accounting firm)

Agenda Timing

• 9:00 – 9:30 AM – Check-in and Networking
• 9:30 – 9:45 AM – Introductions & MVP Workshop Overview
• 9:45 – 11:00 AM – Module / Session Content Presentations
• 11:00 – 12:00 PM – Examples review, Q&A and wrap-up

About the Presenter

John Carpenter CPA, Founder/President TAG Finance & Accounting Outsourcing

John has more than 25 years of experience in public accounting and private industry, serving the manufacturing, healthcare, and construction industries. His areas of expertise include assisting customers in identifying and prioritizing strategic, operational, and financial weaknesses or deficiencies, and implementing results-oriented corrective action programs. John founded The Attilio Group™ in 2007 and began development of the TAG™ Solution based on his passion for small business and the desire to provide “big business” expertise to small businesses in a streamlined, affordable package. John is a Certified Public Accountant and certified Lean Six Sigma.

Can’t make it to the workshop?

Check out our Deep Dive on-demand course here.

About This Series

The MVP Series workshops focus on accounting, sales, marketing, and operations to help you scale and grow your business. These are provided through our Fellows Program, which is supported by the Wisconsin Economic Development Corporation (WEDC).