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MVP Series Workshop: Financial & Accounting Processes

December 15 @ 9:00 am - 11:30 am CST

Virtual Event Virtual Event

Looking to scale-up your business but don’t want to commit to a program? You’ve come to the right place. The MVP Series offers businesses the flexibility to learn how to successfully grow their business, one workshop at a time.

The MVP Series is about Maximizing [your business’] Value Potential. These workshops will help you develop the details you need to scale and grow your business. Focused on Accounting, Sales, Marketing, and Operations the series will well prepare you for the next step – our Raising Equity Immersion Training. And, if you’ve taken a Boot Camp with us, you will have already created a financial package and investor pitch, that will be highly beneficial for you to reference as you move through these workshops.

Walk away with newfound knowledge, a clear plan with next steps, tools and resources, and possibly a new friend or three!

About the Workshop

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.

Who Should Take This Workshop?

Food-focused business entrepreneurs, to understand the basics of accounting and fill in gaps, where needed.

Topics Covered

  • 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
    • Cashflow Management
    • Financial Reporting
  • Utilizing QuickBooks vs TAG & NetSuite
    • Become an accountant or partner with an accounting group (preferably a scalable accounting firm)


  • 9am – 9:30am: Networking
  • 9:30am – 10am: Welcome & Introductions
  • 10am – 11am: Presentation by John Carpenter of TAG on Financial & Accounting Processes
  • 11am – 11:30am: Discussion + Q&A

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.

The MVP series workshops are key pieces of training associated with our Fellows Program which is supported by the Wisconsin Economic Development Corporation (WEDC).


December 15
9:00 am - 11:30 am CST
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Shelbie Blank
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MVP Series Workshop: Financial & Accounting Processes
This workshop will take a deep dive into building strong financial tracking and accounting processes.
$ 50.00 $ 35.00