Knowledge and Insights

Lee D. Boss, CPA, MBA, Managing Director & Chair of Mercadien’s Private Company Services Group & Michael Warady, CFP, Regional Director of Source Advisors presented a webinar Getting Your Financial House in Order Post COVID-19 on Tuesday, October 20th. During the webinar, they went over:

• How to produce accurate financial reports & projections/forecasts
• Key financial drivers & metrics
• Ways to be flexible & adapt in a changing environment
• The economic incentive programs available & other tax saving strategies

After the presentation, they answered some questions and provided valuable advice for organizations affected by the COVID-19 pandemic. 

To watch the webinar replay, click here. 

To view the slide deck, click here. 

If you have additional questions and want information on how Mercadien can help you & your organization, contact us here.

DISCLAIMER: This advisory resource is for general information purposes only. It does not constitute business or tax advice, and may not be used and relied upon as a substitute for business or tax advice regarding a specific issue or problem. Advice should be obtained from a qualified accountant, tax practitioner or attorney licensed to practice in the jurisdiction where that advice is sought.