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Imagine a world where you and your employees knew the financial implications of every decision they made before they made a decision. How would this affect fee proposals, contract negotiations, project management, scope creep, client relationships, and ultimately profitability and growth of your firm?
This world is closer than you think. By taking a thoughtful approach to designing a simple, forward looking, financially intelligent rhythm within your firm, you can experience the significant benefits that come from this way of thinking.
This session will explore the key components of a healthy rhythm, look at the primary benefits that come from a healthy rhythm, and provide simple steps to get you started on the design of your financial rhythm.
TAKEAWAYS:
- Define the purpose and expectations of your financial department and what a healthy financial rhythm looks and feels like
- Discuss the primary benefits of a healthy rhythm
- Detail a simple plan to build a proactive financial rhythm within your firm
Presenters: Ty Kicklighter, Director of Outsourced Accounting and Consulting and Mike Baker, CPA, CFP, Managing Partner, Dent Moses, LLP
About the Presenters:
Mike Baker has served as Managing Partner at Dent Moses since 2016. He joined the firm in 1989 and became a partner in Dent, Baker & Company in 1997. His practice is concentrated in the areas of taxation and general business consulting, and he heads the firm’s legal and engineering segments.
Ty Kicklighter is the Director of Outsourced Accounting and Consulting for Dent Moses, LLP. His team is responsible for providing businesses with a trusted partner in financial department roles from bookkeeper to CFO as well as providing trusted solutions that remove the complexity of running a business and bring financial intelligence and health to companies.