The new year is approaching quickly. If you are a goal-oriented person, you may enjoy making financial plans for the upcoming year, but what if you are not that kind of person?
We can help both kinds of people! This seminar will focus on year-end finances. Here is a brief overview of the presentation:
What must be done when closing out financials?
- A discussion of accounting fundamentals will serve as the foundation.
- Profit and loss and balance sheet review
- Accrual vs. cash review
- Journal entries (in plain English)
- Tips and a to-do list:
- Examples of items to close and reconcile
Real-world tips, not just what you would learn in an accounting class!
About the presenter
Brandon Dansie
Born and raised in Murray, Utah, Brandon enjoys the beautiful nature of the mountains and the plentiful business opportunities the economy of Utah has to offer. Brandon has spent the last 10 years as an entrepreneur and finance professional. His efforts have resulted in multiple millions of dollars of annual profitability increase. He has helped a local Utah family office/private equity firm with a broad portfolio of brands, a Utah County based tech firm, and he now serves clients at TOP CFOS.
Brandon has obtained both an MBA and BS in Finance from the University of Utah. He has also completed the Leading with Finance certification program from the Harvard Business School.
Parking Instructions:
If you are driving, please park in the west side of the parking lot at the Chamber building. When you arrive, proceed to the left/west (monthly and validated parking) area and take a ticket and pass through the yellow parking gate. We’ll provide validations upstairs at the front desk. Please do not enter on the right/east side and park in the two rows closest to the building or you will have to pay in advance and we will not be able to validate your parking.
Please note that we are not able to guarantee parking for everyone in tha parking lot.
We encourage you to take Trax and help keep our air clean. Please use the Library Square stop on the red line to arrive at the Salt Lake Chamber offices.