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Preparing and Organizing Financials for Bank Compliance

Session Abstract

Tom O’Sullivan and Alex Wilson of Yeo & Yeo CPAs & Advisors will draw upon their 35 years of combined experience in advising businesses to share the importance of preparing accurate, real-time financials and how to build good bookkeeping and organizational habits. They will explore the benefits of a fully-integrated point of sale and accounting system, and you will learn the key metrics to track. This session will provide the groundwork for organizing your financials for bank compliance, and prepare you to utilize your financial information to make growth oriented, tax-savvy decisions for your cannabusiness.

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