Webinar—Advanced Financial Reporting for Service Organizations

Tuesday, September 14th at 11 AM PT / 2 PM ET

As Service-Based businesses grow, the complexity of the financial reporting and internal processes will evolve as well. For many it can be difficult to get the financial data grouped and segregated in repeatable and efficient ways to enable your team to make data driven decisions. Without the right general ledger structure and a detailed understanding of the key metrics your stakeholders want to see, you could find yourself spending your weekends preparing reports and digging through data trying to find answers.

Join Tanya Yakhnis, CFO of Tandem Family of Companies, and Erik Hannemann, CFO of Southern Sports Medicine Partners, as they talk through setting up your financial infrastructure enabling you to deliver robust actionable insights to your team.

We will cover:

  • Reducing GL accounts by using transaction tags
  • Setting up your organization structure for reporting
  • Using statistical accounts to store non-GL information
  • Building advanced financial reports for deep insights
  • Tracking multiple tiers of EBITDA
  • Note-worthy KPIs to track for success

Expert Panel

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Stefanie Maragna

VP Corporate
Marketing & Events

David Appel

Head of Software
and SaaS

David Appel

Head of Software
and SaaS

David Appel

Head of Software
and SaaS

Join the webinar