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How to set up your books, and the importance of quality financial statements

As a small business owner, the failure to properly set up your accounting records, and produce quality financial statements may affect your company’s future. This Lunch & Learn will cover the basics of setting up quality financial records, and the importance of accurate financial statements.

Small business owners are often unsure of what the future will hold for their business, and quality, accurate financial statements and records will help make sure your business is appropriately positioned when you need to present your company to banks and potential investors.

About the Speakers

Dave Porter, Shareholder at Geffen Mesher

As a Shareholder, Dave is known for his responsiveness, creativity, and client focus. Dave works with attorneys, their clients, prosecutors, and law enforcement agencies to assist with the investigation of alleged financial wrongdoing, including alleged financial statement fraud and embezzlement. He is experienced in providing clients and other parties with unbiased and independent litigation support, consulting, and expert testimony. Dave has also provided expert testimony to grand juries, juries, and the bench, in both federal and Oregon courts.Dave’s forensic accounting experience helps companies develop stronger internal controls, mitigate risks, and recover from occupational fraud when it does occur. He leads the firm’s Forensic & Integrity Services team, which includes five Certified Fraud Examiners (CFEs) and two Private Investigators (PIs). Under his leadership, the group has quickly become a well-rounded and sought-after forensic team.

Tim Porter, Senior Manager at Geffen Mesher

Tim joined Geffen Mesher in 2013 after spending three years at a boutique CPA firm specializing in employee benefit plan audits, where he gained extensive experience auditing a wide range of employee benefit plans. He earned a Bachelor’s degree in both accounting and finance at Portland State University while holding a supervisory position at United Parcel Service.He provides auditing and accounting services to a variety of small and medium-sized businesses with a particular emphasis on clients in the manufacturing, professional services, and dealer services industries. Among other consulting services he offers his clients, Tim provides input on the design and effectiveness of internal controls over financial reporting and employee benefit plans.