Lunch & Learn: Financial Literacy and Common Accounting Pitfalls

Understanding your financial statements and entity structure is a crucial component of your business. Do you know what financial statements represent or which ones are most important? Do you know what entity structure is best for you? Should you be a C corporation? What about an LLC? What difference will that make to your company?
If this situation sounds familiar, then join HA&W’s Jason Bierly and Jae Kim to learn more about financial reporting, how to choose the best entity structure for your company, and some pitfalls to look out for as you grow your business. After this free lunch and learn, you’ll be able to better understand financial statements and how to choose your structure confidently.
Specifically you’ll learn:

• The different types of financial reporting forms and entity structures
• What financial assurance your investors may require
• How to structure your company to best fit your growth strategy
• How to avoid tax and accounting start-up pitfalls

Please RSVP by Aug. 5 so we can get a count for food. Fellini’s Pizza will be served.
About the Speaker

Jason Bierly is a tax manager at HA&W, providing tax compliance and consulting to privately-held companies. He works with companies ranging from pre-revenue startups to companies worth millions, supplying them with tax expertise and advice. Jason specializes in the FinTech sector. He graduated from the University of Alabama with a BBA in Accounting and a Masters of Accountancy.

Jae is an audit senior at HA&W specializing in audits of privately-held companies. He has experience auditing and providing assurance services for pre-revenue startups to companies with revenues of more than $500 million. Jae works with clients across industries, with a focus on international manufacturing and technology businesses. He earned his Bachelors of Science in Business Administration from Butler University and his Master of Science in Accounting from Indiana University. He also attended the Chinese University of Hong Kong.