Financial Discovery

Over the past couple of weeks, I have been asked to compile a couple of presentations here in Portland. I thought I would share those with you.

As those who know me know, I have extensive background in creating and preparing financials for both investor readiness and day-to-day corporate use. I learned a lot in college (I have an undergraduate degree in accounting and a master’s in management), have done it for Infinity Softworks since 1997 and helped numerous other companies do the same.

The first presentation, delivered to the Oregon Entrepreneur’s Network, focuses on the fundamentals of financial statements and how to prepare financial projections. Please feel free to review that presentation here:

The second was delivered to OTBC Technology Incubator, which Infinity Softworks resides at and I am an advisor. This presentation delved into an investor’s perspective of those financials, what an investor is looking for, and what it says about the preparer. Please feel free to review that presentation here:

Please feel free to contact me via About Me if you have questions or need help.