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Crafting a financial roadmap is a pivotal milestone for any start-up. When done improperly, it can become a costly barrier to growth and scalability.
Join us for an exclusive event where financial experts from Donnelly-Boland & Associates and Attivo Partners share their insights and actionable strategies for establishing a lasting financial foundation.
Whether you're at the beginning of your entrepreneurial journey, looking to enhance your financial strategies, or looking to bring on more start-ups to your accounting firm, this event offers:
- The tools and knowledge to navigate the complexities of start-up accounting
- How to create a robust financial roadmap that supports your growth and attracts investors
- Strategies to optimize accounts payable for long-term success.
Claim your CPE credit by following these quick steps:
- Download and log into the Earmark app.
- Search for the course under “Building Your Startup's Financial Roadmap”
- Enroll, pass the quiz with at least a 70% score, and select “Email CPE” to get your certificate.
For assistance, reach out to [email protected] or visit their contact page.
About the speakers
Erin Dohan
Assistant Controller, Attivo Partners
Erin works with a diverse portfolio of startups. She started her career in real estate accounting, where she learned the fundamentals of accounting practices for small businesses. Erin's experience includes consulting for tech companies in manufacturing, SaaS, insurance, and mobile apps. Erin enjoys working with multiple clients, particularly venture-backed companies, where there's always something new to accomplish or learn.
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Jim Boland
CPA, Vice President of External Operations, Donnelly-Boland and Associates
Jim brings extensive expertise in developing accounting frameworks for early-stage R&D and startups. Jim is a Certified Public Accountant as recognized by the state of Pennsylvania, and holds an MBA from the University of Central Florida.
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Matt Sullivan
Channel Partner Manager, Ramp
Matt is a key member of the accounting partnerships team at Ramp, dedicated to helping CPA firms enhance efficiency, boost revenue, and expand their capacity. With over five years of experience in SaaS sales and partnership development at payroll & finance companies like Gusto, Divvy, and Bill.com he brings a wealth of expertise in working with accounting firms. After most recently living in Colorado, Matt now resides in Illinois and enjoys camping and kayaking in his free time.
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Claim CPE credits
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