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Keeping Small Businesses Healthy: Finance & Accounting
February 24 @ 4:00 pm - 6:00 pm
Running a small business can be a challenge, particularly when it comes to finances. If you’ve got questions about how to review your numbers, how to prepare your taxes on your own, or want to know how to best vet a consultant who can do the work for you, we’re here to help.Join the WTIA and a panel of finance experts for an interactive workshop designed to give tech startups and small businesses the practical tips and tricks you need to strengthen your business.
Each finance expert will lead a small group in a 20-minute discussion addressing specific finance and accounting challenges. Attendees will get to participate in two topics. Topics will be determined by surveyed registrants and they may include:
• How to prepare for your audit
• How to apply for loans
• Tips for designing a financial forecast
• State and local tax tips
• Business Entity tax tips
• Taxation strategies for small businesses
• How to choose a business banker
Rachel A. Le Mieux, CPA, CMI is a State & Local Tax Partner at Peterson Sullivan. Rachel has been practicing in state and local taxes since 1985. She is a certified public accountant and a certified member of the institute (CMI) for professionals in state and local taxation. She consults with clients in a broad range of industries on state and local tax issues involving sales and use taxes, gross receipts taxes, income taxes, and other miscellaneous taxes. Prior to joining Peterson Sullivan, Rachel was the partner in charge of the Seattle office of a worldwide tax consulting firm. Early in her career, she worked for over 10 years at the Washington State Department of Revenue as a legislation and policy specialist.
Jason Meersman, Sr. Audit Associate at Sweeney Conrad, one of the largest locally owned CPA firms in the Puget Sound area, built on the foundation of “people first” since 1980. Jason provides audit, accounting, and financial advisory services to closely held businesses and their owners. He serves clients in a multitude of industries including manufacturing, technology, start-up organizations, commercial printing, recycling/composting, nonprofit organizations, and employee benefit plans. Jason currently serves on the board of directors as treasurer for the Puget Sound American Marketing Association, the professional organization that provides education and networking opportunities for marketing professionals in the Puget Sound area. Jason earned his bachelor of arts in accounting and masters in accounting from Washington State University in Pullman, Washington
Geir Hansen, Managing Director with a specific focus on emerging technology companies in Silicon Valley Bank’s Seattle office. Geir has been a commercial banker since 1993 and joined Silicon Valley Bank in 1996. Prior to his banking career, he spent five years as a securities analyst with a Seattle-based investment firm. Hansen has in the past volunteered his time on the Alliance of Angel’s Screening Committee and the board of the Northwest Entrepreneur Network. He also served as the Secretary of the Northwest Chapter of The MIT Enterprise Forum and Vice Chair of the chapter’s MIT Venture Lab. Geir earned a Bachelor Business Administration degree from Pacific Lutheran University in Tacoma, Washington, and holds a Master’s Degree in Business Administration from the University of Washington in Seattle, Washington.
Mike Monroe, CPA/ABV, CMAP, is the Executive Director of the WTIA Employee Benefits Trust. Mike has a deep, varied and successful track record of establishing excellence in small and mid-size organizations. Prior to the WTIA, he held executive leadership roles at the Seattle Storm and Ql2 Software. Mike started his career in public accounting, working as an auditor and valuation consultant for PriceWaterhouse Coopers and Clark Nuber, where he specialized in technology, insurance, professional service, and entertainment industry verticals. He is an active CPA and holds two business valuation credentials.