ATV Workshop: Smart Money from the Start - Why Your Startup Needs a CPA Now

Join us for this ATV Workshop, Smart Money from the Start: Why Your Startup Needs a CPA Now As a new startup entrepreneur, you need a Certified Public Accountant (CPA) who acts as a strategic financial partner, not just a tax preparer. Discover reasons to bring in a CPA early to build a solid foundation, protect your cash flow and gain clarity on your business's structure, tax obligations, and financial systems. You'll leave the session able to: • Discover reasons to bring in a CPA early to build a solid foundation • Protect your cash flow • Gain clarity on your business's structure, tax obligations, and financial systems Parking is included in your ticket fee. About the Facilitator: As a seasoned finance executive and CPA, I help companies strengthen their financial infrastructure, improve reporting transparency, and manage change with discipline and clarity. My experience spans early-stage ventures to mature enterprises, with a focus on optimizing finance operations, leading post-deal integration, and building scalable systems that support growth and investor confidence. I’ve led finance functions across sectors including media, technology, and healthcare, establishing core accounting operations, implementing shared services, and supporting executive teams during mergers, acquisitions, and expansion. At TechCXO, I serve as a Fractional CFO and strategic finance partner to companies in transition. With a practical, detail-oriented approach and deep operational expertise, I work closely with leadership teams to deliver actionable insights, align financial strategy with business goals, and ensure the finance function supports long-term value creation.