Financial Check-up: Optimizing Your SI Business

When:  Jul 28, 2021 from 10:00 to 11:00 (CT)

If you’re looking for ways to boost your bottom line, you won’t want to miss this event. Get a sneak peek at the new CSIA Financial Checkup program, exclusively for SIs looking for affordable ways to optimize their business -- from cash management and tax strategies to KPIs and efficient accounting systems.

You’ll also learn about the key impacts of the Employee Retention Credit and President Biden’s proposed tax plan. Clayton and McKervey’s CPAs and consultants are ready to help systems integrators move through the challenges of growing your business.

There will be ample time for Q&A, so bring your questions!

Know someone who would be interested in attending this session? Invite them!
This session is open to all.

About the Speakers

As the leader of Clayton & McKervey’s industrial automation practice group, Tim Finerty helps closely-held businesses maximize their profitability. He is regularly tapped by associations in the industrial automation and automotive sector to interpret the timely topics that keep owners up at night.

Bryan Powrozek
is a senior manager within the Clayton & McKervey’s industrial automation practice group. He supports the manufacturing and system integration industry through project management for Research & Development Tax Credits and accounting services for domestic and international clients. Bryan is skilled at anticipating and addressing the needs of business owners during all phases of growth.

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