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Every business owner needs to be familiar with basic financial reports—income statement, profit and loss, and balance sheet—as well as sales figures and operations metrics. In this workshop, you will learn about these important documents, how to interpret them, and why they matter. | FREE
Speaker: Gordon, W. Ulen, CPA, President, Gordon W. Ulen, CPA PC
Co-sponsored by MA Small Business Development Center and
North Shore Alliance for Economic Development
Gordon Ulen, CPA
Phone: (978) 372-7050
Gordon Ulen, CPA the Owner and Principal of Tax Planning & Preparation and a Registered Representative with United Planners and holds Series 7 and 66 securities licenses. Gordon has a Bachelors degree in Business from UMass Lowell and an MBA from Suffolk University. Gordon has more than 15 years of experience running the financial operations of a wide range of for profit and not for profit companies, in addition to 18 years of tax planning and preparation advisory experience.
Gordon is the Treasurer of the North Shore Technology Council, Inc., an organization dedicated to the promotion of the technology industry on the North Shore. Gordon is also Treasurer of North Shore InnoVentures, Inc., a not for profit company dedicated to helping Bio-Medical and Green Tech and Clean Tech Energy companies get started on the North Shore.
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