Universal Keys to Success for SMEs (Small & Medium-Sized Enterprises)

• Workshop Room 2

We have seen it all at Compass CPA, from great success to big failure. From this, we've wrote the book on what to do and what to avoid so that your small to mid-sized company will succeed. From vision to strategies to being a data-driven operating machine, this workshop will provide you key tools, ideas, and elements of a successful business to strive toward.

Presented by:

Casey Haynes from Founder & CEO, Compass CPA PC Headshot Photo at Small Business Expo

Casey Haynes Founder & CEO, Compass CPA PC

As a CFO who is a jack-of-all trades, I am an achievement leader who is a financial guru and agent of change. I help founders, executives, and business owners of all business types take their companies to new levels through detailed and complex modeling, scenario and growth strategy planning, process development, and networking. With my financial expertise, I help companies raise seed and series capital funding rounds, create business plans and financial models, overcome stagnancy, and/or generally strengthen their financial functions.
As a CFO who is a jack-of-all trades, I am an achievement leader who is a financial guru and agent of change. I help founders, executives, and business owners of all business types take their companies to new levels through detailed and complex modeling, scenario and growth strategy planning, process development, and networking. With my financial expertise, I help companies raise seed and series capital funding rounds, create business plans and financial models, overcome stagnancy, and/or generally strengthen their financial functions.
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