Looking Back + Looking Forward

What’s been going on the past four months, you ask? So much…

So much has happened over the last 4 months, it’s making my head spin.  We hosted 7 events: three focused on PPP, two on financial statements, and two office hours – all virtual, and we’ve got two more on the books:  Innovate New Albany Office Hours with our own Lisa Messner and a Talent and Human Resources webinar with Molly Eyerman of Vivo Growth Partners.  We’ve helped our clients secure funding to continue their operations and modeled more cashflows and growth scenarios than we can count.  And the good news is that, through it all, our resilient entrepreneurs are finding a way and our client base is growing.  

We are thankful for the opportunity to serve startups in Columbus, Cincinnati and Cleveland, Mt. Vernon, New Albany, Dayton and Medina, and to partner with great entrepreneurial organizations like Innovate New Albany, the Delaware Entrepreneurial Center, Clarus R+D and 614Startups.

And what about our amazing team?  Rosie joined us full-time in March, and in April, Lisa joined the team and Annie celebrated her 1-year anniversary.  I’m so glad to be working with this amazing group of fun-loving finance and accounting professionals.  

I’m pleased to announce that in September we are launching a new service line:  Fund Administration Services.  We believe that small funds create big impact. Focused on funds with less than $50M in assets under management and registered investment advisors with multiple special purpose investment vehicles, we’ll manage your back office just like a big fund, without the big price tag.  Reach out to Lisa to learn more about how we can help you get your fund back office right, right from the start!

- Michelle