Twin Cities Startup Week 2021 Twin Cities Startup Week 2021
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Basic Financial Modeling: Create Powerful Budgets, Forecasts, and Projections for Your Startup

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Virtual Presentation Education & Training Entrepreneurship Technology
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Patricia Tatro
Resolve Works, Fractional CFO

Patricia Tatro, CPA, is a Fractional CFO with over 20 years of accounting and finance experience. She holds a Bachelor of Science degree in Accounting from Georgia College and State University. Her previous positions include leadership roles within Fortune 500, startups, and closely-held companies, including General Electric, Pactiv, and Mrs. Smith's Bakeries. She has worked with multiple startups to build accounting and finance operations from the ground up.

Patricia is a driven professional specializing in analysis, planning, and financial modeling. She works closely with her clients to help them understand their financial results, create meaningful projections, set goals, and assist with critical decision-making scenarios. Using her passion for technology, she has supported several system conversions and created automated workflows to increase efficiency and accuracy in accounting records.

The businesses she supports benefit from Patricia's problem-solving and collaborative work style. She enjoys serving as their strategic financial partner and working together to prepare for the future.

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Jillian Mittelmark
Resolve Works, Founder & CEO

Jillian Mittelmark, CPA, is the founder and CEO of Resolve Works, an accounting firm dedicated to empowering entrepreneurs to grow their business.

Jillian and her team work with founders to connect the dots between financial accountability and business traction. Her team specializes in working with business owners that need the expertise of a full-time financial department on a part time basis. Beyond just number crunching, Jillian and her team are passionate about helping business owners shape their accounting function, implement processes, and analyze business performance. She also plays a key role in helping clients identify technology tools, integrate digital platforms, and manage data flow between financial systems.

Throughout her career, she has worked with a diverse array of entrepreneurs, and as an entrepreneur herself has an understanding of the dedication, passion, and commitment unique to business owners.

Excel is a simple yet powerful tool you can use to build a financial model for your company. As you start or grow your business, building a financial model will help validate your business plan, set performance goals, provide critical insight into cash needs, and forecast various scenarios.

We’ll walk you through the process of how to identify and document your modeling assumptions, build drivers, and organize outputs so you can build a functional model to use in your business. Attendees will also receive free access to a downloadable modeling template to use as a starting point.