Friday Dec 6 | 9:00-11:30AM 

Meet 1-on-1 w/ the Experts you need –
100% VIRTUAL Format

Innovate New Albany created Expert 😎 Office Hours to make it easy for business owners & aspiring entrepreneurs to get the answers they need.

Please set all your appointments by 12 Noon, Thurs 12/5/24.

We will end registrations at Noon, so our Experts can plan their Friday schedules.

STEPS

1. Review our roster of Experts, below
2. Click on the link below the Expert’s name to schedule an appointment
3. Make individual appointments w/ the experts you need – just ONE – or, up to a maximum of FIVE
4. You’ll receive an email & a calendar invitation – w/ a Zoom link for each appointment
5. Thurs Dec. 5: at time of each appointment, click on Zoom link to meet w/ your selected Expert

NOTES

1. For most of you, a personal computer will be the best means to access your Expert meetings via Zoom; no need to download software

2. Questions? Email Neil Collins at “neil@InnovateNewAlbany.org”

 

Schedule up to six 30-minute meeting(s) below:

Roberto Tosti | Porter Wright Morris & Arthur LLP
Tax, Fund Formation

Roberto is an associate in the firm’s Corporate Department serving clients in the areas of tax and securities. He focuses his practice on U.S. federal income taxation, including corporate taxation, partnership taxation, and the taxation of international transactions.

Great questions for Roberto: 

• How do I legally raise capital, and what does that process look like?
• What kind of entity should I form for my new venture?
• What corporate governance documents do I need for my business and how will they protect me?

Click here to schedule 30 minutes with Roberto.

Brett Rosenstein | Build Accounting
Accounting and Taxes for Startups

With 15 years of experience in the accounting industry, Brett is a highly skilled Certified Public Accountant dedicated to helping tech startups and SaaS businesses navigate the complexities of accounting and taxes.

Brett previously worked for Plante and Moran, a large public accounting firm in downtown Columbus. Having the entrepreneur “bug”, Brett started Build Accounting in 2019. Over the years, Build Accounting has grown to a team of five and today provides tax filing, accounting, and advisory services for tech startups and SaaS business. Build Accounting’s mission is to make the accounting and tax process as easy, simple, and headache-free for founders as possible. Build uses cloud-based accounting systems and current technologies to help founders understand their numbers and make informed decisions that will benefit their company.

During the day, Brett can be found working out of the Innovate New Albany offices. While, in his free time he enjoys running, spending time with his wife and daughter, and trying new pizza places around Columbus. Between 2011 and 2013, he tried 100+ pizza places in the Columbus area.

Great questions for Brett:

• What is the best entity structure for my business?
• What are the tax compliance requirements that I should be aware of?
• What are the bare minimum OR best practice accounting and tax requirements I should be taking to ensure I stay out of trouble with the IRS.
• How can I ensure I am picking up all available deductions for my business?
• What else should I know about that I may not be thinking about when it comes to the accounting and taxes for my business?

Click here schedule 30 minutes with Brett.

Megan Neff | Rev1 Ventures
Venture Development

Megan is a driven professional with a primary focus on guiding Life Sciences entrepreneurs and founding teams from concept to product-market fit, funding and capital plans, business growth strategy, and ultimately scale and exit.

Her experience and vigorous thinking, as well as her strategic development and execution expertise, have enabled success of internal and external stakeholders in the healthcare industry.

She holds a bachelor’s degree, Strategic Communications from The Ohio State University and is pursuing a Master’s in Business Administration with a concentration in Business Ventures and Entrepreneurship from Ohio University.

Great questions for Megan:

• I have an idea for a high-growth startup; can Rev1 help me determine if it’s
  worth pursuing?
• I’ve launched a startup; can Rev1 help me get funding to grow it?
• What other resources does Rev1 offer to help entrepreneurs?
• How does an entrepreneur get started with Rev1?
• I see that Rev1 works in corporate innovation; how can I learn more?
• Can you help me with my Life Science product ideas?

Click here to schedule 30 minutes with Megan.

Lora Brown | Bookkeeping Simplified By Lora
Bookkeeper/Quickbooks Online Pro

Lora Brown has over 25 years experience with QuickBooks and Bookkeeping. She offers professional bookkeeping services anywhere in the United States. Her company is called Bookkeeping Simplified By Lora. She is also a QuickBooks Online Pro Advisor. Lora has a Bachelor of Science from Ohio University.

Bookkeeping Simplified By Lora’s mission is to partner with small business owners and take the stress off of their company by taking care of the financial aspects so they can focus on what is most important – growing their business! Building relationships with clients is extremely important in this industry. She will always have your financial health up to date and accurate.

Great questions for Lora:

• I don’t have time to keep track of my expenses; can you get/keep them organized?
• What range of services does a Bookkeeper provide?
• What’s the best QuickBooks Online (QBO) Subscription for my business?
• What great new features have been added to QBO?
• Can I convert my QuickBooks Desktop version to QBO?
• How do I manually upload bank transactions to QBO if the bank connection is not working?

Click here to schedule 30 minutes with Lora.

Satish Albert | E2 Infosystems
Custom Software & App Development

Satish Albert is Founder & CEO of E2 Infosystems. Satish offers a unique combination of experiences: enterprise software development and practical entrepreneurial a, the latter gained while bootstrapping and then selling his own successful SaaS startup. Satish has an advanced degree in computer science and deep experience leading development teams at premier tech companies including: AT&T, Lucent Technologies (Bell Labs), and Docomo Intertouch.

Satish launched E2 Infosystems to help emerging and scaling companies by engineering software solutions that meet their unique needs.

 

E2 Infosystems has developed software and mobile applications serving:

• SaaS startups
• Healthcare & Assisted Living businesses
• Travel, Manufacturing and Enterprise Legacy Systems

Great questions for Satish:

• How do I turn my idea into a software product or application?
• What factors influence the price of software or app development?
• What are the latest trends or best practices in software/nas/content/live/innovatena development?
• How can I make sure my software or app is built to grow as my business grows?
• What’s a realistic timeline & what milestones can I expect when developing my products?

Click here to schedule 30 minutes with Satish.

 

Please note: If you register and then don’t attend, your time slot will go unfilled, potentially preventing other business owners from accessing the expert advice they need. If you can’t keep your appointment, please email Neil Collins at info@InnovateNewAlbany.org .