Small Business Webinar: “Financial Statements 101: Understanding the Basics for Small Business Success”

April 24, 2023
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Make better financial decisions for your small business by learning how to read and understand the 3 key financial statements: the balance sheet, income statement, and cash flow statement. We walk through how to read each one individually and then examine how all three work together to tell the story of your company’s financial position.

Our Presenter:

Tricia Duncan, CPA

Partner & Director of Operations
Jones & Roth CPAs & Business Advisors

Tricia Duncan has been with Jones & Roth, since 1994. She serves as Director of Operations and works in the Jones & Roth Eugene office. She is a key member of the Business Advisory Services Team and also leads Jones & Roth’s recruiting activities. Tricia is a Certified Public Accountant and Kolbe Certified™ Consultant.

Tricia works proactively with business owners to influence their future business growth — not just analyze its past results. She helps business owners enjoy their businesses and still have a life outside the office. Through the Business Advisory Services group, Tricia assists business owners in strategic planning, including visioning and structuring. She also supports business owners with operational issues, including products and services, marketing and sales, culture issues, human resources, people development, systems and processes and, of course, finance.

Tricia Duncan, CPA
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