Updates and Application Preparation Regarding PPP Loan Forgiveness

Updates and Application Preparation Regarding PPP Loan Forgiveness

Summary:

Join TRICOM and UHY Advisors for our October Industry Insider webinar series as they provide the most current updates regarding the SBA guidance as you prepare to file your Paycheck Protection Program application for forgiveness. The presenters will cover audit procedures, safe harbor elections, and the documentation required for the application process.

About the presenters:

About Gerald J. Grady, JR.:
Jerry has acquired a wealth of knowledge throughout his nearly 35 years in public accounting. He is a leading member of the firm’s National Management and Technology Consulting Services Group as well as a member of the National International Financial Reporting Standards Committee. Jerry is also the chairperson for the firm’s National Staffing Practice.

PROFESSIONAL EXPERIENCE:
  • Leader in assisting with all required IT control and risk assessments
  • Manages a team of professionals for IFRS engagements
  • Performs partner reviews on audited, reviewed or compiled financial statements for private companies
  • Provides financial and business consulting services to optimize opportunities for growth and profitability
  • Implemented the ProfitCents Tool, which is used to analyze a company’s financial ratios against its peers to assist in determining a company’s strengths and weaknesses
  • Implemented Technology tools utilized by the Attest teams to improve efficiency and quality of all attest services
  • Manages a team of professionals devoted to providing financial, tax and business consulting services
  • Helps companies identify tax savings, improve operating efficiencies and increase profits
  • Assists clients with corporate growth and business management strategies


BACKGROUND:

  • Licensed CPA in the states of Michigan, Florida and New Jersey
  • Certified Information Technology Professional (CITP)
  • Joined the firm in 1985
  • B.S. in Accounting Information Systems, Eastern Michigan University
About Ali Baydoun:
Ali Baydoun is a lead member of the Enterprise Business Services team and has experience providing advisory, tax, and attest services for middle‐market clients. Ali specializes in manufacturing, software and printing
industries.

PROFESSIONAL EXPERIENCE:
  • Provides audit, review, compilation, tax and advisory services for clients in the middle market
  • Performs financial reporting, industry specific tax services, financial forecasting and other related services


BACKGROUND:

  • Licensed CPA in the state of Michigan
  • B.S. in Accounting, University of Michigan‐Dearborn
About Steven Pinsky:
Steve has over 20 years of consulting experience guiding companies in both the private and public sectors through transition periods. He has worked with a variety of industries on everything from strategic planning to process improvements to M&A due diligence and integration. Steve specializes in middle market companies, especially those who are fast-growing or looking to improve operations preceding a potential exit.

PROFESSIONAL EXPERIENCE:
  • Experience aiding companies seize and capitalize on high-growth in organic situations. Situations may include start-ups, major revenue growth, interim management, and FP&A and modeling
  • Provides financial and operational due diligence during M&A events, and advises on interim management
  • Aids companies in turnaround and financially-distressed situations, and creates a strategy to address interim needs
  • Maximizes valuation for exiting companies in both sale preparation and coordination; including comprehensive data room preparation
  • Proven record in strategic restructuring and enhancing of business operations by implementing efficient reporting and management structures
  • Strong communication and client relationship skills


BACKGROUND:

  • MBA, The Wharton School, University of Pennsylvania
  • Bachelor of Mechanical Engineering, Georgia Institute of Technology

About UHY LLP:

A licensed CPA firm, UHY LLP offers audit, other attest services, tax, and business consulting services, to a variety of business from the dynamic middle-market.  Our staffing industry professionals has been providing professional accounting, tax and business advisory services around the country for over 25 years. We recognize that staffing organizations require their advisors to add value by understanding their business and the ever-changing regulations that surround their industry. With our national reputation and years of experience, we have the capabilities to serve staffing companies with distinction through the support of our National Staffing Practice. Our staffing team, led out of Michigan, identifies and addresses new industry trends, accounting requirements and regulations to ensure our clients’ future success. Our deep industry knowledge allows us to anticipate and respond to the needs of your business by providing solutions that give you a competitive advantage. Members of our firm’s National Staffing Practice are actively involved in various temporary employment services organizations around the country including ASA, SIA, OSSA, NYSA, NCASP, CSA, and MKSSA.

About TRICOM:

As a financial solutions provider to the staffing and consulting industry, it is our philosophy to be an active member in the staffing industry by staying abreast of the ever-changing market place. For that reason, TRICOM was pleased to launch the Industry Insider webinar series designed to share our expert knowledge and resources with our fellow staffing industry colleagues. One of our core values is to build relationships and become a leading resource to staffing and consulting firms nationwide.


 

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