Bennie Lewis Presents Assurance Dimensions at LSI USA '23

Transcription

Bennie Lewis  0:04  

As I said, I'm the President and partner of Assurance Dimensions, we're so glad to be here hosting and sponsoring again, for our third straight LSI conference. We love seeing our clients here, you know, we have about six or seven that are roaming about and getting to see that they're making progress each year, they're getting the money they need to continue their funding. And this morning, I have the pleasure of introducing a great group of innovators. But please forgive me on any pronounciation some of the medical terms, I'm a lowly CPA, so I'll just kind of do my best there. But in the meantime, they've also given me a few minutes to talk to you about our firm. So I'm gonna go over says surance dimensions real quick. So we're a group of CPAs and Chartered Accountants specializing in annual financial statement audits, we have team members across the US and abroad. We have experts in several industries and about over 500 clients that we service annually. We work with pre revenue to groups that generate up to a billion dollars of revenue each year, we work directly with private equity groups, much like some of you in here, the room today, as well as though some of you I know are remotely checking in. We do have information that we can provide to you on that. But our focus, and we do have a heavy focus in the medtech industry, which is why we're here. We also work with quite a few groups who are in different industries and many shapes and sizes, right? They can be very simple, basic companies or they can have 20, different subsidiaries, complex equity and debt arrangements and things of that nature. The big thing that separates us as a firm one of those pillars is our client service. So we have a focus on communication via calls, emails, Team zoom, whatever we all started using constantly every day since the pandemic hit. And we continually update our team's education, right, we're staying up in the latest guidance, making sure that we understand and add value to your reporting each period. And we can complete all these audits through our two way encrypted server with ShareLink. And we can transfer information securely, and at the same time, have that tread project tracking for your engagements to keep you on time for your deadlines. The other big pillar we operate on is that we're a fixed fee firm. So we don't provide any extra bills, what we quote you at the beginning of what you put on your engagement letter, that's what you pay, we invest in our client relationships, especially in that first year gain understanding of you as a group. So any of the hourly calls are off season or not during the engagement, feel free to reach out to our team, I get calls, texts, emails my team does and we answer them as soon as we can to help you guys get the answers you need to stay focused on your business. We have an experienced staff management at the firm is made up of people from the big top 10 firms, you know, ew or EY PwC, KPMG, Markham VDL and beyond. we staff our engagement with experienced people so that we can deliver on the reporting requirements that are specific to your organization or your portfolio businesses. And we can help you consult with any of the experts in your industries to make sure that you're hitting all the key points that you need for your reporting. Lastly, just a quick overview of who we are. This is me, of course, just giving you a little bit of background on some of our information and basic certifications that we have. We're out of Florida. But as I said, we're across the US. You know, we'd love to talk to you about your pre revenue or your revenue generating business and help you provide confidence in your financial statements. Similarly, if you're an investor or PE firm, we can tell you about our work of portfolio companies that we work with, and the benefits that our timely expertise can provide to you. I also have with me, Julian Sardinas, who's our other partner joining us here today, and our Managing Partner, Matthew McNamara. So you'll see us roaming about involved with some of the things here at our booth or at your booth and meeting different people and talking with our clients. So please stop by say hello to us. If you could pick up a few golf balls, those are going really fast. Those seem to be very popular with the golf outing coming up. So speaking of going fast, we do have quite a few people coming up to speak and they're going to be doing their presentations in nine minute intervals. So with that, I'd like to go ahead and start turning things over.