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Bank Services Beyond Loans

Fri, Jun 07, 2024

10:00 am - 11:30 am EST

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Join us for a comprehensive financial webinar where we will explore the intricacies of closing your books and its consequential impact on your creditworthiness. Gain valuable insights differentiating between a tax preparer and a Certified Public Accountant (CPA), and equip yourself with essential knowledge to make informed financial decisions. Throughout this session, expect to:

  • Understand the critical importance of effective book closure practices
  • Explore how your approach to book closure can significantly influence your creditworthiness
  • Differentiate between the roles of a tax preparer and a CPA, discerning which best suits your financial needs
  • Acquire strategies for optimizing financial processes and enhancing fiscal efficiency
  • Receive practical tips for sustaining long-term financial health and stability

Click the flier below and register now

 

 

 

 

MEET THE PRESENTE

Dominick Belfiore
Vice President | Relationship Manager
M&T Bank

Dominick Belfiore currently serves as a Vice President, Relationship Manager for M&T Bank’s Business Banking Division. In this role, he works closely with small- to mid-sized businesses providing them with the tools to grow including access to capital, products to optimize cash flow, and connections to non-financial resources. Before his role at M&T Bank, Dominick has led teams in the non-profit space, federal government, and military – working for the National Contract Management Association (NCMA), U.S. Small Business Administration (SBA), U.S. Army, Department of Defense, and serving on active duty in the U.S. Marine Corps. His approach is collaborative, and he enjoys engaging with the local community and building and developing support ecosystems. While he currently resides in Bergen County with his wife and three children, Dominick is proud to honor the legacy of his late father who was born and raised in Jersey City, by engaging with and serving the community there.