Transcription
Bennie Lewis 0:03
Good morning. Hello, thank you. My name is Bennie Lewis with assurance dimensions and the partner and President. And I'm here again sponsoring our second time for the LSI conference. Thank you for having us back. We're happy to host the lunch on the first day in the golf outing for tomorrow. And we're excited to see the companies that we're working with here, get the fundraising that they need to continue their important research. And it's going to be my pleasure to introduce a group of companies here shortly to you. So I'm just going to tell you a little bit about our firm first to get things started. So who is Assurance Dimensions were a group of CPAs and chartered accountants that specialize in annual audits for financial statements. for end users, about three quarters of our staff and team are in the United States and the rest are abroad. And we have experts in several different industries and a key focus. Of course, in the med tech space, we service over 400 clients annually. And we work with both pre zero revenue organizations and those up to a billion dollars in revenue. We can work with companies who are individual companies, those that have multiple subsidiaries, and the consolidated reports, as well as we've worked directly with the private equity groups who may have a portfolio of companies also. We focus our business and have grown our firm through three strategic initiatives and pillars. The first being client service, of course, the main driver of our growth, the last 14 years has been just client referrals and doing good work. So for us, the big part of that is the focus on communication and clear direction with our clients, giving them the feedback they need during the audit before the audit after the audit, on how to plan prepare, and doing that through whether it's emails, phone calls, teams, meetings, what have you, we want to keep the information flowing so that you as users or you as the company are getting the right advice that you need to be able to complete your audit and move forward with your fundraising activities. We focus on all the latest continued education, give our teams the expert research tools that they need to do their job. And then we have a wide range of experts and things of complicated accounting and reporting measurements of equity, revenue valuation and beyond. A big driver of our firm and what makes us unique is that we're a fixed fee firm as well. So we quote a price for your engagement. And that's the fee that you pay. There's no extra billings, no surprises that go on top of the fee. That's, that's there that we've quoted for you. And we view especially that first year, and we're learning about you, right, we're we're learning to understand what your business does, what kind of tech are you developing, to say, hey, we're investing our time and effort in you. And we want to make sure we understand and do this effectively for you. Finally, the big pillar for us is, of course, experienced staff, all of our teams management PwC, EY, KPMG, BDO, grant. People who are there and we don't want to treat your engagement, like we're training, you're having to train our staff, you know, that's our job is to make sure you're getting expert advice and auditors who aren't going to just add and you know, have to have all these simple questions answered constantly that they should already know. So for us that that has led to a lot of continued work with our clients over the years. And so for us, you know, our focus in the Research and Education Foundation's, in our experience and working internally with groups such as I have, and my partner here, Batool, who's with me, who's our SEC expert for your filing needs, we can service and provide anything you need. If you would like to stop by and see us at our booth, we can give you more information about working with you whether you're again pre revenue or you're generating revenue at this point as a company or as an investor. If you have a portfolio of companies that you just need the confidence in to review those financial statements and make those investments. We can certainly help you out there. So I'm going to now transition into starting the introductions for the companies
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