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Webinar (CPA Crossings): How to Perform a Business Financial Health Checkup

Description

This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. This course also provides practical guidance for the effective use of benchmarking and analytical procedures.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending the presentation, you will be able to…

  • Responsibly analyze the financial condition and organizational health of closely held companies
  • Confidently develop business plans
  • Address weakness in internal controls
Major Topics

The major topics that will be covered in this class include:

  • The importance of managing the “control environment” of an entity to be successful and determining the state of the “control environment” of an entity
  • How to create “goal” statements that achieve results
  • How to use analytical procedures to identify misstatements in financial information
  • How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity
  • Techniques for developing a “workable” business plan
  • Recasting GAAP financial statements into powerful management tools
  • Developing and using benchmarks 
  • Identifying profitability key factors
  • The relationship of internal controls and the health of an entity plus common weaknesses in internal controls using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses
Provider
CPA Crossings, LLC
Course Level
Intermediate
CPE Field of Study
Accounting
4
Auditing
4
Who Should Attend

CPAs, EAs, or other tax professionals

Instructor(s)
Haig Haig
Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
May 12, 2021
8:00 am - 4:00 pm MDT
Location
Webinar
Total CPE Credits
8
Format
Webinar

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$229.00

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$298.00
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Webinar (CPA Crossings): How to Perform a Business Financial Health Checkup


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