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Essentials of Creating and Analyzing Financial Statements ON DEMAND

Available Until

Your Desk

5.0 Credits

Member Price $145.00

Non-Member Price $167.00

Overview

The task of creating financial statements stands as a cornerstone in the realm of accounting, critical for effective decision-making and financial transparency. Yet, the process, from closing the books to calculating financial ratios, is often fraught with complexities and nuances that can challenge even seasoned professionals. This course addresses these challenges head-on. This course guides you through the entire journey of financial statement preparation, ensuring accuracy and timelines. Steven shares best practices gleaned from his extensive experience, offering a resource you’ll find indispensable in this vital process. By completing this course, you’ll gain not only the technical skills to produce robust financial statements but also the analytical acumen to interpret and apply the data effectively.

Highlights

Closing books. Financial statements. Public company financial reporting. Business ratios. Rationales.

Prerequisites

None.

Designed For

CPAs, CFOs, controllers, financial professionals, and auditors.

Objectives

Identify terminology, core steps, and key parts of the process of closing the books and generating financial statements. Identify the different formats in which the financial statements can be constructed and presented. Recognize the purpose, information needed, and source documents to reference for the different types of financial statements. Recognize the formula requirements of a balanced balance sheet and how to classify asset information.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Steven Bragg, Western CPE

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.

Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).

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Non-Member Price $167.00

Member Price $145.00