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USING ANALYTICS TO IMPROVE CASH FLOW AND PROFITABILITY FOR BUSINESS

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CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course LevelIntermediate
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateJuly 27, 2016
Date OfferedMay 18, 2016
Expiration DateMay 18, 2017
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

Accountants have been coached to offer additional advisory services to their business clients to become Trusted Business Advisors. This webinar will show accountants a process on how to decipher trends, comparing a company’s performance to their own historical performance and to their industry for key balance sheet and income statement accounts. Each opportunity will be monetized so focus can be placed on the greatest opportunities. This process clearly identifies the areas which offer the greatest opportunities to improve cash flow and profitability, allowing the accountant to be a true asset in improving business performance.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Learn how analytics can be useful in making business decisions.

  • How to review past performance and forecast improvement.

  • Learn the basic processes to improve performance for top results.

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Handout Materials
Presentation Slides
Additional Materials
Course Outline
Glossary of Terms
Review Questions
Review Questions
QUESTION 1: 14:36 minutes
QUESTION 2: 16:26 minutes
QUESTION 3: 22:08 minutes
QUESTION 4: 44:24 minutes
QUESTION 5: 48:36 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Linkedin

Roger Jacobi

Fiscal Checkup

rogerj@fiscaladvantage.com
(844) 834-7225

Company fiscalcheckuplogo

Roger Jacobi is CEO of Fiscal Advantage, a software company focused on helping small and medium-sized business extract actionable data from their financial statements. He is a serial entrepreneur who has been involved in numerous start-ups in the past 25 years. Most recently, he led a medical software company from inception to over $10m in revenue while holding the positions of President and CFO. He has an MBA from the University of Michigan in Finance and Marketing and recently taught a class on Entrepreneurship at a local University.

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Company fiscalcheckuplogo
Fiscal Checkup is a web-based software tool that provides businesses with an in-depth fiscal analysis, empowering Trusted Business Advisors to better understand their business clients and offer advisory services. The software generates six customized reports which assist businesses in identifying and implementing key financial strategies to maximize cash flow and profitability.