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Company fiscalcheckuplogo

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USING ANALYTICS TO IMPROVE CASH FLOW AND PROFITABILITY FOR BUSINESS

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Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Intermediate
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CPA - small firm
CPA - medium firm
Other
Series: QuickBooks Online
Course Description

Businesses generate financial statements, but have difficulty extracting actionable data from those reports. This webinar will show a process to help identify which areas have the greatest opportunity to improve cash flow and profitability. Although the process can be done manually, this webinar will feature software tools that complete the analysis for the business. Once the historical analysis is complete, attendees will then see how to use the data to forecast future profitability, cash flow, and loan collateral. Stress testing or making changes in the assumptions of the forward looking projections, is a valuable process to determine how simple changes impact the business.

For accountants, the data analysis completed by the process positions the accountant, to come alongside their business clients and focus on helping businesses improve financial performance.

Learning Objectives

  • Evaluate which income statement accounts have the greatest profit opportunity.

  • Evaluate which balance sheet accounts have the greatest cash flow opportunity.

  • Apply the data to forecast profitability, cash flow and bankability

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.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

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.

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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.