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. Input of data is facilitated by integration with both QuickBooks Online and QuickBooks Desktop. 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.
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
Fiscal Checkup
rogerj@fiscaladvantage.com
(844) 834-7225
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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