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Webinar

Walter Haig's Business Financial Health Checkup

Friday, April 25, 2025
8 a.m.-4 p.m. Central
8 CPE (8 technical)

Course code: 25WX-0326
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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. Practical guidance for the effective use of benchmarking and analytical procedure is also provided. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity
  • How to use analytical procedures to identify misstatements in financial information
  • Techniques for developing a "workable" business plan
  • Recasting GAAP financial statements into powerful management tools
  • Developing and using benchmarks to identify profitability problems
  • Identifying profitability key factors
  • The relationship of internal controls and the health of an entity
  • Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses
  • How to create "goal" statements that achieve results

Learning objectives

  • Identify common profitability key factors
  • Recognize common "management" financial statements
  • Analyze common internal controls utilized by non-public businesses

Who should take this program?

  • Practitioners who have the responsibility of analyzing the financial condition and organizational health of closely held companies.

Pricing

Standard Member Fee $239.00
checkmark Standard Nonmember Fee $239.00
Our records indicate you are a nonmember. If you register, you will be charged $239.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

More program information

Instructor Walter Haig
Location Online
Area
of study
Accounting & audit
Field(s)
of study
Accounting - Technical (8.0)
Level Intermediate
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
Learn more

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