Preparing Financial Statements and Analysis

Accountant's Guide To Accounting And Financial Management v4.0

This course is designed for accountants seeking an overview of financial accounting concepts.  Topics include: The Sarbanes-Oxley Act, uses and analysis of financial statements, financial performance and financial forecasting and cash budgeting. The goals of this course are fourfold:

  1. It provides an understanding and working knowledge of the fundamentals of financial decision making and strategy that can be put to practical application in day-to-day jobs of accountants and managers.
  2. It also concentrates on providing a working vocabulary for communication.
  3. It uses examples and illustrations, with emphasis on the practical application of financial concepts, tools, and methodology.
  4. It also includes guidelines, rules of thumb, diagrams, graphs, and tables to aid your comprehension of the subjects discussed.

Learning Objectives:

After completing this course, the course participant should be able to:

  • Identify the objectives of managerial finance.
  • Distinguish between profit maximization and stockholder wealth maximization.
  • Recognize factors that affect the value of a firm.
  • Recognize the role of financial managers.
  • Identify the basic financial statements used by a firm.
  • Recognize how the balance sheet portrays a company's financial position.
  • Identify the components of a statement of cash flows.
  • Recognize how footnote disclosures are used, and requirements for segment reporting.
  • Recognize reporting requirements of the Sarbanes-Oxley 404.
  • Identify which factors are used in evaluating a firm’s stock.
  • Recognize a comprehensive set of financial ratios and how to interpret them.
  • Recognize how ROI can be enhanced by management.
  • Identify the basic components of the Du Pont formula and how it can be used for profit improvement.
  • Recognize steps in projecting financial needs by using the percent-of-sales method.
  • Identify major steps in preparing the master budget.
  • Recognize how the cash budget can be used to more effectively conduct financial management.


Prerequisites/Advanced Preparation:

None

Speaker / Author:

Steve Spafford, MBA, CPA, has over 20 years' experience as a CPA working with large public accounting firms, and in numerous executive roles at multinational public corporations. He is a member of DeltaCPE LLC, a leading publisher of continuing professional education courses for CPAs, and has edited CPA ethics courses provided to over 35 states.

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Price (USD)

Standard: $99.80

Details

Course Code : 99DEL19-v3

Release Date : 05/24/2023
Expire Date : 04/30/2025
Credits :
CPE 4.00
QAS 4.00
Length : 3hr 20min
Course Level : Overview
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Accounting

Theme : Preparing Financial Statements and Analysis

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