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How to Perform a Business Financial Health Checkup

  • 07/19/2021
  • 8:00 AM - 3:00 PM
  • Webinar - CPA Crossings


Registration is closed

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. This course also provides practical guidance for the effective use of benchmarking and analytical procedures.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives:

  • Responsibly analyze the financial condition and organizational health of closely held companies
  • Confidently develop business plans
  • Address weakness in internal controls
Program Content:
  • The importance of managing the “control environment” of an entity to be successful and determining the state of the “control environment” of an entity
  • How to create "goal" statements that achieve results
  • How to use analytical procedures to identify misstatements in financial information
  • How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity
  • Techniques for developing a “workable” business plan
  • Recasting GAAP financial statements into powerful management tools
  • Developing and using benchmarks 
  • Identifying profitability key factors
  • The relationship of internal controls and the health of an entity plus common weaknesses in internal controls using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses

Designed for: CPAs, EAs, or other tax professionals

Level: Intermediate

Instructor: Walter J. Haig

Developer: Walter J. Haig

CPE Credits: 8

Area of Study: Accounting (4) & Auditing (4)

Prerequisite: None

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