Understand and Interpret Financial Statements

On Demand Course

Instructor: Sheri Springer, Haley Bruss

Duration: 1 HR

What You'll Learn

This course will assist internal and external readers of financial statements by gaining an overall understanding of basic financial statements-balance sheet, statement of operations, and statement of cash flows. You will learn how to analyze specific financial statement line items, how the analyses of the balance sheet and operating statement interplay, and calculate and review key ratios to make informed financial decisions.

Agenda

Overview of the Basic Types of Financial Statements
How to Develop and Generate a Consistent Financial Reporting Package
Detailed Analysis of Financial Statement Lines-What the Analysis Is Telling the Reader and How to Utilize to Make Informed Financial Decisions
Review of the Statement of Cash Flows-What Should We Look For and What Is It Telling Us?

*This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

About the Author:

Sheri Springer, Haley Bruss

Sheri Springer, CPA • A principal with SVA Certified Public Accountants providing assurance services (audits, reviews, compilations) and process and procedures reviews • Helps clients establish internal financial reporting procedures and analyses to allow management to make informed financial decisions • Manages and performs audits for owners of projects receiving federal financial assistance from Low-Income Housing Tax Credits and the U.S. Department of Housing and Urban Development (HUD) • Can be contacted at springers@sva.com or 608-826-2531

Haley Bruss, CPA • A supervisor with SVA Certified Public Accountants providing assurance services (audits, reviews, compilations) • Helps privately held companies in the construction, hospitality, and manufacturing industries improve their overall financial reporting processes • Works with the plan sponsors of employee benefit plans to ensure they are compliant and operating in the best interest of the individuals in the plan • Can be contacted at brussh@sva.com or 608-826-2559

On-Demand Course