CPA Continuing Education Class: OCBOA Case Studies

Explore compliance with the preparation, presentation, disclosure and reporting nuances of cash- and tax-basis financial statements. The AICPA FRF for SMEs will also be discussed. Practitioners that seek to use the Other Comprehensive Basis of Accounting (OCBOA) financial statement presentations as Generally Accepted Accounting Principles (GAAP) will increase complexity and the cost of compliance. Understanding…

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CPA Continuing Education Class: Key Ratio Analysis 4201416E

CPAs, bankers, CFOs, controllers, financial analysts, credit underwriters and other financial professionals use financial ratios, but fail to leverage them for maximum effectiveness. We’ll show you how. Understand a five-step key financial ratio analysis model; liquidity, activity, leverage, operating performance and cash flow analysis; that will clarify and unify this often confusing subject. Explore the…

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Characteristics of a Serious Business Buyer

Selling a business is very complicated transaction, and there are far more complexities involved with a transaction like this than something like residential property, for example. For business sellers, the process requires a lot of patience as you prepare for the sale and deal with prospective buyers. Few things try the patience of business owners…

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Leveraging Technology to Strengthen the Marketing and Sales Process

We live in an increasingly digitized society, and this trend has been accelerated in the wake of the Covid-19 outbreak. Online shopping is destroying traditional shopping malls, and in-person interactions are being replaced by virtual “contactless” gatherings. All of this has been enabled by rapidly advancing technologies that have revolutionized the way we do business…

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CPA Continuing Education Class: Clarifying Risk Assessment

Recognize the impact of AICPA’s Clarity Project for audits. Determine the impact on your practice. Identify additional procedural changes requiring firm implementation. With peer review results in and more than a few years’ worth of experience under the profession’s collective belt, it’s time to fine-tune implementation of the risk assessment standards; designed to eliminate the…

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