WEBINAR: Financial and Cash Flows Analyses of Financial Statements (and ...

This A&A program looks at both traditional ratio and key performance indicators to be assessed with both financial analyses and cash flow analyses to provide value-added advisory services to small businesses. It also looks at using artificial intelligence (AI) searches to assist clients to build better monitorization of key indicators to identify matters to be addressed more quickly so as to quick “course correct” more successfully. By including analyzing client trial balances, this program would be of great value to practitioners who serve and advise small business, even if there are not formal financial statement engagements involved. The new SSARS #27 carve out helps accountants to greatly enhance digging deeply into the financial results and positions to take a client’s understanding of their business financial status that they never had before! But remember, we must keep the guardrails of AI under strict control, maintaining confidentiality and free from conflicts-of-interest. Jim has over 47 years servicing small businesses/entrepreneurs, individual, non-profit organizations, and estates & trusts. His goal is to serve as a catalyst (ideas and options) and problem-solver - roviding traditional, yet extraordinary, tax, accounting and financial reporting compliance, and non-traditional analysis and ideas, planning, strategic guidance, small business advisory, and GAAP & Tax Basis Accounting (Frameworks and Disclosures) Support along and/or Quality Review services to CPA practitioners to help his clients to (1) define their success and goals, (2) identify the strategic action steps towards building success, and (3) implement the plan to achieve success/meet the goals. Jim's specialties are tax strategies, compliance, preparation, planning & controversy for small business entrepreneurs (federal, state & PA local tax expert), business advisory & strategic planning, financial reporting (Compilation, Review & Attest/agreed-upon procedures), internal accounting (QuickBooks). Individual services: tax preparation and planning, financial planning & compliance, controversy with taxing authorities (eg: IRS, Dept. of Revenue, Philadelphia, local tax collectors), college and retirement planning. If you don't receive a confirmation e-mail after you complete your registration, be sure to check your spam/junk folders.