Using Your Financial Statements to Survive and Thrive

Understanding Financial Statements

Balance Sheets, Income Statements, and how they work together

  • What are financial statements and why do you need them
  • How to use your balance sheet
  • How to use your income statements
  • How your lender, a buyer, or management view your financial statements
  • Using benchmark information
  • etc...

 

Key Performance Indicators

What are financial KPI's and how they are used

  • Financial performance
  • Short-term liquidity metrics
  • Ratio types and how to use KPI's to make improvements
  • Working capital
  • Composition of current assets
  • Improving operating metrics and fair market value
  • etc...

 

Using KPI's to Improve Operations

Continuation of KPI's and how they are used

  • Using financial statements to understand A/R turnover
  • Using financial statements to understand A/P turnover
  • Operating cycle
  • Liquidity index
  • Net trade cycle


Join us for any, or all, of these informative webinars! 

Details will be e-mailed to the address given on the Registration Form within 10 minutes.  If e-mail is not received, please check your spam folder and if still not available, please contact us.

Each webinar is designed to be 45-60 minutes long.  Participation and questions are encouraged. 

These are a purely educational event with no sales pitch. 

 

Hope you can join us!

Presenters:

 

Cheryl Ganschow, CPA, MAcc

Audit and Assurance Manager, MKW, LLP

Cheryl is an experienced accounting professional with 25 years of expertise in financial reporting and analysis.  She spent 15 years in a Big 4 accounting firm, providing audit and advisory services to large private and public companies.  In the past 10 years, Cheryl has worked with smaller businesses, helping them effectively manage cash flow, make informed financial decisions, and position business for long-term success.  

Robert Hicks

Controller, MKW, LLP

As MKW's Controller, Robert's role includes management of firm accounting, financial reporting and creation and tracking of KPI's.  He is also the manager over the Virtual Accounting Department at MKW.  Robert's experience includes over 20 years of accountancy, controllership and management roles in many different industries. 

Katie Hu, CPA, MAcc

Senior Tax Manager, MKW, LLP

As a seasoned CPA with extensive tax and financial expertise, as well as merger and acquisition experience, Katie brings a comprehensive and strategic approach to helping clients optimize their financial performance and achieve their business goals.