Using Your Financial Statements to Survive and Thrive

Join us for any, or all, of these informative webinars! Each one is a purely educational event with no sales pitch.

Understanding Financial Statements

Balance Sheets, Income Statements, and making better business decisions

What are financial statements and why does your company need them
How to use your balance sheet
How to use your income statement
How does your lender, a buyer, or management team use your financial statements
Why is benchmark information valuable

TBD

Key Performance Indicators (KPIs)

What are financial KPI's and why are they useful

Improving financial performance
Short-term liquidity metrics
Other financial ratios and using your KPI's
Managing your working capital
How KPI's can increase your fair market value

TBD

Using KPI's to Improve Operations

Continuation of KPI's and using them as a competative advantage

Turnover metrics
Finding free cash
Operating cycle
Liquidity index
Using KPI's for strategic positioning

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.