April 25, 2025

Webinar

8 CPE

Webinar (CPA Crossings): Walter Haig's Business Financial Health Checkup 🗓️

April 25, 2025
Webinar
8 CPE

Webinar (CPA Crossings): Walter Haig's Business Financial Health Checkup 🗓️

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    Instructor

    Walter
    Haig

    View Bio

    Walter Haig

    Bio

    Walter J. Haig II, CPA, owns his own CPA firm in Creston, Wash. He has extensive experience in auditing, accounting and advisory services and family-owned businesses. He is also a highly regarded consultant in cases involving accountant's malpractice. Walter lectures nationally in the areas of auditing, accounting, compilation and review services, personal financial statements, forecasts and projections and personal financial planning. His skills as an instructor have won him the American Institute of CPAs (AICPA) "Outstanding Discussion Leader Award" five times and the Washington Society of CPAs (WSCPA) "Highest Rated Instructor Award" six times. The WSCPA "Discussion Leader of the Year Award" was named in his honor in 1990. Walter is the author of 10 highly rated continuing professional education courses that are being utilized on a national basis. He has served on various AICPA and WSCPA task forces and committees in the areas of auditing, personal financial planning and continuing education.

🗓️ View additional dates for this course

This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools to help ensure the future success of a business. Practical guidance for the effective use of benchmarking and analytical procedure is also provided. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation you will be able to...

  • Identify common profitability key factors
  • Recognize common "management" financial statements
  • Analyze common internal controls utilized by non-public businesses

Major Topics

The major topics that will be covered in this class include:

  • How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity
  • How to use analytical procedures to identify misstatements in financial information
  • Techniques for developing a "workable" business plan
  • Recasting GAAP financial statements into powerful management tools
  • Developing and using benchmarks to identify profitability problems
  • Identifying profitability key factors
  • The relationship of internal controls and the health of an entity
  • Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses
  • How to create "goal" statements that achieve results

CPE Credits Available

8 CPE
8
Accounting

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Business and Industry

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

This course is designed for practitioners who have the responsibility of analyzing the financial condition and organizational health of closely held companies.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 239 239
    Join

  • COCPA Non-Member

    $ 311 311
    Your Price

Please login to register.