Crash Course in Business Financial Planning: Helping Your Clients Help You (Completed)

Date: Monday, May 11, 2009
Instructor: Harvey A. Goldstein
Begin Time:  10:00am Pacific Time
11:00am Mountain Time
12:00pm Central Time
1:00pm Eastern Time
CPE Credit:  2 hours for CPAs

This webcast will provide a basic introduction on how to provide your client a comprehensive financial plan to help them make it through these difficult times. You will discuss what to include in a client financial plan. How to develop a cash flow forecast without the need of a complicated spreadsheet. No formulas, no model building. We’ll discuss how to meet with your client regularly and increase your revenue by being proactive in the relationship.

Who Should Attend
Practitioners at all levels regardless of practice concentration, who would like an overview of the area of prospective financial statements. Additionally, CPAs in industry who require a current knowledge to effectively interact with their accounting professional.

Topics Covered

  • What should be included in a client financial plan
  • How to speed up A/R collections
  • How to monitor the plan on a regular basis
  • Developing assumptions
  • How to get started

Learning Objectives

  • Understand the fundamental concepts of preparing a client business plan and prospective financial statements


Instructional Method
Group: Internet-based

NASBA Field of Study
Finance (2 hours)

Program Prerequisites

Advance Preparation

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