February 14, 2023


8 Total CPE Credits


Walter Haig's Business Financial Health Checkup

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
  • Techniques for developing a "workable" business plan
  • Recasting GAAP financial statements into powerful management tools
  • Developing and using benchmarks
  • Identifying profitability key factors
  • The relationship of internal controls and the health of an entity plus common weaknesses in internal controls using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses.

CPE Credits Available

Total CPE
Accounting & Auditing

Things to Know About This Course

Course Level

  • Intermediate



Advanced Preparation


Intended Audience

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


CPA Crossings

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    $ 229 229
  • ASCPA Non-Member

    $ 279 279
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