Walter Haig's Business Financial Health Checkup Webinar

Mar 8
9:00 - 5:00 p.m.


CPE Credits

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


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


PICPA Member: $239
Nonmember: $339

More Information

Course No. WHBUSHC8

Level: Intermediate

Prerequisites: None

This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from with the log-in information.


Walter Haig

W. J. Haig & Company