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Preparing Personal Financial Statements (Currently Unavailable)

Understanding and effectively preparing personal financial statements for your clients is a great way to grow your practice. Receive the basics of preparing these financial statements and information on important professional standards as well as tips and tricks on how to create and manage dynamic, monthly financial statements in Excel.

This course is excluded from the following subscription programs:
Value Pass, Self-Study Package, Webinar Package, Self-Study & Webinar Package, and Firm Package.

$49.00
In this on-demand webcast, Excel expert, David H. Ringstrom, CPA shows you how to create dynamic accounting reports for any month of the year on a single worksheet.
$49.00
CPAs are the first stop for most individuals for tax and financial planning advice. Your client's financial position is often requested by estate planners, creditors, and other advisors. Preparing personal financial statements for your clients on an annual basis can be a great opportunity to grow your practice.
Total: 2 courses (4 CPE hours)

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