“How To” Skills and Knowledge That Will Move the Needle
Financial Planning & Analysis
Our Financial Planning & Analysis content is targeted to helping professionals that are responsible for organizational finance activities that include forecasting, budgeting, model building, forecasting and performance analysis. This is with a focus on collaborating with senior management, department heads, and others.
What Your Business Plan My Be Missing
Gaining a Competitive Advantage — Secret Revealed
Do Not Let Cost of Goods Sink Your Exit Plan
7 Steps to Improved Professional Services Profitability
Use ROE to Look Under the Hood and Super Charge Your Business
9 Steps to Generate Insightful Gross Margin Bridge Using Excel
Financial Reporting
Financial Reporting expertise includes the generation of profit and loss statements, balance sheets and statements of cash flow. In addition to the basics, it also include analysis of performance using financial ratios, metrics and benchmarks. Along with compliance to GAAP requirements, there is also a focus on identifying trends and efficiently disseminating information.
Leveraging Financial Reporting — a Hidden Asset
8 Steps to Building a Dashboard That Will Drive Action
How to Create CSV Data From Fishbowl Standard Reports
The Value of Business Benchmarking Your Company
How to Turn Your Financial Reporting Into Actionable Intelligence
Data Analytics
The use of Data Analytics provides the tools needed to extract meaningful insights from large and frequently disparate data sources. Delivering on these insights require skill utilizing statistical techniques that are typically reside in databases and ERP systems. Accessing data in these systems requires experience working with SQL and other computer languages.
The Value of KPIs — A Story From The Trenches
6 Reasons Why Your Business Needs Business Intelligence
Leveraging Your QuickBooks Data Using ODBC
How a Data Warehouse Can Leverage an Accounting Calendar
Designing Master and Transactional Tables for a Data Warehouse
Empowering Your Sales Team: Business Analytics Strategies for Success
Build a Versatile Accounting Calendar for Your Data Warehouse
Inventory Management
Effectively managing inventory is an imperative for any manufacturer or distributor given that it is, more than likely, the largest asset on the balance sheet. This requires personnel that understand reorder points, lead times, cycle counting, lot tracking, lean principles and many other specialized skills required to maintain customer service levels and minimize back orders.
How to Improve Inventory Turnover Using Days Inventory On Hand (DIOH)
5 Steps to Improved Inventory Accuracy Using Cycle Counting
Boost Inventory ROI and Service With Smart Strategy Leveraging Our OptiStock Simulator Excel Model
General Accounting
General Accountants need to have a deep understanding of financial accounting, especially as it applies to maintaining GAAP compliant financial statements. This requires knowledge of advanced accounting, taxation, auditing combined with analytical skills, much of which is applied through Excel skills.
How to Get a Bank Loan – the 5 C’s of Credit
Six Reasons for Diligently Closing the Books
Smart Considerations For Configuring an Accounting System
How to Compute Days Sales Outstanding (DSO) and Improve Cash Flow
How to Compute Days Payable Outstanding (DPO) and Improve Cash Flow
How to Compute The Cash Conversion Cycle to Better Manager Working Capital
Cost Accounting
Proficient Cost Accountants exhibit both a good grasp of general accounting along with superior analytical skills in the areas for budgeting, planning, variance analysis and cost estimating. Along with a deep understanding of ERP systems, they can delivery very valuable insights to an organization drive actionable intelligence.
How to Compute Earned Hours and Direct Labor for Standard Costing Plan
How Compute an Overhead Rate for Standard Costing & Utilize Variances
How to Create Direct Labor Rates For Costing
How to Create a Profit and Loss Statement for a Manufacturing Business
Ignite Profitability By Adding Labor and Overhead to QuickBooks BOMs