Crunching the Numbers:  Integrating Microsoft Excel, Quickbooks and ProfitCents for Automated Financial Analysis

Recommended CPE: 8 hours
Prerequisites: 
A working knowledge of Excel and Quickbooks

Advanced Preparation: None
Course Overview/Who should attend:
 

 

As a financial professional, you realize your management or your clients don't always understand how to interpret their financial statements. Take this course to learn how to automate financial analysis and provide easy-to-read reports in a matter of minutes! In one day, you'll walk through 4 case studies using Excel 2007, QuickBooks 2008 and one of today’s leading-edge financial analysis tools, ProfitCents.

 

You will analyze historical data and create assumptions to assist with cash flow management, process improvement and budgeting. With just a few keystrokes, learn how you or your client's company compare to others in the industry using real-time industry data for both private and public companies. Discover and use a patented FIND Engine Technology (Financial Information into Narrative Data) to instantly convert raw financial data into narrative Microsoft Word documents!  Not using Excel or QuickBooks for trial balance creation? No problem! ProfitCents integrates with trial balance software from industry leaders like CaseWare, Creative Solutions, and CCH.

 

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