Small Business Advisory – Financial Statement Analysis for Strategic Insight
Provider: CeriFi Checkpoint Learning
Accounting
1 CPE Credits
Basic
QAS self study
This course equips accounting and advisory professionals to transform financial data into strategic insight for small business clients. Participants learn how to interpret and integrate balance sheet, income statement, and cash flow information to identify trends, diagnose performance issues, and uncover opportunities that drive profitability and business value. Through practical examples and advisory applications, the course emphasizes communication strategies that translate complex analysis into clear, actionable recommendations. Designed for professionals expanding beyond compliance work, it highlights the advisor's role in guiding informed decision-making and long-term growth.