CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Business Ratios Guidebook

Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
16 Credits: Finance

Course Description

A typical business churns out an enormous amount of financial and operational information, which can be difficult to sort through to see how a company is performing. Ratios and other measurements can play a valuable role in analyzing this information. In addition, a system of measurements can be used to monitor and control the operations of an organization. This course describes more than 200 ratios and other measurements that can be used to analyze the results, liquidity, and cash flows of a business. General analysis topics include measurements for such areas as performance, liquidity, cash flow, return on investment, and share performance. More specific functional analysis topics include measurements for such areas as cash management, credit and collections, fixed assets, inventory, and product design.

Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  • Recognize the circumstances under which certain measurements should be used.

Chapter 2

  • Note the contents of the various performance measurements and the factors they are intended to compare.

Chapter 3

  • Recognize the components of the cash conversion cycle and the ratios derived from it.

Chapter 4

  • Identify the contents of the free cash flow concept and the measurements related to cash flow.

Chapter 5

  • Cite the situations in which return on investment measurements can be used and the factors they are intended to compare.
  • Recognize the measurements that can be used to reduce the number of unused fixed assets.

Chapter 6

  • Identify the parties using share performance measurements and the future conditions that these measurements can indicate.

Chapter 7

  • Identify the adjustment factor used for deflated growth measures and the situations in which these measurements are used.

Chapter 8

  • Note the key factors to be monitored in a system of constraint management.

Chapter 9

  • Recognize the contents of the cash management measurements and when their results should trigger an investigation.

Chapter 10

  • Identify the behaviors on which credit and collection measurements are intended to focus attention.

Chapter 11

  • Recognize the conditions that can be uncovered through use of customer service measurements.

Chapter 12

  • Identify the situations in which certain facility-related measurements should be used.

Chapter 13

  • Cite the measurements used to examine the ability to pay and the situations in which these measurements can be used.

Chapter 14

  • Identify the situations in which fixed asset measurements can be most gainfully employed and when they are of reduced value.

Chapter 15

  • Identify the types of behaviors that certain human resources measurements can be used to track.

Chapter 16

  • Recognize the effects of using certain inventory measurements.

Chapter 17

  • Note the effects that can skew the outcomes of payroll-related measurements.

Chapter 18

  • Cite the effects of price elasticity on profitability and how elasticity can be altered.

Chapter 19

  • Recognize the measurements that can track the performance level of a production process and the usage of inventory.

Chapter 20

  • Note the measurements that should be used to focus attention on the development of products.

Chapter 21

  • Identify the purchasing measurements most useful for monitoring progress toward supplier certification and reduction as well as the use of procurement cards.

Chapter 22

  • Cite the situations in which certain payables measurements can yield incorrect or skewed results.

Chapter 23

  • Recognize the measurements used to monitor different types of sales and marketing behaviors.

Course Specifics

Course ID
3188011
Revision Date
April 29, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Steven M. Bragg Headshot
Steven M. Bragg, CPA

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with …

Steven M. Bragg, CPA Read More »

Business Ratios Guidebook

Expert Instructors
Format
CPE CREDITS
16 Credits: Finance

$384.00$424.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
16 Credits: Finance

Course Description

A typical business churns out an enormous amount of financial and operational information, which can be difficult to sort through to see how a company is performing. Ratios and other measurements can play a valuable role in analyzing this information. In addition, a system of measurements can be used to monitor and control the operations of an organization. This course describes more than 200 ratios and other measurements that can be used to analyze the results, liquidity, and cash flows of a business. General analysis topics include measurements for such areas as performance, liquidity, cash flow, return on investment, and share performance. More specific functional analysis topics include measurements for such areas as cash management, credit and collections, fixed assets, inventory, and product design.

Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  • Recognize the circumstances under which certain measurements should be used.

Chapter 2

  • Note the contents of the various performance measurements and the factors they are intended to compare.

Chapter 3

  • Recognize the components of the cash conversion cycle and the ratios derived from it.

Chapter 4

  • Identify the contents of the free cash flow concept and the measurements related to cash flow.

Chapter 5

  • Cite the situations in which return on investment measurements can be used and the factors they are intended to compare.
  • Recognize the measurements that can be used to reduce the number of unused fixed assets.

Chapter 6

  • Identify the parties using share performance measurements and the future conditions that these measurements can indicate.

Chapter 7

  • Identify the adjustment factor used for deflated growth measures and the situations in which these measurements are used.

Chapter 8

  • Note the key factors to be monitored in a system of constraint management.

Chapter 9

  • Recognize the contents of the cash management measurements and when their results should trigger an investigation.

Chapter 10

  • Identify the behaviors on which credit and collection measurements are intended to focus attention.

Chapter 11

  • Recognize the conditions that can be uncovered through use of customer service measurements.

Chapter 12

  • Identify the situations in which certain facility-related measurements should be used.

Chapter 13

  • Cite the measurements used to examine the ability to pay and the situations in which these measurements can be used.

Chapter 14

  • Identify the situations in which fixed asset measurements can be most gainfully employed and when they are of reduced value.

Chapter 15

  • Identify the types of behaviors that certain human resources measurements can be used to track.

Chapter 16

  • Recognize the effects of using certain inventory measurements.

Chapter 17

  • Note the effects that can skew the outcomes of payroll-related measurements.

Chapter 18

  • Cite the effects of price elasticity on profitability and how elasticity can be altered.

Chapter 19

  • Recognize the measurements that can track the performance level of a production process and the usage of inventory.

Chapter 20

  • Note the measurements that should be used to focus attention on the development of products.

Chapter 21

  • Identify the purchasing measurements most useful for monitoring progress toward supplier certification and reduction as well as the use of procurement cards.

Chapter 22

  • Cite the situations in which certain payables measurements can yield incorrect or skewed results.

Chapter 23

  • Recognize the measurements used to monitor different types of sales and marketing behaviors.

Course Specifics

Course ID
3188011
Revision Date
April 29, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Steven M. Bragg Headshot
Steven M. Bragg, CPA

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with …

Steven M. Bragg, CPA Read More »

Business Ratios Guidebook

Expert Instructors
Format
CPE CREDITS
16 Credits: Finance

$384.00$424.00

Clear