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Self-Study CPE
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Free cpe webinars
Helping Your Clients Become Finance Ready: Part One
Part 1 of 2
Finance

HELPING YOUR CLIENTS BECOME FINANCE READY: PART ONE

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Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Finance
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Series: Women in Accounting
Course Description

This 2-part course is designed to help CPAs, accountants, and bookkeeping and tax professionals talk to their clients about the fundamentals of cash flow management and building finance-ready financial statements. Many business owners have never been taught these accounting concepts, yet they are expected to be “loan-ready” for their banker/lender. Join this session for Part 1 to learn how to have these important conversations with your clients, thereby strengthening your client relationships. 

Learning Objectives:


  • Define the basics of cash flow management and recognize that cash flow is NOT net profit 

  • Identify how to review financial statement data and key areas that finance partners will look at

  • Determine how to help your clients prepare finance-ready financial statements


See Part 2 of this series here.

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Mariette Martinez

MasterYourBooks Learning Center
IRS Enrolled Agent, Financial/Tax Accountant, Intuit Trainer & Public Speaker
[email protected]
(909) 509-5887

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Mariette is the founder and lead educator at MasterYourBooks Learning Center. 

After two decades of serving as a small business accounting advisor, she is on a mission to deliver action-based learning content so that no business is left behind due to the lack of financial literacy and community support to empower their entrepreneurial dreams and goals.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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MasterYourBooks collaborates with its training partners to provide content in QuickBooks, accounting, taxation, productivity, entrepreneurial empowerment, business planning, financial literacy, and bookkeeping best practices for accounting professionals.