Transform complex financial data into clear business insights. Learn practical analysis techniques that CPAs and financial professionals use every day to evaluate company performance and make informed decisions.
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Stop struggling with spreadsheets full of numbers that don't tell a story. Our approach teaches you to spot the warning signs, identify growth opportunities, and communicate findings clearly.
You'll work with actual company statements from different industries – retail, manufacturing, tech startups. Each one presents unique challenges that mirror what you'll encounter in practice.
By fall 2025, you'll confidently analyze any financial statement and present your findings to stakeholders who need actionable insights, not just number-crunching.
Most people learn financial ratios in school but struggle to apply them meaningfully. We bridge that gap with context-driven analysis that reveals what's actually happening inside a business.
Our instructors have analyzed statements for companies ranging from corner shops to multinational corporations. They share real examples of analysis that prevented bad investments and identified hidden gems.
Start with statement structure and accounting principles. We cover the basics quickly because most students already know them – then move into practical application with real company data.
Learn to spot trends, seasonal variations, and anomalies across different statement periods. This is where numbers start telling stories about business operations and management decisions.
Analyze statements from retail, manufacturing, and service companies. Each industry has unique characteristics that affect how you interpret financial data and assess performance.
Create analysis reports and presentations that communicate findings effectively. Practice explaining complex financial concepts to stakeholders who need clear, actionable recommendations.
I've spent fifteen years analyzing financial statements for investment decisions, credit assessments, and business valuations. The difference between good and great analysis isn't just technical skill – it's knowing what questions to ask and where to look for answers.
Sarah has analyzed statements for companies in over twenty industries, from tech startups seeking funding to established manufacturers planning expansions. She teaches the practical techniques that experienced analysts use to quickly identify key insights and potential problems.