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21 Slides available anytime
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Basic Excel Financial Reporting

 

Understand the knowledge behind the numbers to help you be successful.

Most organizations rely on metrics as tools to power themselves toward better performance. Often times the metrics being provided are complex and not easy to understand. The goal of this presentation is to provide attendees with a practical approach to developing metrics specific to their company and how to interpret the data being presented. We will then review specific reports you can use as tools as you work with your management teams on initiatives to improve a company's performance.

Agenda

Faculty

Theran J. Welsh, CPA

Theran J. Welsh, CPA

Playmaker, LLC

  • Playmaker, LLC
  • Focus is on helping contractors create shareholder value by understanding their cost structure to bid and win profitable work and ensure their tax structure is a model to support a sustainable organization
  • He spends time with contractors to identify options for revenue reporting to reduce tax liability and identify industry-specific tax strategies to reduce tax liability, with the end goal of creating shareholder value
  • His experience will help executives of construction companies identify the key performance measurements to pursue profitable work to sustain their organization

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