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Financial Access Checklist
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Financial Access Checklist

Share this information with your spouse to assure you each have access to manage important financial tasks independently.

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The Art of Budgeting + Smart Saving Strategies
Learn how to get your finances under control and increase your savings! Hear real-life examples and best practices to secure a successful future.
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Comparing Business Valuation Methods
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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To help you navigate this critical period, we've compiled a comprehensive checklist covering key areas that demand attention after the deal closes. 
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Financial Statements for Nonprofits

July 14, 2021
Financial Statements for Nonprofits

There are a few key financial documents that nonprofits use to generate a snapshot of their overall financial status. Data pulled from these financial statements can be used to calculate basic financial ratios and track individual and company performance. In this seminar, Taylor Kendall and Katie Byrd take participants through the basics of understanding and using financial statements in a nonprofit. In addition, they provide ideas on utilizing the data to better evaluate the organization’s financials and focus on growth.

 

Key Takeaways:

  • Understand and Evaluate Nonprofit Financial Statements

  • Build and Interpret Basic Financial Ratios

  • Decipher Data to Drive Decision Making\

 

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