"Refreshingly the best presented class taken in years!"
- Robert Harrkon, Garden Grove
Find out why OCBOA is the Financial Statement of choice for today's tax practitioners. Reduce cost - minimize exposure. Jump on the OCBOA bandwagon and save money and time. "Leave GAAP behind".
This seminar examines how to effectively and profitably prepare cash and tax-basis financial statements and how to report when there is a change from the GAAP basis to the OCBOA basis or from OCBOA to GAAP.
Other topics include:
- Preparing personal financial statements for clients
- New client assessment
- Risk evaluation
- Valuing a closely held business
Class discussions emphasize finding new ways to service client needs and managing business risk. Questionnaires are used to present tools for analysis. Through participant interaction and discussion, you’ll discover new ways to provide client services.
