This manual is designed to give you a basic understand of your financial statement and the financial condition of your business.

  • Financial Overview of Business Challenges
    • What are your management roles, goals, and tax issues?
  • Profit Planning and Cash Management
    • How to deal with seasonality.
    • Know your costs of doing business.
  • Balance Sheet Management
    • Financing the growth of your business
  • Dealing with Banks and other Creditors
  • Providing for the Transition to new Management or Sale of Your Business
    • Is this the last piece of your retirement and legacy strategy

Additional information

Exam Price

Member, CSIA-or-NFI-Certified, Non-Member