Navigating the path to becoming a publicly traded company is a significant milestone for any organization. As a micro-cap IPO advisor and investor, I’ve witnessed how the success of this transition ...

All publicly traded companies are required to release financial statements quarterly so investors can get a sense of how the business is doing. There are three main financial statements investors ...

What Else Do Financial Records Include? Other than the most common line items found in financial statements, investors can also read the lesser known items, such as the footnotes, which often contain ...

An income statement is a financial document that details the revenue and expenses of a company. Some investors and analysts use income statements to make investing decisions. The income statement, ...

How to Read Financial Statements: A Practical Guide for Understanding Numbers Your email has been sent Learn how to read financial statements with simple tips that help you spot trends, connect ...

When you apply for business funding, lenders and investors want to ensure they won’t lose money on your venture. That’s why bringing detailed financial statements to your pitch meeting is crucial.

More than just paperwork, audited financial reports show that the numbers for your business add up. Knowing what goes into an audited statement and why it matters can help you gain confidence with ...

In the rapidly evolving landscape of financial analysis, using new AI tools is becoming essential for staying ahead of the curve. Copilot, a groundbreaking AI-powered tool from Microsoft powered by ...

IN CERTAIN INSTANCES CPAs SHOULD CONSIDER preparing and reporting on financial statements using an “other comprehensive basis of accounting” (OCBOA). Tax-basis and cash-basis, including ...