Architecting Financial Documents: Crafting Essential Components for Enhanced Presentation and Navigation

Live Webinar Qualifies For

• 2 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
• 2 General Credit of Accounting for Accountant/Bookkeeper/Tax Professionals
• 2 CPD Credit of Accounting for CPA in Canada
• 2 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
• 2 CPE Credit of Accounting for Certified Fraud Examiner (CFE)
• 2 CPE Credit of Accounting for Certified Management Accountants (CMA)
• 2 CPD Credit of Financial Reporting for Accredited in Business Valuation (ABV)
• 2 CPE Credit of Financial accounting for Certified Valuation Analyst (CVA)
• 2 CPE Credit of Financial Reporting for Chartered Global Management Accountants (CGMA)
• 2 CPD Credit of Financial Reporting for Certified Financial Forensics (CFF)
• 2 PL Credit of Accounting for Chartered Financial Analyst (CFA)
• 2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
• 2 CPE Credit of Accounting for Certified Government Financial Manager (CGFM)
• 2 CPD Credit for Chartered Accountant - ICAEW
• 2 CPE Credit of Accounting for Internal Audit Practitioner (IAP)
• 2 CPE Credit of Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
• 2 CE Credit of Financial accounting concepts for Certified FP&A Professional (FP&A)
• 2 CPE Credit of Accounting for Qualification in Internal Audit Leadership (QIAL)
• 2 CPD Credit for Chartered Accountants - Scotland
• 2 CPE Credit of Accounting for Iowa Licensed Public Accountant (IA-LPA)
• 2 PL Credit of Accounting for CIPM
• 2 CPD Credit for Chartered Accountants - Ireland (CAI)
• 2 CPD Credit for CPA - Ireland
• 2 CPE Credit of Accounting for Maine Licensed Public Accountant (ME-LPA)
• 2 CPE Credit of Accounting for Delaware Licensed Public Accountant (DE-LPA)

Self-Study Webinar Qualifies For

• 2 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
• 2 General Credit of Accounting for Accountant/Bookkeeper/Tax Professionals
• 2 CPD Credit of Accounting for CPA in Canada
• 2 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
• 2 CPE Credit of Accounting for Certified Fraud Examiner (CFE)
• 2 CPE Credit of Accounting for Certified Management Accountants (CMA)
• 2 CPE Credit of Financial accounting for Certified Valuation Analyst (CVA)
• 2 CPE Credit of Financial Reporting for Chartered Global Management Accountants (CGMA)
• 2 CPD Credit of Financial Reporting for Certified Financial Forensics (CFF)
• 2 PL Credit of Accounting for Chartered Financial Analyst (CFA)
• 2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
• 2 CPE Credit of Accounting for Certified Government Financial Manager (CGFM)
• 2 CPD Credit for Chartered Accountant - ICAEW
• 2 CPE Credit of Accounting for Internal Audit Practitioner (IAP)
• 2 CPE Credit of Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
• 2 CE Credit of Financial accounting concepts for Certified FP&A Professional (FP&A)
• 2 CPE Credit of Accounting for Qualification in Internal Audit Leadership (QIAL)
• 2 CPD Credit for Chartered Accountants - Scotland
• 2 CPE Credit of Accounting for Iowa Licensed Public Accountant (IA-LPA)
• 2 PL Credit of Accounting for CIPM
• 2 CPD Credit for Chartered Accountants - Ireland (CAI)
• 2 CPD Credit for CPA - Ireland
• 2 CPE Credit of Accounting for Maine Licensed Public Accountant (ME-LPA)
• 2 CPE Credit of Accounting for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Gregory Holzel,

Owner, GT Financials PLLC

Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting. He resides at 15 Red Maple Drive in Etters, PA 17319 and can be contacted at gregory.holzel@outlook.com or 717-608-0368.

Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023. During his studies, he achieved a remarkable GPA of 3.82. Prior to his MBA, he completed a Bachelor's degree in Accounting at Central Penn College in Summerdale, PA, graduating magna cum laude in 2021. Gregory also served as a tutor during his undergraduate studies.

Experience: Gregory has gained valuable experience in the accounting field through various roles. As a Senior Auditor at S.R. Snodgrass, P.C. in King of Prussia, PA from 2021 to 2023, he audited financial statements and provided assurance services for financial institutions and employee benefit plans. His responsibilities included preparing audit work papers, documenting audit tests and findings, and preparing reports for management review. In June 2023, Gregory launched GT Financials PLLC, a company that offers accounting and financial services to small businesses.

Before transitioning into the role of a Senior Auditor, Gregory served as a Senior Staff Accountant at Fleet Repair Solutions in Grantville, PA, from 2018 to 2021. In this position, he conducted detailed financial analysis, prepared financial statements, and played a vital role in budget preparation and month-end closing. Gregory was also responsible for designing, implementing, and maintaining accounting policies, procedures, and controls.

Certification: Gregory Holzel became a Certified Public Accountant (CPA) in 2023, further demonstrating his commitment to professionalism and expertise in the field.

Skills: With a strong background in accounting and finance, Gregory possesses a wide range of skills. His areas of expertise include financial planning and analysis (FP&A), financial reporting, payroll, auditing, budget preparation, variance analysis, and cost accounting. He is proficient in utilizing tools such as QuickBooks desktop and QuickBooks online (QBO), SQL, and Microsoft Office, particularly Excel at an expert level. Additionally, Gregory has experience working with SAP and is familiar with nonprofit accounting, public accounting, and private industry practices.

Gregory Holzel is a dedicated and knowledgeable professional who consistently strives for excellence in the field of accounting. His combination of education, certifications, and practical experience makes him a valuable asset in any accounting or finance role.

Additional Information

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.