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Are you ready to immerse yourself in the world of financial forecasting? Our course, "Projected Financials: Crafting and Analyzing Pro Forma Statements," offers a comprehensive learning experience that will equip you with the skills to create and interpret pro forma financial statements. These statements, including the Income Statement, Balance Sheet, and Cash Flow Statement, are essential tools in financial planning and strategy formulation.
Throughout this online webinar, you will delve into the techniques of forecasting revenues, expenses, assets, and liabilities. You'll develop the expertise to project these financial statements, making informed predictions about future financial scenarios. With a strong focus on real-world application, we'll guide you through hands-on exercises, case studies, and expert insights to ensure you can effectively create and analyze pro forma statements.
Major Topics Covered
By the end of this CPE Accounting Course, you'll have the knowledge and skills needed to apply forecasting in budgeting, financial planning, and strategy formulation, making you a valuable asset in various business contexts. Don't miss this opportunity to master the art and science of projecting financial statements - enroll today and chart a path to financial forecasting excellence.
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.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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 through its website: www.NASBARegistry.org.
100 Ratings
Excellent
59
Very Good
33
Average
5
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Terrible
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OM
Apr 24th, 2024
Mr. Holzel has consistently demonstrated competency is accounting presentations for practicing CPA's. His presentation is solid and clear. The projected financial statements are numanced. Zero Based Budgeting is rightfully waved off as taking way too long, but respectfully treated. I really enjoyed the presentation.
TM
Apr 29th, 2024
Really great refresher on how to create pro forma statements and what to be on the look out for.
NY
Feb 14th, 2024
Explained in details and easy to understand. Handout is good and helps a lot on review.
CL
Dec 19th, 2023
Excellent information! Very helpful.
RB
Jan 29th, 2024
Information was well presented!
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