Understanding Financial Statements & KPIs

This presentation will provide a general overview of key financial reports all business owners should understand, how often they should be reviewing them and ways to customize. These reports include comparative balance sheet, comparative income statement, accounts receivable and payable aging reports, bank reconciliation reports, Work in progress and department profitability reports. We will also touch on benchmarking and a few key ratios to review and lastly, the benefit of using graphs to analyze data.

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Presenter Mandy Bradley has been a partner with Davis & Hodgdon associates since 2015 and in the public accounting industry for over 15 years. Mostly focus her time on individual and corporate taxation. She is a CPA with the Vermont Society of CPAs, member of the American Institute of CPAs and treasurer of the Rutland County Humane Society. A graduate from Castleton State College with a Bachelor degree in accounting and University of Connecticut with a master’s degree in accounting. A Vermont native and continue to live in Rutland county,she spend most of my free time raising two boys and enjoying outdoor activities.