Determining the type of financial statement includes determining the quality of the financial statement.
Company prepared financial statements include the use of QuickBooks®, which is considered to be a state of the art, top notch software amongst the CPA community, but some commercial lenders feel the opposite. However, it’s not the software they should be concerned about; it’s the person that is preparing the statements that are a bigger concern. In this video our speaker, David L. Osburn, M.B.A., CCRA, reviews the levels of financial statements reporting including company prepared, compiled, reviewed and audit.
Agenda
Faculty
David L. Osburn, M.B.A., CCRA
Osburn & Associates, LLC
- Founder of Osburn & Associates, LLC
- Contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors
- Extensive professional background of over 30 years encompasses 21 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer
- Banking credentials include loan underwriting, loan work-out, management, and business development
- Has been an adjunct college professor for over 30 years including the College of Southern Nevada
- Holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM)
- M.B.A. degree, Utah State University; B.S. degree in finance, Brigham Young University; graduate of the ABA National Commercial Lending School, University of Oklahoma
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