NEW Complimentary eCourse on Balance Sheet Basics!

We are adding the section on Financial Statement Analysis to Lender's Online Training with a complimentary eCourse on Balance Sheet Basics.

This joins 4 eCourses on General Analysis Topics, 15 on Tax Return Analysis and two additional on lending.

Here is the list. Those with a gold star are complimentary.

Analysis: Financial Statements

Balance Sheet Basics (25:39 minutes)

• Three characteristics of the Balance Sheet
• The difference between personal and business balance sheets
• Three types of 'value' and which the balance sheet tells you
• Complete a basic Balance Sheet
• Balance Sheet Terminology

Income Statement Basics (16:05 minutes)

• How the Income Statement and Balance Sheet fit together
• The income statement equation
• Terminology...which gross is gross?
• How to increase profits

In progress, Statement of Cash Flows Basics, Trends and Ratios, CPA Prepared Statements.

Analysis: General Topics
These topics apply to both tax return and financial statement analysis.

Types of Business Entities (22:58 minutes)

Cash versus Accrual Basis (16:20 minutes)

Debt, Debt Ratios and Debt Shortcuts (15:47 minutes)

Depreciation in Financial Statements and Tax Returns (17:10 minutes)

Analysis of Tax Returns
The topics in this first group apply to 1040, 1065, 1120 and/or 1120S tax returns.

Green Legos, Six Ns and a Map to Tax Return Analysis (16:03 minutes)

Capital Gains and Losses...Basics: Schedule D and Form 4797 (17:19 minutes)

1040 Personal Tax Return

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1040 AGI vs Schedule Analysis Method (07:11 minutes)

1040 C 1) Basics and Overview (14:35 minutes)

1040 C 2) Detailed Review (25:01 minutes)

1040 Schedule F Farming (21:35 minutes)

1065 Partnerships and LLCs

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1065 1) Basics and Overview (17:16 minutes)

1065 2) Company Cashflow (16:24 minutes)

1065 3) Owner Cashflow (19:49 minutes)

1120 C Corporations

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1120 1) Basics and Overview (12:34 minutes)

1120 2) Company Cashflow (20:16 minutes)

1120 3) Owner and Global Cashflow (10:51 minutes)

1120S S Corporations

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1120S 1) Basics and Overview (15:01 minutes)

1120S 2) Company Cashflow (20:10 minutes)

1120S 3) Owner Cashflow (21:20 minutes)

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Lending to...

Lending to Farmers (12:34 minutes)

• Guest author Steve Koehler of NW Farm Credit Services shares insights into how lending to farmers is the same...and different...from other types of commercial lending.

Lending to STRESSED Borrowers (13:27 minutes)

• Any borrower can become a STRESSED borrower. Guest author Jan McLaughlin CSP of Your Communication Connection helps you stay COOL when things heat up.

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If you want access to the subscription courses here is your sign-up page for lender- targeted training at your fingertips.

"The best way to keep your brain on track with the latest updates on business tax return and financials without getting up from your office chair."

Shirley Langford, Loan Officer
Whidbey Island Bank