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How to create & use pro forma statements

Cube Software

These financial modeling tools are one of the most important to help a company prepare for any kind of scenario imaginable and map out a future trajectory. Pro forma statements are financial projections that ask and attempt to answer "what if" questions. That's where pro forma statements come into play.

GAAP 40
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Month-End Close: How to Speed Up the Process

Planful

Prior to bringing in Planful, it took CBIZ up to four hours to create profit and loss statements (P&Ls) and one to two weeks to put these P&Ls into usable financial models that could be packaged for reports in the month-end close. Business services company CBIZ knows this better than most.

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Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

They announced a $640 million loss and ouch. And I realized I wanna work with people who are superb like Richard Sandor, but I also want to work for a company that’s not going to have some kind of financial or legal blow up. But if, if it has a history of not being profitable, you you really want to exclude that.