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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. A pro forma invoice is not a type of pro forma financial statement.

GAAP 40
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What's a Virtual Healthcare CFO?

Adam Kae

Here's a Brief List of (Some) CFO Tasks: Financial Reporting. You should be producing regular reports of your finances. These include Cash Flow Statements, Profit/Loss Statements, and Balance Sheets. It's one thing to have QuickBooks run a report. You went to school to be a doctor, not a sales negotiator!