Remove blog category Financial Analysis
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Vertical Analysis: What It Is and How It Can Help You

Acterys

In the dynamic world of finance, where strategic decisions shape the course of businesses, mastering vertical analysis can help you simplify your statement, make critical financial decisions, and understand the underlying composition and trends that drive your business’ financial performance. What is vertical analysis?

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How to create effective business expense reports.

Airbase

This blog explores the critical importance of these reports, delving into how they contribute to financial transparency, regulatory compliance, and the overall efficiency of business operations. 4) Categorize your expenses for clear reporting and analysis. Steps to create effective business expense reports.

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Understanding the Difference between Income Statement and Balance Sheet

SMBAccountant

When it comes to financial statements, two key documents play a vital role in providing insights into a company's financial health: the income statement and the balance sheet. While both are important in understanding a company's financial position, they serve different purposes and provide distinct information.

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Stock Up for Success: How to Choose the Right Inventory Planning Solution?

Acterys

In this blog, we will explore the various solutions available for inventory planning and help you choose the best that fits your business needs. These solutions can be useful for small businesses that have limited datasets, product categories, and customer segments. Price analysis across the supply chain. Let’s get started.

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Boost Your Financial Performance: Reports Your FP&A Team Needs

Acterys

To deal with economic and market turbulence, businesses must create well-rounded financial plans and monitor business performance against targets regularly. FP&A teams play a key role in ensuring the financial stability of a business. Here are some examples of financial statements: 1.

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Excel for Small Business Owners

Ronika Khanna CPA,CA

As an accountant and financial consultant , I am often presented with the task of organizing and analysing data into a format that allows for greater insight into my clients businesses. It is particularly useful, as mentioned above, for summarizing your accounting data by category that can then be entered on to the T2125. Or sales rep.

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DOL Reports 2021 Mental Health Parity Enforcement Activity

ThomsonReuters

In 2021, the DOL and CMS closed 82 mental health parity investigations resulting in 15 citations for violations in three categories—quantitative treatment limitations, nonquantitative treatment limitations (NQTLs), and financial requirements. CMS closed four NQTL comparative analysis reviews with no cited violations.

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