3.0 CPE One of the important roles of any member of the financial team. Including the controller, may be involvement in the preparation of the company’s financial statements. Even if that responsibility falls within the office of the CFO, the controller and other finance personnel must understand how their transitions recorded impact the financial statements. Financial statements (or financial reports) are formal records of the financial activities and position of a business, person, or other entity.
Relevant financial information is presented in a structured manner and in a form which is easy to understand. They typically include four basic financial statements accompanied by a management discussion and analysis:
- A balance sheet or statement of financial position, reports on a company's assets, liabilities and owners’ equity at a given point in time.
- An income statement may have varying names including: profit and loss report (P&L report), statement of comprehensive income, or statement of revenue & expenses. These report on a company's income, expenses, and profits over a stated period. A profit and loss statement provides information on the operation of the enterprise. These include sales and the various expenses incurred during the stated period.
- A statement of changes in equity or “statement of equity” also called “statement of retained earnings” reports on the changes in equity of the company over a stated period.
- A cash flow statement reports on a company's cash flow, particularly its operating, investing and financing activities over a stated period.
A balance sheet represents a single point in time, where the income statement, the statement of changes in equity, and the cash flow statement each represent activities over a stated period.
For large corporations, these statements may be complex and may include an extensive set of footnotes to the financial statements, management discussion and analysis and supplementary information. The notes typically describe each item on the balance sheet, income statement and cash flow statement in further detail. Notes to financial statements are considered an integral part of the financial statements.
Below courses are currently available on the site:
- The Controllership Series: The Controller Function - Elevating the Role
- The Controllership Series: The Controller Function - Strategic and Annual Planning
- The Controllership Series: The Controller Function - Cash and Investments
- The Controllership Series: The Controller Function - Inventory Process Part 1
- The Controllership Series: The Controller Function - Inventory Process Part 2
- The Controllership Series: Financial Statement Preparation and Presentation
Learning Objectives
- Discover and understand the purpose of the Financial Statement.
- Explore how to prepare a Balance Sheet, Income Statement, statement of Stockholder Equity, and Statement of Cash Flow.
- Discover and understand basic analytic ratios for the Balance Sheet, Income Statement and Statement of Cash Flow.
- Recognize and understand the components of notes to the Financial Statement.
- Identify the need for and uses of supplemental information to the Financial Statement.
Last updated/reviewed: March 10, 2024
Included In Certifications
This course is included in the following Certification Programs:
22 CoursesThe Controllership Series Certification
- The Controllership Series: The Controller Function - Elevating the Role
- The Controllership Series: The Controller Function - Strategic and Annual Planning
- The Controllership Series: The Controllers Role in Financial Forecasting
- The Controllership Series: Future Role of the Controller – Part 1
- The Controllership Series: Future Role of the Controller – Part 2
- The Controllership Series: The Controller Function - Cash and Investments
- ASC 842 Accounting for Leases - Deep Dive
- The Controllership Series: The Controller Function - Inventory Part 1
- The Controllership Series: The Controller Function - Inventory Part 2 - Inventory Valuation, Physical Inventory Methods and Inventory fraud
- The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods
- The Controllership Series: Financial Statement Preparation and Presentation
- The Controllership Series: The Controllers Role in the Procurement Function
- The Controllership Series: The Role of The Controller in ESG
- The Controllership Series: The Controllers Role in Pro Forma Financials
- The Controllership Series: The Controllers Role in Data Analytics and Big Data
- The Controllership Series: Introduction to the Financial Close Process
- The Controllership Series: Managerial Accounting Basics and Cost Principles
- The Controllership Series: Sales, Collections and Customer Credit
- The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty
- The Controllership Series: The Controller’s Skillset
- The Controllership Series: The Controllers Role in Internal Controls
- Tools for The Controllership Series Certificate
217 Reviews (1148 ratings)
Reviews
Anonymous
(Senior Manager of Accounting)
The presenter was clear and concise with her presentation.
Anonymous
(Staff Accountant)
I thought her presenting skills were really good. She was not just reading off the slides but did a good job embellishing what we saw on the slides. The course in general was beginning to intermediary understanding in the financial statements in that I felt like most of it was a review things I already knew but there were some good hidden nuggets o things I have not thought about that I appreciated from the course.
Anonymous
(Anonymous)
Lynn does a wonderful job explaining and giving the viewers a detailed overview of the purpose of the FS, how to prepare a BS, IS, statement of SE, and SCF. The instructor also gives us an overview of the basics of analytic ratios for the BS, IS, and SCF. The components of notes to the FS along with Identifing the need for and uses of supplemental information to the FS is covered. I believe this was a good course
Anonymous
(Manager)
The Controllership Series: Financial Statement Preparation and Presentation course offers a comprehensive dive into the intricate world of financial reporting. With a meticulous focus on accuracy and clarity, this course equips learners with invaluable skills to master preparing and presenting financial statements. It is a must for aspiring financial professionals seeking expertise in controllership.
Anonymous
()
The Controllership Series: Financial Statement Preparation and Presentation The Controllership Series: Financial Statement Preparation and Presentation The Controllership Series: Financial Statement Preparation and Presentation vThe Controllership Series: Financial Statement Preparation and Presentation The Controllership Series: Financial Statement Preparation and Presentation
Anonymous
(VP of Accounting)
Lynn did a good job explaining and Understand the purpose of the FS.
Explore how to prepare a BS, IS, statement of SE, and SCF.
Understand basic analytic ratios for the BS, IS, and SCF.
Understand the components of notes to the FS.
Identify the need for and uses of supplemental information to
the FS.
Anonymous
(Controller)
Course was well laid out and the lecturer was knowledgeable. This was a great course for an overview of financial statements giving the viewer a good basic understanding to build off of. Presenter laid our material in an organized manner that made it easy to follow along and will be useful in real life application.
Anonymous
(Accountant)
I am a huge fan of the courses by Lynn Fountain, but was a little disappointed that this course was very basic for a Controller. I was expecting it to be more advanced based on the course description and reviews. Still, I think Lynn Fountain is an excellent presenter and she still managed to hold my attention.
Anonymous
(Accountant)
I have been enjoying the controller series and really like Lynn Fountain as an instructor. This lesson seems a bit basic for controller level. It covers a lot of things, but is probably best viewed as a refresher if you haven't looked at financial statement preparation in a while.
Cris Rivera
(Director of Finance at Durham Public Schools Foundation)
As a new person in my role but someone who has prepared many financial statements, this was a good and useful CPE. I am always tripped up on the statement of cash flow and need to be reminded of the direct vs indirect methods and which direction the additions and subtractions go.
Lawrence Hirsch
(Controller at Builders design)
Anyone reading this review take note: Lynn Fountain is one of the hardest working contributors on Illumeo. The quality and quantity of her course speak for themselves. Great courses. Great content. Great presentations. Every course is WONDERFUL.
Thank you Lynn,
Larry
Anonymous
(Accountant)
This is a very good course. It helps me to refresh my knowledge about Financial Statement preparation. The course material is well prepared and very informative. I like the Cheat Sheets of all the ratios, they're very well organized, easy to be used as reference.
Anonymous
()
very good overview of the different aspects of the financial statements and what goes into each one. It also touches on the notes to financial statements which is very helpful to understand as this is an importance piece of the financials.
Anonymous
(VP of Finance)
Good course for accountants who aspire to become controllers. The portion on notes to the FS, supplementary information and financial ratios is particularly useful for those preparing FS of publicly traded or regulated companies.
Anonymous
(controller)
very informative and precise summary at a basic level. it goes through each element of the financial statements without going into much detail - gives overview that can be a reminder of the core building blocks of the financials
Bob Perry
(Regional Controller at Novelis)
I have like the controller series and really like Lynn Fountain as an instructor. This lesson covers a lot of things, but is probably best viewed as a refresher if you haven't looked at financial statement preparation in a while.
Mark Eastman
(Accountant at Self)
A very ambitious course with a lot of information within 2 hours. I must admit I got lost in the examples of the cash flow statements. I had to grab a pad and do my own calculations to arrive at the answers in the slide.
Anonymous
(Sr Financial Analyst)
good overview of financial statements, good explanations and analysis; good overview of financial statements, good explanations and analysis; good overview of financial statements, good explanations and analysis;
Anonymous
()
Excellent content. This course really did a good job at getting to the meat and potatoes of the content. The content, context, and multiple modes of representation they provide is highly effective and enjoyable!
Anonymous
()
This course provided a strong overview of financial statements helpful for someone like myself who's experienced as an accountant but isn't entrenched in FS prep day-to-day. Particularly strong around cash flow
Anonymous
()
The course was clear and concise, giving a good overview of the 4 financial statements and the importance of each in describing a company. I also appreciated the information presented on footnotes and ratios.
Adam Schwab
( at Self Employed)
OK Course, should know this stuff off hand. There is a fifty word requirement so I am filling up my words in this box for the requirement. Thank you for taking the time to read this. Have a great day.
Andy Williams
(CFO at Foursight Capital)
great over view of financial statement presentation and accounting. presenter was well informed and stayed engaged through the entire presentation. Length of the presentation also seemed appropriate.
Anonymous
(Finance and Accounting Consultant)
The presenter was very clear explaining concepts and gave examples as she presented making it easier to understand. The slides are also very well organized, and sources of information are helpful.
Anonymous
(Finance Consultant)
This course provides an interesting high level overview of the financial statement preparation process and all the associated elements involved. I particularly liked the ratio material included.
Anonymous
(N/A)
The instructor did an excellent job of explaining the various financial statements and how they are to be prepared and presented. The Statement of Cash Flow cheat sheets were especially helpful.
Anonymous
()
Good review of the financial statements. I appreciated the example in the appendix taking you through preparing a balance sheet, P&L, and a statement of equity. I would like even more of those.
Joe Isaacs
(Unemployed at N/A)
This was a solid review of the required financial statements. Ms. Fountain is a strong trainer with a solid grasp of of the information and a presentation style that makes the subject easy.
Anonymous
(Director)
This course is excellent. Provided clear overview of the financial statements and best practices for these. The session is great for anyone looking to sharpen their FS reporting skills.
Kevin Murray
(Business Partner - Strategic Projects at The Wesson Group)
This course takes a detailed look at the different financial statements and financial ratios. It's an excellent summary of all items important to an organization's financial reports.
Anonymous
()
It is important to know the makeup of a basic financial statement. I think it was useful to present such information primarily based on a public company example. Endless footnotes!
Anonymous
(Private Equity Accountant)
Course was very informative and helped give me a better understanding of the financial statements. I would recommend this course to others. The slide show PDF was useful as well.
Anonymous
(Finance Manager)
The course was well structured and easy to follow. The examples were clear and well presented. An actual example for preparation of all financial statements was explained
Anonymous
()
This is a great overview and refresher for financial statement preparation. The commentary on the Statement of Cash Flows was very good. All can benefit from the class.
Anonymous
(Senior GL Accountant)
The materials in this course cover the basics of financial statements which was easy to follow. The instructor covered all concepts with good examples that were helpful.
Anonymous
(Director of Accounting)
Good overview with helpful content to refer back to. Anyone who has several years of experience will already know most of the information, but always helpful to review.
Anonymous
()
Great high level overview of financial reporting & the breakdown of the respective statements / footnotes / etc. Simplified approach makes for a nice refresher course.
Anonymous
(CSR)
Great course to give an overview on financial statement preparation and the purpose of the different statements. I really appreciate the summary of financial ratios.
Anonymous
()
Great course with a lot of good information. In particular, I found the cash flow statement "cheat sheet" and financial statement ratios provided to be quite helpful.
Anonymous
()
It could be a bit hard to follow, but a great walk through of the cash flow statement and what all makes it up and it's connection to the other financial statements.
Anonymous
(None)
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Anonymous
(Sr Revenue Accountant)
The topics and information were pretty basic and not what I expected within a "Controllership Series." However, it was presented well and served as a good refresher.
Todd Thayer
(Director of Finance at Geistlich Pharma)
This course provided a holistic and sufficient view of the basic financials for an experienced accountant/controller to refresh on how to manage company finances
Chere Bramer
(Consultant at CLBM Consulting, LLC)
Great overview of preparation of financials. I especially liked the slides on the relationships between the statements, a great way to ensure you are accurate.
Anonymous
(Accounting Manager)
Great high level overview of the financial statements and what they are used for. The instructor also talks about financial ratios and their use. Great course!
Anonymous
()
I really liked this course very much. I thought the slides were useful to reinforce the content of the material. Thanks so much for putting this together.
Anonymous
()
Great overview of the financial statements. I would say some of the language used doesn't tie directly to typical financial statements for public companies.
Anonymous
(Senior Accounting Manager)
Great refresher and explanations about the financial statements. I enjoyed all the ratios and definitions provided, some great slides to keep for reference
Anonymous
(Director of FInance)
This course was a good overview of the Financial Statement Preparation and Presentation. The instructor is informative and easy to follow and understand.
Anonymous
(Snr Accounting Consultant, CPA)
Professor Lynn Fountain - I just love your courses and your style of teaching! You make it easy for follow, review and retain the information. Thank you!
Anonymous
()
Enjoyed this refresher on preparing financial statements. It was beneficial to see all the types of ratios and how they are calculated in one place.
Anonymous
()
The course material was broken down in easy to understand sections. The speaker explained each section at a good pace and gave appropriate examples.
Anonymous
()
this course offers a good overview of the financial statements their importance and major sections. provides insight into how to use the statements
Anonymous
(Finance Manager)
Great financial statement overview. Specifically focuses and provides several in depth examples of statement of cash flows which I found helpful.
Anonymous
(Corporate Controller)
I thought the information was very basic for someone at at CPA level, I understand this platform is defined for different levels of audience.
Michael Peeler
(Senior Director Internal Audit at Guess)
Excellent Course. The instructor did a wonderful job of explaining the concepts and provided real life examples of how to implement actions.
Anonymous
()
Great course - really caused me to think through the financial statements up and down and check myself on a lot of assumptions. Thank you!
Anonymous
(Sr. Controller)
I enjoyed the course and learned from your content. I learned some things that I will be able to put into practice in my organization.
Anonymous
()
Good overall refresher to Financial Statements preparation and presentations. Textbook guides and information. Basic but good refresher.
Chris Hanvy
(Corporate Controller at ChanceLight)
Instructor does a great job at explaining the basic concepts of financial statement preparation and what is in each. Great refresher.
Abraham Minto
( at Abraham Minto LLC)
Lynn's controllership series course on Financial Statement preparation and presentation was excellent and had many actionable insights
Anonymous
(Chief Financial Officer)
Lynn, does a great job of bringing all of the information into a simple, but comprehensive form. She is smooth in her presentation.
Anonymous
(Controller)
Very thorough and detailed course on the financials statements and what is important for understanding the FS of an organization.
Anonymous
(Sr. Accountant)
This course was excellent. I learned a great deal. I appreciate courses such as this because it will help me grow within my career.
Anonymous
(Assistant Controller)
Good review course for overviewing of the financial statement preparation process. Easy to understand and well written materials.
Anonymous
()
Comprehensive overview of the financial statement close process and relationships between statements/ratios for financial analysis
Anonymous
(Director - Accounting)
PP and lecture were informative and provide great examples on the Financial statements and motes tot he financial statements.
Anonymous
()
Great overview of financial statements and the appropriate notes that accompany financial statement. Great high level review.
Anonymous
()
This was a good course on financial statement basics... if you don't know the answers to the questions, go back and refresh
Sharon King
(Contractor at Self employed)
This course is a good refresher on the categories of the Statement of Cash Flows as well as the purpose of the statement.
Anonymous
(Assistant Controller)
Very thorough review of the concept of financial statements. I found the last question of the exam confusing however.
Anonymous
(Senior Accountant)
It's good to see a refresher like this of how to bring everything together after all the underlying work that goes on.
Anonymous
(CPA)
good refresher on Financial Statements. Some great examples of the flow and how to calculate some more common ratios.
Derek Ettinger
( at GP Fund Solutions, LLC)
Excellent overview of the various financial statements. Thought the section on financial ratios was a great addition.
Azher Rashid
(Manager at TimeVision)
Very Informative and knowledgeable course. The Instructor has nice teaching style and has complete grip on the topic.
Elyse Perrett
( at Capitol Imaging)
This could have more detail and descriptions on the financial statement notes. Overall it was easy for an accountant.
Anonymous
()
informative course about the preparation and overview of the financials. found the cash flow cheat sheets helpful
Brian Meister
(SVP Corp Compliance & Accounting at ACDI/VOCA)
THis was a refresher on financial statements and their presentation and the differentiation between each of them.
Anonymous
()
good review of foundational concepts in financial statement preparation and analysis. thank you for the course.
Anonymous
(Controller)
Kind of basic for somebody who already has their CPA, but still a lot of good information all compiled together.
Anonymous
(NA)
good **********************************************************************************************************
Anonymous
(CFO)
I enjoyed The Controllership Series: Financial Statement Preparation and Presentation great refresher course.
Anonymous
(Business Administrator)
I have enjoyed Lynn Fountains presentations. She delivers with the right pace with appropriate illustrations.
Anonymous
()
Very good course on the financial statement preparation. The course explained the statements in great detail.
Anonymous
()
This was an enjoyable course with a lot of information about the basic financial statements and disclosures.
Anonymous
(Finance Director)
Great course to understand the financials statements and what they contain and how should they be presented.
Eric Bade
( at Star Group)
Nice review of financial statement preparation, nice to go through as I review but do not prepare statements
Anonymous
(Corporate Controller)
Lynn does such a great job preparing and presenting her presentations. I enjoy and find them very useful.
Anonymous
(Internal Control Officer)
Good training that gives a very good refresher on FS. The trainer is as always very pedagogical and clear.
Anonymous
()
Great overview of the financial statements. I particularly found the information on the SoCF very helpful.
Anonymous
(Senior Accountant)
Very informative refresher course. Re-enforced a lot of concepts I have not thought about in a long time.
Anonymous
(Finance Manager)
This was a helpful course that effectively used the allotted time to mee t the stated learning objectives
Anonymous
()
This course was very helpful and provided a good refresher. I highly recommend this course to other CPAs!
Anonymous
(Finance and IT Consultant)
Great presentation. It covered almost all sections of financial statements preparation and presentation.
Anonymous
()
Great course to understand financial statement preparation. Great learning for new and experiences users
Christopher Flowers
( at Environmental Remedies, LLC)
Thorough course on GAAP Financial Statements and the related footnotes that are typically found within.
Andrew Noonan
( at N/A)
This course was very well presented and a great refresher. The information was easy to follow and digest
Nicholas Pierce
( at self)
this course was a good review on the basics of preparation and presentation of the financial statements
Anonymous
(Managing Director)
This course was a good overview and refresher of preparation and presentation of finanicial statements
Anonymous
()
A good introduction to the various financials prepared along with how financial filings are organized.
Anonymous
(Internal Auditor)
financial statements are very important. knowledge of its basics allows the user to see its essence
Anonymous
(-)
Subject matter was clear and educational. Enjoyed the authors approach to breaking down the concepts
Kai Song
( at N/A)
A very nice intro/refresh for accounting people. One of the final exam questions has a typo though.
Adrienne Frame
( at N/A)
Good review for an accountant, but some info is too basic for someone considered to be a controller.
Anonymous
(*)
Good overall refresher on the fundamentals. Could be especially helpful for a brand new accountant.
Anonymous
(Director Finance)
Good basic review of financial statement preparation. Slides are very easy to follow and refer to.
Cheyenne Tucker
(Staff Accountant at Zeiter CPA)
Great review of the basic, technical aspects of the financial statements and their presentations.
Anonymous
(Controller)
This is a very comprehensive course. It provides relevant information without being overwhelming.
Anonymous
(Controller)
great course if you need a refresher on financial preparations. Very basic info but still good.
Anonymous
(CCR)
Excellent course on the statements in financial statements. Great example and great instructor.
Magdalene Tong
( at Magdalene Tong CPA)
Clear and easy to understand. Course covers all important parts about the financial statements.
Anonymous
()
Quick review. Pretty surface level knowledge on Financial statement preparation and analysis.
Anonymous
(Director)
Useful introduction course on Financial Statement preparation and presentation, good content.
Anonymous
(Accounting Manager)
This review was very informative regarding financial statement preparation and presentation.
Anonymous
()
Straightforward course, slides and presentation clearly present the messages of the course.
Anonymous
(Compass Consultant)
This course is very helpful and througly walks through the important information in detail.
Anonymous
(Local School Accounting Specialist)
I've learned a lot today. I dislike some of the terms used, as I don't used them every day.
Anonymous
(Senior Accountant)
A balanced overview of FS Statements and Notes, worth the review even if a familiar topic!
Onix Sanabria
(Treasury Manager at Clear Blue Insurance Group)
Comprehensive and complete explanation of the financial statements purpose and objectives.
Anonymous
(CPA)
very good desk reference for new accountants. overview of financial statements was good.
Anonymous
()
Good Thorough Content. I don't like the number of characters required to write a review.
Anonymous
(CFO)
This was a very basic intro to financial statements. Good for an entry level accountant.
Anonymous
(Controller)
The instructor really knows the material well and presents idea clearly and succinctly.
Vladimir Tselykh
(ATS Manager at CNM LLP)
Well-designed course with applicable examples which help to understand topics in depth.
Anonymous
(Senior Accountant)
Good overview of stakeholders and their needs/wants of different financial statements.
Anonymous
()
This was a helpful overview of the financial statement preparation process. Thank you.
James Shelton
( at CPA)
Good overview of the main components of financial statement preparation and reporting.
Anonymous
(Accounting Manager)
Good course on financial statement preparation and key items one would need to know.
Anisha Gomes
(Managing Director at CNM LLP)
The course covered the elements of financial statements in a good amount of detail.
Anonymous
(SVP)
great course. a good way to get back to some of the basics of financial statements.
Damon Houterman
(Managing Director at The Jim Pattison Group)
This course is a good overview of financial statement preparation and presentation.
Anonymous
(Senior Manager - Finance)
splendid course very informative. great for introduction to financial statements .
Anonymous
(Advisor)
Overall really enjoyed. It was very comprehensive and Lynn was a great presenter.
Anonymous
(-)
This course is a good basic overview of financial statement concepts. Thank you.
Anonymous
(SVP)
This was a very well organized session. The slides were clear and informative.
Anonymous
(Controller)
This course was a great review of the high level financial statement preparation.
Kenneth Kurrass
(Accountant at MC Dean)
Clear presentation. Presenter well versed in financial statements and footnotes.
Anonymous
(Controller)
Geat course which refreshed my knowledge. Very simple and comprehensive coverage
DEBORAH CAYLOR
(Accounting Manager at self)
The author was clear and informative. Made the information easy to understand.
Anonymous
(Accountant)
It is a very simple course, like a nice refresher for financial accounting 101.
Sheena Curtis
( at Automattic Inc)
Great course- lots of great information in the slides and very clearly laid out.
Mi Young Kim
(Managing Director at Vine Consulting Limited)
It's very helpful to understand the big picture of financial statements. Thanks!
Thomas Cooper
( at Thomas D Cooper)
Good overall refresher on Financial Statements. Instructor is clear and concise
Anonymous
()
Basic course with some useful information. EBITDA is not on the income statement
Denise Cutrone
( at Denise Cutrone Advisors)
Very good to understand all the financial information reported by management.
Anonymous
()
Like this presenter, very basic refresher of financial statement preparation.
Anonymous
()
Good refresher of key concepts and ideas. Would recommend for those interested.
Anonymous
()
Clear and concise training on the financial statements and their components.
Sean Searley
(Finance at WoodRiver Energy LLC)
Its that time of the year again, good refresher for upcoming reporting season.
Mark Riley
( at Retired)
Good basic overview of financial statements, disclosure and financial ratios.
Anonymous
()
exceptional course. it was so good. succinct and to the point. Thanks Lynn!
Christopher Wilson
( at Dimensional Fund Advisors)
This course provided valuable information and skills necessary to be a CPA.
Anonymous
(Financial Analyst)
Good basic review of financial statements and how they relate to each other.
Sophia Kasozi
(- at City of Edmonton)
The exam provides a great review of key FS preparation concepts. Thank you!
Anonymous
(Partner)
Good review of financials statement preparation, good supporting materials.
Anonymous
(Accountant)
Great course, clear and concise, would recommend others to take this course
Anonymous
(International Finance Manager)
A great overview of financial statements in a succinct and thorough manner.
Anonymous
(Accountant)
It's an interesting course. As a matter of fact I enjoy the entire series
Anonymous
()
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Peter Dovey
(Assistant Controller at DLC Group)
A pretty basic course. good to refresh concepts but not very challenging.
Anonymous
(Accounting Manager)
great overview of the many aspects included with in financial statements
Anonymous
()
Great refresher course of some basic financial statement prep. Well done.
Thomas Simkiss
(Director of Cloud Solutions at Creoal Consulting)
Direct, easy to understand slides and notes make this a valuable course.
Anonymous
(Director)
good higher level summary of financial statements and what is involved.
Anonymous
(Staff Accountant)
This was a very helpful refresher course. Lynn was engaging as always.
Anonymous
()
good overview of the financial statements structure and closing process
Anonymous
()
Good comprehensive review of the fundamentals of financial statements.
Anonymous
(Consultant)
Great course! Fantastic teacher - highly recommend to take this class.
Anonymous
()
Very good refresher for financial statement presentation and footnotes
Anonymous
()
Basics for every accountant! I wish it could be part of an interview
David Fisher
(Associate at YPTC)
Nice overall review. Source materials were clear and laid out well.
Sarah Anchecta
(ACM Accountant at Houton Methodist)
Everything is well explained. The pictures and diagrams help a lot.
Anonymous
(Senior FP&A Analyst)
Great course. Good refresher on FS structure. Would highly recommend
Anonymous
()
The information in this course was presented clearly and consicely.
Faisal Hossain
(Controller at NTN Bearing Corp)
pretty basic contents. Some calculations would be more beneficial.
Mary Elizabeth Farmer
( at NA)
Very clear presentation! Good summary materials and concise layout.
Anonymous
()
Good overview of financial statement preparation and presentation.
John Kim
(Accountant at Pepsico, Inc.)
The material and slide are really good and helpful. Great course.
Ryan Vandermus
( at Argos Family Office, LLC)
Good overview for anyone wanting to brush up topics in this area.
Debbie Banks
( at Banks Accountancy LLC)
Very basic, but a good jump off point for more in depth analysis.
Anonymous
(Accounting Manager)
The instructor was good but the subject matter was pretty basic.
Anonymous
()
Concise and practical. Covered key principles and best practices.
Anonymous
(CPA)
The course was pretty basic, but a good, high-level refresher.
Brett Walker
( at WANRack, LLC)
Final quiz was more difficult than most CPE's, which I enjoyed.
Anonymous
(Director, Governance)
Great course - looking forward to the next class in the series.
Anonymous
(Senior Consultant)
Great overview of what goes into audited financial statements.
Anonymous
(Vice President)
Great course. Learning was very helpful and I highly recommend.
Anonymous
(Director)
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Anonymous
()
Solid quick refresher course that helps reinforce these ideas.
Anonymous
()
Great overall review of FS presentation including notes to FS.
Anonymous
(Tax Analyst)
Great intro lecture to financial statements, would take again.
Matthew Sloan
( at DB USA)
very excellent course. i learned a lot in an efficient manner.
Alice Jeanna Yu
(title at bank)
practical, clear, useful, a good comprehensive basics review.
Anonymous
()
good overview and education of this topic would recommend it
Anonymous
(Financial Reporting Manager)
Good basic overview of financial statements for a beginner.
Lindsey Tookey
(Director of Financial Accounting at Instacart)
This is basic accounting for a Junior accountant to review.
Anonymous
()
very interesting class. I love learning accounting stuff.
Lorene Johnson
( at SeaOne Holdings)
Another really good class in the series, well presented.
Roxane Wells
(CPA at Stevenson Smith CPA's LLC)
Good overview of financial statements and ratio analysis.
Anonymous
(Manager)
Excellent Material with enough examples and case studies.
Anonymous
(Controller)
Great overall refresher course on financial statements.
Anonymous
(Senior Revenue Manager)
I enjoyed this course, and I found it very informative.
Anonymous
()
Great job, excellent, good questions! Take this course!
Anonymous
(Financial Reporting)
Information was organized and well laid out. Thank you!
Anonymous
()
Lynn's courses are very well-organized and informative.
Anonymous
(Director)
Great course with a great topic that is relevant today
Chris Smith
(Auditor III at TVA OIG)
Really great class to start out with. Good overview.
Casey Anderson
(CPA at Tarvos Talent)
Another wonderful course in the Controllership Series.
Oksana Sofron
(Accountant at none)
Excellent presenter. Information is clear and useful.
Avraham Mafouda
(CFO at Joybees LLC)
Clear, concise, and practical. Perfect for beginners!
Anonymous
(Investment Accounting Bureau Chief)
The course is well organized and easy to understand!
Anonymous
()
The course was informative; it was easy to follow.
Anonymous
()
Good course to refresh your financial understanding
Maxwell Hassenstein
( at NeoGenomics)
good refresher of financial statement presentation
Megan Deutschman
( at Midcontinent Media)
A nice refresh on the basic accounting principals.
Anonymous
()
Pretty basic. Would be nice to get more detailed.
Anonymous
(Sr. Accountant)
IT IS GOOD TO HAVE ONE QUESTIONS FROM EVERY TOPICS
Prerequisites
Knowledge Level: Basic
No advanced preparation or prerequisites are required for this course. It is recommended to take Other Segments of The Controllership Series courses by Lynn Fountain.
1. The Controllership Series: The Controller Function - Elevating the Role
2. The Controllership Series: The Controller Function - Strategic and Annual Planning
3. The Controllership Series: The Controller Function - Cash and Investments
4. The Controllership Series: The Controller Function - Inventory Part 1
5. The Controllership Series: The Controller Function - Inventory Part 2
6. The Controllership Series: Financial Statement Preparation and Presentation
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Lynn FountainCPA, CGMA, CRMA, MBA, cPIA, Consultant, Author, Trainer
About Illumeo
Platform
Resources
Contact Us
- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
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