Andrew Bloomenthal has 20+ years of editorial experience as a financial journalist and as a financial services marketing writer. David Kindness is a Certified Public Accountant (CPA) and an expert in ...

There isn't just one best method for evaluating business performance. Every business may differ slightly in operation, environment and methodology, which leaves many ...

Analyzing financial statements helps company leaders determine the opportunities and problems the company faces financially. At its core, the financial statement is a pulse of the financial health of ...

Imagine being handed the medical chart of a company. Every revenue figure, every expense, every dollar of debt is laid out in front of you. The challenge is not whether the information exists, but ...

Fundamental analysis is a key approach for investors to determine the real worth of a security. It includes looking at a company's financial statements, economic information, industry trends, and ...

What if analyzing complex financial statements took seconds instead of hours? Imagine an investor reviewing a company’s balance sheet, income statement, and cash flow report, tasks that traditionally ...

An intriguing article with a very different perspective and an automated AI methodology for fundamental analysis was recently contributed to the Institute. We are happy to have guest financial ...

Successful business management involves many moving pieces—not only leading a team but also accomplishing short- and long-term business goals aligned with a mission and vision. Within that bigger ...

IN CERTAIN INSTANCES CPAs SHOULD CONSIDER preparing and reporting on financial statements using an “other comprehensive basis of accounting” (OCBOA). Tax-basis and cash-basis, including ...

Tax-exempt organizations are working through the biggest change to not-for-profit financial reporting in 25 years. FASB Accounting Standard Update (ASU) No. 2016-14, Not-for-Profit Entities (Topic 958 ...