Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...

Financial statements are essential tools used to analyze a company's performance. Management utilizes several techniques to determine a company's financial condition and make decisions regarding ...

Financial analysis is an aspect of the overall business finance function that involves examining historical data to gain information about the current and future financial health of a company.

Financial statements are essentially the report cards for businesses. They tell the story, in numbers, about the financial health of the business. The information found on the financial statements of ...

Common size analysis can help you see how your company is performing year over year so you can identify trends. Common size analysis displays each line item of your financial statement as a percentage ...

Q. I often perform horizontal, vertical, and trend analysis for clients. Each time revised financial statements arrive, I find myself recreating formulas, rechecking ranges, and confirming that ...

Learn how to read financial statements with simple tips that help you spot trends, connect reports, and understand a company’s performance with clarity. Reading financial statements becomes much ...

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 ...

Q. I read the JofA article last month about performing horizontal, vertical, and trend analyses in Excel. How can Excel be used to organize these analyses and highlight possible red flags in a company ...

Individual investors or firms that are interested in investing in small businesses use financial analysis techniques in evaluating target companies' financial information. By examining past and ...