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PPC's Guide to Forecasts and Projections

PPC's Guide to Forecasts and Projections

Product Information

  • Frequency of Updates:

    Updated annually
  • Updated for SSAE No. 18, SSARS No. 23, and the AICPA Prospective Financial Information Guide!

  • Brand:
    Practitioners Publishing

Format

Price

Quantity

Book
Product Code:
FAPP
$485.00

Contact Your Account Manager to learn more about our Checkpoint online solutions

PPC’s Guide to Forecasts and Projections simplifies the complex rules that apply to engagements involving prospective financial information and provides you with comprehensive engagement, procedure, and reporting checklists to ensure you can efficiently and effectively perform your forecast or projection engagements.

Contact Your Account Manager to learn more about our Checkpoint online solutions

You’ll get expert guidance on all facets of engagements on prospective financial information, including accepting the client, selecting the level of service, gathering the facts, developing assumptions, performing the procedures, preparing the financial presentations, and issuing the report. Our authors were involved with the AICPA task forces and committees that drafted the guidance, so as a result we are able to provide unique insights on complying with the rules. The Guide also includes:

  • In-depth "how to" guidance with numerous practice aids, sample reports, and sample presentations
  • Streamlined forms and checklists that provide you with maximum efficiency for complying with professional standards and peer review requirements
  • Detailed guidance and examples on using Microsoft® Excel to efficiently prepare presentations of prospective financial information
  • Unique considerations for real estate entities, start-up companies, nonprofit organizations, physicians and other health care professionals
  • Guidance on reporting in specific situations you might encounter frequently, including reporting when prospective information is presented alongside historical information

PPC’s Guide to Forecasts and Projections has provided the guidance and tools CPAs need for more than 30 years.

  • Forecasts and Projections
    • INTRODUCTORY MATERIAL
    • Chapter 1 Introduction to Engagements on Prospective Financial Information
    • Chapter 2 Engagement Administration
    • Chapter 3 Form and Presentation
    • Chapter 4 Preparation Engagements
    • Chapter 5 Compilation Engagements
    • Chapter 6 Agreed-upon Procedures Engagements
    • Chapter 7 Examination Engagements
    • Chapter 8 Other Presentations
    • Chapter 9 Start-up Companies
    • Chapter 10 Developing Models with Electronic Spreadsheets—using Excel® to Efficiently Develop Presentations of Prospective Information
    • Chapter 11 Legal Liability
    • Chapter 12 Real Estate Entities
    • Chapter 13 Cash Flow Presentations
    • Chapter 14 Not-for-profit Organizations
    • Chapter 15 Practices of Physicians and Other Health Care Professionals
    • INDEX
      • --A--
      • --B--
      • --C--
      • --D--
      • --E--
      • --F--
      • --G--
      • --H--
      • --I--
      • --L--
      • --M--
      • --N--
      • --P--
      • --Q--
      • --R--
      • --S--
      • --T--
      • --U--
      • --W--
  • List of Substantive Changes View
  • Guide to Forecasts and Projections Sample View

DESCRIPTION

Contact Your Account Manager to learn more about our Checkpoint online solutions

PPC’s Guide to Forecasts and Projections simplifies the complex rules that apply to engagements involving prospective financial information and provides you with comprehensive engagement, procedure, and reporting checklists to ensure you can efficiently and effectively perform your forecast or projection engagements.

Contact Your Account Manager to learn more about our Checkpoint online solutions

You’ll get expert guidance on all facets of engagements on prospective financial information, including accepting the client, selecting the level of service, gathering the facts, developing assumptions, performing the procedures, preparing the financial presentations, and issuing the report. Our authors were involved with the AICPA task forces and committees that drafted the guidance, so as a result we are able to provide unique insights on complying with the rules. The Guide also includes:

  • In-depth "how to" guidance with numerous practice aids, sample reports, and sample presentations
  • Streamlined forms and checklists that provide you with maximum efficiency for complying with professional standards and peer review requirements
  • Detailed guidance and examples on using Microsoft® Excel to efficiently prepare presentations of prospective financial information
  • Unique considerations for real estate entities, start-up companies, nonprofit organizations, physicians and other health care professionals
  • Guidance on reporting in specific situations you might encounter frequently, including reporting when prospective information is presented alongside historical information

PPC’s Guide to Forecasts and Projections has provided the guidance and tools CPAs need for more than 30 years.

TABLE OF CONTENT

  • Forecasts and Projections
    • INTRODUCTORY MATERIAL
    • Chapter 1 Introduction to Engagements on Prospective Financial Information
    • Chapter 2 Engagement Administration
    • Chapter 3 Form and Presentation
    • Chapter 4 Preparation Engagements
    • Chapter 5 Compilation Engagements
    • Chapter 6 Agreed-upon Procedures Engagements
    • Chapter 7 Examination Engagements
    • Chapter 8 Other Presentations
    • Chapter 9 Start-up Companies
    • Chapter 10 Developing Models with Electronic Spreadsheets—using Excel® to Efficiently Develop Presentations of Prospective Information
    • Chapter 11 Legal Liability
    • Chapter 12 Real Estate Entities
    • Chapter 13 Cash Flow Presentations
    • Chapter 14 Not-for-profit Organizations
    • Chapter 15 Practices of Physicians and Other Health Care Professionals
    • INDEX
      • --A--
      • --B--
      • --C--
      • --D--
      • --E--
      • --F--
      • --G--
      • --H--
      • --I--
      • --L--
      • --M--
      • --N--
      • --P--
      • --Q--
      • --R--
      • --S--
      • --T--
      • --U--
      • --W--

RELATED RESOURCES

  • Guide to Forecasts and Projections Sample View
  • List of Substantive Changes View