Helpful Videos

Getting Started

• Entering A New Client
• How to Deterimine a NAICS code
• Entering Financial Data
• Determining KPIs
• Entering KPI Data

General

• How to Add and Delete Users
• How to Upload Your Logo and Brand Reports
• Changing a Company's Industry Code

The Industry Data Report

• How to Run an Industry Data Report
• How to Customize an Industry Data Report

The Industry Data with Company Comparisons Report

• How to Run an Industry Data with Company Comparisons Report
• How to Customize the Industry Data with Company Comparisons Report

The Narrative Report

• How to Run a Narrative Report
• How to Customize the Narrative Report
• The Difference Between Benchmark and Industry Data

The Projections Report

• How to Run a Projections Report
• Utilizing the Projection Control Panel
• Loan Analysis in the Projections Report
• DCF Valuation in the Projection Report
• Additional Resources in the Projection Report

The Analytical Procedures Report for Audits & Reviews

• How to Run an Analytical Procedures Report
• How to Customize an Analytical Procedures Report
• How to Update the Analytical Procedures Worksheet
• AP Excel Functionality

Course Recordings

• ProfitCents University Course 100: Solving Challenges Through Advisory Services
• ProfitCents University Course 200: Growing Your Engagements with ProfitCents
• ProfitCents University Course 300: Leveraging ProfitCents in Your Client Service Plan
• Analytical Procedures for Audits and Reviews
• Modern Trends in Accounting
• Launching a Niche

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