CaseView - Financial Statement Training/Templates

CV - Financial statement software for accounting professionals - The course includes 15 - 20 hours of training material. There are more than 10 training videos, several case studies (walk-through), several practice cases, presentation/slides and other valuable resources.

Purchase Now - $299

Learning Objectives:

  • How to prepare a complete set of client's financial statements using CV reporting software: 
      • Balance Sheet;
      • Cash Flow Statement, 
      • Retained Earning Statement, 
      • Income Statement and 
      • Notes to the Financial Statements.

  • How to link trial balance and engagement information in working paper software to a financial statement software.
  • How to create and edit cells and tables
  • How to enter formulas and codes 
  • How to create notes to the financials and cross-reference notes
  • How to edit the financial statement line items 

  • The course also includes:
      • Walkthrough of real-world Financial statements 
      • Several hands-on practice exercises
      • Simple to complex real-world cases


Course Walkthrough

  • Walkthrough of a REAL Financial Statements in CaseView
  • Simple Financial Part A (Current and Fixed Assets Section)
  • Simple Financial Part B (Liabilities and Equity Section)
  • Download the excel file to practice Case Study 2 - Prepare a simple Financial Statements
  • Case Study 3 is a Practice Case
  • Preparing Financial Statement using tables and mapping numbers
  • Case Study 4
  • Prepare a Balance Sheet using Tables and Mapping numbers
  • Sample casware file with mapping database.
  • How to insert a Auto Rounding functionality in the Balance Sheet
  • How to Sort Financial Statement line items
  • Practice Case - Prepare full set of financial statements with prior year comparatives
  • Case Study 10 - Practice Case - Complex Financial Statement
  • Your Feedback is very important for us!
  • Certificate of Completion

What People Are Saying About Us

Meet our happy clients and find why our course is the preferred choice.

"Excellent training - I found the hands-on practical experience very very useful"

Carol Miller, CPA student

"Very useful and practical courses, the instructor is very knowledgeable. Will definitely recommend to all CPA students"

Brandon Riley, CPA student

"The courses were very well structured and organized. Keep up the good work! I'd love to attend more sessions"

Jonathan Lawson, CPA student

"The step by step video tutorial is easy to follow and the case study that required marking and feedback. Overall a Brilliant Course!!"

Bruce Smith, CPA Student