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Customer Financial Assessment

Establishing Credit for a New Customer Core
Gathering New Customer Information Core
The Credit Application Core
Credit References Core
Financial Statements Core
More on Financial Statements Core
Credit Reports Core
Setting Credit Lines Core
Customer Requirements Core
Spotting Fraud on the Credit Application Core
More on Fraud Core
Sample Welcome Letter for a New Customer Core
Customer & Financial Statement Analysis Core
Antecedent Information Core
Bank Information Core
Trade References Core
Overview of Financial Statements Core
Performing Financial Statement Analysis Core
The DuPont Ratio Analysis Core
The Statement of Cash Flow Core
The Operating Cycle Core
Understanding the Auditor’s Report Core
The Role of the Auditor Core
The Auditor’s Reports Core
Ratios & Formulas in Customer Financial Analysis Core
Liquidity Ratios Core
Profitability Ratios Core
Financial Leverage Ratios Core
Efficiency Ratios Core
Miscellaneous Ratios Core
Account Classification for Financial Statement Analysis Core

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