Sometimes you need to compare financial statement numbers within a PDF–even though the numbers are pages apart. How can you do this without printing the PDF? Below I show you how.
Of course, a second way to compare financial statement numbers is to open a second instance of the PFD on an adjacent monitor. I do both, depending on the numbers I am trying to compare. I might use the first method (in the video) to compare rows of numbers (e.g., equity totals) and the second method to compare financial statement numbers to disclosures.
If your financial statements are in Word, you can easily convert them to a PDF.
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Charles Hall is a practicing CPA and Certified Fraud Examiner. For the last thirty years, he has primarily audited governments, nonprofits, and small businesses. He is the author of The Little Book of Local Government Fraud Prevention and Preparation of Financial Statements & Compilation Engagements. He frequently speaks at continuing education events. Charles is the quality control partner for McNair, McLemore, Middlebrooks & Co. where he provides daily audit and accounting assistance to over 65 CPAs. In addition, he consults with other CPA firms, assisting them with auditing and accounting issues.
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