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Please contact us via online chat and we will respond to you as soon as possible on Monday, December 4.

Revenue and Margin Analysis ON DEMAND

Available Until

Your Desk

2.0 Credits

Member Price $58.00

Non-Member Price $67.00


The comparison of actual revenue or margin amounts to either budget or prior year results will generally result in a variance. This course demonstrates mathematical formulas to compute the variance that is attributable to pricing decisions, unit volume, and product mix. This method is an important tool to clearly and concisely explain revenue and margin variances to marketing, operations, and executive personnel. Specific topics covered are the calculation of the price, volume, mix, and cost components as well as an explanation of the concept of product mix. This course is a valuable resource for CPAs working in the manufacturing or distribution industry, as well as for CPAs in public accounting who serve these industries.


Revenue Analysis. Margin Analysis. The Price Component. The Volume Component. The Mix Component. The Cost Component.



Designed For

CPAs, CFOs, controllers, financial professionals, and auditors.


Recognize the characteristics, components, usage, and terminology associated with revenue and margin analysis. Compute the price variance component and the volume variance component at the revenue and margin levels. Compute the product mix variance component and the product cost variance component at the revenue and margin levels.






Leader Bios

Joseph Helstrom, Western CPE

Joseph Helstrom, CPA, is a partner at CFO Resources, LLC, a company focused on training and courseware for CPAs. He’s also the owner of Mill Creek Publishing LLC. Joe has over 30 years of experience as a CPA in both public accounting and industry, with extensive experience in financial reporting and analysis, treasury, tax, information technology, legal and regulatory matters, and strategic planning.

After graduation from Butler University with a degree in accounting, Joe got his start at Ernst & Young. Subsequent to that, he has served for several different companies as a chief financial officer; director of treasury and tax; controller; and manager of financial planning, reporting, and analysis.

Joe and his wife, Patricia McCarthy, produce self-study courses for Western CPE and have published articles in Missouri and Texas CPA society publications titled “Incorporating Excel Arrays into Your Audit Plan.”

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Non-Member Price $67.00

Member Price $58.00