Presents a guide that aims to assist accountants in creating the reports, explanations, and planning documents needed by clients. Provides downloadable example files which are compatible with all versions of Excel from Office 97 through Office 2003, and can also be opened with Excel 12 (in Office 2007).
The advanced tools accountants need to build automated, reliable, and scalable reports using Excel Learn about the functions that work together to automate many of the processes involved in Management Reporting. See how to take advantage of the many new features of Excel 2007 and 2010. Find out how to build validation structures into your spreadsheet reports. Discover how to identify missing or new codes, either in the creation process or in the day-to-day running of the reports. Do it all with Advanced Excel Reporting for Management Accountants. Explore the structures that simplify the report creation process and make the reports more maintainable Learn techniques to "cleanse" data so that it is ready for use in Pivot Tables and formula-based reports Find out the tips and tricks that can make the creation process quicker and easier Discover all you need to know about Excel's summing functions and how versatile they can be Written in a hands-on style that works towards the completion of two reporting case studies, Advanced Excel Reporting for Management Accountants explains and demonstrates techniques so that Management Accountants can learn how to automate many aspects of the reporting process.
In the workplace, excel is one of the most commonly used analysis and reporting tools. If there is one book you should get to help you master Pivot Tables and VLOOKUP, this will do just that. The step by step guidance in this book will enable you to master Excel's powerful and dynamic functions - Pivot tables & VLOOKUP which are relevant to you as an accountant and thus will help you make yourself more marketable with recruitment agencies and potential employers.
Building on the firm foundation established in the first volume, the second installment in the Excel University series continues to explore the Excel features, functions and techniques relevant to accounting and finance professionals. Volume 2 focuses on how to automate recurring-use reports. Amounts in hands-free reports update the instant updated data is inserted into the workbook, for example, when an updated trial balance is pasted into the data sheet. This volume covers the Excel items needed to build and automate reports, including lookups, dynamic headers, mapping tables, error trapping, conditional summing, and date related functions. Excel practice files and solutions videos are available online so you can work hands-on as you read through the content. The skills developed in this volume will help you get your work done in less time.
During live CPE training sessions, and through Excel articles featured in magazines such as the Journal of Accountancy and California CPA Magazine, Jeff Lenning, founder of Excel University, Inc., has shown thousands of CPAs and accounting professionals across the country how to use Excel more effectively. Drawing on his experience as an auditor, a financial analyst in industry, an accounting manager at a public company, and a consultant, he has demonstrated how to leverage Excel in order to improve efficiency by reducing the time it takes to complete job tasks. Written to reach those he won't have the opportunity to meet in one of his CPE sessions, Lenning's series, Excel University: Microsoft Excel Training for CPAs and Accounting Professionals, offers a comprehensive collection of the features, functions, and techniques that are of direct benefit to accountants working in industry, public practice, consulting, or not-for-profit. Concentrating on Excel for Windows, his books offer a hands-on approach to learning and include narrative, screenshots, video content, Excel practice files, and exercises that demonstrate the practical application of the items presented in each chapter. Visit http: //www.excel-university.com to access the Excel University video library and to download the practice files. Features, functions and techniques are presented in a sequential and progressive manner, so the books are best read in order. In Volume 1, the author presents material and information that will prove useful to every accountant, regardless of the type of work they do. Blown away by the power of Excel, readers are sure to find this series relevant, enlightening, and extremely easy-to-follow.
Thinking of Mastering Excel 2016 for Accounting Career? Then you have landed in the right place.This book is about spreadsheets, and it has been designed to give users a step by step detailed approach to building professional spreadsheets from first design to well structured completed projects. If you're looking to prepare Management Accounts, Statement of Financial Performance, Statement of Financial Position, Statement of Changes in Equity, Cash Flow statement, Ratio Analysis, Forecasting, Budgeting, Variance Analysis, Investment Analysis, etc using Excel 2016; then this course is a goldmine for you.This book is structured to use as a learning and reference resource, it is written from the perspective of those who want to use the spreadsheet as a basis for analysing financial results, preparation of reports, making a detailed presentation on financial matters to the decision makers.After carefully studying the book and practising what you have learned in this book, you will be able to create financial statements with ease using Excel and also be enlightened about the extended functionalities in Excel 2016. This book is the final part of the series. The following areas will be learned and, one would acquire detailed knowledge after studying this part three of the series:* The basics of VBA Control Centre* How to analyse and create professional excel dashboard* How to use consolidation* How to hyperlink between PowerPoint and Excel* How to generate and analyse 'What If' Model* How to prepare advanced financial reports (Management accounts, income statement, balance sheet, cash flow statement) * How to present business reports and findings to the top management The subject of this book can be seen and used in real life situations, in the preparation of year end accounts, mid-end accounts, monthly management accounts, budgeting, forecasting, trend analysis, transactional analysis, M&A activities, internal and external auditing. All in all, this course is designed to equip you with the necessary Excel skills essentially becoming a professional spreadsheet user within a matter of few days.Master Excel skills to achieve greater work efficiency, surpass your peer group, impress your boss. Get the well-deserved job, bonus increment and pay rise!
Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability. Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. Using Michalowicz's Profit First system, readers will learn that: · Following 4 simple principles can simplify accounting and make it easier to manage a profitable business by looking at bank account balances. · A small, profitable business can be worth much more than a large business surviving on its top line. · Businesses that attain early and sustained profitability have a better shot at achieving long-term growth. With dozens of case studies, practical, step-by-step advice, and his signature sense of humor, Michalowicz has the game-changing roadmap for any entrepreneur to make money they always dreamed of.
Intended for any principles, financial, managerial, or computerized accounting course of accounting course where additional coverage of Excel is desired. The book also serves as a stand-alone core text for a computerized accounting course.
Start mastering the tool that finance professionals depend upon every day. FINANCIAL ANALYSIS WITH MICROSOFT EXCEL covers all the topics you'll see in a corporate finance course: financial statements, budgets, the Market Security Line, pro forma statements, cost of capital, equities, and debt. Plus, it's easy-to-read and full of study tools that will help you succeed in class.