Microsoft Excel for Accountants 'part 1'

Microsoft Excel for Accountants 'part 1'
Author: Olawunmi Balogun
Publisher:
Total Pages: 381
Release: 2020-01-17
Genre:
ISBN:
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The content of the book is designed to be useful for people who have previously used earlier versions of Excel and for people who are discovering Excel for the first time, and the Excel version used in this book is Excel 2016. In other words, this book will boost your proficiency in using Excel and also help you to understand Windows, the operating system in which Excel runs to enable you to manage files properly and also to control your printers. The book also describes the analysis of financial data and figures, summarising the raw data into an alternative perspective of the same source information. Taking up a profession as an accountant, you will need to have a detailed understanding of how to interpret figures and also how to communicate these to the non-financial members of the management team where you work. This book further broadens your knowledge about the 'new' information discovered. This book is designed to teach and equip you with the necessary Excel skills that will help you become a professional spreadsheet user.The book is split into five sections so that it can be easily accessible, they are:Section One: Windows and InformationThis section describes and evaluates the hardware components which are controlled by the operating system, introduces you to the hardware components that are very vital and needed in using the operating system. It will enlighten you more about the various Excel menus that are available. With the knowledge gained from these two chapters, we will be able to process data into information. This section stands as the foundation of this book and will help us accomplish the other tasks in the following chapters.Section Two: Excel Data and TablesThis section begins with the knowledge acquired from section one. It includes how to process Excel data into Excel information by using PivotTables. It will also give you insights on how to use filters and slicers. Finally, it will broaden your knowledge about data tables and how to use conditional formatting.Section Three: Reports and ChartingThis section reviews and explains how to use solvers and scenarios, with appropriate profit and loss examples. It will also teach you how to chart data and familiarize you with the charting toolbars. In the next section, we will look at more awesome features of charting.Section Four: Forecasting and Financial StatementsThis section further broadens our knowledge about charting and maps, based on the tutorial of the previous section. It will also enlighten us more about the forecasting tools that are available to us in Excel. Finally, it will introduce us to financial statements with Excel which will be of utmost help to us in section five of Part 1, and both section one and two in Part 2.Section Five: Trial Balance and Balance SheetThis section covers and teaches you how to adjust the trial balance from a random pool of data, and how to update the data in the trial balance. The trial balance created in this section will be used to prepare a balance sheet in this section, and an income & cash flow statement in Part 2.The audio video recordings for this book can be found at https://www.udemy.com/courses/search/?q=Microsoft%20Excel%20for%20accountants&src=sac&kw=microsoft%20excel%20for%20accountants

Microsoft Excel for Accounting

Microsoft Excel for Accounting
Author: Katherine T. Smith
Publisher: Prentice Hall
Total Pages: 134
Release: 2002
Genre: Business & Economics
ISBN:
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Introduces the fundamental tools and techniques available in Excel. Provides step by step examples and applications.

Excel for Accountants

Excel for Accountants
Author: Conrad Carlberg
Publisher: CPA911 Publishing
Total Pages: 292
Release: 2007
Genre: Business & Economics
ISBN: 9781932925012
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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).

Excel University Volume 2 - Featuring Excel 2013 for Windows

Excel University Volume 2 - Featuring Excel 2013 for Windows
Author: Jeff Lenning
Publisher: Createspace Independent Publishing Platform
Total Pages: 0
Release: 2013-11-07
Genre: Accountants
ISBN: 9781492924548
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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.

Advanced Excel Reporting for Management Accountants

Advanced Excel Reporting for Management Accountants
Author: Neale Blackwood
Publisher: John Wiley & Sons
Total Pages: 454
Release: 2014-04-14
Genre: Business & Economics
ISBN: 1118657721
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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.

Excel University

Excel University
Author: Jeff Lenning
Publisher: Createspace Independent Publishing Platform
Total Pages: 206
Release: 2017-03-11
Genre:
ISBN: 9781534620100
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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.

Excel University

Excel University
Author: Jeff Lenning
Publisher: Createspace Indie Pub Platform
Total Pages: 200
Release: 2012-07-01
Genre: Computers
ISBN: 9781456441838
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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 Click Consulting, 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.clickconsulting.com/books 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.

Profit First

Profit First
Author: Mike Michalowicz
Publisher: Penguin
Total Pages: 225
Release: 2017-02-21
Genre: Business & Economics
ISBN: 073521414X
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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.

Microsoft Excel for Accountants 'part 2'

Microsoft Excel for Accountants 'part 2'
Author: Olawunmi BALOGUN
Publisher:
Total Pages: 251
Release: 2020-01-18
Genre:
ISBN:
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The content of the book is designed to be useful for people who have previously used earlier versions of Excel and for people who are discovering Excel for the first time, and the Excel version used in this book is Excel 2016. In other words, this book will boost your proficiency in using Excel and also help you to understand Windows, the operating system in which Excel runs to enable you to manage files correctly and also to control your printers. The book also describes the analysis of financial data and figures, summarizing the raw data into the alternative perspective of the same source information. Taking up a profession as an accountant, you will need to have a detailed understanding of how to interpret figures and also how to communicate these to the non-financial members of the management team where you work. This book further broadens your knowledge about the 'new' information discovered. This book is designed to teach and equip you with the necessary Excel skills that will help you become a professional spreadsheet user.The book is split into five sections so that it can be easily accessible, they are: Section One: Financial Statements CoreIn section five of Part 1 of this book, we introduced financial statements and went on further to elaborate and explain how to create a balance sheet from our Trial Balance data. In this section, we will discuss how to create an income statement from the Trial Balance data and cash flow statement from the Balance Sheet. We will then end this section with how to create a note worksheet.Section Two: Analyzing Financial Statements and PowerPoint IntroductionThis section includes analyzing financial statements and also calculating the ratio analysis based on the financial statement created in Part 1 and 2. It will also teach us how to analyze data from the trial balance adjusted in Part 1 and present it in our profit center. Lastly, it will introduce us to PowerPoint presentations.Section Three: Presenting the InformationThis section reviews and explains the PowerPoint menus in detail for us to get familiar with the functionalities of PowerPoint. It will further enlighten us about the PowerPoint report structure. Finally, we will look at how we can use the PowerPoint report structure to give a wonderful presentation with the ultimate slide show. In Part 3, We will look at how to hyperlink between PowerPoint and Excel.Section Four: Whatsits AnalysisThis section introduces us to Whatsits analysis and also how we can present the whatsit model report to management through appropriate report structures. It will also introduce us to the historical data that we are going to be analyzed in Section Five.Section Five: Presenting the Historical DataThis section analyses and broaden our knowledge about how to present the information in tables and charts so that it can be used for quick decision making and also for future reference. We will also look at the second stage of how we can present the historical data in the form of a unit table and then finalize it in the third stage. The tables and charts in this section would be used to prepare our Excel Reporting Dashboard in Part 3

Beginning Microsoft Excel VBA Programming for Accountants

Beginning Microsoft Excel VBA Programming for Accountants
Author: Derek Harlan
Publisher:
Total Pages: 162
Release: 2018-09-29
Genre:
ISBN: 9781981190959
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Do you want to improve your productivity? Do you want to computerize your most time consuming tasks? Have you ever wanted to create your own applications in Microsoft Excel? In Beginning Microsoft VBA Programming for Accountants you'll learn the techniques to build applications which will help you in your day to day work. Starting with a foundation in the basics of computer programming you'll advance to three real life projects which you can use as a starting point for your own endeavors. An accountant involved in day to day financial reporting, Derek Harlan, teaches you step by step how to build applications that you can use at work to maximize your productivity, you'll learn:* The basics of Visual Basic for Applications, including basic program design techniques* To use VBA to manipulate Excel worksheets and workbooks* How to build three sample projects including an Journal Entry Template for upload into Intuit QuickBooks, Expense Report generator and an application demonstrating Benford's Law analysisFinancial reporting is full of mundane tasks that are perfect for automation. Learning VBA will put another arrow in your productivity quiver. If you want to spend less time grinding away the simple tasks then this book is for you.