This guide for financial professionals helps in the full preparation of financial statements and management reports using Microsoft Excel, regardless of the size and complexity of the organization. Tips are provided on creating financial statements in a single workbook and presenting, printing, or mailing them on a monthly, quarterly, or annual basis, based on either a calendar or fiscal year reporting system. Also discussed is how to analyze financial statements and create comparable five-year balance sheets and income statements as well as how to add graphs and ratio analysis pictures to cells. Advanced Excel features such as using the Pivot Table reports to analyze financial statements, summarize totals using running numbers, add percentages, and add quarterly calculations are presented as well.
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Joseph Rubin, C.P.A., is the principal of ExcelTip.com, a leading Excel web site, and the author of Mr. Excel on Excel. He is an independent consultant specializing in the development of applications using Microsoft Excel for the financial industry. He has served as a chief financial officer, controller, and has run a private CPA practice. He lives in Los Angeles.
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