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Usingexceltoautomate fsm

USING EXCEL TO AUTOMATE CUSTOM FINANCIAL REPORTS & FINANCIAL STATEMENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 6, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendBookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
Series: QuickBooks Online, Bookkeeper, CFOs and Controllers, Women in Accounting
Course Description

This course focuses on the major features of ExcelFSM, a patented Excel add-in that allows its users to easily create and update financial reports in Excel, using their preferred format. Attendees will learn how to read and use trial balance information in Excel. They will learn how to access the trial balance information in Excel to quickly create or update financial statements, including the statement of cash flows. They will also see how to drill-down on any balance within any financial report.

Learning Objectives

  • How to create and update custom financial statements in Excel

  • How to quickly create a statement of cash flows using Excel.

  • How to use GL drill-down functionality in Excel.

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Testimonials
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Nitasha, Other

"Presenter was very knowledgeable, in fact we are considering using the trial available ton their website to see if this fits the needs of our financials statement preparation team and saves time. Concepts were communicated clearly and concisely. Although we have a huge time difference with the usual webinar timings, we are definitely considering making this a more frequent occurrence at our firm."
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Shelly, TX

"Excellent presenter and just the right pace for me. I can only hope I will land a new job at a company that will purchase this software. It looks really fun to use and so effective at getting to the results quickly. It was my first exposure to this type of software. Very interesting!"
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Irene, CA

"Wow. glad I decided to register for the courses. I am getting so informed and educated to be able to work with excel! Presentation was just great & I plan to take the home study course to keep working in excel professionally. Great job!!"
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Gina, MA

"This is an amazing software for us beancounters! Finally, something to rave about to make our time on FS more efficient and keep productivity at its highest. Great webinar, learned a lot and look forward to more!"
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Kathryn, SC

"I use excel in my position as accountant and found this information to be new and helpful. I use many spreadsheets to help facilitate the reports I use daily, monthly, and yearly."
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Michael, TX

"Good presentation and it looks like a great tool for taking a third party accounting system creating custom reports from a downloaded trial balance."
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Mona, CA

"I thought the presentation was very clear and will review the product since it may be helpful to me."
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Lavonne, NV

"This product could be useful for a practitioner who handles a lot of different company financials."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Joanna Schultz

Financial Statement Masters
CEO
joanna@excel-fsm.com
408-221-9435

Financialstatementmasters

Joanna is the CEO of Financial Statement Masters. Previously she was a partner at a national top-ten accounting firm where she served as the National Director of Audit Technology. Prior to that, she was an auditor and technology specialist for a Silicon Valley CPA firm. She began her career at Ernst & Young (EY) in San Jose. Joanna is a Certified Public Accountant and Certified Information Technology Professional. She graduated summa cum laude from Santa Clara University with a Bachelor of Science in Commerce, concentration in Accounting.

About Our Presenter

Financialstatementmasters
Financial Statement Masters offers software that adds functionality to Excel and Word for accountants, auditors, and financial professionals. ExcelFSM and WordFSM, the primary applications, use patented technology for financial reporting.