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.
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.
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.