Creating Custom Financial Statements with Excel (FSMC)

Customer Rating
Field of Study
Computer Software & Applications
Level
Intermediate
Credits
2
Qualifies For
CPE



Price:  $19.99

Most general ledger packages do a great job of aggregating journal entries and creating a trial balance. Where many fall short is in the presentation of financial information in the form of financial statements. Many have default financial statements that conform to the presentation needs of a manufacturing entity or a wholesaler, but are not very flexible beyond that. If they do provide for customizable financial statement formats, it can be a difficult and time consuming process. The good news is that using Excel to prepare custom financial statements from a trial balance is a relatively easy and straightforward process. If the general ledger account numbers already have financial statement mapping embedded in them, the process is a few simple steps. If the general ledger account numbers do not indicate the appropriate financial statement line item, there is one intermediate step that provides a map to the financial statement from the trial balance. Using the techniques in this course, you can create

Additional information

Credits

2

Format

Self-Study Download

Company Code

Self Study

Yellow Book Approved

0

CFP Approved

0

IRS Approved

0

CTEC Approved

0

Field of Study Credits

Computer Software & Applications (2)

Field of Study Department

Computer Software & Applications

Course Version

2022-01

CPE Approved

1

Pre-requistes:

None

Knowledge Level:

Intermediate

Major Topics:

Coming soon!

Designed For:

All CPAs