Financial Statements.xls: A Step-by-step Guide to Creating Financial Statements Using Microsoft Excel

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Limelight Media, 2003 - Business & Economics - 314 pages
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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About the author (2003)

Joseph Rubin, CPA, principal of (a leading Excel Web site) is the author of the very successful book Mr Excel On Excel. Joseph Rubin has over 25 years of financial experience in the accounting industry. He has served as CFO, Controller and run his CPA practice for years. Joseph Rubin, CPA, is an independent consultant specializing in the development of applications using Microsoft Excel for the financial industry and has instructed thousands of professionals on Microsoft Excel. Contact the author -

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