Financial Statements.xls: A Step-by-Step Guide to Creating Financial Statements Using Microsoft Excel (Paperback)

Joseph Rubin CPA

  • 出版商: Limelight Media
  • 出版日期: 2003-11-01
  • 定價: $1,290
  • 售價: 2.3$299
  • 語言: 英文
  • 頁數: 340
  • 裝訂: Paperback
  • ISBN: 0974636800
  • ISBN-13: 9780974636801
  • 相關分類: Excel
  • 立即出貨(限量) (庫存=5)




A finance professional's guide to creating business statements using Microsoft Excel

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.

Joseph Rubin, C.P.A., is the principal of, 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.


這本書是一位金融專業人士使用Microsoft Excel創建商業報表的指南。無論組織的大小和複雜性如何,本書都能幫助金融專業人士完整地準備財務報表和管理報告。本書提供了在單個工作簿中創建財務報表的技巧,並根據日曆或財政年度報告系統的要求,以每月、每季度或每年的頻率進行呈現、打印或郵寄。本書還討論了如何分析財務報表,創建可比較的五年期資產負債表和利潤表,以及如何將圖表和比率分析圖片添加到單元格中。同時還介紹了高級的Excel功能,例如使用樞紐表報告分析財務報表,使用運行編號總結總數,添加百分比和季度計算等。

Joseph Rubin, C.P.A. 是ExcelTip.com的負責人,該網站是一個領先的Excel網站,他也是《Mr. Excel on Excel》的作者。他是一位獨立顧問,專門為金融行業開發使用Microsoft Excel的應用程序。他曾擔任首席財務官、控制器,並經營過一家私人會計師事務所。他居住在洛杉磯。