Automating Financial Statement Preparation
Learning Outcomes
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What’s Included
Course Introduction
Course Introduction
In this lesson, we get a preview of the course ahead.
Automating Sales Revenue Ledger Updates
Automating Sales Revenue Ledger Updates
Learn how to consolidate sales revenue into a single account value.
Preparing a Trial Balance
Preparing a Trial Balance
Consolidate your accounts into a single file and ensure that the credit and debit fields match.
Preparing an Income Statement
Preparing an Income Statement
Extract data from a trial balance and prepare an income statement to determine net income.
Formatting an Income Statement
Formatting an Income Statement
Format your raw income statement data into a table that can be outputted in a pdf.
Preparing Balance Sheet Assets
Preparing Balance Sheet Assets
Use data from the trial balance to prepare the assets section of the income statement.
Finalizing the Balance Sheet
Finalizing the Balance Sheet
Use data from the trial balance and income statement to prepare the liabilities section of the income statement.
Formatting a Balance Sheet
Formatting a Balance Sheet
Format your balance sheet into a presentable table that can be saved as a pdf.
Preparing Cash Flow Operating Activities
Preparing Cash Flow Operating Activities
Use income statement and balance sheet data to prepare the operating activities section of a cash flow statement.
Finalizing the Cash Flow Statement
Finalizing the Cash Flow Statement
Add the investing and financing income sections of a cash flow and calculate net change in cash between 2 years.
Formatting Cash Flow
Formatting Cash Flow
Format a cash flow statement into presentable tables that can be saved as a pdf.
Course Overview
Course Overview
In this lesson, we summarize what we learned throughout this course.
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