Excel for Financial Reporting: Preparation of Financial Statements

Foiz Ahmed
Last Update May 14, 2024
0 already enrolled

About This Course

Financial statements serve as crucial tools for assessing the financial health and performance of an organization. In this practical workshop, participants will learn how to leverage Microsoft Excel to prepare accurate and professional financial statements efficiently. Whether you’re a finance professional, accountant, or business owner, mastering the preparation of financial statements in Excel will enhance your ability to analyze and communicate financial information effectively.

Throughout this workshop, participants will be guided through the process of creating financial statements from scratch using Excel, covering essential components such as income statements, balance sheets. 

Teaching Methodology: This workshop combines instructor-led demonstrations with hands-on exercises to provide participants with practical experience in preparing financial statements in Excel. Participants will work with sample financial data sets and Excel templates, guided by experienced instructors who will demonstrate best practices and techniques. The workshop will also include interactive discussions and Q&A sessions to address participants’ specific questions and challenges.

Learning Objectives

Designing Chart of Accounts in Excel
Table Formatting for Journal Posting
Data Validation for COA List
Understanding Data source
Creating Pivot Table for Ledger Report
Customizing and Designing Pivot Table
Pivot Table Analize
Creating Slicer for Individual Ledger Report automatically
Automate Trial Balance by Pivot Table
Creating Profit and Loss account by using Vlookup
Creating Balance Sheet by using Vlookup
- Accounting Golden rules
- Double entry bookkeeping system (Debit and Credit)
- Ledgers or Chart of Accounts
- Bill, Invoice, Accounts Payable and Accounts Receivable
- Financial reports (P/L accounts and Balance sheet)
- Assets, Depreciation and Liability

Material Includes

  • Booklets


  • Not required.

Target Audience

  • This workshop is suitable for finance professionals, accountants, business owners, entrepreneurs, and anyone involved in financial reporting and analysis. Participants should have a basic understanding of accounting principles.


1 Lesson2h

Live training on Excel for Financial Reporting: Preparation of Financial Statements

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Your Instructors

Foiz Ahmed

25 Courses
23 Reviews
36 Students
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