Hold Off on Purchasing Accounting Software Until You Review These 4 Annual Reports
#Dont #Pay #Accounting #Software #Annual #Reports
If your financial reports involve more guesswork than actual numbers… we need to talk 😅
👨💼 𝐌𝐀𝐒𝐓𝐄𝐑 𝟏-𝐂𝐋𝐈𝐂𝐊 𝐑𝐄𝐏𝐎𝐑𝐓𝐒 𝐈𝐍 𝐌𝐘 𝐃𝐀𝐒𝐇𝐁𝐎𝐀𝐑𝐃 𝐌𝐀𝐒𝐓𝐄𝐑𝐂𝐋𝐀𝐒𝐒 👉 https://www.excelforfreelancers.com/dashboard-masterclass-ytdesc
🔥 𝐆𝐄𝐓 𝟑𝟓𝟎 𝐎𝐅 𝐌𝐘 𝐁𝐄𝐒𝐓, 𝐃𝐎𝐍𝐄-𝐅𝐎𝐑-𝐘𝐎𝐔 𝐓𝐄𝐌𝐏𝐋𝐀𝐓𝐄𝐒👉 https://www.excelforfreelancers.com/350-workbooks-ytdesc
💪 𝐀𝐂𝐂𝐄𝐒𝐒 𝟓𝟎𝟎+ 𝐑𝐄𝐀𝐃𝐘-𝐓𝐎-𝐔𝐒𝐄 𝐕𝐁𝐀 𝐌𝐀𝐂𝐑𝐎𝐒 𝐖𝐈𝐓𝐇 𝐌𝐘 𝐃𝐄𝐕𝐄𝐋𝐎𝐏𝐄𝐑𝐒 𝐋𝐈𝐁𝐑𝐀𝐑𝐘! 👉 https://www.excelforfreelancers.com/udvl-ytdesc
In this training, you’ll learn how to create a complete set of Annual Financial Statements in Excel — including the Income Statement, Balance Sheet, Cash Flow Statement, and Statement of Owner’s Equity each with Current & Previous Period. I’ll walk you through the layout, formulas, formatting, and dynamic controls like period switching, printing, and page setup — all with a professional, customizable design. Perfect for freelancers, small business owners, and Excel enthusiasts!
In This Video, You’ll Learn:
✓ Build 4 key financial reports from a blank workbook
✓ Add dynamic controls to switch between periods
✓ Apply accurate accounting logic with clean formulas
✓ Automate layout & output with smart VBA
✓ Create beautiful, print-ready pages
✓ Link all reports together for seamless updates
👇𝐃𝐎𝐖𝐍𝐋𝐎𝐀𝐃 𝐓𝐇𝐈𝐒 𝐖𝐄𝐄𝐊’𝐒 𝐖𝐎𝐑𝐊𝐁𝐎𝐎𝐊 𝐓𝐄𝐌𝐏𝐋𝐀𝐓𝐄 𝐇𝐄𝐑𝐄:
https://www.excelforfreelancers.com/annual-financial-statements/
𝐆𝐄𝐓 𝐀𝐍 𝐔𝐏𝐃𝐀𝐓𝐄𝐃 𝐓𝐑𝐀𝐈𝐍𝐈𝐍𝐆 𝐀𝐍𝐃 𝐓𝐄𝐌𝐏𝐋𝐀𝐓𝐄 𝐖𝐈𝐓𝐇 𝐓𝐇𝐄 𝐅𝐎𝐋𝐋𝐎𝐖𝐈𝐍𝐆 𝐅𝐄𝐀𝐓𝐔𝐑𝐄𝐒:
⭐️ Dynamic date Ranges & Date Range Table Added
⭐️ Add, Edit, Save & Delete Transactions via new userform
⭐️ Added Email PDF Report Feature
𝐅𝐈𝐍𝐃 𝐓𝐇𝐈𝐒 𝐔𝐏𝐃𝐀𝐓𝐄 𝐎𝐍 𝐏𝐀𝐓𝐑𝐄𝐎𝐍 𝐇𝐄𝐑𝐄► https://www.patreon.com/posts/annual-financial-130502530
🛠 𝐍𝐄𝐄𝐃 𝐇𝐄𝐋𝐏?
➡️ 𝗚𝗲𝘁 𝗘𝘅𝗽𝗲𝗿𝘁 𝗛𝗲𝗹𝗽 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗶𝗻𝗴 𝗧𝗵𝗶𝘀 𝗢𝗿 𝗔𝗻𝘆 𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲. 𝗢𝘂𝗿 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗿𝘀 𝗔𝗿𝗲 𝗥𝗲𝗮𝗱𝘆 𝗧𝗼 𝗔𝘀𝘀𝗶𝘀𝘁 𝗬𝗼𝘂 𝗡𝗼𝘄! https://www.excelforfreelancers.com/CustomsJobs_YTDesc
𝐄𝐗𝐂𝐄𝐋 𝐂𝐎𝐔𝐑𝐒𝐄𝐒:
►𝗠𝗘𝗡𝗧𝗢𝗥𝗦𝗛𝗜𝗣 𝗣𝗥𝗢𝗚𝗥𝗔𝗠: https://www.excelforfreelancers.com/mentorship-program-ytdesc
►𝗗𝗔𝗦𝗛𝗕𝗢𝗔𝗥𝗗 𝗠𝗔𝗦𝗧𝗘𝗥𝗖𝗟𝗔𝗦𝗦: https://www.excelforfreelancers.com/dashboard-masterclass-ytdesc
►𝗕𝗘𝗚𝗜𝗡𝗡𝗘𝗥𝗦 𝗩𝗕𝗔 𝗖𝗢𝗨𝗥𝗦𝗘: https://www.excelforfreelancers.com/ultimate-vba-ytdesc
►𝗙𝗥𝗘𝗘𝗟𝗔𝗡𝗖𝗘𝗥’𝗦 𝗔𝗖𝗔𝗗𝗘𝗠𝗬: https://www.excelforfreelancers.com/freelancers-ytdesc
►𝗪𝗘𝗕 𝗔𝗨𝗧𝗢𝗠𝗔𝗧𝗜𝗢𝗡 𝗪𝗜𝗧𝗛 𝗩𝗕𝗔: https://www.excelforfreelancers.com/CompleteWebAutoYTDesc
𝐄𝐗𝐂𝐄𝐋 𝐏𝐑𝐎𝐃𝐔𝐂𝐓𝐒:
►𝗚𝗲𝘁 𝟯𝟱𝟬 𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲𝘀 𝗜𝗻 𝟭 𝗭𝗶𝗽 𝗙𝗶𝗹𝗲: https://www.excelforfreelancers.com/350-workbooks-ytdesc
►𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗔𝗰𝘁𝘂𝗮𝗹 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲 𝗛𝗼𝘂𝗿𝗹𝘆 𝗖𝗼𝘀𝘁: https://www.excelforfreelancers.com/labor-burden-ytdesc
►𝗚𝗲𝘁 𝟱𝟬𝟬+ 𝗗𝗼𝗻𝗲-𝗙𝗼𝗿-𝗬𝗼𝘂 𝗠𝗮𝗰𝗿𝗼𝘀: https://www.excelforfreelancers.com/udvl-ytdesc
►𝗚𝗲𝘁 𝗖𝗵𝗮𝘁𝗚𝗣𝗧 𝗜𝗻𝘁𝗼 𝗘𝘅𝗰𝗲𝗹 𝗪𝗶𝘁𝗵 𝗧𝗵𝗶𝘀 𝗔𝗱𝗱𝗶𝗻: https://www.excelforfreelancers.com/ai-toolpack-ytdesc
►𝗚𝗲𝘁 𝗗𝗲𝗲𝗽𝗲𝗿 𝗗𝗮𝘁𝗮 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗪𝗶𝘁𝗵 𝗔𝗜 𝗗𝗮𝘁𝗮 𝗔𝗻𝗮𝗹𝘆𝘀𝘁: https://www.excelforfreelancers.com/ai-data-ytdesc
►𝗧𝗵𝗲 𝗨𝗹𝘁𝗶𝗺𝗮𝘁𝗲 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲 𝗢𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗪𝗶𝘁𝗵 𝗘𝘅𝗰𝗲𝗹 𝗖𝗮𝗹𝗲𝗻𝗱𝗮𝗿 𝗣𝗿𝗼: https://www.excelforfreelancers.com/calendar-pro-ytdesc
𝐓𝐢𝐦𝐞𝐬𝐭𝐚𝐦𝐩𝐬:
00:00 –Introduction
00:33 –Overview
01:08 – One-click period switching
03:27 – Customize fiscal year dates easily
05:59 – Full company overview in one click
08:38 – Use named ranges for smart formulas
12:35 – Build the Income Statement (step-by-step)
14:10 – Dynamic dates with EDATE()
19:39 – Period comparisons + % change
21:53 – COGS vs operating vs other expenses
25:15 – Balance Sheet: assets = liabilities + equity
32:02 – Cash Flow: operations, investing, financing
36:53 – Owner’s equity and capital changes
39:03 – VBA navigation + report selection
48:03 – Report Print
𝐉𝐎𝐈𝐍 𝐎𝐔𝐑 𝐂𝐎𝐌𝐌𝐔𝐍𝐈𝐓𝐘 👉 https://www.excelforfreelancers.com/EFFGroup
𝐅𝐨𝐥𝐥𝐨𝐰 𝐌𝐞 𝐎𝐧 𝐌𝐲 𝐒𝐨𝐜𝐢𝐚𝐥 𝐌𝐞𝐝𝐢𝐚 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬:
✖️X: https://x.com/Excel4Freelance
🔗LinkedIn: https://www.linkedin.com/in/excelforfreelancers/
𝐀𝐛𝐨𝐮𝐭 𝐔𝐬:
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𝐆𝐞𝐭 𝐀𝐥𝐞𝐫𝐭𝐞𝐝 𝐈𝐌𝐌𝐄𝐃𝐈𝐀𝐓𝐄𝐋𝐘 𝐖𝐢𝐭𝐡 𝐍𝐞𝐰 𝐅𝐫𝐞𝐞 𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐕𝐢𝐝𝐞𝐨𝐬 & 𝐖𝐨𝐫𝐤𝐛𝐨𝐨𝐤 𝐁𝐲 𝐒𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐢𝐧𝐠 𝐇𝐞𝐫𝐞 👉 https://www.youtube.com/c/ExcelForFreelancers/
New Training Video Uploaded Every Tuesday And Saturday!
𝙏𝙝𝙖𝙣𝙠 𝙮𝙤𝙪 𝙫𝙚𝙧𝙮 𝙢𝙪𝙘𝙝 𝙛𝙤𝙧 𝙮𝙤𝙪𝙧 𝙘𝙤𝙣𝙩𝙞𝙣𝙪𝙚𝙙 𝙨𝙪𝙥𝙥𝙤𝙧𝙩,
Randy Austin
#ExcelFinancialStatements #IncomeStatement #BalanceSheet #CashFlowStatement #OwnersEquity #FinancialReports #AnnualReport #AccountingInExcel #FinancialDashboard
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