Josh (Your CFO Guy)
@YourCFOGuy
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Fractional CFO | 300k+ Linkedin followers | Follow Your CFO Guy for Finance & Accounting tips!
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This post contains EVERYTHING you can do in excel 😱👇
Excel continues to be the
#1
tool used for Finance & Accounting professionals…
and for good reason.
With excel, there are pretty much no limits to what you can accomplish.
Let’s do a walk through it all 👀 :
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518
2K
Dashboards are my favorite thing to create in Microsoft Excel...
and when set up correctly, they add a ton of value to a presentation
Here is how I build Dashboards using just 8 steps...
6
253
1K
Learn about the 3 financial statements, and how they are all connected
In just a few minutes, I'm going to teach you the most important concepts behind the Financial Statements...
and we're going to have a TON of fun along the way 🧵
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310
1K
Here is one of the most popular function types in excel
and there are many different methods available…
Here's the 7 Lookup functions in Excel 🔍
A lookup function allows you to get an exact value from a range, based off of inputs.
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282
851
Dashboards are my favorite thing to create in Microsoft Excel...
and when set up correctly, they add a ton of value to a presentation
Here is how I build Dashboards using just 8 steps...
4
185
772
The Periodic Table of Financial Metrics
where chemistry meets profitability...
3
184
720
This post contains EVERYTHING you can do in excel 😱👇
Excel continues to be the
#1
tool used for Finance & Accounting professionals…
and for good reason.
With excel, there are pretty much no limits to what you can accomplish.
Let’s do a walk through it all 👀 :
6
174
659
Dashboards are my favorite thing to create in Microsoft Excel...
and when set up correctly, they add a ton of value to a presentation
Here is how I build Dashboards using just 8 steps...
2
137
618
Debt vs Equity
Both can fund your business...
but each have their tradoffs
7
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Looking to level up your career in Finance & Accounting?
Here's who you need to be following 👇
Who else should be added to this list?
6
153
291
Learn about the 3 financial statements, and how they are all connected
In just a few minutes, I'm going to teach you the most important concepts behind the Financial Statements...
and we're going to have a TON of fun along the way...
9
147
552
Two elements can fund your business...
but each has their tradeoffs
𝗗𝗲𝗯𝘁 𝘃𝘀 𝗘𝗾𝘂𝗶𝘁𝘆
Learn more about them here...
2
158
540
Is EBITDA a good metric?
That depends on who you ask...
and what it's used for.
What do you think?
Let us know in the comments below 👇
7
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13 Cash Flows Formulas
Follow along in this thread for an in depth dive on each of them 👇
6
147
532
Learn about the 3 financial statements, and how they are all connected
In just a few minutes, I'm going to teach you the most important concepts behind the Financial Statements...
and we're going to have a TON of fun along the way...
4
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527
Here's how I build beautiful dashboards in excel 🧵
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Preparing a forecast may seem like a daunting task…
but it’s actually fairly simple once you do it a few times.
Here are 9 ways to forecast:
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𝟭𝟰 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗮𝘁𝗶𝗼𝘀 & 𝗠𝗲𝘁𝗿𝗶𝗰𝘀 (𝘄𝗶𝘁𝗵 𝗱𝗲𝗳𝗶𝗻𝗶𝘁𝗶𝗼𝗻𝘀 & 𝗳𝗼𝗿𝗺𝘂𝗹𝗮𝘀)
Let's dive into each one:
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PivotTable’s are one of the most popular features that excel has to offer…
and for good reason - PivotTables unlock a TON of functionality…
it can make your reporting a BREEZE.
Here’s what you need to know about it...
(stick till the end to get my free worksheet)
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The Periodic Table of Financial Metrics
where chemistry meets profitability...
5
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474
8 Ways to Value a company
Let's learn all about it here
2
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8 Ways to Value a company
Let's learn all about it here
3
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I’ve been fortunate to build over 𝟭𝟬𝟬 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗼𝗱𝗲𝗹𝘀 in my career…
and each time, I learn something new.
But the general process is fairly consistent across each one…
and can be summarized in just 7 steps
Let me take you through each step...
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The Accounting Cheat sheet
This cheat sheet contains close to everything I learned in my intro to accounting course in college
Did I miss anything?
3
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How the Financial Statements are connected
This Mindmap will give you everything you need to grasp the connectedness of the Financial Statements...
and that should come in handy...
as the Financial Statements are a popular topic in Finance & Accounting.
In fact...almost…
0
151
456
The Periodic Table of Financial Metrics
where chemistry meets profitability...
7
102
454
Liabilities
These are amounts owed to CREDITORS
These creditors can be:
→ vendors (IE, you purchased something)
→ customers (IE, you owe them your product / service)
→ employees (IE, payroll)
→ owners (IE, if it's a loan)
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When I first graduated, I thought there were only 2 directions you can go with an Accounting degree…
Audit, or Tax.
Man…was I wrong.
Accounting is one of the most versatile fields out there…
with benefits ranging from your career, to even your personal life.
There are 77…
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CASH is KING 👑
but before you wear the crown, you must know everything about it
Let's do a deep dive on 13 cash flow formulas 👇
3
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Liabilities
These are amounts owed to CREDITORS
These creditors can be:
→ vendors (IE, you purchased something)
→ customers (IE, you owe them your product / service)
→ employees (IE, payroll)
→ owners (IE, if it's a loan)
2
119
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If you aren’t using keyboard shortcuts in excel…
you are MISSING out…
and most likely adding tons EXTRA TIME with your mouse 🐌
Lucky for you, I have aggregated this cheat sheet for you to bookmark and refer to whenever you need...
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Funds pretty much run our economy…
But how do they work?
and why do they have to be so complicated?
Let’s solve both of those…
1
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Learn about the 3 financial statements, and how they are all connected
In just a few minutes, I'm going to teach you the most important concepts behind the Financial Statements...
and we're going to have a TON of fun along the way...
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Understand how Financial Statements work
It'll be one of the best things you learn
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Looking to level up your career in Finance & Accounting?
You need to be following the right people.
Lucky for you, I aggregated the list.
Here's 12 people I'm honored to have connected with...and their best tweets:
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20 Excel Tricks & Tips 👇
Master all 20 and become an excel wizard 🧙♂️
(stick till the end to get my free worksheet)
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The Periodic Table of Financial Metrics
where chemistry meets profitability...
1
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397
Looking to level up your career in Finance & Accounting?
You need to be following the right people.
Lucky for you, I aggregated the list.
Here's 12 people I'm honored to have connected with...and their best tweets:
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14 Financial Ratios & Metrics (with definitions & formulas)
Let's dive into each one 🧵
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The Periodic Table of Financial Metrics
where chemistry meets profitability...
1
126
388
I’ve been fortunate to build over 𝟭𝟬𝟬 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗼𝗱𝗲𝗹𝘀 in my career…
and each time, I learn something new.
But the general process is fairly consistent across each one…
and can be summarized in just 7 steps
Let me take you through each step...
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4 Accounting fundamentals
If you know all of them...you can:
1. Get a job
2. Understand your business
3. Invest in a business
and so much more
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12 Ways to present a P&L
Learn more about all of them..
2
115
381
How the Financial Statements are connected
This Mindmap will give you everything you need to grasp the connectedness of the Financial Statements...
and that should come in handy...
as the Financial Statements are a popular topic in Finance & Accounting.
In fact...almost…
2
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374
How the Balance Sheet connected to the P&L
The short answer → an account called Retained Earnings
The long answer → countless journal entries
Learn about the biggest ones here 👇
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𝟭𝟰 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗮𝘁𝗶𝗼𝘀 & 𝗠𝗲𝘁𝗿𝗶𝗰𝘀 (𝘄𝗶𝘁𝗵 𝗱𝗲𝗳𝗶𝗻𝗶𝘁𝗶𝗼𝗻𝘀 & 𝗳𝗼𝗿𝗺𝘂𝗹𝗮𝘀)
Let's dive into each one:
2
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368
Dashboards are my favorite thing to create in Microsoft Excel...
and when set up correctly, they add a ton of value to a presentation
Here is how I build Dashboards using just 8 steps...
5
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369
This is the MOST POPULAR function in Excel 😱
In fact…it’s probably the most popular function in all of computer programming 🤯
Ofc,I’m talking about the IF Function…
And today we’re going to do a deep dive on how it works…
(stick till the end to get my free worksheet)
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If you’re running a business, you simply can’t stay in the weeds in every area…
You need QUICK and DIGESTIBLE ways to understand what’s happening
Here is my preferred set up for items to track every morning as a CEO
The Ultimate Business Dashboard:
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Working Capital (with 10 ways to improve)
What it means → The amount of liquid assets that the company has available to meet its short-term obligations.
Formula → Current Assets - Current Liabilities
2
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The 3 Financial Statements
explained in 60 seconds 👇
1
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361
Learn about the 3 financial statements, and how they are all connected
In just a few minutes, I'm going to teach you the most important concepts behind the Financial Statements...
and we're going to have a TON of fun along the way...
3
91
351
Accounts Payable
What it means →
Why it's important →
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26 examples of operating expenses
Operating costs are associated with the maintenance and administration of a business
Did I miss any?
Let us know in the comments below
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10 Finance & Accounting Topics...
Explained like you are 5 years old
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If you’re running a business, you simply can’t stay in the weeds in every area…
You need QUICK and DIGESTIBLE ways to understand what’s happening
Here is my preferred set up for items to track every morning as a CEO
The Ultimate Business Dashboard:
8
64
344
The Excel Formulas Cheat Sheet
This cheat sheet contains close to every formula I’ve ever used in Excel 👀😮
Let’s walkthrough the different categories, and when to use each...
8
106
344
Here is one of the most popular function types in excel
and there are many different methods available…
Here's the 7 Lookup functions in Excel 🔍
A lookup function allows you to get an exact value from a range, based off of inputs.
2
101
343
Excel is easily the
#1
tool for Finance & Accounting...
and my vote is it will only get better from here.
There is SO MUCH you can do in excel, and today, we're going to analyze 21 different tips & features that you can use to boost your productivity.
1
102
340
Liabilities
These are amounts owed to CREDITORS
These creditors can be:
→ vendors (IE, you purchased something)
→ customers (IE, you owe them your product / service)
→ employees (IE, payroll)
→ owners (IE, if it's a loan)
2
105
339
This post contains EVERYTHING you can do in excel 😱👇
Excel continues to be the
#1
tool used for Finance & Accounting professionals…
and for good reason.
With excel, there are pretty much no limits to what you can accomplish.
Let’s do a walk through it all 👀 :
3
104
332
Here is one of the most popular function types in excel
and there are many different methods available…
Here's the 7 Lookup functions in Excel 🔍
A lookup function allows you to get an exact value from a range, based off of inputs.
3
109
332
Preparing a forecast may seem like a daunting task…
but it’s actually fairly simple once you do it a few times.
Here are 9 ways to forecast:
7
73
334
The Excel Formulas Cheat Sheet
This cheat sheet contains close to every formula I’ve ever used in Excel 👀😮
Let’s go through the different categories, and when to use each...
3
99
333
20 Debits & Credits
Do you know them all?
Here are 20 examples:
1. Record revenue (cash basis) → DR Cash, CR Revenue
2. Collect cash from receivables → DR Cash, CR Accounts Receivable
3. Take out a loan → DR Cash, CR Loan Payable
4. Earn revenue from deferred → DR…
1
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329
Having trouble remembering your debits & credits?
Here's all you need to know:
2
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322
CASH is KING 👑
but before you wear the crown, you must know everything about it
Let's do a deep dive on 13 cash flow formulas 👇
3
86
331
I’ve been fortunate to build over 𝟭𝟬𝟬 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗼𝗱𝗲𝗹𝘀 in my career…
and each time, I learn something new.
But the general process is fairly consistent across each one…
and can be summarized in just 7 steps
Let me take you through each step...
3
92
328
With Excel, there are pretty much no limits to what you can accomplish.
Lucky for you, I’ve assembled the most valuable functions that will help you a lot
Every Excel function you NEED to know
2
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322
The Chart of Accounts
they can make or break your financial statements
but what are they?
and how do you design them correctly?
Learn all about them right here 🧵
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𝗖𝗮𝗹𝗰𝘂𝗹𝗮𝘁𝗲 𝗕𝗿𝗲𝗮𝗸 𝗲𝘃𝗲𝗻
It's actually really simple
Fixed price / (sales - variable costs)
So if you sell hamburgers for $5...
the food (variable) costs are $1...
and your rent (fixed cost) is $1,000...
Break even = $1,000 / (5-1) = 250 hamburgers 🍔
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Calculate Break even
It's actually really simple
Fixed price / (sales - variable costs)
So if you sell hamburgers for $5...
the food (variable) costs are $1...
and your rent (fixed cost) is $1,000...
Break even = $1,000 / (5-1) = 250 hamburgers 🍔
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My favorite statement? The Balance Sheet
Why?
Because it gives you CONTEXT
The most important being your return on equity
a $1m profit sounds impressive...
Till you hear that $1b was invested
Check out a bunch more ratios below👇
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71 VITAL excel shortcuts
These are the excel shortcuts I utilize everyday.
There are literally hundreds of excel shortcuts available…
but if you learn just these 71, you’ll save a HUGE amount of time...
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6 Ways to Present Financial Figures
Master these visualizations, and you'll go far in your career
My favorite? The donut 🍩
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How all 3 Financial Statements Connect
Learn about the Financial Statements and how they are all connected with this simple infographic
The Financial Statements are a popular topic in Finance & Accounting
Almost everything revolves around them
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24 Startup KPIs 👇
1️⃣ Gross Margin → Gross Profit / Revenue
2️⃣ Cash Burn → Cash consumed, not factoring in financing activities
3️⃣ Churn → Lost revenue / customers who are no longer active
4️⃣ EBITDA Margin → EBITDA / Revenue
5️⃣ Customer Acquisition Cost → Cost to…
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Assets vs Liabilities 🏢📊
In many ways, they are polar opposites
In many ways, they are both 2 sides of the same coin
Learn more about them in details here👇
1
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306
12 Examples of Cost of Goods Sold (COGS)
This represents the cost to produce & deliver your product or service
If you sell widgets, this would be the cost associated with producing the widget
If you sell software, this would include the cost to host your tech
2
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305
Two elements can fund your business...
but each has their tradeoffs
𝗗𝗲𝗯𝘁 𝘃𝘀 𝗘𝗾𝘂𝗶𝘁𝘆
Learn more about them here...
1
87
303
10 KPIs Every CEO should Know:
Every month, I work with dozens of CEOs who are trying to understand what is happening with their business
The best CEOs that I work with have quick insight into what matters, allowing them to act FAST
2
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The Periodic Table of Financial Metrics
where chemistry meets profitability...
1
74
299
𝟭𝟯 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄𝘀 𝗙𝗼𝗿𝗺𝘂𝗹𝗮𝘀💵💵💵
Follow along in this thread for an in depth dive on each of them 👇
2
82
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The top 10 VC Metrics
My favorite?
Gross Margin
With that, you understand how much money you have to invest after each sale
High margin → large investment🤑
Low margin → low investment 🥵
2
73
251
12 Examples of Cost of Goods Sold (COGS)
This represents the cost to produce & deliver your product or service
If you sell widgets, this would be the cost associated with producing the widget
If you sell software, this would include the cost to host your tech
3
89
298
Dashboards are my favorite thing to create in Microsoft Excel...
and when set up correctly, they add a ton of value to a presentation
Here is how I build Dashboards using just 8 steps...
3
72
302
10 Finance & Accounting interview questions (with answers)
If you know the answer to all of these questions...
You'll ROCK your next interview
Let's get into it ...
2
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The ABCs of Accounting
Won't you sing along with me?
2
73
294
Is EBITDA a good metric?
That depends on who you ask...
and what it's used for.
What do you think?
Let us know in the comments below 👇
2
72
292
I’ve been fortunate to build over 𝟭𝟬𝟬 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗼𝗱𝗲𝗹𝘀 in my career…
and each time, I learn something new.
But the general process is fairly consistent across each one…
and can be summarized in just 7 steps
Let me take you through each step...
2
83
290
𝗘𝘃𝗲𝗿𝘆 𝗘𝘅𝗰𝗲𝗹 𝗖𝗵𝗮𝗿𝘁, 𝗮𝗻𝗱 𝗪𝗵𝗲𝗻 𝘁𝗼 𝗨𝘀𝗲 𝗶𝘁 📊📈
Charts are one of the most powerful features that Excel offers…
and each one has their own time & place for when you should use them.
Let’s do a walk through of each chart:🧵
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