Financial Analysis with Microsoft Excel – Making good decisions with numbers2018-12-16T06:08:47+00:00
55 students

Once you have your data into your financial software, how do you use that data to make meaningful decisions. In this session, we will learn how we can pull data from your financial software to help make meaningful decisions relevant to small business owners.

This course works with this template:

  • Congratulations on taking the plunge to improve your business!
    This template can be used for analyzing your current financial statements or budgeted numbers for the upcoming  or current year.
    1)The template can help you understand:
    1.  If you are growing as planned
    2.  If your debt is out of control
    3.  If you have enough cash to pay your taxes
    4.  How much you should be paying yourself.
    In addition there are sub budget templates, that can help you compute details for the following:
    1. Set personal goals: as a small business owner the budgeted financials starts with what you want personally.
    2. Projected revenue
    3. Budgeted administrative expenses
    4. Asset purchases and depreciation
    5. Budgeted labor cost
    6. Loan analysis
    7. Marketing plus business development budget
    8. Market pay for owner
    9. Personal net worth calculator
    To get the most of this template see the following free courses:
    1. How to create the budget
    2. Interpreting the numbers in line of your personal goals
    Consultation is also available by emailing:


User Avatar Evelyn Ivy, CPA, MBA

With over 16 years of accounting and finance experience, I know what it takes to make your business profitable. However, in my opinion of what really makes me qualified to work with you is my love for using my God-given gift to help people with numbers. I love difficult problems and my business is to be in the business of helping other people achieve their dream/vision/ goal in the most cost effective and productive way. I am very passionate about my clients and take their problems very personally.