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Resources for Accountants

30-Day Roadmap for New Controller or CFO (My Blueprint) [Video]

Join 10,000+ professionals who enrolled in the Controller Academy 🚀 https://controller-academy.com/courses/controller-academy Get your copy of the 30-day roadmap: https://thefincontroller.com/p/30dayroadmap I am a CPA in the United States and I summarize in the video what new Controllers and CFOs need to focus on during their first 30 days in the role. Videos mentioned during this tutorial: Balance Sheet Reconciliation: https://youtu.be/rXavkEg4Ht0 How to create month-close checklist https://youtu.be/m_SfIf8PKpg Time Stamps: 00:00 Intro 00:36 Agenda 01:15 1. Financial Statement Review 02:46 2. Budget 04:50 3. Internal Controls 08:45 4. Systems 12:41 5. Month-end 14:31 6. People 17:15 7. Compliance 20:15 8. Create 90 day roadmap ———————————– Hang Out with me on social media: 📸 https://www.instagram.com/the_financial_controller/ 📱https://www.tiktok.com/@thefinancialcontroller https://www.linkedin.com/in/bill-hanna-cpa-7653a851/ DISCLAIMER: Links included in this description might be affiliate links. If you happen to purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel so I can continue to provide you with free content each week! All views expressed on my channel are mine alone. Not intended as financial or professional advice

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Resources for Accountants

Master VBA with WallStreetMojo’s Beginner Course! [Video]

🚀 Looking to automate tasks and enhance your Excel efficiency? Whether you're a beginner or a professional aiming to master VBA, this course is your gateway to unlocking the power of Excel macros and automation!​ 🎓 Introducing WallStreetMojo’s Basic Excel VBA Course – Your comprehensive guide to understanding and applying VBA in real-world scenarios, from foundational concepts to practical applications.​ ✅ 16+ hours of self-paced, expert-led video tutorials ✅ One-year unlimited access – Learn at your convenience! ✅ Hands-on Excel-based learning with downloadable templates ✅ Master recording and editing macros, loops, and conditional statements ✅ Learn to automate repetitive tasks and enhance productivity ✅ Earn a globally recognized certification upon course completion ✅ Rated 4.8⭐ by thousands of satisfied learners!​ 🔹 What You'll Learn: 📌 Understand the fundamentals of VBA and macros 📌 Record, edit, and debug macros effectively 📌 Implement loops and conditional statements for automation 📌 Apply real-world scenarios to reinforce learning 📌 Gain proficiency in automating tasks to save time and reduce errors​ 📜 Upon completion, you'll receive a professional certificate to enhance your resume and open doors to opportunities in data analysis, financial modeling, and more.​ 💡 Join over 5,110 learners who have transformed their Excel skills with WallStreetMojo. It's your turn to gain a competitive edge in the data-driven world!​ 🎯 Start your journey to mastering Excel VBA today – Click below to enroll now! 👇​ 🔗 https://www.wallstreetmojo.com/vba/basic-excel-vba-course/ 📢 Subscribe for more practical Excel training and career tips! 🔔 Turn on notifications to stay updated on the latest in Excel education!

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Resources for Accountants

How to Transition from Startup to Established Company [Video]

The journey from a fledgling startup to an established company is akin to scaling a mountain—fraught with challenges, but also promising breathtaking vistas of growth and success. This transition marks a pivotal moment in the entrepreneurial odyssey, where the agility and creativity that characterized the startup phase must harmonize with the stability and maturity necessary for long-term sustainability. It's a delicate balance, requiring strategic foresight, operational finesse, and unwavering commitment. In this guide, we'll delve into the multifaceted process of transitioning from a startup to an established company, exploring key strategies and best practices to navigate this transformative journey.

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Resources for Accountants

What are individually tailored accounting policies? [Video]

Chris will help you "close the GAAP" on what an "individually tailored accounting policy" actually is and provide some resources to learn more. Check out his quick video explanation here! If you are interested in learning more on this topic, explore our eLearning courses on our GAAP Dynamics Learning Library: SEC Reporting: Non-GAAP Financial Measures: https://www.gaapdynamics.com/product/sec-reporting-non-gaap-financial-measures/ U.S. GAAP eLearning Library (CPE Subscription): https://www.gaapdynamics.com/product/u-s-gaap-elearning-library/

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Resources for Accountants

How to Successfully Start a Business from Scratch [Video]

Starting a business from scratch is a profound journey, one filled with excitement, challenges, and the promise of realizing your entrepreneurial dreams. It's an endeavor that demands a blend of creativity, resilience, and strategic thinking. While the path to success may not always be straightforward, there are essential steps and principles that can guide you through the process and increase your chances of building a thriving enterprise.

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Resources for Accountants

How to Spot Danger in a Positive Cash Flow Statement [Video]

Learn the skills needed for a CFO role: https://controller-academy.com/bundles/cfo-bundle Download file shown in the video: https://thefincontroller.com/p/cash-flow-statement Can a company have positive cash flow and still be in financial danger? In this video, I break down a real-world cash flow statement and show you exactly how to spot red flags—even when the numbers look good. We’ll cover: ✅ What “positive cash flow” really means ✅ The difference between healthy and misleading cash flow ✅ How companies use asset sales, debt, and delays to hide deeper issues ✅ Where to look in the cash flow statement for warning signs Whether you're a student, accounting professional, or business owner, this video will give you the skills to read between the lines and avoid being fooled by surface-level numbers. ———————————– Hang Out with me on social media: 📸 https://www.instagram.com/the_financial_controller/ 📱https://www.tiktok.com/@thefinancialcontroller https://www.linkedin.com/in/bill-hanna-cpa-7653a851/ DISCLAIMER: Links included in this description might be affiliate links. If you happen to purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel so I can continue to provide you with free content each week! All views expressed on my channel are mine alone. Not intended as financial or professional advice

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Resources for Accountants

Consideration of Illegal Acts [Video]

Have you ever considered the number of rules and regulations a company must adhere to as part of its business operations? Well, it’s a lot, which is why companies have legal counsel! But if you are an auditor, are you responsible for knowing the ins and outs of these various rules and regulations? Are you, as an auditor, required to perform procedures around these rules and regulations? What if somebody at your client purposely violates these rules and regulations – what do you do then? These are all great questions and are all covered in this CPE-eligible (0.5 CPE) eLearning course about the responsibilities of an auditor relating to laws and regulations in a financial statement audit, including what to do when noncompliance (i.e., an illegal act) is discovered. Check it out here: Coming Soon! Learn more about GAAP Dynamics: https://www.gaapdynamics.com/ Check out our other online courses on the GAAP Dynamics Learning Library: https://www.gaapdynamics.com/individu… Subscribe to GAAP Dynamics to see more videos like these!

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Resources for Accountants

Restricted Stock Award | Deferred Tax Asset [Video]

This video shows how a company would account for a restricted stock award when the restricted stock award creates a deferred tax asset. For purposes of financial reporting, companies expense the fair value of a restricted stock award (the fair value as of the grant date) over the vesting period of the restricted shares. For U.S. tax purposes, however, companies don't get a tax deduction until the restricted stock award vests. Thus, when a restricted stock award is expensed for financial reporting purposes before it is deductible for tax purposes, this creates a temporary difference that will make taxable income lower relative to book income in the future; this postponed tax deduction creates a deferred tax asset when the restricted stock award is expenses for purposes of financial reporting. The deferred tax asset is eliminated when the restricted stock award vests because at that point the fair value of the restricted stock (the fair value as of the vesting date) is tax deductible. — Edspira is the creation of Michael McLaughlin, an award-winning professor who went from teenage homelessness to a PhD. Edspira’s mission is to make a high-quality business education freely available to the world. — SUBSCRIBE FOR A FREE 53-PAGE GUIDE TO THE FINANCIAL STATEMENTS, PLUS: • A 23-PAGE GUIDE TO MANAGERIAL ACCOUNTING • A 44-PAGE GUIDE TO U.S. TAXATION • A 75-PAGE GUIDE TO FINANCIAL STATEMENT ANALYSIS • MANY MORE FREE PDF GUIDES AND SPREADSHEETS * http://eepurl.com/dIaa5z — SUPPORT EDSPIRA ON PATREON *https://www.patreon.com/prof_mclaughlin — GET CERTIFIED IN FINANCIAL STATEMENT ANALYSIS, IFRS 16, AND ASSET-LIABILITY MANAGEMENT * https://edspira.thinkific.com — LISTEN TO THE SCHEME PODCAST * Apple Podcasts: https://podcasts.apple.com/us/podcast/scheme/id1522352725 * Spotify: https://open.spotify.com/show/4WaNTqVFxISHlgcSWNT1kc * Website: https://www.edspira.com/podcast-2/ — GET TAX TIPS ON TIKTOK * https://www.tiktok.com/@prof_mclaughlin — ACCESS INDEX OF VIDEOS * https://www.edspira.com/index — CONNECT WITH EDSPIRA * Facebook: https://www.facebook.com/Edspira * Instagram: https://www.instagram.com/edspiradotcom * LinkedIn: https://www.linkedin.com/company/edspira — CONNECT WITH MICHAEL * Twitter: https://www.twitter.com/Prof_McLaughlin * LinkedIn: https://www.linkedin.com/in/prof-michael-mclaughlin — ABOUT EDSPIRA AND ITS CREATOR * https://www.edspira.com/about/ * https://michaelmclaughlin.com

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Resources for Accountants

Master Advanced DAX in Power BI: Elevate Your Data Analysis Skills! [Video]

🚀 Looking to master complex data analysis in Power BI? Whether you're a data analyst, business intelligence professional, or someone aiming to enhance your DAX skills, this course is your gateway to advanced data modeling and analytics!​ 🎓 Introducing WallStreetMojo’s Advanced DAX in Power BI Training Course – Your comprehensive guide to mastering Data Analysis Expressions (DAX) for sophisticated data insights and reporting.​ ✅ 7+ hours of self-paced, expert-led video tutorials ✅ One-year unlimited access – Learn at your convenience! ✅ Hands-on Excel-based learning with downloadable templates ✅ Master advanced DAX functions, including CALCULATE, SUMMARIZE, and RANKX ✅ Learn to build complex data models and perform intricate calculations ✅ Earn a globally recognized certification upon course completion ✅ Rated 4.8⭐ by thousands of satisfied learners!​ 🔹 What You'll Learn: 📌 Deep dive into advanced DAX functions and their applications 📌 Create dynamic and interactive Power BI reports 📌 Implement complex business logic using DAX 📌 Optimize data models for performance and scalability 📌 Apply real-world scenarios to reinforce learning​ 📜 Upon completion, you'll receive a professional certificate to enhance your resume and open doors to opportunities in data analysis, business intelligence, and more.​ 💡 Join over 100,000 learners who have transformed their careers with WallStreetMojo. It's your turn to gain a competitive edge in the data analytics industry!​ 🎯 Start your journey to mastering advanced DAX in Power BI today – Click below to enroll now! 👇​ 🔗 https://www.wallstreetmojo.com/power-bi/advanced-dax-in-power-bi-course/ 📢 Subscribe for more practical data analytics training and career tips! 🔔 Turn on notifications to stay updated on the latest in Power BI education!

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Resources for Accountants

Complete Guide to Options, Futures & Swaps! [Video]

🚀 Looking to master the world of derivatives and elevate your finance career? Whether you're a student, analyst, or professional aiming to deepen your understanding of financial instruments, this course is your gateway to becoming a derivatives expert!​ 🎓 Introducing WallStreetMojo’s Basic & Advanced Derivatives Bundle Course – Your comprehensive guide to understanding and applying derivatives in real-world scenarios, from foundational concepts to advanced strategies.​ ✅ 6+ hours of self-paced, expert-led video tutorials ✅ One-year unlimited access – Learn at your convenience! ✅ Hands-on Excel-based learning with downloadable templates ✅ Master forwards, futures, options, swaps, and risk management techniques ✅ Learn to evaluate derivative pricing using stochastic models ✅ Earn two globally recognized certifications upon course completion ✅ Rated 4.8⭐ by thousands of satisfied learners!​ 🔹 What You'll Learn: 📌 Differentiate between various derivative instruments 📌 Apply knowledge to real-world financial scenarios 📌 Implement hedging strategies to protect value 📌 Speculate and bet on future prices effectively 📌 Develop an analytical thought process for trading​ 📜 Upon completion, you'll receive two professional certificates to enhance your resume and open doors to opportunities in trading, risk management, portfolio management, and more.​ 💡 Join over 100,000 learners who have transformed their careers with WallStreetMojo. It's your turn to gain a competitive edge in the finance industry!​ 🎯 Start your journey to mastering derivatives today – Click below to enroll now! 👇​ 🔗 https://www.wallstreetmojo.com/derivatives/advanced-derivatives-certification-course-bundle/ 📢 Subscribe for more practical finance training and career tips! 🔔 Turn on notifications to stay updated on the latest in finance education!

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Resources for Accountants

Finance for Non-Finance Master Business Finance Without Prior Knowledge! [Video]

🚀 Looking to master business finance without any prior background? Whether you're a manager, entrepreneur, or professional aiming to make informed financial decisions, this course is your gateway to understanding finance with real-world applications!​ 🎓 Introducing WallStreetMojo’s Finance for Non-Finance Certification Course Bundle – Your comprehensive guide to grasping financial concepts, statements, and market dynamics in an easy-to-follow manner.​ ✅ 11+ hours of self-paced, expert-led video tutorials ✅ One-year unlimited access – Learn at your convenience! ✅ Hands-on Excel-based learning with practical case studies ✅ Master financial statements, valuation, and market dynamics ✅ Earn a globally recognized certification upon course completion ✅ Rated 4.8⭐ by thousands of satisfied learners!​ 🔹 What You'll Learn: 📌 Understand business finance in simple terms 📌 Analyze financial statements and ratios 📌 Grasp equity valuation and market dynamics 📌 Apply real-world scenarios to reinforce learning 📌 Gain proficiency in Excel for financial analysis​ 📜 Upon completion, you'll receive a professional certificate to enhance your resume and open doors to opportunities in management, entrepreneurship, and more.​ 💡 Join over 100,000 learners who have transformed their understanding of finance with WallStreetMojo. It's your turn to gain a competitive edge in the business world!​ 🎯 Start your journey to mastering business finance today – Click below to enroll now! 👇​ 🔗 https://www.wallstreetmojo.com/finance-for-non-finance/finance-for-non-finance-certification-course-bundle/ 📢 Subscribe for more practical finance training and career tips! 🔔 Turn on notifications to stay updated on the latest in finance education!