![Horizontal Analysis (Step by Step Financial Ratio Analysis Tutorial) – Part 3 of 33 [Video]](https://video.ednadigitalmarketing.com/wp-content/uploads/2021/08/mp_1041_0_0jpg.jpg)
In this tutorial, we’ll go over the finer details of Horizontal Analysis, including its formulas and step-by-step calculations. Following that, we will conduct a horizontal analysis of the Colgate Case Study and interpret the findings.Download the Colgate Excel Model Ratio Analysis Template – We will use template for the analysis. You can download the ratio analysis template from this link – https://www.wallstreetmojo.com/ratio-analysis-template/What is Horizontal Analysis?——————————————–Horizontal analysis, also known as trend analysis, refers to the percentage change in the same line item of a financial statement in the next accounting period compared to the value of the baseline accounting period. Horizontal analysis can be performed on any of the item in the income statement, balance sheet and statement of cash flows.Formula——————————————–Horizontal Analysis formula = [(Amount in comparison year – Amount in the base year)/ Amount in a base year] x 100Advantages of Performing Horizontal Analysis——————————————–• Horizontal analysis helps evaluate trends year over year (YoY) or quarter over quarter (QoQ), for example, how much has the revenue increased over the years. • It enables investors to view and compare actual data for consecutive years. • Horizontal analysis is simple to interpret. It does not require any special financial skill to understand the difference between the previous year’s data and the current data.Links to Step by Step Financial Ratios Tutorials——————————————–• Part 1 – Ratio Analysis:https://www.youtube.com/watch?v=yPUb6PsVvLA&list=PLazLoBfxFADN9Qq8j8hghG9nvVBXl1V0y• Part 2 – Vertical Analysis:https://www.youtube.com/watch?v=7CX4F2AdubsWhat you need to do?——————————————— Step 1: Download the Colgate Excel Model Ratio Analysis Template. This template will be used for the analysis. You can download the ratio analysis template from this link – https://www.wallstreetmojo.com/ratio-analysis-template/- Step 2: Please note that we are providing you with downloadable and preformatted Excel spreadsheets to assist you in understanding and applying the concepts. You will receive two templates: 1) Unsolved Colgate Model 2) Completed Colgate Model- Step 3: Start by using the “Unsolved Colgate Model Template” for analysis by following the instructions step by step.- Step 4: Good Luck! :-)——————————————–To know more about Horizontal Analysis in Finance, you can go to this link:https://www.wallstreetmojo.com/horizontal-analysis/Connect with us! LinkedIn https://www.linkedin.com/company/wallstreetmojo/mycompany/Facebook https://www.facebook.com/wallstreetmojoInstagram https://www.instagram.com/wallstreetmojoofficial/?utm_medium=copy_linkTwitter https://twitter.com/wallstreetmojoSubscribe to our channel to get new updated videos. Click the button above to subscribe or click on the link below to subscribe – https://www.youtube.com/channel/UChlNXSK2tC9SJ2Fhhb2kOUw
Resources for Accountants
![AICPA Town Hall Series – August 12 Edition [Video]](https://video.ednadigitalmarketing.com/wp-content/uploads/2021/08/mp_1004_0_0jpg.jpg)
AICPA Town Hall Series – August 12 Edition
![Vertical Analysis (Step by Step Financial Ratio Analysis Tutorial) – Part 2 of 33 [Video]](https://video.ednadigitalmarketing.com/wp-content/uploads/2021/08/mp_969_0_0jpg.jpg)
In this tutorial, we will learn what is Vertical Analysis, its formulas and step-by-step calculations. Following that, we will perform vertical analysis of the Colgate Case Study and interpret the results.What is Vertical Analysis?——————————————–Vertical analysis is a financial statement analysis technique in which each item in the financial statement is represented as a percentage of the base figure.Formula——————————————–Vertical Analysis formula = Individual Item / Base Amount *100Advantages of Performing Vertical Analysis——————————————–• Vertical analysis is one of the most simple and direct methods of financial analysis.• It yields a comparable percentage that can be compared to previous year’s percentages of the same organization.• Because the comparison is made in percentages, it also helps to compare the financial statements of various organizations.Link to Step by Step Financial Ratios Tutorials——————————————— Part 1 – Ratio Analysis:https://www.youtube.com/watch?v=yPUb6PsVvLA&list=PLazLoBfxFADN9Qq8j8hghG9nvVBXl1V0y——————————————–To know more about Vertical Analysis in Finance, you can go to this link:https://www.wallstreetmojo.com/vertical-analysis-formula/Connect with us! Youtube https://www.youtube.com/channel/UChlNXSK2tC9SJ2Fhhb2kOUw?sub_confirmation=1LinkedIn https://www.linkedin.com/company/wallstreetmojo/mycompany/ Facebook https://www.facebook.com/wallstreetmojo Instagram https://www.instagram.com/wallstreetmojoofficial/ Twitter https://twitter.com/wallstreetmojo
![3 Theories Explaining the Shape of the Yield Curve [Video]](https://video.ednadigitalmarketing.com/wp-content/uploads/2021/08/mp_915_0_0jpg.jpg)
There are three theories to explain the shape of the yield curve. Expectation theory says the long-term yield of a financial instrument is the average of the short-term yields that are expected to occur over the life of the instrument. Thus: • An upward yield curve means investors expect short-term yields to rise in the future • A downward yield curve means investors expect short-term yields to decline in the futureThe yield curve, therefore, changes as investors’ expectations about future short-term yields change. This explains why yields with different maturities tend to move together. Market segmentation theory says that yields for different terms are based on supply and demand. In short, some investors have a preference for financial instruments with a certain maturity, and these preferences determine yields. The downside of market segmentation theory is that it fails to explain why yields with different maturities tend to move together.Liquidity premium theory is a combination of expectations theory and market segmentation theory. According to this theory, the long-term yield is the average of short-term yields throughout the life of the bond plus a liquidity premium that represents the supply and demand for bonds at that term.— 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 accessible to all people. — SUBSCRIBE FOR FREE PDF GUIDES TO THE FINANCIAL STATEMENTS, MANAGERIAL ACCOUNTING, TAX, AND MORE* http://eepurl.com/dIaa5z — HIRE MICHAEL MCLAUGHLIN, PHD, CPA* https://michaelmclaughlin.com/hire-me— 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/
![Ratio Analysis (Step by Step Financial Ratios Tutorial) – Part 1 of 33 [Video]](https://video.ednadigitalmarketing.com/wp-content/uploads/2021/08/mp_900_0_0jpg.jpg)
In this tutorial, we will learn what is Ratio Analysis along with step by step instructions to calculate financial ratios.This is the 1st Part of our most comprehensive Ratio Analysis video series comprising of 33 videos. We have attempted to go beyond the conventional jargons in this extensive guide and instead focused on practical financial statement analysis used by Investment Bankers and Equity Research Analysts. In addition, using the Colgate Case Study, we have calculated Ratios in Excel from scratch (financials from 2016 to 2020).—————————————What is Ratio Analysis?—————————————Ratio analysis is a type of financial statement analysis that involves quantitative interpretation of a company’s financial performance in different areas. It gives insightful information on the company’s profitability, solvency, operational efficiency, and liquidity positions, as reflected by financial statements.———————————-What you need to do?———————————-Step 1: Download the Colgate Excel Model Ratio Analysis Template. This template will be used for the analysis. You can download the ratio analysis template from this link – https://www.wallstreetmojo.com/ratio-analysis-template/Step 2: Please note that we are providing you with downloadable and preformatted Excel spreadsheets to assist you in understanding and applying the concepts. You will receive two templates: 1) Unsolved Colgate Model 2) Completed Colgate ModelStep 3: Start by using the “Unsolved Colgate Model Template” for analysis by following the instructions step by step.Step 4: Good Luck! :-)——————————————–To know more about Ratio Analysis in Finance, you can go to this link: https://www.wallstreetmojo.com/ratio-analysis/Connect with us! Youtube https://www.youtube.com/channel/UChlNXSK2tC9SJ2Fhhb2kOUw?sub_confirmation=1LinkedIn https://www.linkedin.com/company/wallstreetmojo/mycompany/ Facebook https://www.facebook.com/wallstreetmojo Instagram https://www.instagram.com/wallstreetmojoofficial/ Twitter https://twitter.com/wallstreetmojo
![Employee Retention Credit: Your Questions Answered [Video]](https://video.ednadigitalmarketing.com/wp-content/uploads/2021/08/mp_857_0_0jpg.jpg)
Highlights from latest guidance on the Employee Retention Credit (ERC) including questions answered on wages for majority owners and their spouses, what is excluded from the gross receipts calculation as well as other outstanding issues. Examples on how the rules for attribution of ownership apply will be covered.
![Shape of the Yield Curve [Video]](https://video.ednadigitalmarketing.com/wp-content/uploads/2021/08/mp_839_0_0jpg.jpg)
The yield curve may take four general shapes:(1) upward-sloping(2) flat(3) downward-sloping(4) variableThe upward yield curve is the most common, as longer terms generally have higher yields. This is because investors demand a liquidity premium for the greater risk associated with a long-term investment.The downward yield curve is called an “inverted” yield curve. An inverted yield curve means short-term financial instruments have a higher yield than long-term instruments. The inverted yield curve doesn’t occur frequently, and it has historically preceded recessions. A flat yield curve means there is little to no difference in yields between short-term and long-term financial instruments.A variable yield curve can take many different shapes.— 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 accessible to all people. — SUBSCRIBE FOR FREE PDF GUIDES TO THE FINANCIAL STATEMENTS, MANAGERIAL ACCOUNTING, TAX, AND MORE* http://eepurl.com/dIaa5z — HIRE MICHAEL MCLAUGHLIN, PHD, CPA* https://michaelmclaughlin.com/hire-me— 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/
![5. Learn Excel Shortcuts to Enter Date & Time: Just 50 Seconds! [Video]](https://video.ednadigitalmarketing.com/wp-content/uploads/2021/08/mp_836_0_0jpg.jpg)
#shortsIn this excel video tutorial, we will learn the Shortcuts for Date (Today’s Date)and Shortcut for Time The goal of using an excel shortcut is to eliminate unnecessary clicks. This increases workplace productivity and helps user perform tasks at faster speed.Here are the shortcuts discussed in this video -Today’s Date – CTRL + ;Shortcut for Time – CTRL + SHIFT + ;Connect with us! Youtube https://www.youtube.com/channel/UChlNXSK2tC9SJ2Fhhb2kOUw?sub_confirmation=1LinkedIn https://www.linkedin.com/company/wallstreetmojo/mycompany/ Facebook https://www.facebook.com/wallstreetmojo Instagram https://www.instagram.com/wallstreetmojoofficial/ Twitter https://twitter.com/wallstreetmojo
![Taxation of illegal income in the United States [Video]](https://video.ednadigitalmarketing.com/wp-content/uploads/2021/08/mp_784_0_0jpg.jpg)
Income from illegal activities is considered taxable income. The IRS says illegal income, including income from dealing drugs, must be reported on your tax return. You can report illegal income in one of two ways. If you stole money, received a bribe, or were hired to kill someone, you would report the income on line 8 of Schedule 1 where it says, “Other income.”But if you earned money from an illegal business, like a money laundering operation, you would report the income on Schedule C. This way you can take deductions for wages, rent, and other expenses of your business.There’s an exception for drug traffickers, however, as they only get a deduction for the cost of goods sold. — 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 accessible to all people. — SUBSCRIBE FOR FREE PDF GUIDES TO THE FINANCIAL STATEMENTS, MANAGERIAL ACCOUNTING, TAX, AND MORE* http://eepurl.com/dIaa5z — HIRE MICHAEL MCLAUGHLIN, PHD, CPA* https://michaelmclaughlin.com/hire-me— 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/
![From Financial Statements to KPI Dashboard [Part 2 to Controller KPI Dashboard] [Video]](https://video.ednadigitalmarketing.com/wp-content/uploads/2021/08/mp_778_0_0jpg.jpg)
Part I of the KPI Dashboard video (watch this 1st): https://youtu.be/8h0w6J-eLYc My Best-Selling Products: Get My Controller KPI Dashboard (Excel + Course) with the most important P&L and Balance Sheet KPIs: https://thefincontroller.com/p/controller-kpi-dashboard-one-kpi-dashboard-to-run-a-business Get My Night Before the Accounting Interview Guide including All Levels Q&A: https://thefincontroller.com/p/the-night-before-your-accounting-interview-guide-for-all-levels Get $25 off MY ONLINE COURSE ON FINANCIAL METRICS (code: Save25) https://thefincontroller.com/p/learn-financial-metrics-kpis/?product_id=2659754&coupon_code=SAVE25&preview=logged_out —————————————————————— Roger CPA Review Course (get 50% off – Highly recommended): https://www.uworld.com/productreferral.aspx?ukey=8lzsxx2bT8qzYRxekeTKyWQ3d3d Learning//SkillShare (get 2 weeks free): https://www.skillshare.com/r/profile/Bill-Hanna/7521537 ——————————————————————— Hang Out with me on social media: https://www.instagram.com/the_financial_controller/ https://www.tiktok.com/@thefinancialcontroller https://www.facebook.com/groups/780732429036886/?source_id=101273467885666 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
![What is the difference between long-term and short-term capital gains? [Video]](https://video.ednadigitalmarketing.com/wp-content/uploads/2021/08/mp_775_0_0jpg.jpg)
Long-term capital gains are taxed at 0, 15, or 20% depending on your income. Short-term capital gains, however, are taxed at your ordinary tax rate. Thus, if youre planning to sell a stock, and you can hold on to it for at least 12 months and 1 day, your gain will be taxed at a lower rate. Now if you have a high income you might also incur a net investment income tax of 3.8% on short-term and long-term capital gains. Also, President Biden has proposed to tax long-term capital gains as ordinary income if you have taxable income above $1 million. He wants to increase the top tax bracket to 39.6%, so that means the maximum rate on long-term capital gains would be 39.6% (plus the 3.8% net investment income tax). Edspira is the creation of Michael McLaughlin, an award-winning professor who went from teenage homelessness to a PhD. Edspiras mission is to make a high-quality business education accessible to all people. SUBSCRIBE FOR FREE PDF GUIDES TO THE FINANCIAL STATEMENTS, MANAGERIAL ACCOUNTING, TAX, AND MORE * http://eepurl.com/dIaa5z HIRE MICHAEL MCLAUGHLIN, PHD, CPA * https://michaelmclaughlin.com/hire-me 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/
![4. Learn Excel Shortcuts – How to DELETE ROW/ROWS in Just 50 Seconds! [Video]](https://video.ednadigitalmarketing.com/wp-content/uploads/2021/08/mp_772_0_0jpg.jpg)
#shorts In this video, we will learn the 3 shortcuts -1) Select Row (SHIFT + SPACE BAR)2) DELETE Row (Ctrl and – sign)3)DELETE Multiple Rows (After selecting multiple rows, press “Ctrl and – sign”)Excel’s basic elements are cells, rows, and columns. To perform well in Excel, one must be familiar with these three elements. In this video, we’ll demonstrate the shortcut keys related to Rows. Connect with us! Youtube https://www.youtube.com/channel/UChlNXSK2tC9SJ2Fhhb2kOUw?sub_confirmation=1LinkedIn https://www.linkedin.com/company/wallstreetmojo/mycompany/ Facebook https://www.facebook.com/wallstreetmojo Instagram https://www.instagram.com/wallstreetmojoofficial/ Twitter https://twitter.com/wallstreetmojo