Course curriculum

  • 02

    Horizontal Analysis

    • 2 Horizonal Analysis

      FREE PREVIEW
    • 305 Horizontal Analysis

    • 305 Horizontal Analysis

    • Download Excel Worksheet

    • 305 Horizontal Analysis

    • 310 Trend Analysis

    • 310 Trend Analysis

    • Download Excel Worksheet

    • 310 Trend Percents

    • Multiple Choice Question 2 - Financial Statement Analysis

    • Accounting Comic Break

  • 03

    Vertical Analysis – Common-Size Statements

    • 3 Vertical Analysis Common-Size Statements

      FREE PREVIEW
    • 355 Vertical Analysis – Common-Size Statements

    • 355 Vertical Analysis Common-Size Statements

    • Download Excel Worksheet

    • 355 Vertical Analysis

    • Download Excel Worksheet

    • 357 Common Size Financial Statements

    • Multiple Choice Question 3 - Financial Statement Analysis

    • Accounting Comic Break

  • 04

    Liquidity & Efficiency Ratios

    • 4 Liquidity Ratios

      FREE PREVIEW
    • 410 Liquidity Ratios Part 1

    • 410 Liquidity Ratios Part 1

    • 415 Liquidity Ratios Part 2

    • 415 Liquidity Ratios Part 2

    • Download Excel Worksheet

    • 410 Liquidity and Efficiency Ratios

    • 420 current ratio, quick or assed ration, and working capital

    • 420 Current ratio, quick or acid ration, and working capital-Accounting

    • Download Excel Worksheet

    • 420.10 Current ratio, quick ratio, acid-test ratio, working capital part , how to calculate

    • 420.20 Current ratio, quick ratio, acid-test ratio, working capital part 2, how to calculate

    • 420.30 Current ratio, quick ratio, acid-test ratio, working capital part 3, how to calculate

    • Multiple Choice Question 4 - Financial Statement Analysis

    • Discussion Question 1 - Financial Statement Analysis

    • Accounting Comic Break

  • 05

    Solvency Ratios

    • 5 Solvency Ratios

      FREE PREVIEW
    • Download List of Ratios

    • 505 Solvency Ratios

    • 505 Solvency Ratios

    • Download Excel Worksheet

    • 505 Solvency Ratios

    • Multiple Choice Question 5 - Financial Statement Analysis

    • Multiple Choice Question 12 - Financial Statement Analysis

    • Discussion Question 2 - Financial Statement Analysis

    • Accounting Comic Break

  • 06

    Profitability Ratios

    • 6 Profitability Ratios

      FREE PREVIEW
    • Download List of Ratios

    • 605 Profitability Ratios

    • 605 Profitability Ratios

    • Download Excel Download

    • 605 Profitability Ratios

    • Multiple Choice Question 6 - Financial Statement Analysis

    • Multiple Choice Question 11 - Financial Statement Analysis

    • Multiple Choice Question 13 - Financial Statement Analysis

    • Discussion Question 3 - Financial Statement Analysis

    • Accounting Comic Break

  • 07

    Market Prospects Ratios

    • 7 Market Prospects Ratios

      FREE PREVIEW
    • Download List of Ratios

    • 705 Market Prospects Ratios

    • 705 Market Prospects Ratios

    • Download Excel Worksheet

    • 705 Market Prospects

    • Multiple Choice Question 7 - Financial Statement Analysis

    • Multiple Choice Question 10 - Financial Statement Analysis

    • Multiple Choice Question 14 - Financial Statement Analysis

    • Discussion Question 4 - Financial Statement Analysis

    • Accounting Comic Break

  • 08

    Ratio Analysis Practice Problem

    • 8 Ratio Analysis Practice Problem

      FREE PREVIEW
    • Download List of Ratios

    • Download Excel Worksheet

    • 805 Ratios

    • Multiple Choice Question 8 - Financial Statement Analysis

    • Multiple Choice Question 9 - Financial Statement Analysis

    • Multiple Choice Question 15 - Financial Statement Analysis

    • Discussion Question 5 - Financial Statement Analysis

    • Accounting Comic Break

  • 09

    Financial Statement Analysis Report

    • 9 Financial Statement Analysis Report

      FREE PREVIEW
    • 902 Financial Analysis Data Online

    • 905 Financial Analysis Sample Reports Overview

    • 910 Financial Analysis Sample Reports Traditional Performance Evacuation Techniques

    • 915 Financial Analysis Sample Reports Ratio Analysis Profitability

    • 920 Financial Analysis Sample Reports Ratio Analysis Solvency

    • 925 Financial Analysis Sample Reports Ratio Analysis Liquidity

    • 930 Financial Analysis Sample Reports Recommendations

    • 955 Financial Statement Data Online

    • Multiple Choice Question 16 - Financial Statement Analysis

    • Discussion Question 6 - Financial Statement Analysis

    • Accounting Comic Break

Description

Learn tools to analyze financial statements, including vertical analysis, horizontal analysis, and ratio analysis.

This course will provide resources such as downloadable PDF files and preformatted Excel spreadsheet to help understand and apply the concepts.

We will list and describe the tools for financial statement analysis, including vertical analysis, horizontal analysis, and ratio analysis.

Below is more detail about the concepts we will learn.

This course will help us understand, calculate, and analyze horizontal analysis. Horizontal analysis is used to compare financial data and performance of a company across time and is a common and intuitive form of analysis.

We will explain, calculate, and analyze vertical analysis. Vertical analysis also termed common size financial statements, displays all items as percentages of a common base figure instead of absolute numbers. Vertical analysis is very useful to compare financial statements for companies of different sizes.

The course will list and describe the categories of ratio analysis. Ratio analysis is a common form of financial statement analysis used to obtain a quick indication of a business’s financial performance in different areas. Ratios are often grouped into categories, including liquidity ratios, solvency ratios, profitability ratios, and market prospects ratios.

We will describe liquidity and efficiency ratios. We will list liquidity and efficiency ratios, perform calculations, and analyze their use.

The course will examine solvency ratios, listing solvency ratios, calculating solvency ratios, and analyzing their use.

We will Explain profitability ratios. The course will list profitability ratios. We will perform calculations and analysis of profitability ratios.

We will discuss market prospects ratios, listing out the market prospect ratios, discussing the formulas, and analyzing the use of market prospect ratios.

The course will calculate and analyze current ratios, acid-test ration, and accounts receivable ratios.

We will analyze and compute inventory turnover ratios, days’ sales uncollected, days’ sales in inventory, and total asset turnover.

The course will discuss and calculate the debt ratios, equity ratios, debt-to-equity ratios, and times interest earned.

We will explain and compute the profit margin ratio, gross margin ratio, and return on total assets.

The course will describe and calculate return on equity, book value per common share, and earnings per share.

We will calculate and analyze price earnings ratio and dividend yield.

The course will discuss and analyze the components of a financial statement analysis report. We will explain what software can do for us and what software cannot do.

Who this course is for:
  • Accounting students
  • Business owners & professionals
  • Anyone who whats to learn accounting

Robert (Bob) Steele CPA CGMA CPI MStax

Instructor

Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).

Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.

In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele’s teaching philosophy is to make content applicable, understandable, and accessible.

Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.

Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.

Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.

Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.

The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.

Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge.