News built for finance pros
CFO Brew helps finance pros navigate their roles with insights into risk management, compliance, and strategy through our newsletter, virtual events, and digital guides.
The holiday season is quickly approaching, and soon we’ll be able to ditch the office for time with loved ones. Buuuut, we can’t break out the fuzzy sweaters and hot cocoa just yet. There’s still a lot of work to be done between now and eggnog thirty.
To help you power through to the end of the year, we’ve gathered tips on Excel, broadening your accounting knowledge, and the best places to find accounting guides.
Our usual disclaimer to the wise: You should always look for additional resources and expertise when doing complicated finance (or accounting) work, because it can be difficult to accurately sum up sophisticated concepts in a short space.
With that said, take a look at these useful accounting cheat sheets CFO Brew recently found on LinkedIn.
- Waqar Khan, Microsoft Excel cheat sheet. Look, we know that GenAI is all the rage right now, but AI hasn’t replaced Excel as the backbone of accounting just yet. To help accountants of all stripes improve their Excel chops, Waqar Khan posted this six-page cheat sheet covering basic, intermediate, and advanced skills and tools.
The basic skills section includes tips on getting started with Excel, keyboard shortcuts, basic formulas, and formatting shortcuts. For users with more experience, among the tips are chart types and elements, managing data, and collaborating using Excel. For advanced users, you’ll find guidance on creating pivot tables, macros, and advanced formulas. - Nicholas Boucher, 10 intro to accounting YouTube videos. All right, this one is, ahem, cheating a little bit because it doesn’t directly offer accounting advice. Rather, Boucher points readers to a list of YouTube videos to help increase accounting knowledge and fluency.
Examples include “Cash basis accounting vs. accrual accounting,” “How the 3 financial statements connect together,” and “General ledger: visual guide to posting journals.” - Financial Modeling World Cup, Top finance and Excel cheat sheets. This one feels super meta to us—a cheat sheet about cheat sheets. The Financial Modeling World Cup (FMWC) is exactly what it sounds like: a competition for creating financial models using Excel. Perhaps to help competitors sharpen their game, the FMWC assembled 23 top finance and accounting cheat sheets.
Examples include Oana Labes’s “Accounting vs. finance cheat sheet,” Ignacio Ramirez Moreno’s “A successful career in finance cheat sheet,” and “Discounted cash flow cheat sheet” by Bojan Radojicic.