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Top 5 Essential Excel Functions for Accountants 

The Financial Controller
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28 авг 2024

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Комментарии : 103   
@shri2811
@shri2811 Год назад
Thanku for creating amazing content for accountants❤ I must say apart from bookish knowledge if someone wants to learn and grow in their accounting career this is the right place!
@TheFinancialController
@TheFinancialController Год назад
Wow thanks a lot!
@alexd6449
@alexd6449 Год назад
Very helpful video! I am preparing for my Junior Financial Controller interview and Your videos help to refresh my Excel knowledge.
@TheFinancialController
@TheFinancialController Год назад
Best of luck!
@Soulenergy31
@Soulenergy31 Год назад
Great content Guru!! Include Ctrl + T!, Tables in Excel which is a hidden Gem 💎 💎 not usually used
@danorion369
@danorion369 Год назад
Accountants unite. =)
@ragnadrabinowitz7629
@ragnadrabinowitz7629 10 месяцев назад
accountants ASSEMBLE!!!
@newmhelemish
@newmhelemish Год назад
You really do a great job. I would like to add from my point of view that Xlookup replacing index match. As you know, old version of office, there is no Xlookup. I am following you.. keep going 💪 good job 👏
@Caramel1311
@Caramel1311 2 месяца назад
You should have millions of followers! you're such a great tutor!
@TheFinancialController
@TheFinancialController 2 месяца назад
Thank you! 😊
@nikki.r719
@nikki.r719 4 месяца назад
The XLOOKUP portion of the video was so nice & easy- thank you! 🤓
@TheFinancialController
@TheFinancialController 4 месяца назад
You’re welcome 😊
@pooppyybuhhole
@pooppyybuhhole 10 месяцев назад
That x lookup is incredibly convenient! Prior to the x look up being added, I would sometimes have to move the column data to be able to pull the right cells.
@henrymarroquin5294
@henrymarroquin5294 Месяц назад
Thanks for the video Bill! Very helpful
@TheFinancialController
@TheFinancialController Месяц назад
Glad it was helpful!
@soniacarrion3449
@soniacarrion3449 Месяц назад
I like your videos, thank you so much 😊
@MRobie-fe8hd
@MRobie-fe8hd Год назад
Your videos are so helpful. I am starting a new job and they will be a life saver.!
@TheFinancialController
@TheFinancialController Год назад
Best of luck!
@920WIZCO
@920WIZCO Год назад
Great video Bill! Started dabbling more with excel over the last year, working on a few different excel certifications right now, but excited for the day where I feel more comfortable with it and start using it more. So many great features and excited to become a pro in it over the next few years as I stay in the finance/accounting world early next year!
@TheFinancialController
@TheFinancialController Год назад
Brent I have no doubt you will ace it!
@AdeAde0224
@AdeAde0224 Год назад
Great job your video is pretty accurate for us auditors.
@TheFinancialController
@TheFinancialController Год назад
Thank you!
@Kang-xi7we
@Kang-xi7we 9 месяцев назад
Thank you for making good and informative clips. It's easy to understand. I've been following it since the first clip I watched. It's great. Thank you.
@TheFinancialController
@TheFinancialController 9 месяцев назад
Thank you!
@kevinpark55
@kevinpark55 Год назад
Great content as always. I have an accounting career question though: I read your comment on another one of your videos that you usually like to move around jobs every five years. I like this idea because every accounting manager job in any accounting specialty (accounts payable, accounts receivable, audit, and tax) all seem to require at least (at bare minimum) 5 years in the specialty for the manager job to which one is applying. I am 40 with a Master's Degree in Accounting because I started late and just got my first accounting job in Accounts Receivable. I hope to get 5 years experience in A/R and then go on to 5 years in A/P before hopefully doing 5 years of staff accounting. But what accounting specialties do you recommend after that? Will I be equipped to be an accounting supervisor or manager by that time? I will be only 55 years old after 5 years in each of the 3 accounting specialties that I just mentioned. I hope to never retire as I enjoy working in general (as I have a very solid work ethic). So, what are your recommendations? Thanks for any help that you can provide. (By the way, I used to live where you live: meaning in Bergen County, NJ. Great place).
@rukam3
@rukam3 8 месяцев назад
Thank you. Please do other Excel functions pertaining to FP&A roles. Thank you in advance
@laurennguyen2231
@laurennguyen2231 11 месяцев назад
I am glad I found your videos. You are a good instructor
@TheFinancialController
@TheFinancialController 11 месяцев назад
I appreciate that!
@Epi_phyte
@Epi_phyte Год назад
I just chanced on your videos and i must testify that their top-notch. Please keep it up.
@iloveyou33714
@iloveyou33714 2 месяца назад
Thanks so much Sir, this is very helpful
@TheFinancialController
@TheFinancialController 2 месяца назад
You are most welcome
@emelinesome95
@emelinesome95 Год назад
OMG!! Thank you very much for explaining it so clearly! 🥰 I was wondering why everyone said XLookup is better than VLookup : now I get it! Yes XlookUp is wonderful. 👍🏾 Also I did know about "end of the month". Thx However personnaly I also use a lot of TEXTE formulas : Concat ; TextAfter; TextBefore ; right; left; etc. If I may suggest to do an 2nd video which include more formula for no-number data analysis. Because nowdays software know how to analyze number as well, if not sometime better than us. But it still need to be improved little bit for no-number analysis. Thus I think in the future, in order to make the difference, accountants will have to analyze more no-number data. At least that's what I think, but I might guess it wrong.
@veronicasaufley1098
@veronicasaufley1098 Год назад
Loved the video! Are there any other formulas that could be used when reconciling balance sheet accounts? This was super helpful.
@HarshaSakala
@HarshaSakala Год назад
I learnt xlookup today…. Thanks 🙏🏾
@georgegecer9049
@georgegecer9049 Год назад
Thanks Bill! Can use that today right away
@alyaniali6829
@alyaniali6829 Год назад
Great video, and will applied it when searching for sampling
@ritafong8587
@ritafong8587 8 месяцев назад
Love all your videos!
@jeffclion
@jeffclion Год назад
You will become my mentor. 👊🏿
@TheFinancialController
@TheFinancialController Год назад
Awesome ok
@rhodystudio7196
@rhodystudio7196 Год назад
Thank you so much!!
@user-wj2qi1tp8j
@user-wj2qi1tp8j 6 месяцев назад
Thanks Bill 👍
@TheFinancialController
@TheFinancialController 6 месяцев назад
You are very welcome
@marcogiubar
@marcogiubar 7 месяцев назад
Bravo! Veloce ed efficace
@adamdalgleish8769
@adamdalgleish8769 Год назад
I can do lots of crazy things with excel... how I went 8 years without knowing about xlookup is beyond me... always had to make new tables to refer to. thanks
@iniester6724
@iniester6724 Год назад
Xlookup is fairly new anyways!
@JoyfulMelody1
@JoyfulMelody1 6 месяцев назад
Hi Bill, thank you for all of the helpful videos! I was wondering if you can advise if you feel someone who has an MBA could transition into an accounting role without a bachelors in Accounting? I have nearly 4 years of previous experience as a manager at a medical clinic in a non-profit facility where I completed a lot of accounting type responsibilities (reviewing contracts for approval of A/P invoices, analyzing contracts and creating new contracts that would save the non-profit money, etc) but I am currently in a higher education role with student facing customer service and non-financial documentation review. Should I work on a certification in quickbooks or something else to prepare me for interviewing for an entry level accounting job? Should I look at obtaining a masters degree in accounting or would my MBA help? I did take accounting and finance courses in my MBA. Thank you for any advice you have! 😊
@TheFinancialController
@TheFinancialController 6 месяцев назад
Hey Joyful, master's in accounting is an overkill since you have an MBA. I would take a couple of online courses on practical accounting in the workplace. check out my controller academy where it's designed exactly for this purpose (showing how accounting is practiced in an actual company)
@kathyho3985
@kathyho3985 2 месяца назад
I followed your formula exacting and get the #Name? error mesage. What can I do to correct? Thanks
@lawrencebrown8821
@lawrencebrown8821 Год назад
Love to see more videos like this
@loganyang619
@loganyang619 5 месяцев назад
Can you add the subtitles for your each video? Thank you so much!
@TheFinancialController
@TheFinancialController 5 месяцев назад
I will try!
@loganyang619
@loganyang619 5 месяцев назад
@@TheFinancialController Cheers mate!
@raidaislam3104
@raidaislam3104 11 месяцев назад
very helpful thank you Sir
@CPATuttle
@CPATuttle Год назад
Great insightful video brother
@TheFinancialController
@TheFinancialController Год назад
Much appreciated
@nadirbaig156
@nadirbaig156 8 месяцев назад
How change the w.sheet in pdf and reverse
@barbarapaong8266
@barbarapaong8266 9 месяцев назад
Thank you Sir.
@Viper4ever05
@Viper4ever05 Год назад
I wish the controller I worked under was nearly as organized as this. The first close I had I was surprised to learn there was no checklists
@TheFinancialController
@TheFinancialController Год назад
Go teach him/her :)
@sandyvargas8915
@sandyvargas8915 Год назад
This is so helpful! 🎉😊
@TheFinancialController
@TheFinancialController Год назад
Glad you think so!
@7abillity
@7abillity Год назад
Awesome video!
@pilipenko27
@pilipenko27 Год назад
Hi Bill. Are you giving any personal classes (I mean via Zoom, Teams, etc.)?
@HarshAnalysis
@HarshAnalysis 11 месяцев назад
Hello is a cpa valuable to get if you are in a developing country which has a lot of American companies and big 4
@a.bismail6492
@a.bismail6492 3 месяца назад
I didn't see any If functions in this video. I assume it's not as popular as the rest.
@tmigmar97
@tmigmar97 11 месяцев назад
What if while using the xlookup if there is a person’s name multiple times, the formula only takes the count for the first name. Is there any way to fix this while using the xlookup?
@user-rg7ds1bi3t
@user-rg7ds1bi3t 3 месяца назад
Why the actual have I been using index and match and I didn't know xlookup exsisted :(
@KudzuCackalacky
@KudzuCackalacky Год назад
Very nice!
@msin148
@msin148 Год назад
Bill, Do you offer mentoring/coaching for new accountants?
@TheFinancialController
@TheFinancialController Год назад
I teach via the Controller Academy. There is a link in the video description
@David-mk5yq
@David-mk5yq Год назад
Hi bill, I have a bachelor degree in accounting and been working in AR for almost a year now. If my goal is to become CPA and one day controller should I consider switching jobs/positions to more accounting role? Like staff accountant
@TheFinancialController
@TheFinancialController Год назад
Yes, but don't make your job hops too short. I like to see 1 or 1.5 years in a role at minimum
@weswirl3704
@weswirl3704 Год назад
How common, if at all, is paid overtime in industry for someone in a assistant/controller position?
@TheFinancialController
@TheFinancialController Год назад
I’ve never seen one
@AninditaGhoshal-bu6it
@AninditaGhoshal-bu6it Год назад
You are awesome
@vijaybhogal456
@vijaybhogal456 7 месяцев назад
Tommy leep is one rich guy,
@jenniferlim2250
@jenniferlim2250 Год назад
TQ!
@wirngoodette7411
@wirngoodette7411 11 месяцев назад
My end of month formula isn't giving me months in Words. What can I do?
@TheFinancialController
@TheFinancialController 11 месяцев назад
simply right-click on the cell, click 'Format cell", choose "Date" and find the date format you like to appear!
@shameerpk7
@shameerpk7 Год назад
But the Xlookup function only available in latest excel versiona
@TheFinancialController
@TheFinancialController Год назад
The alternative is index match. Check my video on that one
@abrahammusukwa502
@abrahammusukwa502 Год назад
Those formula were do u get them
@campbellblk7484
@campbellblk7484 11 месяцев назад
How does one get good in Excel? Right now I'm just teaching myself how to use it with youtube.
@monicajones9597
@monicajones9597 Год назад
Do you still have office hours on Patreabout
@TheTruthSeeker756
@TheTruthSeeker756 4 месяца назад
Too fast on the sumif function Bill
@bettyboyadjian9212
@bettyboyadjian9212 11 месяцев назад
I don't have that format
@CK-kd5pn
@CK-kd5pn Год назад
Do accountants make use of power query a lot as well?
@TheFinancialController
@TheFinancialController Год назад
Depends on the role, but not as much as you might think
@newmhelemish
@newmhelemish Год назад
I myself use power query and power pivot in my work. Sometimes I use pivot table to create a visual and dynamic presentation to the Financials. It depends on many factors, and as Bill said on the role as well. I am accounting manager.
@zohaibrahman2777
@zohaibrahman2777 11 месяцев назад
❤ Smartcountant ❤
@petertenay1785
@petertenay1785 Год назад
Where did you go to school? If you don't mind me asking
@TheFinancialController
@TheFinancialController Год назад
City university of New York
@petertenay1785
@petertenay1785 Год назад
@@TheFinancialController perhaps I should transfer there to get my bachelor's... you are so knowledgeable... do they have dorms or??
@TheFinancialController
@TheFinancialController Год назад
@@petertenay1785 the knowledge is from work not school really
@petertenay1785
@petertenay1785 Год назад
@@TheFinancialController oh, thank you for that.
@Joebyron72
@Joebyron72 Месяц назад
Still dont get how to use eomonth lol
@DR-pm6xm
@DR-pm6xm Год назад
I am from India can i get a job if you have a accounting firm.
@DR-pm6xm
@DR-pm6xm Год назад
I am accounts executive where I handle Canadian businesses. I preparr financial statements and end to end accounting.
@DR-pm6xm
@DR-pm6xm Год назад
If you can provide me an opportunity to work form home that will be a great opportunity.
@subhascommerceacademy
@subhascommerceacademy Год назад
✍️
@sarathp680
@sarathp680 5 месяцев назад
Hi Bill. I saw your courses. I'm from India. I want to discuss regarding the courses. Its very diffcult indian accountants to access the course. Please let me know how to contact you?
@TheFinancialController
@TheFinancialController 5 месяцев назад
Hi. You can email me. My email address is on my website
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