Over the past eight years, Joseph Rubin (CPA) has taught thousands of finance professionals and other intensive Excel users through a unique course specifically geared to the needs of finance professionals.

The experience gained in teaching, working with, and developing financial applications for finance professionals, such as CPAs, controllers, economists, and accountants, provided Mr. Rubin with an understanding of his clients' experience with Microsoft Excel, as well as their needs, weak points, and general competency levels.

He concluded:

•  Excel is widely used to create Financial Statements as well as many other types of financial reports. These include: Budget, Forecast, Cash Flow, Ratio Analysis, Financial models, business scenarios and various types of analytical reports used to present the company's business performance. Virtually all financial professionals create, prepare, print and/or send a variety of reports, and most of them make extensive use of Microsoft Excel to do so.



•  Most people use Excel inefficiently. They create too many workbooks, prepare complicated reports that contain too many links between workbooks, and they use formulas haphazardly. Hence, many hours need to be spent on updating and auditing.

Rubin's books, F1 Get The Most out of Excel! The Ultimate Excel Tip Help guide and Financial Statements.xls, focus on writing straightforward solutions for professionals to help them learn the best techniques needed to create financial reports and Financial Statements. In doing so, he provides an in-depth explanation of the appropriate use of techniques for creating full, concise and smart financial documents.

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