Implementation Zoho Books Proposal June 2025

https://www.zoho.com/in/books/

When in Rome, do like the romans do. Appealing to all those service provider's and manufacturers who have yet not gotten into a proper accounting system, switch to Zoho Books today!

We, at AhmedabadFCA, are just qualified to, as experienced Chartered Accountants, to help you implement this significantly advanced system to manage your working capital cycles most efficiently!

Contact vsmathur@ahmedabadfca.com today, or call +918460890111.

CA Vikram Shankar Mathur

vsmathur@ahmedabadfca.com

http://www.ahmedabadfca.com

June 15th, 2025 - Excel Using AI Workshop

Excel Using AI Workshop by OfficeMaster.IN

Proud to announce attending, completing and being certified by OfficeMaster.IN and Aditya Goenka for the "EXCEL USING AI WORKSHOP" on June 15th, 2025 from 11:00AM to 02:00PM.

CA Vikram Shankar Mathur

June 15th, 2025 | 17:50 Hours IST

Financial Modeling in Excel For Dummies

 By Danielle Stein Fairhurst

Financial Modeling in Excel For Dummies by Danielle Stein Fairhurst – book overview & hands‑on guide

📘 Overview of Financial Modeling in Excel for Dummies

• Author credentials

  • Danielle Stein Fairhurst is a Sydney‑based financial modeling consultant and Microsoft MVP (2021) (datarails.com, 2022.globalexcelsummit.com)

  • Regular speaker, facilitator, and champion of women in finance (2022.globalexcelsummit.com)

• Book purpose

  • Designed for beginners and intermediate users, empowering them to create robust financial models without specialized software (youtube.com)

  • Emphasizes real‑world applicability across all business sizes—from solos to multinationals

• Hands‑on, learn‑by‑doing approach

  • Includes practice models with templates and step‑by‑step breakout exercises (dummies.com, linkedin.com)

  • Companion site offers downloadable Excel workbooks alongside the print material (datarails.com)

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🧭 Part 1 – Getting Started with Financial Modeling

• Introducing the basics

  • Defines a financial model as a structured, quantitative tool for business decision-making (dummies.com)

  • Debunks the myth that you need advanced math—emphasizes logic and structure over complexity

• Planning & designing models

  • Emphasizes clarity in structure: sheet layout, modular assumptions, and systematic flow (2022.globalexcelsummit.com, datarails.com)

  • Encourages thinking of the output/report first to guide the layout

• Best practices for model-building

  • Sixth “crucial rules” include labeling clearly, separating inputs/outputs, auditing formulas, and ensuring consistency (2022.globalexcelsummit.com)

  • Stresses adopting naming standards, documenting sources, color-coding, and version control

• Working with existing models

  • Strategies to review, edit, and validate models built by others (dummies.com)

  • Warns of dangers from hidden rows and inconsistent formulas, and how to detect them

---

🧰 Part 2 – Diving Deeper into Excel

• Essential Excel tools & techniques

  • Covers Data Validation, Keyboard Shortcuts, Watch Window, Inspector, conditional formatting, FILTER, and structured tables (linkedin.com)

  • Encourages using Power Query and Power Pivot for large datasets (dummies.com)

• Core functions for finance

  • Focus on SUMIF(S), COUNTIF(S), IFERROR, XLOOKUP, INDEX–MATCH, logical and financial functions (NPV, IRR, PMT) (dummies.com)

  • Includes Goal Seek, Scenario Manager, and “What‑If” Data Tables (dummies.com)

• Errors, checks, and testing

  • Advocates for built‑in error checks, circular reference alerts, consistency auditing (dummies.com)

  • “Garbage in, garbage out” reinforces the need for assumption testing and stress-testing (dummies.com)

• Scenario & sensitivity analysis

  • Guides on setting up “best/base/worst” scenarios using drop‑downs and Data Tables (2022.globalexcelsummit.com)

  • Encourages looking side‑by‑side across multiple scenarios to reveal key drivers

---

📊 Part 3 – Presenting Results & Managing Models

• Data visualization best practices

  • Dynamic charts that update directly from model inputs (dummies.com)

  • Clear, simple visuals—avoid clutter and keep charts linked to assumptions

• Formatting & labeling for clarity

  • Use of color, borders, labels, comments, and bolding to guide users (dummies.com)

  • Documentation and version control for collaboration and auditability

• Presentation & reporting skills

  • Guides on telling the “story” of the numbers: distilling key insights for executives (dummies.com)

  • Designing boardroom‑ready summary reports and slides

---

💼 Part 4 – Sample Case Study

• End‑to‑end model build

  • Guided exercise walks readers through building an integrated model featuring income statement, cash flow, and balance sheet projections (dummies.com)

  • Highlights depreciation schedules, free cash flow, terminal value, and DCF valuation

• Putting it all together

  • Showcases how assumptions feed into outputs; scenario toggles impact charts and summaries

  • Illustrates iterative tuning for accuracy and realism

---

🧩 Why It Works

• Accessible, practical

  • Reviewer notes: “Don’t be fooled by the Dummies branding—this is a meaty, excellent reference”

  • Another says it's a great baseline for fixing broken workbooks and auditing models (linkedin.com)

• Bridges theory & real-world needs

  • Balances technical Excel functions with high‑level design and layout guidance

  • Preps readers for collaborative work, audits, and consulting contexts (dummies.com)

• A career booster

  • Ideal for analysts, FP&A professionals, consultants and freelancers

  • Builds career-ready skills: clear layouts, auditability, scenario planning, and presentation

---

📝 Takeaway Tips for You

• Highlight author credibility—MVP status, consulting background, global teaching presence

• Emphasize learn-by-doing style—step-by-step, downloadable models, real case study

• Stress balance—strong Excel techniques + design/communication skills

• Call out differentiators—scenario analysis, error checking, Power Tools integration

• Quote reviews to build trust:

  “A great reference for analysts of all skill levels ... control the model, or the model controls you.” (datarails.com, linkedin.com)

---

Conclusion

Financial Modeling in Excel for Dummies is a thorough yet approachable guide. It empowers readers to:

• Plan smartly and layout models logically

• Master key Excel functions and tools

• Implement robust checks and scenario analysis

• Present polished charts and professional summaries

Whether you're in FP&A, consulting, or anywhere financial insights matter, this book is a practical handbook and career‑builder. Danielle’s blend of skill‑building, design principles, and real‑model walkthroughs makes this a standout resource. Highly recommended for you, my precious audience!

---

CA Vikram Shankar Mathur
vsmathur@ahmedabadfca.com
https://www.ahmedabadfca.com
https://www.exceltrainerahmedabad.com
https://www.cavsm1962.co.in
https://www.cavsm.in
https://www.vikramshankarmathur.link
https://www.vbacoder1962.com
https://vsmathurcoin.blogspot.com
HTTPS://CODER.VIKRAMSHANKARMATHUR.INFO

Financial Management & Management Accounting

WHY IS AHMEDABADFCA.COM SYNONYMOUS WITH FM / MA?

First, let us understand the two books below, based on which there will be more posts over a period of time. These are:

(A) Financial Management: Text, Problems and Cases by M.Y. Khan and P.K. Jain is a widely used textbook in the Indian market that covers the core principles and practices of financial management [Buy Financial Management : Text Problems & Cases book : My ...]. It uses a comprehensive approach, combining theoretical concepts with practical problems and real-world case studies [Financial Management: Text, Problems and Cases, 8e - M. Y. Khan ...][Financial management : text, problems and cases [6 ed ...][Buy Financial Management : Text Problems & Cases book : My ...]. The book aims to provide students with a solid understanding of financial decision-making in various contexts [A Study on the Effectiveness of Debt Management and Financing ...].

The book covers topics such as:

• Financial statement analysis [Financial Management: Text, Problems and Cases, 8e - M. Y. Khan ...]
• Cost analysis and control [Financial Management: Text, Problems and Cases, 8e - M. Y. Khan ...]
• Working capital management
• Investment decisions
• Capital structure
• Dividend policy
• Long-term financing [A Study on the Effectiveness of Debt Management and Financing ...]()
• Valuation
• Mergers and acquisitions

The book is structured to help readers understand both the theoretical underpinnings and the practical application of financial management techniques. It includes numerous problems and cases to illustrate the concepts and provide hands-on experience in financial problem-solving [Financial Management: Text, Problems and Cases, 8e - M. Y. Khan ...][Financial management : text, problems and cases [6 ed ...]()[Buy Financial Management : Text Problems & Cases book : My ...].

 

(B) Management Accounting: Text, Problems and Cases by M.Y. Khan and P.K. Jain is a comprehensive book that explains the use of accounting information for managerial decision-making and defining long-term organizational goals 3. It covers financial accounting, financial analysis, cost accumulation, profit planning, cost control, and decision-making 3.

The book is divided into seven parts 3. The first part introduces the nature of management accounting 3. The second part focuses on financial accounting, covering generally accepted accounting principles, accounting standards, accounting cycles, and financial statements 3. The third part deals with financial analysis, including cash flow statements and the analysis of financial statements 3.

The fourth part explains cost accumulation, examining cost concepts and costing in various management aspects like labor and material control 3. The fifth part discusses profit planning, covering budgeting, profit planning, and volume-cost-profit analysis 3. The sixth part covers cost control concepts such as standard and quality costs, variance analysis, and responsibility accounting 3. The final part focuses on decision-making, including capital budgeting and short-run decision analysis 3.

The book includes additional information on accounting standards, cash flow statements, and understanding corporate financial statements, along with a new section on service costing 3. It also features numerous case studies to enhance understanding 3. The book is available in multiple editions, including the 6th and 7th editions 1256711.

========== CA Vikram Shankar Mathur ==========

========== ahmedabadfca@gmail.com ==========

========== www.exceltrainerahmedabad.com ==========

========== www.vbacoder1962.com ==========

========== www.vbacoder1962.in ==========

========== www.excel-vba-ahmfca.com ==========

========== www.cavsm1962.co.in ==========

========== www.vikramshankarmathur.link =========

========== www.vikramshankarmathur.info ==========

========== vsmathurcoinshop.blogspot.com ==========

========== www.cavsm.in ==========