Transform a Trial Balance into a Balance Sheet ⚖️

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  • Опубліковано 8 січ 2025

КОМЕНТАРІ • 59

  • @sadnessperson8011
    @sadnessperson8011 Рік тому +1

    Thank you for explaining, this is what you call a real instructor it helps me understand clearly unlike my instructor..

  • @OscarGarcia-fe5bu
    @OscarGarcia-fe5bu Рік тому +1

    Thank you Bill, you’re a great mentor. I’m 2nd year in financial accounting as a GL Accountant and I only maintain our financial statements (not create it) and we have a similar numbering system. For the life of me I didn’t understand why the 1xxxx ≠ 2xxxx + 3xxxx. Realized the variance was the net income or retain earnings 🤯 I was too embarrassed to ask and I didn’t because it wasn’t affecting my daily tasks but it bugged me lol.

  • @keauntaedgrace427
    @keauntaedgrace427 Рік тому

    This content is very relevant to my current and previous courses. Thanks for instructions on how we create balance sheets for my Business! I look forward to learning more from your videos!

  • @harryvuong638
    @harryvuong638 2 роки тому +3

    Thank you ! Hopefully you make more videos like these as well as data analytics in forms of financial work.
    Thanks a bunch!

  • @MichelleDiaz-t4j
    @MichelleDiaz-t4j Рік тому

    Love your content!! I'm a CPA as well but my focus has been on business processes, internal audit, and ERP admin/implementations. I'm finally getting into actual accounting and your videos have really helped!!

  • @tw2800
    @tw2800 2 роки тому +1

    Will you please consider making a video on the career path you would recommend for those students who want to gain practical education and work experience to ultimately prepare themselves for starting and growing their own firm? I would really appreciate this kind of video since most accounting videos focus on becoming the best employee wo discussing a strategy for developing an end goal of preparing oneself to become self employed. Thankyou!

  • @_pingu00
    @_pingu00 Рік тому +1

    The best mentor!

  • @tanyarolle8001
    @tanyarolle8001 Рік тому

    Awesome Info...Love, Love, Love...Thank you soo much!!!

  • @mohammadkamran9727
    @mohammadkamran9727 2 роки тому +1

    Very nice & Thank you for your support

  • @Jesusislord930
    @Jesusislord930 Рік тому

    Great video. Sorry can’t see the sumif formula for accounts receivable can you type it here? Thanks

  • @saoud2024
    @saoud2024 2 роки тому +1

    Hello sir which one is more flexible accounting or finance please I’m confused ?

  • @SD-lb7fo
    @SD-lb7fo Рік тому

    Amazing content, many thanks from London!

  • @lorrk1239
    @lorrk1239 11 місяців тому +1

    Question: why not use QB’s Balance sheet?
    I absolutely receive so much value and uh huh moments from your videos and online classes. Thank you!

    • @TheFinancialController
      @TheFinancialController  11 місяців тому +2

      You can. But this is an exercise to teach how to group the accounts

  • @alimohamedahmed2328
    @alimohamedahmed2328 2 роки тому

    Thank you so much
    Still need more in this part
    Where the FA (PROPERTY SECHDULE)

  • @nelsongarzoncortes6030
    @nelsongarzoncortes6030 2 роки тому +1

    Good morning
    Do you have a video with differences between USGAAP and IFRS? Thanks for sharing your knowledge
    Greetings from Bogotá Col.

  • @tonib4701
    @tonib4701 2 роки тому +1

    Min 7.24...if the Retained Earnings on the Balance Sheet does not equal the difference between the Debit & Credit on the Trial Balance, what should we do...thanks

  • @khaoulamahir6750
    @khaoulamahir6750 2 роки тому +1

    Thanks again for sharing humbly your knowledge with us ... I would like to know how can I judge if the amount of retained earnings/ loss is logical compared to the amounts that I have on my BS

    • @TheFinancialController
      @TheFinancialController  2 роки тому

      You need to add up the net income/loss for prior periods (since the start of the company)

  • @EduardoSilva-ts6mq
    @EduardoSilva-ts6mq 2 роки тому +1

    Saludos desde México!!

  • @Mohamed-km9jd
    @Mohamed-km9jd 2 роки тому +2

    I want to know
    How to make a cash flow statement from balance sheet and income statement

  • @srisridaran05
    @srisridaran05 Рік тому

    Hi Bill, May I know why the Deferred Commission is categorized under assets instead of Liabilities? Please let me know

  • @winnieexol6289
    @winnieexol6289 Рік тому

    Sir,may I know why can I use the values from Balance sheet into Double Entry opening balance?😢😢

  • @apnalawcollege3071
    @apnalawcollege3071 2 роки тому +1

    Superb and thank you so much.

  • @LadyALCO
    @LadyALCO 2 роки тому +1

    Thank you for sharing😊

  • @akandemichael3382
    @akandemichael3382 Рік тому

    I love your contents. They are very educative. Please, I have the totals of both sales and COGS figures differ in balance sheet and trial balance in the QuickBooks. The figures in the Trial Balance only shows total figures for both sales and COGS for only November and December instead of January to December. What could be responsible for these differences and how do I correct them?

  • @Ryanpeech
    @Ryanpeech Рік тому

    Do you have one of these videos in how to creat income statement and statement of cash flows?

  • @thegreatestadvice88
    @thegreatestadvice88 2 роки тому

    I'm a newer accountant and doing 2022's work paper for our management firm. It's my first time running through and tying down each account. For the most part I am doing well. What is a little confusing to me is that our Cobra Account needs to itemized by individual and plan. Can you fo over a work paper and explain Cobra?

  • @mariahussain8090
    @mariahussain8090 2 роки тому

    please make a video or course on Hedge accounting.

  • @SmkeDatKush
    @SmkeDatKush Рік тому

    Awesome content. Thank you much!!

  • @hankthor24
    @hankthor24 7 місяців тому

    very useful. thanks

  • @altheadominique8080
    @altheadominique8080 9 місяців тому

    what do i do if the checking doesnt equal to zero?

  • @404TRUCKERTV
    @404TRUCKERTV 2 роки тому

    Good accounting principles refresher! 👍

  • @mohamadh2295
    @mohamadh2295 2 роки тому +1

    Thank you

  • @mokh7782
    @mokh7782 Рік тому

    Thank you 😊

  • @Emileny96
    @Emileny96 Рік тому

    the debits did not equal credits and what's a plug ?

  • @Gorskiszlak
    @Gorskiszlak Рік тому

    Good video. Thanks !

  • @innocentihesikoma8829
    @innocentihesikoma8829 Рік тому

    I can’t see the excel sheet link sir

  • @WW-yf6of
    @WW-yf6of Рік тому

    Hi great video Can I ask why is Accrued expenses Credited ? I thought Expense was a debit account

  • @Chironex_Fleckeri
    @Chironex_Fleckeri 2 роки тому

    This isn't necessarily related and maybe is personal to many accountants. Absolutely it is a rewarding career.
    But Bill, how do you stop a revolving door department? What options are there? A consulting firm that can manage complex bottlenecks. Imagine a growing company that goes through a system conversion that isn't understood well by other departments. And they are perhaps behind by 2-3 accounting periods. They haven't closed those periods.
    I think this topic is probably a lesson for controllers and I know you like to help those new to the profession. But it can be very complex while also being simple. It can sometimes be a matter of there not being enough hours in the day or resources in the department. You work for a midsized company. What do you think a hypothetical company that outgrew its accounting framework should do? This is so common in startups. The accounting function is very important to the success of any entity, needless to say.

  • @MichelleDiaz-t4j
    @MichelleDiaz-t4j Рік тому

    The link to the excel file is the month end close checklist :( I'd love to have the excel file you're working with! Perhaps it's because I downloaded the financial close checklist from that video? Are we limited to one? Hmm

  • @abedelrahmanabdo2967
    @abedelrahmanabdo2967 Рік тому

    Thank you very much

  • @zekassiala8944
    @zekassiala8944 2 роки тому +1

    Great brilliant
    🇦🇴🎉

  • @cagopalmsrinivas7133
    @cagopalmsrinivas7133 Рік тому

    If I take, this controller academy course ,Can i get the exposure of SAP books ??

    • @TheFinancialController
      @TheFinancialController  Рік тому

      I teach the accounting cycle using Quickbooks Online, but much of the same principles are the same as other ERPs (Billing, AP, POs, month close)

  • @DailyDose-ow2nn
    @DailyDose-ow2nn 2 місяці тому

    Wish you show the function without hiding it from the top

  • @mariampkhaladze2154
    @mariampkhaladze2154 Рік тому

    can't download excel file :(

  • @frankfei9130
    @frankfei9130 2 місяці тому

    I believe it is not appropriate to lump accrued vacation liability with deferred rent as both items are not similar, the accrued vacation liability should have its separate line as deferred rent.

  • @JuanVargas-s6z
    @JuanVargas-s6z 10 місяців тому

    can you please send me the trial balance