Spreadsheets for Finance and Accounting

  1. Financial Model Design Principles
    1. Model Architecture
      1. Input Section Design
        1. Calculation Section Organization
          1. Output Section Structure
            1. Model Flow Logic
              1. Documentation Standards
              2. Formatting Conventions
                1. Color Coding Systems
                  1. Font Consistency
                    1. Cell Protection Schemes
                      1. Border Usage Standards
                        1. Number Format Standards
                        2. Model Navigation
                          1. Cover Sheet Creation
                            1. Table of Contents
                              1. Sheet Organization
                              2. Quality Control
                                1. Error Checking Methods
                                  1. Balance Verification
                                    1. Circular Reference Management
                                      1. Assumption Documentation
                                        1. Version Control

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                                      5. Data Organization and Management

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                                      7. Three-Statement Financial Modeling