Linkedin

Joanna Schultz

Financial Statement Masters
CEO
joanna@excel-fsm.com
408-221-9435

Financialstatementmasters
Joanna is the CEO of Financial Statement Masters. Previously she was a partner at a national top-ten accounting firm where she served as the National Director of Audit Technology. Prior to that, she was an auditor and technology specialist for a Silicon Valley CPA firm. She began her career at Ernst & Young (EY) in San Jose. Joanna is a Certified Public Accountant and Certified Information Technology Professional. She graduated summa cum laude from Santa Clara University with a Bachelor of Science in Commerce, concentration in Accounting.

About Us: Financial Statement Masters offers software that adds functionality to Excel and Word for accountants, auditors, and financial professionals. ExcelFSM and WordFSM, the primary applications, use patented technology for financial reporting.

Archived Webinars

USING EXCEL TO AUTOMATE CUSTOM FINANCIAL REPORTS & FINANCIAL STATEMENTS
Recorded Date December 6, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm