President, EXCEL Accountant
I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:
Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:
I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.
I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.
I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.
Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
1989 Ratings
WD
Feb 22nd, 2021
I enjoyed this webinar and learned a few new shortcuts. The instructor and host were both great and attentive to questions. The handout materials are very informative on their own and will be very useful as quick reference guides to help prompt my memory when needed. The instructor used the handout to talk us through the steps, and then followed up by showing us. I am a person that needs to read through steps first and then follow up by watching someone and then going through the steps myself. In this webinar, I had plenty of time to do the steps myself while the instructor was going through them a second time. It was perfect for my learning style.
RR
Feb 8th, 2022
Although I am retired, I like to keep up my skills; besides I like learning about Excel which I also use for my volunteer and personal use. I liked the variety of the tips that he shared. I had discovered only of few of these on my own so this added to my knowledge. Presentation well paced and also liked that he shared some of the "pitfalls or problems" one can encounter when using these tips.
CL
Feb 22nd, 2021
The instructor spoke at a good pace not to fast! Thank you! I could follow along and practice in my own spreadsheet which helps me remember what I learned as well. These little tricks save so much time and who knew. I appreciate these courses so much. I don't always remember everything but if I can take away a few things to make my life easier this is so valuable.
CC
Dec 22nd, 2020
Instructor was great, very good facilitator. I don't believe there is ever "enough" time for a topic like this, so that is my only drawback, which isn't really a drawback. He covers lots of materials and is super helpful when he walks through the material. Appreciate everything learned, always able to pick up something new and will use what I learned immediately.
LR
May 27th, 2021
I was very happy with this presentation. It was structured nicely and I loved that content material was available for download prior to the presentation, the instructor not only managed to stay on track and present all items on agenda but also answer Q&A throughout, and that the webinar is available for download after the presentation to refer back to.
1.5 Credits
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Computer Software and Applications
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