MYCPE ONE

Excel Accountant: Auditing Excel Workbooks 2 Credits 2 Credits

May 05, 2026, 02:00 PM EDT

Excel Accountant: Auditing Excel Workbooks 2 Credits 2 Credits

  • Rating

    4.6

  • Reviewed on

    January, 2024

  • Subject Area

    Computer Software and Applications

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May 05, 2026, 02:00 PM EDT

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AI Review Summary

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Learning Objectives

  • To recall the location of the menu command that allows you to determine categorically if a workbook contains links or not.
  • To define how to transform cell references into range names. State the location of the Enable Iterative Calculations setting within the Excel Options dialog box.
  • To implement the Watch Window to monitor the ramifications of even minor changes to your workbooks.
  • To explore automatic versus manual calculation in Excel.
  • To recognize and trace dependents, precedents, and circular references in MS Excel.

Course Overview

Learn from Excel expert David Ringstrom, CPA, valuable techniques that can be used to verify the integrity of even the most complicated Excel spreadsheets. In this comprehensive course, David shows you how to use Excel’s formula auditing and error-checking tools, identify duplicates in a list, monitor the ramifications of even minor changes made to your workbooks, use the Evaluate Formula feature, and much more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

This Online CPE/CE Webinar on Excel covers the following Major Topics:

  • Using Conditional Formatting to identify duplicates in a list.
  • Quickly select all formulas in a worksheet with two clicks.
  • Adding a macro to Excel to display any formula in a cell comment.
  • Password recovery options for Excel spreadsheets.
  • Protecting sensitive information by marking key worksheets as Very Hidden and managing error-checking prompts.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 2 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00966-22-S) 2 CE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 2 CPD Eligible
Information Technology for Certified Fraud Examiner (CFE) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible

Additional Information

Credits

2

Credits

2

Course Level

Intermediate

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC 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.

IRS APPROVED

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 aintenance 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.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more

David Ringstrom | CPA (US)

President, EXCEL Accountant

  • 4.6
  • rating
  • rating
  • rating
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David H. Ringstrom, CPA, is a nationally recognized Microsoft Excel expert and founder of Accounting Advisors, Inc., established in 1991 in Atlanta, Georgia. With over 30 years of experience, he specializes in spreadsheet consulting and training for accounting professionals, empowering users to master Excel and streamline workflows. David has delivered more than 2,500 live webinars and authored popular books such as Microsoft 365 Excel for Dummies, Exploring Microsoft Excel’s Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting. His mantra is, "Either you work Excel, or it works you."


He also serves as Lead Instructor at Students Excel, developing video-based Excel training for college students that bridges academic concepts with practical applications. David holds a Bachelor of Business Administration in Accounting from Georgia State University and certifications as a CPA and Microsoft Office Specialist in Excel. His expertise extends to advanced Excel functions, PivotTables, macros, accounting software, financial analysis, public speaking, and technical writing. His mission is to provide practical, real-world solutions to enhance efficiency and accuracy in financial tasks nationwide.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent (65%)

Very Good (30%)

Average (5%)

Poor

Terrible (1%)

KJ

Kelly Judd, CMA

5

This was hands down the best Excel webinar I have ever seen! I highly recommend a webinar with David Ringstrom because he knows his Excel!! I finally found someone that actually teaches new things to already advanced users. I am so excited to apply some of the tricks I learned.

SL

Shelley Llamas, CFE

5

Presented very well. Loved the process of step by step slides and then actual presentation of how it works. As an advanced excel user for many years, I still learned something new!

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Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

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