MYCPE ONE

Excel Accountant: Intro to Spreadsheets 4.5 Credits 4.5 Credits

Oct 31, 2025, 09:00 AM EDT

Excel Accountant: Intro to Spreadsheets 4.5 Credits 4.5 Credits

  • Rating

    4.7

  • Published on

    October, 2025

  • Subject Area

    Computer Software and Applications

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Oct 31, 2025, 09:00 AM EDT

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • Identify Excel’s primary worksheet and cell components.
  • Explain proper methods to enter and format numeric data.
  • Discuss formula copying using fill handles and paste options.
  • Analyze steps for creating and customizing pivot tables.
  • Explore workbook security features, including password protection.
  • Differentiate between available Save As file formats.

Course Overview

Still clicking around Excel like it’s 1999? Whether your brand new to spreadsheets or brushing up your skills, this CPE course is designed to help you master the essentials and gain confidence. Guided by CPA and Excel expert David H. Ringstrom, you’ll explore how to streamline your workflow, reduce errors, and handle data with ease.

You’ll start with the fundamentals of entering and formatting data, building formulas, and managing worksheet layouts. From there, you’ll uncover practical tools that professionals often overlook navigation shortcuts, AutoSum, Freeze Panes, error management, and formula copying techniques. You’ll also learn how to create and customize pivot tables, apply conditional formatting, secure workbooks with passwords, and manage multiple file formats. Each lesson is built to support accounting and finance professionals with hands-on, real-world applications.

Major Topics:

  • Data Entry Fundamentals
  • Worksheet Navigation Tricks
  • Formula Building Basics
  • Conditional Formatting Tools
  • Pivot Table Techniques
  • Workbook Security Options

Step-by-step instruction and real-world examples make the material easy to follow, whether you’re using Excel 2010 or Office 365. By the end, you’ll not only know how to operate Excel but also how to use it strategically in daily work. Don’t settle for guesswork build smarter worksheets, minimize errors, and gain the confidence to manage data like a pro.

For more CPE Excel Courses, Click here.

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) 4.5 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 4.5 CPD Eligible
Information Technology for Certified Government Financial Manager (CGFM) 4.5 CPE Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 4.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 4.5 CPD Eligible
Chartered Accountant - ICAEW 4.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 4.5 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 4.5 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 4.5 CPE Approved
Chartered Accountants - Scotland 4.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 4.5 CPD Eligible
CPA - Ireland 4.5 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 4.5 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 4.5 CPD Eligible
Certified Government Financial Manager (CGFM) 4.5 CPE Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 4.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 4.5 CPD Eligible
Chartered Accountant - ICAEW 4.5 CPD Eligible
Certified FP&A Professional (FP&A) 4.5 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 4.5 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 4.5 CPE Approved
Chartered Accountants - Scotland 4.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 4.5 CPD Eligible
CPA - Ireland 4.5 CPD Eligible

Additional Information

Credits

4.5

Credits

4.5

Course Level

Basic

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.

Explore CPA CPE courses with MYCPE ONE and make earning your credits simple and hassle-free. Our online courses cover a variety of topics, all taught by experienced subject matter experts. With flexible scheduling and self-paced learning, you can leave traditional methods behind and focus on growing your skills on your terms. Start your journey to professional growth today with MYCPE ONE and take your career to new heights!

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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  • rating

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 (72%)

Very Good (22%)

Average (5%)

Poor

Terrible

RO

Robert Olds, CPA (US)

5

I liked the organization. Retired for 8 years needed to return to work, so I was a bit rusty. This course jump started me in the right direction. Can't wait to take more classes. First, we get handouts. Second, we reviewed the handouts Third, actual examples of how to do function.

LS

Luke Sanford, CPA (US)

5

This was a great course on the basics of Excel. Not necessarily needed for someone with multiple years of experience, but still a good refresher.

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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.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

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