MYCPE ONE

Excel Financial Statement Automation 2 Credits 2 Credits

Jun 04, 2026, 12:30 PM EDT

Excel Financial Statement Automation 2 Credits 2 Credits

  • Rating

    4.7

  • Published on

    March, 2026

  • Subject Area

    Computer Software and Applications

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Jun 04, 2026, 12:30 PM EDT

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • Analyze Excel formulas supporting automated financial statement calculations and reporting workflows.
  • Apply Power Query tools to integrate exported accounting data efficiently.
  • Identify spreadsheet structures that support dynamic profit and loss reporting models.
  • Evaluate OFFSET and SUMIFS functions for flexible financial statement calculations.
  • Strengthen spreadsheet reporting accuracy using data validation and structured formulas.

Course Overview

Financial professionals often spend significant time manually preparing financial statements in spreadsheets. Repetitive tasks, data imports, and formula maintenance can slow reporting cycles and increase the risk of errors. This CPE course explores how modern Excel features can streamline the process of building and maintaining automated financial statements for accounting and finance professionals.

The CPE course demonstrates practical techniques for building a dynamic profit-and-loss reporting model in Excel. Participants will explore formulas such as SUM, OFFSET, SUMIF, and SUMIFS to create flexible calculations that adjust to reporting periods and account ranges. The CPE session also covers integrating exported data from accounting systems such as QuickBooks Online and transforming it using Power Query to create self-updating financial spreadsheets.

Major Topics:

  • Excel Financial Reporting Automation
  • Profit Loss Report Structure
  • Power Query Data Integration
  • Dynamic Spreadsheet Formula Techniques
  • Report Period Control Lists

By the end of this CPE session, participants will be able to implement repeatable processes for automating financial reports in Excel. These techniques can reduce manual work, improve reporting consistency, and enhance data accuracy across accounting workflows. Join this course to strengthen your Excel reporting skills and build automated financial statements with greater efficiency.

For more 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) 2 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 2 CPD Eligible
Computer Software and Applications for Chartered Global Management Accountants (CGMA) 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
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 Chartered Global Management Accountants (CGMA) 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

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.

Dive into the world of CPA CPE Courses with MY-CPE ONE. 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 (71%)

Very Good (26%)

Average (3%)

Poor

Terrible

AM

Andrew Minerich, CPA (US)

5

Good class, offset function is very useful

NB

Nancy Bieberly, Others

5

Very useful examples given

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Inclusions

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    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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