Excel Tips & Tricks: For every Accountant, CPA, Bookkeeper, Tax Professional, Auditor, & Controller 1.5 Credits 1.5 Credits
Learning mode
| License details | Credits | Status |
|---|---|---|
| Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| License details | Credits | Status |
|---|---|---|
| Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
Credits
1.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
Jim Cline graduated with a Bachelor’s Degree in Accounting and Taxation from the University of Houston in 1989. His first job was at Arthur Andersen where he worked in the Tax and Real Estate Appraisal departments. After seven years with Arthur Andersen, Mr. Cline became the Manager of Revenue Services at Service Corporation International (SCI), the largest funeral home and cemetery consolidator in North America. Currently, he is the Director of Ad Hoc Reporting and Information Support at SCI. In 2005, Jim started developing a course that would train accountants in his group in Microsoft Excel. He realized that even recent college graduates didn’t possess the Excel skills needed to work in his group. His first book (Excel 2003) took three-and-a-half years to complete. After immense success with the first book, he decided to expand his curriculum to include Microsoft Access, which took an additional two years to complete. In 2007, he started selling his courses online under the name of ClineSys, and in 2011 he changed the name of his courses to be ExcelCEO (which stands for Chief Excel Officer). Since the inception, Jim Cline and his ExcelCEO courses have trained thousands of accountants, financiers, and business professionals in how to work with Excel and Access in a business environment with amazing results. Jim is married with five children and seven grandchildren. Jim continues to conduct seminars, conferences, and CPE webinars He is a Boy Scout leader, a part-time web developer, owns a small cattle ranch outside of Houston, and speaks three languages (four if you count Texan).
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. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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 approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
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 regulatory bodies 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.
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. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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 approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
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 recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies 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.
WD
This session really needs additional time . The course was very fast, I love the fact that the course is recorded and sent to you so that you can watch it again and try out the different formulas at your own pace. Jim Cline is a genius and makes his excel tips so easy, yet doing them on my own, I definitely need some practice!
HJ
Jim Cline is always fantastic! He not only extremely knowledgeable, but you can tell he loves Excel.I have learned how to simplify much of the work I am already doing and have ideas on how to move forward and improve on ongoing reports for my clients. Thank you! The presenter was very knowledgeable and easy to follow.
May 26, 10:00 AM ET
May 26, 12:30 PM ET
May 27, 09:00 AM ET
May 27, 01:30 PM ET
May 28, 09:00 AM ET
May 28, 11:30 AM ET
Inclusions
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
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
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
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Compliance Reminders
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
Mobile App Access
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Live Support
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.
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