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Excel Accountant: Auditing Excel Workbooks

4.2 (9)

David Ringstrom, CPA

Excel Accountant

Monday, June 22, 2020 | 11:00 AM EDT

  • CPA Canada
  • CMA
  • CPA
  • CVA
  • Tax Preparer

2 Credits


Subject Area


Upcoming Webinars

Course Description

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.

Learning Objectives

  • Recall the location of the menu command that allows you to determine categorically if a workbook contains links or not.
  • Define how to transform cell references into range names. State the location of the Enable Iterative Calculations setting within the Excel Options dialog box.
  • Implement the Watch Window to monitor the ramifications of even minor changes to your workbooks.

Who Should Attend?

  • Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Tax Accountant (Industry)
  • Young CPA


    [no_of_record] => 9
    [average] => 4.2222




The webinar covers some key tips, tricks and auditing skills around excel which I couldn’t find in any other training, anywhere. David is a master of his skills and it shows. Thank you David and myCPE for hosting such an insightful webinar.


This is truly an amazing course for professionals. Each and every concept is covered with full justice to practical examples that can easily be used in our daily work life. It definitely works as an add on skill for me.


It was an absolutely amazing training program. Acquired a lot of new skills in addition to my normal excel skills being polished a little. The demonstration done by David made it easier to follow everything he taught.


This was a really good course with easy to follow steps and clear explanation of even complex Excel functionalities.


The course was a difficult one made easy to follow by David. The step by step guidance helped me in understanding the complexities of the topic. Highly recommended.


Although I had a hard time coming back to and making progress at around the homestretch, overall well put together and informative. Thank you.