Excel Accountant: Creating Error-Free Excel Spreadsheets

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David Ringstrom, CPA

Excel Accountant

  • CPA
  • TAX PROS
  • CMA
  • CPA(Canada)

Before starting this self study program, please go through the instructional document.

Overview

  • Excel Versions1 mins
  • Place Titles in a Single Row3 mins
  • Create a Setting Table17 mins
  • Custom Views30 mins
  • Smarter SUM Formulas50 mins
  • VLookup Introduction59 mins
  • IFERROR Introduction66 mins
  • Self - Updating Headings75 mins
  • Allow Users to Edit Ranges86 mins
  • Using Excel Template91 mins

Course Description

In this comprehensive presentation, you’ll learn a variety of techniques and tricks you can use to create spreadsheets that are free of errors. Excel expert David Ringstrom, CPA, demonstrates how to implement Excel features and functions, such as hide and protect features, the Conditional Formatting feature, the VLOOKUP function, the SUBTOTAL function, and others. In addition, he discusses how to preserve key formulas, perform dual lookups, create self-updating report titles, and 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.

Who should attend: Practitioners who wish to learn how to create error-free Excel spreadsheets. 

Topics covered:

  • Preserving key formulas using hide and protect features.
  • Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Improving the integrity of many Excel features by placing column headings within a single row instead of spanning two or more rows.
  • Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function.
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Mastering the IFERROR function to display alternate values in lieu of a # sign error.
  • Using Conditional Formatting to identify unlocked cells into which data can be entered.
  • Removing Conditional Formatting when it’s no longer needed within a spreadsheet.

Learning Objectives

  • Identify the argument(s) required by the IFERROR function.
  • Define the argument within Excel’s SUBTOTAL function that sums columns or rows.
  • Recall how to preserve key formulas using hide and protect features.

Who Should Attend?

  • Tax Attorney
  • Bookkeeper
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • CPA (Industry)
  • Tax Firm
  • Young CPA
  • CPA in Business
  • Tax Accountant (Industry)
  • Accounting Practice Owners
  • Senior Accountant
  • Accounts Director
  • Chief Accounting Officer
  • Entrepreneurial Accountant
  • Bank Managers
  • Tax Managers
  • Accounting Managers
  • Tax Preparer
  • Staff of Accounting Firm

Testimonial

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JO

I love these Excel courses because they show a step by step direction guide, and then actually show it in use. Helps me try along with the instructor.

JT

quite satisfactory