Excel Accountant: Payroll Analysis

4.5 (2)

David Ringstrom

Excel Accountant

Tuesday, December 22, 2020 | 10:30 AM EST

  • CPA
  • TAX PROS
  • CMA
  • SHRM
  • CPA(Canada)
  • CIA
  • CRMA

Credits: 2 CPE | 2 CPD

$20

Subject Area

Computer Software and Applications

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Additional Dates

Jan 26, 2021 | 09:30 AM EST Register

Course Description

Excel offers payroll professionals many features and functions that can improve the accuracy and efficiency of payroll production. In this comprehensive course, Excel expert David Ringstrom, CPA, explains: mathematics for employee timesheets, date and time formatting and stamping, conditional formatting to highlight HR requirements, password protection for sensitive payroll files and worksheets, salary information formatting, using pivot tables for HR reporting and analysis tasks, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 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.

Microsoft 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 Would Be Interested in This Course:

Payroll professionals who wish to learn practical Excel fundamentals to improve the accuracy and efficiency of payroll production.  

Topics covered:

  • Computing the due dates for semi-monthly federal payroll tax deposits by using the CHOOSE and WEEKDAY functions.
  • Discerning the nuance involved in making pivot tables present data in tabular form.
  • Determining the previous Friday when payroll dates fall on a weekend by using the IF and WEEKDAY functions.
  • Calculating a series of semi-monthly dates by way of the IF and EOMONTH worksheet functions.
  • Improving the integrity of Excel pivot tables with the Table feature.
  • Adding fields to a blank pivot table to create instant reports.
  • Redacting portions of Social Security numbers by way of Excel’s TEXT worksheet function.
  • Discovering four different ways to remove data from a pivot table report.
  • Formatting certain words within a column of text with Conditional Formatting.
  • Employing the NETWORKDAYS.INTL worksheet function to determine the number of work days in a period by excluding holidays as well as specific days of the week.
  • Drilling down into the details behind any amount within a pivot table with just a double-click.
  • Exploring options for recovering lost passwords for Excel spreadsheets.

Learning Objectives

  • To recall how to reformat Social Security Numbers using Excel’s Flash Fill feature.
  • To define how to assign random numbers to a data set in Excel.
  • To apply password-protection techniques for sensitive payroll files, worksheets, and spreadsheet columns.

Who Should Attend?

  • Finance Pros
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Accounting Practice Owners
  • Finance Director
  • Senior Accountant
  • VP Accounts
  • Accounts Director
  • VP Finance
  • Cloud Accountants
  • Chief Accounting Officer
  • Entrepreneurial Accountant
  • Accounting Managers
  • Staff of Accounting Firm
  • Personal Financial Specialist
  • Bookkeepers & Accountants & Tax Preparers
  • Qualified Associate Financial Planner
  • Certified Public Accountant

Testimonial

4.5

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