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Excel Power Tips and Shortcuts for Accounting & Tax Professionals

4.7 (3)

Dennis Taylor

Taylor Associates

Wednesday, August 12, 2020 | 01:00 PM EDT

  • CPA

1 Credit


Subject Area

Computer Software and Applications

Webinar Qualifies For

1 CPE credit of Computer Software & Applications for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 CE credit of Computer Technology for Maryland Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

Spending more time than necessary in an Excel spreadsheet is the bane of an accountant’s existence. Often times when working on a spreadsheet you spend more time playing around with formatting and attempting to get the cells to do what we want than we actually spend manually inputting data. Excel has many features that will ease tedious & repetitive tasks, shaving hours off of your day.

This CPE webinar presents well over 100 Excel shortcuts, many of them keystroke shortcuts and many of them dragging techniques not involving command sequences. When appropriate, shortcuts will be differentiated as to their use in various Excel versions – Microsoft 365 (formerly Office 365), 2019, 2016, and others.

These various productivity tips, shortcuts, and accelerator tools will be presented throughout the webinar using Excel worksheets and workbooks based on real-life data. Excel has an enormous amount of capability and features and is filled with shortcuts and methods not always visible to the casual user. Whether it’s a keystroke shortcut or a hidden command sequence, such shortcuts can make you much more proficient and productive as you use this powerful and popular software. Most users are under-utilizing Excel and could be saving minutes every day and hours every week if they learn some of the many tips presented in this fast-paced webinar. In these uncertain times, it’s all the more important for you to use your existing software more efficiently. This webinar will give you the productivity boost you need as you become a more proficient Excel user.

Get beyond the basics by unlocking Excel's little-known, but most useful shortcuts, tips & tricks.

Learning Objectives

  • To Navigate seamlessly through workbooks and worksheets with keystroke and mouse shortcuts
  • To identify ways of copying or moving data with simple dragging instead of multi-step command sequences
  • To build lists of dates, times, and values without time-consuming commands
  • To Display/hide all worksheet formulas instantly; select all formula cells with two mouse clicks
  • To Create formulas faster with entire column references
  • To Copy formulas or data into hundreds (even thousands) of cells with a double-click
  • To Increase or decrease values in a range without setting up formulas
  • To Convert formulas to values in one step, not six
  • Ways of using keystroke shortcuts for various number formats
  • To Create charts instantly and learn manipulation tips

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bank Managers
  • Bookkeeper
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • IT Managers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros


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