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Excel Tips & Tricks: For every Accountant, CPA, Bookkeeper, Tax Professional, Auditor & Controller

4.7 (6987)

Jim Cline, Chief Excel Officer


Thursday, April 30, 2020 | 01:00 PM EDT

  • CPA Canada
  • CFEs
  • CIA
  • CMA
  • CPA
  • IAP
  • Tax Preparer
  • QIAL
  • SHRM

1.5 Credits


Subject Area

Computer Software and Applications

Additional Dates

Jul 02, 2021 | 01:00 PM EDT Register
Jul 15, 2021 | 01:00 PM EDT Register
Aug 05, 2021 | 01:00 PM EDT Register
Aug 19, 2021 | 01:00 PM EDT Register
Sep 02, 2021 | 01:00 PM EDT Register
Sep 16, 2021 | 01:00 PM EDT Register
Oct 07, 2021 | 01:00 PM EDT Register
Oct 21, 2021 | 01:00 PM EDT Register
Nov 04, 2021 | 01:00 PM EDT Register
Nov 18, 2021 | 01:00 PM EDT Register
Dec 02, 2021 | 01:00 PM EDT Register
Dec 16, 2021 | 01:00 PM EDT Register

Course Description

It’s no secret that every accountant whether in practice or in industry or in government make good use of the almighty Excel spreadsheet program; it’s an invaluable tool that helps us process complicated data sets and communicate large amounts of information to clients and colleagues. Our Benchmarking the Accounting & Finance Function report shows that 63 percent of U.S. companies rely on Excel. Excel is the preferred tool for budgeting and planning across accounting and finance function. Excel is still most popular tool for preparing tax work papers or for auditing.

You may come across several dozens of excel tips and tricks program that are available online. But this course is specifically design to meet the needs for accountants. By far the most popular course on excel for accounting community.

Working with data, reports and multiple sheets can also represent a significant time suck, with most of accountants only ever using 10 per cent of what Excel has to offer. Whether you stick to basic functions, or are a macro-writing, pivot-table-creating, multi-referential workbook workhorse

Our concept is that you can learn the easy things, but the people that have exceptional skill sets are the ones that will shine. And to get such an exceptional skill set takes work -- a lot of work and study. We are not going to tell you that this course is so easy that a six-year-old can do it. This CPE webinar is designed to teach phenomenal skills, not just ordinary skills to become a CEO (Chief Excel Officer)

Learning Objectives

  • Recognize the proper use of TEXT functions, including: • LEFT() • MID() • FIND() • TRIM() • PROPER ()
  • Identify the steps to nest formulas within formulas
  • Recognize the proper use of LOCIAL and LOOKUP functions, including: • IF() • VLOOKUP() • LOOKUP() • SUMIF()
  • Find the Excel Options dialog box to display the DEVELOPER tab
  • Choose and format the SPIN BUTTON form control

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Auditors
  • Bookkeeper
  • CFO/Controller
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial CPA
  • Finance Pros
  • Others
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA


    [no_of_record] => 6987
    [average] => 4.6691




I enjoy the course overall, the presenter was very effective and I have learned some new Excel tricks that I didn't know before. The pace was quite fast, but I understand there were lots of material to go over and the course didn't mean for us to do the same thing as the presenter at the same time.


this was an excellent course that provided very relevant and useable information. I really appreciate that fact that the marketing was kept to a minimum. the instructor was so engaging and fun to listen to


Overall the presentation was great. Jim was a lot of fun. The only thing I might comment on was the speed of the presentation. It was bit fast for my level, which would be beginner/intermediate. I could follow him, but I will have to refer to the recordings to really go back and absorb it all.


Jim is very engaging and covers the material given. He does go quick but you can get a recording sent to take better notes later. He may even convince you to purchase his material as I would like a more professional reference book for excel. Well done Jim! Loved your jokes and stories while still instructing us. Keep them coming.


Fantastic course and entertaining/knowledgeable instructor. You learn a lot in 1.5 hour timeframe, very well worth it! I signed up for the full course immediately afterwards.


It was a great webinar and I enjoyed learning more about Excel and her little tricks! I've already told my colleagues about the spinner button!