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

Course Details

Choose Your Time Zone:

ADDITIONAL DATES

Aug 06, 2020 | 01:00 PM EDT Register
Aug 27, 2020 | 01:00 PM EDT Register
Sep 17, 2020 | 01:00 PM EDT Register
Oct 01, 2020 | 01:00 PM EDT Register
Oct 20, 2020 | 01:00 PM EDT Register
Oct 29, 2020 | 01:00 PM EDT Register
Nov 12, 2020 | 01:00 PM EDT Register
Nov 19, 2020 | 01:00 PM EDT Register
Dec 03, 2020 | 01:00 PM EDT Register
Dec 17, 2020 | 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 Bench-marking 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. This webinar will also help you in data analysis, preparing financial statements & putting up financial strategies using the analysis.

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)

Webinar Qualifies for

  • 1.5 CPE credit of Computer Software & Applications for all CPAs
  • 1 CE credit of Computer Technology for Maryland Tax Preparers
  • 1.5 General Educational credit for Tax Professionals/Bookkeepers/Accountants

Learning objectives

  • To identify situations in which various Excel features can increase productivity such as proper use of TEXT functions, including LEFT, MID, FIND, TRIM, PROPER.
  • To create various types of formulas & identifying the steps to nest formulas within formulas.
  • To identify features that allow you to evaluate the workings of formulas and functions such as use of LOCIAL and LOOKUP functions, including: IF, VLOOKUP, LOOKUP, SUMIF etc.
  • To Customize Excel's user environment, including the Ribbon and the Quick Access Toolbar to display the DEVELOPER tab
  • To learn how to choose and format the SPIN BUTTON form control

About Presenter

Jim Cline graduated with a Bachelor’s Degree in Accounting and Taxation from the University of Houston in 1989.  His first job was at Arthur Andersen where he worked in the Tax and Real Estate Appraisal departments.  After seven years with Arthur Andersen, Mr. Cline became the Manager of Revenue Services at Service Corporation International (SCI), the largest funeral home and cemetery consolidator in North America.  Currently, he is the Director of Ad Hoc Reporting and Information Support at SCI. In 2005, Jim started developing a course that would train accountants in his group in Microsoft Excel.  He realized that even recent college graduates didn’t possess the Excel skills needed to work in his group.  His first book (Excel 2003) took three-and-a-half years to complete.  After immense success with the first book, he decided to expand his curriculum to include Microsoft Access, which took an additional two years to complete.  In 2007, he started selling his courses online under the name of ClineSys, and in 2011 he changed the name of his courses to be ExcelCEO (which stands for Chief Excel Officer). Since the inception, Jim Cline and his ExcelCEO courses have trained thousands of accountants, financiers, and business professionals in how to work with Excel and Access in a business environment with amazing results. Jim is married with five children and seven grandchildren. Jim continues to conduct seminars, conferences, and CPE webinars He is a Boy Scout leader, a part-time web developer, owns a small cattle ranch outside of Houston, and speaks three languages (four if you count Texan).

ExcelCEO offers accredited, comprehensive, self-study training courses for Microsoft Access (2010, 2007, 2003) and Microsoft Excel (2013, 2010, 2007, 2003). Courses are divided into three sections: Beginner, Intermediate, and Advanced levels. We've designed the courses to teach phenomenal skills, not just ordinary skills. 

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.7
(2676)
75%
21%
4%
1%
0%
  • WD
    William Dyson
    Nov 22nd 2019
    This session really needs additional time . The course was very fast, I love the fact that the course is recorded and sent to you so that you can watch it again and try out the different formulas at your own pace. Jim Cline is a genius and makes his excel tips so easy, yet doing them on my own, I definitely need some practice!
SL
shelly lucas
I took the course a second time just to go over it again I know I could look at the recording, but it helped when I was at work reviewing
ND
Nicole Danel , CPA
This is one of the most informative excel webinars that I have watched so far. I liked it so much that I purchased the course. Thank you.
LM
Linda McCallum , Bookkeeper
This was a great class. I am a MOS Master and I learned some things in this course. Was so worth my time.
DH
Denise Hussey , CFP
The instructor did a great job explaining and demonstrating excel via webinar. Very easy to follow.
MO
Mildred Ortiz-Connors
Webinar was a good learning experience. Although, the instructions were at a fast pace, it was straight forward and easy to follow. Presentation was organized and informative. Audio was clear.

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

upcoming Live CPE Webinars

Quickbooks Online (QBO) Mobile Application for Accountants
Thursday, August 06, 2020 | 09:00 AM EDT View Details/Register
IRS COLLECTION REPRESENTATION IN THE WAKE OF COVID-19
Thursday, August 06, 2020 | 10:00 AM EDT View Details/Register
Building a Framework for Regulatory Ethics
Thursday, August 06, 2020 | 10:30 AM EDT View Details/Register
Passive Loss Issues with Schedule K-1s
Thursday, August 06, 2020 | 11:00 AM EDT View Details/Register
S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Thursday, August 06, 2020 | 11:00 AM EDT View Details/Register
Top 10 Things All CPAs Need to Know About IRS Representation
Thursday, August 06, 2020 | 11:30 AM EDT View Details/Register
INTRO TO ACCOUNTINGSUITE™ & MULTI-CHANNEL INVENTORY
Thursday, August 06, 2020 | 12:00 PM EDT View Details/Register
Effective Leadership – Finding Common Ground Despite Differing Points of View
Thursday, August 06, 2020 | 12:00 PM EDT View Details/Register
Excel Tips & Tricks: For every Accountant, CPA, Bookkeeper, Tax Professional, Auditor & Controller
Thursday, August 06, 2020 | 01:00 PM EDT View Details/Register
Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation
Thursday, August 06, 2020 | 01:00 PM EDT View Details/Register
Data Analysis 101 - Getting to the heart of performance data
Thursday, August 06, 2020 | 01:30 PM EDT View Details/Register
Individual Tax Update 2020
Thursday, August 06, 2020 | 03:00 PM EDT View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
Practical QB Training - Year End Closing, Analysis, Being Tax/Audit Ready
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
FASB ASC 606 : TIPS ON ACCOUNTING & AUDITING FOR REVENUE RECOGNITION
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
  • Cost FREE
  • CPE Credits 1.5
  • Subject Area Computer Software and Applications
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Enrolled Agent Finance Pros Tax Attorney Tax Practitioners Bookkeeper Accountant CFO/Controller Others CPA - Small Firm CPA - Mid Size Firm Accounting Firm Tax Pros Auditors Tax Firm Young CPA Entrepreneurial CPA
  • Handout Material Download

upcoming Live CPE Webinars

Quickbooks Online (QBO) Mobile Application for Accountants
Thursday, August 06, 2020 | 09:00 AM EDT View Details/Register
IRS COLLECTION REPRESENTATION IN THE WAKE OF COVID-19
Thursday, August 06, 2020 | 10:00 AM EDT View Details/Register
Building a Framework for Regulatory Ethics
Thursday, August 06, 2020 | 10:30 AM EDT View Details/Register
Passive Loss Issues with Schedule K-1s
Thursday, August 06, 2020 | 11:00 AM EDT View Details/Register
S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Thursday, August 06, 2020 | 11:00 AM EDT View Details/Register
Top 10 Things All CPAs Need to Know About IRS Representation
Thursday, August 06, 2020 | 11:30 AM EDT View Details/Register
INTRO TO ACCOUNTINGSUITE™ & MULTI-CHANNEL INVENTORY
Thursday, August 06, 2020 | 12:00 PM EDT View Details/Register
Effective Leadership – Finding Common Ground Despite Differing Points of View
Thursday, August 06, 2020 | 12:00 PM EDT View Details/Register
Excel Tips & Tricks: For every Accountant, CPA, Bookkeeper, Tax Professional, Auditor & Controller
Thursday, August 06, 2020 | 01:00 PM EDT View Details/Register
Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation
Thursday, August 06, 2020 | 01:00 PM EDT View Details/Register
Data Analysis 101 - Getting to the heart of performance data
Thursday, August 06, 2020 | 01:30 PM EDT View Details/Register
Individual Tax Update 2020
Thursday, August 06, 2020 | 03:00 PM EDT View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
Practical QB Training - Year End Closing, Analysis, Being Tax/Audit Ready
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
FASB ASC 606 : TIPS ON ACCOUNTING & AUDITING FOR REVENUE RECOGNITION
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register