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

4.7 (4561)

Jim Cline, Chief Excel Officer

ExcelCEO

Thursday, January 21, 2021 | 01:00 PM EST

  • CPA Canada
  • CFE
  • CIA
  • CMA
  • CPA
  • Tax Pros
  • SHRM

1.5 CPE | 1.5 CPD

FREE

Subject Area

Computer Software and Applications

Webinar Qualifies For

1.5 CPE credit for Certified Management Accountants (CMA)

1.5 CPE credit for Certified Internal Auditors (CIA)

1.5 CPE credit of Computer Software & Applications for all CPAs

1.5 CPD credit (Verifiable) for Canadian CPAs

1 CE credit of Computer Technology for Maryland Tax Preparers

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

email extinguisher: simple steps to shrink the inbox

(344)

Dec 31, 2020 | 02:30 PM EST View Details

earn your salt : comprehensive state and local tax

(2)

Jan 26, 2021 | 12:00 PM EST View Details

executive overview of repatriation of foreign earnings (topic 606)

(3)

Feb 01, 2021 | 10:00 AM EST View Details

excel accountant: taming large spreadsheets

Feb 04, 2021 | 10:00 AM EST View Details

kpi’s (key performance indicators): how to implement them and achieve success through them

(5)

Feb 09, 2021 | 10:30 AM EST View Details

dealing with irs collections division (part i)

(207)

Feb 18, 2021 | 01:30 PM EST View Details

introduction to excel pivottables

(11)

Feb 22, 2021 | 10:30 AM EST View Details

excel accountant: six ways to sum

(3)

Mar 02, 2021 | 09:30 AM EST View Details

qbo: for progress invoicing and job costing with latest updates

(109)

Mar 02, 2021 | 09:30 AM EST View Details

best tax return workshop - partnerships & llcs (form 1065) latest

(71)

Mar 02, 2021 | 10:00 AM EST View Details

maximizing home office deduction (covid special - latest)

(1093)

Mar 02, 2021 | 10:00 AM EST View Details

new cyber frauds & cybersecurity internal controls (post pandemic)

(6)

Mar 02, 2021 | 10:00 AM EST View Details

qbo complete comprehensive overview - latest

(15)

Mar 02, 2021 | 10:00 AM EST View Details

practical guide for understanding critical concepts of trusts and estates

(9)

Mar 02, 2021 | 10:00 AM EST View Details

are you ready for the auditor? secrets you need to know to survive the audit

(5)

Mar 02, 2021 | 10:00 AM EST View Details

Additional Dates

Mar 04, 2021 | 01:00 PM EST Register
Mar 18, 2021 | 01:00 PM EST Register
Apr 01, 2021 | 01:00 PM EST Register
Apr 22, 2021 | 01:00 PM EST Register
May 06, 2021 | 01:00 PM EST Register
May 20, 2021 | 01:00 PM EST Register
Jun 03, 2021 | 01:00 PM EST Register
Jun 17, 2021 | 01:00 PM EST Register

Course Description

It’s no secret that every accountant whether in practice or in industry or in government makes 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 functions. Excel is still the 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 designed 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 percent 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)

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

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
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Accounting Practice Owners
  • Senior Accountant
  • Accounts Director
  • Entrepreneurial Accountant
  • Bank Managers
  • Accounting Managers
  • Staff of Accounting Firm

Testimonial

4.7

(4561)
74%
21%
4%
1%
0%

CR

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.

LM

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

LW

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.

NH

This was a great 'dip' into his program. It was a better value than some of the webinars I've been on where they spend the majority of the time trying to upsell. I learned some useful tips I can implement immediately.

SB

This webinar was fantastic. The speaker is super knowledgeable and I learned a ton of interesting things, I may take up his offer and take part in his separate program as a result

JL

This was not the typical torturous, dry and boring CPE. This presenter, Jim Cline, was the very best: engaging, kept it interesting, entertaining and full of humor. Wish all CPE was this way!