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

4.7 (4407)

Jim Cline, Chief Excel Officer


Thursday, June 17, 2021 | 01:00 PM EST

  • CPA
  • CMA
  • CPA(Canada)
  • CIA

Credits: 1.5 CPE | 1.5 CPD


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

Additional Dates

Feb 11, 2021 | 01:00 PM EST Register
Feb 25, 2021 | 01:00 PM EST Register
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

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





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!


It is one of the best use of an hour and a half for any Excel user. The ability to replay videos provided by myCPE and proceed at my own pace certainly helped me focus on the areas I found more challenging.


The speaker did a great job! I thought that this course was extremely helpful. Many tips and applications that I will be able to use in my practice. Jim took time to describe each function in depth and step by step walk through showing you exactly how to execute.. Very good, would recommend. Thank you myCPE.


great seminar


The teacher was fantastic!!


Really great presentation - can't wait to use skills learned on the job