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

4.6 (264)

Jim Cline, Chief Excel Officer


Thursday, November 21, 2019 | 01:30 PM EDT

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

1.5 Credits


Subject Area

Computer Software and Applications

Upcoming Webinars

Course Description

Our concept is that anyone 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
  • Auditors
  • Bookkeeper
  • CFO/Controller
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Others
  • Senior Accountant
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA


    [no_of_record] => 264
    [average] => 4.6326




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!


Jim Cline is always fantastic! He not only extremely knowledgeable, but you can tell he loves Excel.I have learned how to simplify much of the work I am already doing and have ideas on how to move forward and improve on ongoing reports for my clients. Thank you! The presenter was very knowledgeable and easy to follow.


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.


It is definitely a 5 star program. Great course & watching the Jim demonstrating the examples gave me a good understanding about Excel and its options. I was not confident about my Excel knowledge before, now when I know it better, I'll make sure I find a use to newly obtained knowledge.


As an avid excel user of many years, I always welcome new tips and tricks to increase my efficiency and the reliability of my workbooks. This course is full of them!


Thank You ! Course was great! The tasks that were presented were not overly complex, however, will save a ton of time and make my everyday life much easier.