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Basic Excel Skills for Accountants

4.4 (27)

David Ringstrom, CPA (US)

Excel Accountant

Thursday, February 04, 2021 | 12:30 PM EDT

  • CPA (Canada)
  • CPA (US)
  • Tax Preparer

1 Credit


Subject Area

Computer Software and Applications

Webinar Qualifies For

1 CPE credit of Computer Software & Applications for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 CE credit of Computer Technology for Maryland Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Aug 09, 2021 | 12:30 PM EDT Register

Course Description

Many accounting professionals are unaware of Excel’s many features and functions they can implement to improve the accuracy and efficiency of their spreadsheets. In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve those goals. Step-by-step, David demonstrates and explains: alternatives to Excel's SUM function, including conditional summing; a better alternative to manually hiding/unhiding rows and columns; automating repetitive tasks by way of Excel's Table feature, contrasting the Table feature with Data Tables, and ways to repair damaged Excel workbooks.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who should attend: Professionals seeking to use Microsoft Excel more effectively.

Topics covered:

  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Using the SUM function to drill through two or more worksheets.
  • Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function.
  • Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
  • Unearthing the key step in being able to format subtotaled cells without affecting hidden rows.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Customizing table styles in Excel.
  • Managing cumbersome lists of data using the Table feature.
  • Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Removing the Table feature from a worksheet if it’s no longer needed.
  • Avoiding the need to write repetitive formulas using Excel’s Data Table feature.
  • Learning what steps to take if you can’t open a damaged workbook.

Learning Objectives

  • Define the argument within Excel's SUBTOTAL function that sums columns or rows.
  • Identify which versions of Excel permit using slicers with both tables and pivot tables.
  • Demonstrate knowledge of the Open and Repair command in Microsoft Excel.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeeper
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • VP Finance
  • Young CPA


    [no_of_record] => 27
    [average] => 4.4074




every lecture was brief and clear. Explanation were quite good. Now it is only practice and practice to make use of whatever we learnt in this course. Overall a superb course, pretty easy to understand and i strongly recommend this course to whoever wants to learn more on Excel & VBA. Thank U Very Much


You are the best and this course was definitely worth it . You gave me alot more than I paid for. The information was easy and broken down from me. I am an accountant and just graduated from school. I did not learn anything at school because it was fast paced. I learned everything in this program in a month by dedicating 2 hours a day.


Excellent explanation. I like this course.While learning this course ,i come to know there are so many options and features,which i don't know previously,eventhough i am using excel from so many years..100% usefull.


"I always thought Excel was too tough to learn and i will not be able to understand the complex part and the calculations. With my 10 years of professional experience I always take help from my peers and I used to think how they do it so easily. But thanks to David, he teaches every lesson very briefly ,precisely and in a super easy way and with additional to that he also provided exercise sheets which helps to practice. I really appreciate his efforts!!!!"


I enjoyed that he walked through the exercises with us, but it would be even more helpful if there was additional practice files, for example, 5 additional practice files for us to do on index/match; I didn't really get a hold of index/match from the couple of videos on it. Besides that, he did a good job at clearly explaining things and showing us how to do them step by step.


The webinar was very well laid out. The way David demonstrated 1st on a ppt and then through MS Office cleared a lot of things which otherwise just remain theories. The practical approach and the fluidity with which he handles the topic made it a joy to attend.