Basic Excel Skills for Accountants

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • ORTP
  • MRTP
  • CBA/MCBA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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.

This online webinar covers key topics:

  • 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

  • To define the argument within Excel's SUBTOTAL function that sums columns or rows.
  • To identify which versions of Excel permit using slicers with both tables and pivot tables.
  • To 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

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
  • 1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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.

Presenter

About Presenter

David Ringstrom, CPA (US)

President, Excel Accountant

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

  • National Association of Certified Valuators and Analysts
  • Institute of Real Estate Managers
  • Georgia Society of CPAs
  • South Carolina Society of CPAs
  • Georgia Government Finance Officers Association
  • Atlanta chapter, American Society of Women CPAs
  • Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

About Company

Excel Accountant

www.excel-accountant.com

Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers etc and the entire Accounting, Finance & Tax community.

Here is what you get for the yearly subscription from Excel Accountant website.

  • 40+ Courses
  • 80+ hours of Interactive Videos
  • All CPE Approved Courses
  • Unlimited Access to the Entire Library
  • Exclusively designed for Accounting, Finance & Tax Professionals

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

49 Ratings

Excellent

27

Very Good

17

Average

5

Poor

0

Terrible

0

RV

Robert Valentine, CPA (US)

Jan 12th, 2022

This class was very informative. I thought I was knowledgeable about Excel before taking the class, but I found some techniques that I didn't know. This class was the best Bang for the Buck!

GP

George Pappas, Tax Professional

Jan 12th, 2022

As always, outstanding course, course materials and presentation!

MA

Michelle Allen, CPA (US)

Dec 21st, 2020

The instructor had excellent excel skills and the topics he chose to cover were perfect, however, he teaches too fast and therefore I got lost. Maybe this class, should be 1.5 hours and then he can slow it down.

BB

Breyah Barnes

Sep 23rd, 2020

Well organised section layout with a cheerful teaching style, as well as informative! Only little down side is at that towards the end of the course (last 4 sections), people with not much prior programming experience (just basics) would find it kinda difficult to wrap their head around.

AP

Andy Padman

Jul 3rd, 2020

Basic Excel Skills for Accountants

PREMIUM

1 Credit

Subject Area

Computer Software and Applications

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