Excel Accountant: Auditing Excel Workbooks

3.7 (7)

David Ringstrom, CPA

Excel Accountant

Monday, March 15, 2021 | 12:00 PM EST

  • CPA Canada
  • CIA
  • CMA
  • CPA
  • Tax Pros

2 CPE | 2 CPD

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit for Certified Internal Auditors (CIA)

2 CPE credit for Certified Management Accountants (CMA)

2 CPE credit of Computer Software & Applications for all CPAs

2 CPD credit (Verifiable) for Canadian CPAs

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Learn from Excel expert David Ringstrom, CPA, valuable techniques that can be used to verify the integrity of even the most complicated Excel spreadsheets. In this comprehensive course, David shows you how to use Excel’s formula auditing and error-checking tools, identify duplicates in a list, monitor the ramifications of even minor changes made to your workbooks, use the Evaluate Formula feature, and much more.

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.

Learning Objectives

  • Recall the location of the menu command that allows you to determine categorically if a workbook contains links or not.
  • Define how to transform cell references into range names. State the location of the Enable Iterative Calculations setting within the Excel Options dialog box.
  • Implement the Watch Window to monitor the ramifications of even minor changes to your workbooks.

Who Should Attend?

  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • CPA (Industry)
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Senior Accountant
  • Cloud Accountants
  • Entrepreneurial Accountant

Testimonial

3.7

(7)
43%
29%
0%
14%
14%

AR

This was a really good course with easy to follow steps and clear explanation of even complex Excel functionalities.

TD

Although I had a hard time coming back to and making progress at around the homestretch, overall well put together and informative. Thank you.

FC

The sound was a little muffled and little bit fast. But overall the instructor did a very good job of explaining and a wonderful presentation.