CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Excel Accountant: Automating Financial Statements

4.6 (11)

David Ringstrom

Excel Accountant

Friday, January 08, 2021 | 10:00 AM EDT

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

2 Credits

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

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

Upcoming Webinars

employment law issues must know for accountants

(6)

Aug 03, 2021 | 02:30 PM EDT View Details

sox identifying and documenting controls

Aug 03, 2021 | 03:00 PM EDT View Details

multistate tax compliance: where and when businesses are subject to state taxes

(111)

Aug 03, 2021 | 03:30 PM EDT View Details

the art of effective communication

(30)

Aug 03, 2021 | 03:30 PM EDT View Details

creating a development (fundraising) plan for your non-profit

Aug 04, 2021 | 09:00 AM EDT View Details

mastering irs representation

Aug 04, 2021 | 09:00 AM EDT View Details

what to do when you owe sales tax to the government

(36)

Aug 04, 2021 | 09:30 AM EDT View Details

financial economic sustainability performance

Aug 04, 2021 | 09:30 AM EDT View Details

smarter social security

(149)

Aug 04, 2021 | 10:00 AM EDT View Details

sox internal controls for accounts payable, receivable & inventory

(2)

Aug 04, 2021 | 10:00 AM EDT View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

(4)

Aug 04, 2021 | 10:00 AM EDT View Details

excel accountant: speed tips in depth

(6)

Aug 04, 2021 | 10:00 AM EDT View Details

qbo: build right chart of accounts - base for accounting and reading financial statement

(2)

Aug 04, 2021 | 10:00 AM EDT View Details

corporate expense accounts review and audit best practices

(4)

Aug 04, 2021 | 10:00 AM EDT View Details

how to deal effectively with irs examinations and criminal investigations?

Aug 04, 2021 | 11:00 AM EDT View Details

Course Description

Excel expert David Ringstrom, CPA, will teach you how to create dynamic financial reports—for any month of the year—on a single worksheet. Many Excel users build a worksheet for each month of the year, which can be inconvenient and tiresome to revise. Rather than using such a cumbersome method, David demonstrates how to apply the VLOOKUP, OFFSET, and SUM functions to quickly create accounting reports that allow you to toggle to any reporting period with just a couple of mouse clicks. In addition, David shares effective ways to export data from your accounting package so you can create a “set-and-forget” link to your accounting data in Excel.

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

  • State what object type Microsoft Query considers worksheet tabs within Excel workbooks to be.
  • To recall how to determine if you’re using the Office 365 version of Excel.
  • To demonstrate knowledge of how and when to use the Name Manager command.

Who Should Attend?

  • Accountant
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Financial Planner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Personal Financial Specialist
  • Qualified Associate Financial Planner
  • Tax Accountant (Industry)
  • VP Accounts
  • VP Finance
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 11
    [average] => 4.6364
)
 

4.6

(11)
73%
18%
9%
0%
0%