Excel Accountant: Automating Financial Statements

4.3 (4)

David Ringstrom

Excel Accountant

Friday, March 12, 2021 | 10:00 AM EST

  • CPA Canada
  • CPA
  • Tax Pros

2 CPE | 2 CPD

$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

email extinguisher: simple steps to shrink the inbox

(344)

Dec 31, 2020 | 02:30 PM EST View Details

executive overview of repatriation of foreign earnings (topic 606)

(3)

Feb 01, 2021 | 10:00 AM EST View Details

excel accountant: taming large spreadsheets

Feb 04, 2021 | 10:00 AM EST View Details

kpi’s (key performance indicators): how to implement them and achieve success through them

(5)

Feb 09, 2021 | 10:30 AM EST View Details

dealing with irs collections division (part i)

(207)

Feb 18, 2021 | 01:30 PM EST View Details

excel accountant: pivot tables part 1

Mar 01, 2021 | 09:30 AM EST View Details

quickbooks: tricky & complex situations for advance learners

(212)

Mar 01, 2021 | 09:30 AM EST View Details

year-end payroll updates (latest)

(744)

Mar 01, 2021 | 09:30 AM EST View Details

most profitable strategies for cpa firms: 11 specific strategies of the most successful cpa firms

Mar 01, 2021 | 09:30 AM EST View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

(81)

Mar 01, 2021 | 10:00 AM EST View Details

annual federal tax update - individuals (form 1040)

(209)

Mar 01, 2021 | 10:00 AM EST View Details

estate and financial planning: latest topics and best techniques

(14)

Mar 01, 2021 | 10:00 AM EST View Details

intermediate/advanced course on educational tax credit benefits and financial planning

(984)

Mar 01, 2021 | 10:00 AM EST View Details

corporate external financial reporting decisions

(37)

Mar 01, 2021 | 10:00 AM EST View Details

fraud update - latest 2020

(40)

Mar 01, 2021 | 10:00 AM EST 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?

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

Testimonial

4.3

(4)
50%
25%
25%
0%
0%