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Friday, March 12, 2021 | 10:00 AM EST
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
email extinguisher: simple steps to shrink the inbox
Dec 31, 2020 | 02:30 PM EST View Details
executive overview of repatriation of foreign earnings (topic 606)
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
Feb 09, 2021 | 10:30 AM EST View Details
dealing with irs collections division (part i)
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
Mar 01, 2021 | 09:30 AM EST View Details
year-end payroll updates (latest)
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)
Mar 01, 2021 | 10:00 AM EST View Details
annual federal tax update - individuals (form 1040)
Mar 01, 2021 | 10:00 AM EST View Details
estate and financial planning: latest topics and best techniques
Mar 01, 2021 | 10:00 AM EST View Details
intermediate/advanced course on educational tax credit benefits and financial planning
Mar 01, 2021 | 10:00 AM EST View Details
corporate external financial reporting decisions
Mar 01, 2021 | 10:00 AM EST View Details
fraud update - latest 2020
Mar 01, 2021 | 10:00 AM EST View Details
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.
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Partner, Excel Accountant
I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:
Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:
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
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