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

Excel Accountant: Automating Financial Statements

4.6 (10)

David Ringstrom

Excel Accountant

Tuesday, April 13, 2021 | 10:00 AM EDT

  • CPA Canada
  • CPA
  • 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 CPE credit for Certified Management Accountants (CMA)

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

managing remote staff: best practices

Jul 23, 2021 | 01:00 PM EDT View Details

how to make it easy for clients to work with your accounting firm

Jul 23, 2021 | 01:00 PM EDT View Details

quickbooks online for accountants work centre - managing you practice

(2)

Jul 23, 2021 | 01:30 PM EDT View Details

identifying leases under the new asc 842

(1)

Jul 23, 2021 | 01:30 PM EDT View Details

clarity practice management: demo for public accountants and tax preparers

Jul 23, 2021 | 02:00 PM EDT View Details

xbrl and compliance with sarbanes-oxley

Jul 23, 2021 | 02:30 PM EDT View Details

business activity taxes – where are businesses and their owners required to file and pay state income taxes?

(16)

Jul 23, 2021 | 03:00 PM EDT View Details

why you should care about the cares act

(40)

Jul 23, 2021 | 03:00 PM EDT View Details

critical impact of the secure & cares acts on your clients retirement and estate plans (latest 2021)

Jul 23, 2021 | 03:00 PM EDT View Details

savvy social security planning: all you need to know about social security claiming strategies

(101)

Jul 23, 2021 | 03:30 PM EDT View Details

circular 230 ethics (latest)

(151)

Jul 23, 2021 | 03:30 PM EDT View Details

everything you need to know about partnerships

(2)

Jul 26, 2021 | 09:00 AM EDT View Details

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

(7)

Jul 26, 2021 | 09:00 AM EDT View Details

sox internal controls for inventory

Jul 26, 2021 | 09:30 AM EDT View Details

basic concepts of fixed asset accounting

(1)

Jul 26, 2021 | 09:30 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.

In this Online CPE Webinar, 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
  • Certified Management Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Maryland Tax Preparers
  • Tax Accountant (Industry)
  • VP Accounts
  • VP Finance
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 10
    [average] => 4.6000
)
 

4.6

(10)
70%
20%
10%
0%
0%