Excel Accountant: Automating Financial Statements

Course Description

Traditionally spreadsheets or excel sheets have been the dominant way of managing many businesses process. This covers everything – finance to employee schedule and beyond. Despite the contemporary times of AI, BIG data, and cloud computing. However, the seemingly long and endless process can be made short and easy with excel automation.

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.

You may explore other Excel CPE Courses.

Learning Objectives

• To recognize the 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.
• To explore Excel Query and modify an Excel Query
• To identify how to consolidate multiple entities

Recommended For

• This Online CPE webinar on Accounting is recommended for CPA, CMA, CVA, and Other Accounting Professionals who desire to have an automating financial statement. 
• This CPD webinar course on Accounting is also recommended for CPAs in Canada who want to automate financial statements.
• This Online CPE course is also recommended for students, other professionals, business owners, and potential accountants.

Who Should Attend?

Webinar Qualifies For

• 2 CPD Credit of Accounting for Chartered Professional Accountant (CPA Canada)
• 2 CPE Credit of Financial accounting for Certified Valuation Analyst (CVA)
• 2 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
• 2 CPE Credit of Accounting & Auditing for Certified Management Accountants (CMA)
• 2 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00967-22-O)
• 2 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
• 2 CPE Credit for Internal Audit Practitioner (IAP)
• 2 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
• 2 CPE Credit of Financial accounting for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
• 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
• 2 CE Credit for Certified Wealth Strategist (CWS)
• 2 General Credit for Accountant/Bookeeper
• 2 CPD Credit for CA - ICAEW
• 2 CPD Credit for Chartered Certified Accountants (ACCA)
• 2 CPD Credit for Chartered Accountants - Ireland (CAI)
• 2 CPD Credit for Chartered Accountants - Scotland
• 2 CPD Credit for CPA - Ireland

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