Automating Excel-Based Financial Statements Self-Study Webinar

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Excel Accountant: Automating Financial Statements

Learning Objectives

To recognize the 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.

Course Description

Traditionally spreadsheets or Excel sheets have been the dominant way of managing many business processes. 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.

This course covers the following Major Topics:

QuickBooks Desktop 12 Month P&L
Creating the Report Workbook
Introducing Microsoft Query
Looking Within an Excel Workbook
Choosing Columns
Returning Data to Microsoft Excel
Modifying an Excel Query
Helper Formulas
Creating an In-Cell List of Report Periods
MONTH function
Data Worksheet: Current Month Column
Data Worksheet: YTD Column
Report Buildout
Consolidating/Departmental Report
Integrating Check Figures
Check Figure Alarm
Group/Ungroup Columns
Data Connection Security Prompt
Swapping Out Source Documents
Consolidate Multiple Entities

You may explore other Excel CPE Courses.

Webinar Qualifies For

2 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
2 General Credit of Accounting for Accountant/Bookkeeper/Tax Professionals
2 CPD Credit of Accounting for CPA in Canada
2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
2 CPD Credit for Chartered Accountant - ICAEW
2 CPD Credit for Chartered Accountants - Scotland
2 CPE Credit of Accounting for Iowa Licensed Public Accountant (IA-LPA)
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for CPA - Ireland
2 CPE Credit of Accounting for Maine Licensed Public Accountant (ME-LPA)
2 CPE Credit of Accounting for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

David Ringstrom, CPA (US)

President, EXCEL Accountant

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Institute of Real Estate Managers
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

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

Additional Information

Duration

2 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

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NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.5

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Danny Heatherson, Accountant/Bookkeeper/Tax Professionals

Great course to show the power of Excel data connections. If you can't get an ODBC to the source data tables, use the tools shown in this webinar to get you going in the right direction.

HHCNP

Heather Hookstratten, Cpb, Notary Public, CPA (US)

Went fast and there is so much great content I asked for the recording to revisit! It has a ton of great and useful content and it was enjoyed!

Manish Patel, CPA in Canada

Great seminar with useful information, the demo of the actual instructions very helpful

Shalene Stutz, Accountant/Bookkeeper/Tax Professionals

Great information on Excel financial statements.

Dawn Chuchian, CPA (US)

Very detailed and informative

2 Credits

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Subject Area

Accounting

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Excel Accountant: Automating Financial Statements

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

David Ringstrom, CPA (US)

Other Details

Additional Information

2 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Danny Heatherson, Accountant/Bookkeeper/Tax Professionals

Heather Hookstratten, Cpb, Notary Public, CPA (US)

Manish Patel, CPA in Canada

Shalene Stutz, Accountant/Bookkeeper/Tax Professionals

Dawn Chuchian, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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