President, 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
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
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.
200 Ratings
PG
Mar 8th, 2022
This (and the Intro to Macros course by same presenter last week) were tremendous! I am of retirement age and transitioning out of very active work as a CPA. I wish I had taken these courses much earlier so that I would have had more opportunities to put them into play, and to save time!
MP
Oct 20th, 2023
I thought the 4 hours was going to be hard to do - I was expecting to be bored.....It was an engaging class and the instruction was really good. I got a good understanding of Pivot tables and some extra tips on some other functionality I had not been using.
LD
Sep 21st, 2023
Excellent course. A lot of useful and time saving information was presented. Some of the material related to pivot tables is also covered in some other courses, but had I not taken those other courses already, I would have found this even more useful.
NS
Jun 16th, 2023
Wonderful class and learned so much. Was surprised there was 4 hours of information but was delighted the instructor had so much knowledge to share. Also, the step by step examples were VERY helpful.
YW
Dec 28th, 2023
The course was very detailed, and presenter exhibited expert knowledge of the area and was adept in bringing across the points in a simplistic and easy to understand manner.
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