Excel Tips & Tricks: For every Accountant, CPA, Bookkeeper, Tax Professional, Auditor & HR Professionals

  • Accountant
  • CPA (CA)
  • CFE
  • CIA
  • CMA
  • CPA (US)
  • IAP
  • ORTP
  • QIAL
  • SHRM
  • MRTP
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

It’s no secret that every accountant, whether in practice, industry, or government, makes good use of the almighty Excel spreadsheet program; it’s an invaluable tool that helps us process complicated data sets and communicates large amounts of information to clients and colleagues. Our Benchmarking the Accounting & Finance Function report shows that 63 percent of U.S. companies rely on Excel. Excel is the preferred tool for budgeting and planning across accounting and finance functions. Excel is still the most popular tool for preparing tax work papers or for auditing.

You may come across several dozens of excel tips and tricks programs that are available online. But this online Excel CPE webinar is specifically designed to meet the needs of accountants. By far the most popular course on excel for the accounting community.

Working with data, reports, and multiple sheets can also represent a significant time suck, with most accountants only ever using 10 percent of what Excel offers. Whether you stick to basic functions or are a macro-writing, pivot-table-creating, multi-referential workbook workhorse. This Excel CPE webinar will also help you in data analysis, preparing financial statements & putting up financial strategies using the analysis.

Our concept is that you can learn the easy things, but the people that have exceptional skill sets are the ones that will shine. And to get such an exceptional skill set takes work -- a lot of work and study. We are not going to tell you that this course is so easy that a six-year-old can do it. This Excel CPE course is designed to teach phenomenal skills, not just ordinary skills to become a CEO (Chief Excel Officer).

Learning Objectives

  • To identify situations in which various Excel features can increase productivity such as proper use of TEXT functions, including LEFT, MID, FIND, TRIM, PROPER.
  • To create various types of formulas & identifying the steps to nest formulas within formulas.
  • To identify features that allow you to evaluate the workings of formulas and functions such as use of LOGICAL and LOOKUP functions, including: IF, VLOOKUP, LOOKUP, SUMIF etc.
  • To Customize Excel's user environment, including the Ribbon and the Quick Access Toolbar to display the DEVELOPER tab
  • To learn how to choose and format the SPIN BUTTON form control

Recommended For

This excel CPE course is recommended for CPAs, CMAs, CIAs, Accounting Officers, CEOs, CFOs, Tax Practitioners, and Other Accounting, Tax, and Finance Officials making good use of excel in their everyday tasks.

    Who Should Attend?

    • Accountant
    • Accounting Firm
    • Accounting Managers
    • Accounting Practice Owners
    • Accounts Director
    • Auditors
    • Bank Managers
    • Certified Management Accountant (CMA)
    • CFO/Controller
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Entrepreneurial Accountant
    • Entrepreneurial CPA
    • Finance Pros
    • HR Professionals
    • Human Resources Manager
    • Maryland Tax Preparers
    • Others
    • Senior Accountant
    • Staff of Accounting Firm
    • Tax Attorney
    • Tax Firm
    • Tax Practitioners
    • Tax Pros
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 21-2F9UK)
    • 1.5 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
    • 1.5 CPE Credit for Internal Audit Practitioner (IAP)
    • 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
    • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
    • 1.5 CPE Credit for Certified Management Accountants (CMA)
    • 1 CPE Credit of Accounting & Auditing for Certified Internal Auditors (CIA)
    • 1.5 CPE Credit for Certified Fraud Examiner (CFE)
    • 1.5 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
    • 1.5 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
    • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 1.5 CE Credit for Certified Wealth Strategist (CWS)
    • 1.5 General Credit for Accountant/Bookeeper

    Additional details

    • Course Level :
    • Credits :
    • Instructional Method :
      Group Internet Based
    • 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.


    About Presenter

    Jim Cline

    Advisor, ExcelCEO

    Jim Cline graduated with a Bachelor’s Degree in Accounting and Taxation from the University of Houston in 1989.  His first job was at Arthur Andersen where he worked in the Tax and Real Estate Appraisal departments.  After seven years with Arthur Andersen, Mr. Cline became the Manager of Revenue Services at Service Corporation International (SCI), the largest funeral home and cemetery consolidator in North America.  Currently, he is the Director of Ad Hoc Reporting and Information Support at SCI. In 2005, Jim started developing a course that would train accountants in his group in Microsoft Excel.  He realized that even recent college graduates didn’t possess the Excel skills needed to work in his group.  His first book (Excel 2003) took three-and-a-half years to complete.  After immense success with the first book, he decided to expand his curriculum to include Microsoft Access, which took an additional two years to complete.  In 2007, he started selling his courses online under the name of ClineSys, and in 2011 he changed the name of his courses to be ExcelCEO (which stands for Chief Excel Officer). Since the inception, Jim Cline and his ExcelCEO courses have trained thousands of accountants, financiers, and business professionals in how to work with Excel and Access in a business environment with amazing results. Jim is married with five children and seven grandchildren. Jim continues to conduct seminars, conferences, and CPE webinars He is a Boy Scout leader, a part-time web developer, owns a small cattle ranch outside of Houston, and speaks three languages (four if you count Texan).

    About Company



    ExcelCEO offers accredited, comprehensive, self-study training courses for Microsoft Access (2010, 2007, 2003) and Microsoft Excel (2013, 2010, 2007, 2003). Courses are divided into three sections: Beginner, Intermediate, and Advanced levels. We've designed the courses to teach phenomenal skills, not just ordinary skills. 


    FAQs content

    • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
    • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
    • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
    • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
    • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
    • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
    • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
    • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
    • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
    • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

    Ratings and Review


    9991 Ratings



    Very Good









    Shelly Lucas

    Jun 25th, 2020

    I took the course a second time just to go over it again I know I could look at the recording, but it helped when I was at work reviewing


    Judith Felipe, CPA (US)

    Mar 26th, 2020

    The Instructor, Jim Cline, was charismatic and made the topic interesting and engaging which made the time go by more quickly than expected. I was actually ready to continue learning more when the course finished. Everything new I learned I know is something that I can perform and find useful moving forward at work - honestly the most useful CPE credits I have earned to-date!


    Heather Wilms, Accountant

    Jan 8th, 2021

    Jim is very engaging and covers the material given. He does go quick but you can get a recording sent to take better notes later. He may even convince you to purchase his material as I would like a more professional reference book for excel. Well done Jim! Loved your jokes and stories while still instructing us. Keep them coming.


    Jeffrey Krause, CPA (US)

    Jun 29th, 2020

    This session really needs additional time . The course was very fast, I love the fact that the course is recorded and sent to you so that you can watch it again and try out the different formulas at your own pace. Jim Cline is a genius and makes his excel tips so easy, yet doing them on my own, I definitely need some practice!


    Ching Rousseau

    Jan 21st, 2021

    I enjoy the course overall, the presenter was very effective and I have learned some new Excel tricks that I didn't know before. The pace was quite fast, but I understand there were lots of material to go over and the course didn't mean for us to do the same thing as the presenter at the same time.

    Excel Tips & Tricks: For every Accountant, CPA, Bookkeeper, Tax Professional, Auditor & HR Professionals


    1.5 Credits

    Subject Area

    Computer Software and Applications

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