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Excel Power Tips And Shortcuts For Accounting & Tax Professionals

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • Maryland Tax Prep.
  • ACCA
  • CBA/MCBA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: August, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Learn how to Navigate seamlessly through workbooks and worksheets with keystroke and mouse shortcuts
    2 mins
  • Identify ways of copying or moving data with simple dragging instead of multi-step command sequences
    10 mins
  • How to build lists of dates, times, and values without time-consuming commands
    20 mins
  • Learn how to Increase or decrease values in a range without setting up formulas
    32 mins
  • Ways of using keystroke shortcuts for various number formats
    55 mins

Course Description

Spending more time than necessary in an Excel spreadsheet is the bane of an accountant’s existence. Often times when working on a spreadsheet you spend more time playing around with formatting and attempting to get the cells to do what we want than we actually spend manually inputting data. Excel has many features that will ease tedious & repetitive tasks, shaving hours off of your day.

This Online CPE webinar presents well over 100 Excel shortcuts, many of them keystroke shortcuts and many of them dragging techniques not involving command sequences. When appropriate, shortcuts will be differentiated as to their use in various Excel versions – Microsoft 365 (formerly Office 365), 2019, 2016, and others.

These various productivity tips, shortcuts, and accelerator tools will be presented throughout the webinar using Excel worksheets and workbooks based on real-life data. Excel has an enormous amount of capability and features and is filled with shortcuts and methods not always visible to the casual user. Whether it’s a keystroke shortcut or a hidden command sequence, such shortcuts can make you much more proficient and productive as you use this powerful and popular software. Most users are under-utilizing Excel and could be saving minutes every day and hours every week if they learn some of the many tips presented in this fast-paced webinar. In these uncertain times, it’s all the more important for you to use your existing software more efficiently. This webinar from Dennis Taylor will give you the productivity boost you need as you become a more proficient Excel user.

Get beyond the basics by unlocking Excel's little-known, but most useful shortcuts, tips & tricks.


Click to access more Excel CPE webinars

Learning Objectives

  • To Navigate seamlessly through workbooks and worksheets with keystroke and mouse shortcuts
  • To identify ways of copying or moving data with simple dragging instead of multi-step command sequences
  • To build lists of dates, times, and values without time-consuming commands
  • To Display/hide all worksheet formulas instantly; select all formula cells with two mouse clicks
  • To Create formulas faster with entire column references
  • To Copy formulas or data into hundreds (even thousands) of cells with a double-click
  • To Increase or decrease values in a range without setting up formulas
  • To Convert formulas to values in one step, not six
  • Ways of using keystroke shortcuts for various number formats
  • To Create charts instantly and learn manipulation tips

Recommended For

  • This Online Continuing Professional Education webinar is recommended for CPAs, CMAs, CVAs, Tax prepares and other professionals who desires to support the efficiency of Accounting and Tax Practice
  • This Online CPE/CE webinar is recommended for CPAs in Canada who wants to support their clients with improved accounting and tax services

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Valuation Analysts
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Tax Accountant (Industry)
  • Tax Managers
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit for Certified Valuation Analyst (CVA)
  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 1 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

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.

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.

Presenter

About Presenter

Dennis Taylor

Principal, Taylor Associates

Dennis Taylor has taught thousands of Excel seminars and classes over the past 25 years, has presented over 750 Excel webinars, and has been the author/co-author of six books on spreadsheet software. He has taught hundreds of public Excel seminars throughout the US and Canada since 2006 and has recorded numerous Excel courses 

Faq

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.
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  • 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.
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