Excel Tips And Tricks: For Every Accountant, Cpa, Bookkeeper, Tax Professional, Auditor And Hr Professionals

Jim Cline
From: Oct 20, 2022 - To: Dec 31, 2022
Recorded Webinar


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 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 webinar will also help you with 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 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, and PROPER.
  • To create various types of formulas & identify the steps to nest formulas within formulas.
  • To identify features that allow you to evaluate the workings of formulas and functions such as the 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.

Who Should Attend?

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

Training Options

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