Excel Tips Tricks and Tools for CPAs ON DEMAND
Available Until
Your Desk
5.0 Credits
Member Price $145.00
Non-Member Price $167.00
Overview
This course is designed for intermediate users of Excel who are looking to improve their Excel skills and productivity. This course for CPAs covers some basics, along with some advanced tips and tricks. Learn how to select and navigate through data and worksheets as well as copying and moving data efficiently. Functions covered in this course include creating nested IFS and exploring text functions, such as RIGHT, MID, LEN, SUMIF, and INDEX MATCH. Participants will learn and engage with newer functions, such as XLOOKUP, AGGREGATE, IFNA, TEXTJOIN, CONCAT, and IFS. Learn how to compare lists with arrays. This Excel course covers the tools you’ll need for easily analyzing client data, including pivot tables, charts, conditional formatting, and tools for importing data into Excel. Impress your coworkers with your Excel skillset and increase your own productivity at the same time with this course.
Highlights
Excel tips and functions. Different types of formatting. Feature for formulas and evaluation.
Prerequisites
None.
Designed For
Auditors, CPAs, CEOs, and other accounting professionals.
Objectives
Recognize different short cut keys and their function. Recognize the function of pinning a file to Favorites. Identify and create range names. Recognize different ways to navigate within and between Excel workbooks. Identify some of Excel’s newer features and functions. Recognize different copy and move methods. Identify different types of formatting and how to apply them. Recognize different functions and formulas and how to apply them. Recognize the different components of a Pivot Table and how to create and edit them. Identify types of charts to use and how to create them. Identify features that allow you to evaluate the workings of formulas and functions.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Patricia McCarthy, Western CPE
Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award.
She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona.
Patricia is a graduate of the College of the Holy Cross and also holds an MBA from Babson College. She was a full-time lecturer in Butler University’s School of Business for 6 years and has taught at several of Indiana’s other universities.
Patricia also has an extensive business background in audit and financial functions. She runs a blog called Chatting about Excel and More, and she writes self-study CPE courses on Microsoft Excel for Western CPE.
Non-Member Price $167.00
Member Price $145.00