Must-Know Excel Functions for CPAs ON DEMAND
Available Until
Your Desk
6.0 Credits
Member Price $174.00
Non-Member Price $200.00
Overview
This course explores functions in Excel that CPAs need to use to enhance productivity and ensure accurate answers when working with data. Functions are built-in, preset formulas in the Excel program that calculate certain values or accomplish a certain calculation goal. Functions are essential to CPAs as they provide a simplified user interface to work with complex formulas. This course covers basic functions and then goes into logic functions, text functions, lookup functions and financial functions.
Highlights
Must know Excel functions for CPAs.
Prerequisites
None.
Designed For
CPAs and other accounting, financial, and business professionals who want to extend their knowledge with Excel.
Objectives
Recognize the syntax and characteristics of functions used to sum and count data, including their applicable calculation results. Recognize the syntax and use of logical functions to locate items to test, and to locate and handle exceptions. Identify the various text functions that manipulate text data, their syntax, and their applicable use to achieve a desired result. Recognize the syntax and use of the VLOOKUP, INDEX, MATCH, and a combination of the INDEX and MATCH functions. Compute a payment, rate, term, present value, or future value using time value of money functions.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Joseph Helstrom, Western CPE
Joseph Helstrom, CPA, is a partner at CFO Resources, LLC, a company focused on training and courseware for CPAs. He’s also the owner of Mill Creek Publishing LLC. Joe has over 30 years of experience as a CPA in both public accounting and industry, with extensive experience in financial reporting and analysis, treasury, tax, information technology, legal and regulatory matters, and strategic planning.
After graduation from Butler University with a degree in accounting, Joe got his start at Ernst & Young. Subsequent to that, he has served for several different companies as a chief financial officer; director of treasury and tax; controller; and manager of financial planning, reporting, and analysis.
Joe and his wife, Patricia McCarthy, produce self-study courses for Western CPE and have published articles in Missouri and Texas CPA society publications titled “Incorporating Excel Arrays into Your Audit Plan.”
Non-Member Price $200.00
Member Price $174.00