Computer Software and Applications
Working knowledge of Excel formulas and functions.

Course Description

Excel is one of the most important tools for CPAs and other financial professionals. This course explores functions in Excel that CPAs can use to enhance productivity and ensure accurate answers when working with data. You'll learn how to use logical and text functions, find specific items in large spreadsheets, and use certain financial functions to compute a payment, rate, term, present value, or future value. With many exercises, examples, and a case study, this course provides hands-on guidance for financial professionals who want to maximize use of Excel.


Joseph Helstrom, CPA

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.”

Course Specifics

Computer Software and Applications
Mar 29, 2017
Working knowledge of Excel formulas and functions.

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • 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

Choose Your Preferred Format

Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy

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