Self-Study
Excel Tips Tricks and Tools for CPAs
An intermediate Excel course for CPAs who want to improve their skills and productivity using LOOKUP functions, text functions, and data analytics tools in Excel.
Price range: $145.00 through $175.00
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
 Secure Transaction CPE Credits
5 Credits: Computer Software & Applications
Course Level
Intermediate
Format
Self-Study
Course Description
Excel Tips Tricks and Tools for CPAs is designed for intermediate users of Excel who are looking to improve their Excel skills and productivity. This Excel 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 Excel 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 Excel CPE course for CPA.
Excel Tips Tricks and Tools for CPAs comes with an exercise file with Excel worksheets.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- 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
Course Specifics
SS226472248
March 30, 2026
There are no prerequisites.
None
134
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
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 …
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