CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Excel Tools and Tips for the CPA

Icon_Self-Study
Self-Study
Icon_Level
Intermediate
Credits
CPE Credits
5 Credits: Computer Software & Applications

Course Description

Watch your efficiency and productivity increase with this vital course. Discussed in depth are the Excel features CPAs need to know such as selecting and navigating through data; copying, moving, and importing data; formatting techniques, and creating charts. You’ll learn how to compare lists using arrays, create pivot tables, and use functions such as SUBTOTAL, SUMIF, INDEX MATCH, AGGREGATE, and IFNA. The course presents fundamental tips, tools, and techniques along with easy to follow instructions and screenshots making it a must for any CPA working with Excel.

Learning Objectives

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

  • Recognize different shortcut keys and what they do
  • Recognize the steps needed to pin a file, noting display changes after a file is pinned
  • Identify valid range names, noting character limits
  • Recognize different ways to select data and navigate within and between Excel workbooks
  • Identify some of Excel’s new features and functions
  • Recognize different copy and move methods
  • Identify different types of formatting and how to apply them
  • Identify different functions and formulas and when 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

Course ID
2164523
Revision Date
February 12, 2018
Advanced Preparation

Excel 2007 or higher required.

Compliance information

NASBA Provider Number: 103220

Course Instructor

Patricia McCarthy Headshot
Patricia McCarthy, MBA

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 …

Patricia McCarthy, MBA Read More »

Excel Tools and Tips for the CPA

Expert Instructors
Format
CPE CREDITS
5 Credits: Computer Software & Applications

$145.00$175.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Intermediate
Credits
CPE Credits
5 Credits: Computer Software & Applications

Course Description

Watch your efficiency and productivity increase with this vital course. Discussed in depth are the Excel features CPAs need to know such as selecting and navigating through data; copying, moving, and importing data; formatting techniques, and creating charts. You’ll learn how to compare lists using arrays, create pivot tables, and use functions such as SUBTOTAL, SUMIF, INDEX MATCH, AGGREGATE, and IFNA. The course presents fundamental tips, tools, and techniques along with easy to follow instructions and screenshots making it a must for any CPA working with Excel.

Learning Objectives

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

  • Recognize different shortcut keys and what they do
  • Recognize the steps needed to pin a file, noting display changes after a file is pinned
  • Identify valid range names, noting character limits
  • Recognize different ways to select data and navigate within and between Excel workbooks
  • Identify some of Excel’s new features and functions
  • Recognize different copy and move methods
  • Identify different types of formatting and how to apply them
  • Identify different functions and formulas and when 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

Course ID
2164523
Revision Date
February 12, 2018
Advanced Preparation

Excel 2007 or higher required.

Compliance information

NASBA Provider Number: 103220

Course Instructor

Patricia McCarthy Headshot
Patricia McCarthy, MBA

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 …

Patricia McCarthy, MBA Read More »

Excel Tools and Tips for the CPA

Expert Instructors
Format
CPE CREDITS
5 Credits: Computer Software & Applications

$145.00$175.00

Clear