Self-Study
Intermediate
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, 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 …
Excel Tools and Tips for the CPA
CPE CREDITS
5 Credits: Computer Software & Applications
$145.00 – $175.00
Self-Study
Intermediate
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, 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 …
Excel Tools and Tips for the CPA
CPE CREDITS
5 Credits: Computer Software & Applications
$145.00 – $175.00