Basic Excel Skills for Accountants

Duration 60 Mins
Level Basic
Webinar ID IQW20L1210

  • Define the argument within Excel's SUBTOTAL function that sums columns or rows
  • Identify which versions of Excel permit using slicers with both tables and pivot tables
  • Identify the command that you use to active Quick Access Toolbar shortcuts

Overview of the webinar

Many accounting professionals are unaware of Excel’s many features and functions they can implement to improve the accuracy and efficiency of their spreadsheets. In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve those goals. Step-by-step, David demonstrates and explains: several alternatives to Excel’s SUM function, including conditional summing; a better alternative to manually hiding/unhiding rows and columns; automating repetitive tasks by way of Excel’s Table feature, including creating self-expanding charts; contrasting the Table feature with Data Tables and PivotTables; helpful keyboard shortcuts; and ways to repair damaged Excel workbooks.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Who should attend?

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

Why should you attend?

  • Simplifying repetitive tasks by creating your own keyboard shortcuts
  • Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets
  • Learning what steps to take if you can’t open a damaged workbook
  • Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function
  • Avoiding the need to write repetitive formulas using Excel’s Data Table feature
  • Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function
  • Removing the Table feature from a worksheet if it’s no longer needed
  • Using the SUMIFS function to sum values based on multiple criteria
  • Using the SUM function to drill through two or more worksheets
  • Eliminating the need to manually resize charts when data is added—automate this with tables instead

Faculty - Mr.David H. Ringstrom, CPA

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.

David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.

His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.

12-08 -Basic Excel Skills for Accountants.pdf
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