Auditing Spreadsheets

Duration 60 Mins
Level Intermediate
Webinar ID IQW21G0715

  • Identify how to add, review, and print worksheet comments with ease.
  • Apply Excel tools and techniques that allow you to evaluate portions of a formula or entire formulas.
  • Define how to implement the Watch Window to monitor the ramifications of even minor changes to your workbooks.

Overview of the webinar

You’ll learn techniques for verifying the integrity of even the most complicated Excel workbooks in this webcast presented by Excel expert David Ringstrom, CPA. He shows you how to use Excel’s formula auditing and error-checking tools, how to verify which cells contain formulas versus values, and more. David also explains how to monitor the ramifications of even minor changes to your workbooks, verify sums and totals quickly, and use Excel’s Personal Macro Workbook.

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?

  • Understanding the purpose and nuances of Excel’s Personal Macro Workbook.
  • Hiding and displaying cell comments en masse as well as locating all cells that contain comments.
  • Making notes in the formula bar or preserving prior versions of formulas with the N function.
  • Selecting all formulas within a worksheet with just two mouse clicks.
  • Determining whether it’s safe to edit or delete a cell by way of the Trace Dependents feature.
  • Adding a macro to Excel that adds the ability to display any formula in a cell comment.
  • Removing Conditional Formatting when it’s no longer needed within a spreadsheet.
  • Auditing portions of a formula by using the F9 key to temporarily convert part of a formula to a value.
  • Using the Watch Window to easily monitor the ramifications of even minor changes to your workbooks.
  • Printing a list of all cell comments on a worksheet or printing visible comments.
  • Bringing Excel’s green error-checking prompts under control by managing the underlying rules.

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.

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