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Course Details

Agile Excel: Automating Financial Statements (Video) (Course Id 1437)

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Author : David Ringstrom, CPA
Status : Production
CPE Credits : 2.0
IRS Credits : 0
Price : $29.95
Passing Score : 70%
NASBA Technical: No
Primary Subject-Field Of Study:

Computer Software & Applications - Computer Software & Applications for Course Id 1437

Description :

This course by Excel expert David Ringstrom, CPA, will teach you how to build accounting worksheets any month of the year on just one worksheet. While many Excel users often build worksheets for each month of the year, such worksheets can be cumbersome to revise. David explains how to use Excel functions, including VLOOKUP, OFFSET, and SUM, to quickly create accounting reports that allow you to switch to any reporting period with only two mouse clicks. In addition, he outlines how to export data from your accounting package, improve the integrity of your spreadsheets, incorporate Check Figures and Alarms into you work, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. Hell draw to your attention any differences in Excel 2013, 2010, or 2007 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.

Usage Rank : 0
Release : 2018
Version : 1.0
Prerequisites : Experience Working with Excel Spreadsheets Recommended.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 01-Dec-2018
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - NASBA Registry - 1437

Keywords : Computer Software & Applications, Agile, Excel, Automating, Financial, Statements, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

  • State how to incorporate Check Figures and Alarms into your work.
  • Apply Excels OFFSET function to isolate monthly amounts and sum YTD amounts.
  • Recall how the VLOOKUP function can be used to look up an item description based on user input.

  • Course Contents :

    Chapter 1 - Agile Excel: Automating Financial Statements

    Chapter 1 Review Questions

    Glossary - Key Terms

    CPE Computer Software & Applications Course: https://www.cpethink.com/excel-cpa-courses
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