CPAacademy.org | 3 EXCEL TIPS FOR ACCOUNTANTS TO AVOID COMMON ERRORS

Content Provider

3 EXCEL TIPS FOR ACCOUNTANTS TO AVOID COMMON ERRORS

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Other

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Course Description

Which Excel function do you use the most? Is it…the SUM function? Well, there is another option that can help reduce errors. When you paste new transactions, are they automatically included in your formulas? If not, you may have to manually update the formulas, which takes precious time. In this webinar, we'll discuss 3 tips that can help accountants avoid common Excel errors and get their work done faster.

Learning Objectives

A powerful alternative to the SUM function.
How to quickly identify duplicates.
How to ensure new transactions are included in formulas.

Jeff Lenning, CPA, CITP

Excel University
Author of Excel University
jeff@excelu.com
(949) 200-7688

Award-winning instructor Jeff Lenning has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient.

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

If you could learn Excel simply and easily at your pace and could learn the features and functions that are relevant and practical to accounting professionals – would you want to? If you are an accounting professional and have taken Excel classes before, you know the pace can be too fast or too slow, and the content may not be relevant to your work. Excel University explores relevant features that allow you to get your work done quicker, in a self-paced, fun, and engaging way. Become more efficient, streamline processes, and save time with Jeff Lenning’s Excel University. Designed by a CPA for CPAs and accounting professionals, this series covers functions you need, and skips those you don’t. The content has been written from scratch integrating everything Jeff knows about Excel training learned over the past decade of providing continuing professional education.