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3exceltips sageworks

3 EXCEL TIPS FOR ACCOUNTANTS TO AVOID COMMON ERRORS

This webinar is intended for CPAs in small to mid-sized firms.
Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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.

Linkedin

Jeff Lenning, CPA, CITP

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

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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.

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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.
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Presentation Slides
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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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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Sageworks is a financial information company that provides commercial lending, credit risk and portfolio risk solutions to financial institutions and provides financial analysis and valuation applications to accounting firms and private companies. Through these markets, the company has created the largest real-time database of private-company financial information in the United States, analyzed over 9 million loans and aggregated the corresponding loan data.