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Excel for the Accounting Professional

This course was written by our founder, and is taught by him through the California CPA Education Foundation. If you are interested in having him teach this course for your company, please contact us or the California CPA Education Foundation for pricing and other information.


Course Outline

This is a Microsoft Excel course designed specifically for CPAs. We focus on the features of Excel that are most applicable to the accountant. The goals of the course are to help you use Excel more fully, more efficiently and more effectively.

All spreadsheets used in class are available for download at clickconsulting.com.

Objectives
· Continue the advancement of your Excel knowledge
· Learn how to use the program more effectively
· Understand how to delegate work to Excel to make you more efficient

Major Topics · Named ranges
· Function wizard
· Absolute/relative cell reference
· Copy/fill cells
· Hyperlinks
· Link workbooks
· Subtotal functions
· Keyboard shortcuts
· Best practices
· Data validation
· Custom menus
· Conditional formatting
· IF function for error checking
· VLOOKUP
· Autofilter
· Data group
· Concatenate


Course References

Workbooks and files download (.zip 95k)

Journal of Accountancy articles referenced in the presentation:

Financial Reports in a Snap, Jeff Lenning, Apr 2000
Automate Shortcuts, Jeff Lenning, July 2001



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