Excel Dexterity: Automating Financial Statements (video)

  • Credits: 2
  • Format: Self-Study Video
  • Field of Study: Computer Software and Apps
  • Author/Speaker: David Ringstrom
Course ID: Advanced Preparation: Experience Level:
DR-607.21 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© June 2019 Basic Understanding of Technology N/A

Many users pivot to Excel when a desired financial statement format cannot be created within the accounting software. However, this in turn often leads to techniques such as creating worksheets for every month of the year, which eventually can be cumbersome to revise and preserve data integrity.

In this presentation Excel expert David Ringstrom, CPA, 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 from a single worksheet. You'll also get tips on exporting data from your accounting package, improving the integrity of your spreadsheets, and much more.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: