View Catalog

Excel for CPAs

ID: 54840
Topics: Essential Skills + Professional Development Financial Accounting, Reporting + Analysis Technology Transformational CPA Curriculum

Gain a broad overview of the capabilities of Excel in the world of accounting. You may be familiar with Excel to enter data and create spreadsheets. But do you know what else Excel can do? It’s a powerful tool that provides a range of options to support your work. First, we will take a look at some tips and tricks accountants can use to improve their Excel experience. Then, we will delve a little deeper to understand how to use Excel to create financial reports, analyze the data we enter into Excel and create powerful visual presentations from Excel. Lastly, we will explore how to turn columns of numbers into understandable visuals that can be shared with the executive leadership team of our company.

Please note that this module focuses on a broad survey of some of Excel’s capabilities. It isn’t meant to be a how-to tutorial. Rather, we want you to gain an appreciation and understanding of the many possibilities of Excel when used by capable accountants who understand what to use, when, and why. The overarching objective is for you to be able to name and explain some of the various functions and how they can be used. But remember, if the information entered isn’t correct or accurate, then no shortcut or chart will fix that. 

Why Attend:

  • Learn three Excel tools and techniques that can improve productivity.
  • Explain how excel formulas can be used to create budgets and quarterly forecasts.
  • Walkthrough how to use Excel to analyze financial data for key trends using Vlookups, Hlookups, and financial ratio functions.
  • Identify the most appropriate visualization tools in Excel to present data.

Who Should Attend:

  • New professionals within the accounting profession.
  • Professionals looking for a refresher in excel accounting tools and application.

Additional Course Information:

This self-paced module is a part of The Ohio Society of CPAs Workforce Development: Upskilling & Reskilling the Accounting Profession Technical Skills bundle. We encourage you to explore each of these courses as a part of your professional development plan. If interested in purchasing the entire bundle, refer to the related products below the product description.