K2's Excel Tips, Tricks, and Techniques for Accountants
Course Information
8
CPE Credits
8-Hour Course
Accounting (4 Credits)
Computer Software and Applications (4 Credits)
Fundamental Knowledge of Excel 2013 and Newer
Prerequisites
Intermediate
Program Level
No
Preparation
Course Information
8
CPE Credits
8-Hour Course
Accounting (4 Credits)
Computer Software and Applications (4 Credits)
Fundamental Knowledge of Excel 2013 and Newer
Prerequisites
Intermediate
Program Level
No
Preparation
Major Topics
Small businesses have unique and specific technology needs, including those around remote access. Whether team members need remote access to desktops, data, voice services, instant messaging, or Cloud-based services, sometimes the list of available options can be overwhelming!
In this course, you will learn about practical solutions for facilitating remote access in small businesses. Among other items, included in this program is a detailed review of various solutions to provide remote access to a desktop, how to work securely from remote locations, key considerations when selecting Cloud-based solutions, and how to facilitate communication and collaboration in remote environments.
Course Description
Excel is the accountant’s tool of choice for analyzing and reporting financial data. Unfortunately, many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience, you need this course to learn more efficient and effective ways to work with Excel. In Excel Tips, Tricks, and Techniques for Accountants, you will learn countless ways to improve your utilization of Excel.
As a result, you will be able to do the following:
- Boost your general level of productivity
- Reduce the amount of time you spend on mundane tasks, such as formatting
- Customize Excel for greater accuracy and efficiency
- Create more effective formulas, with newly-learned formula-building skills
- Utilize best practices for linking Excel data from other worksheets and workbooks
- Streamline report generation and printing processes
Throughout the program, your K2 instructor will reinforce key learning points with practical, real-world examples that will improve your understanding and comprehension of the topics presented. K2’s Excel Tips, Tricks, and Techniques for Accountants draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals. Therefore, you can be assured of the relevance and usefulness of the information and guidance provided during the program.
Learning Objectives
Upon completing this course, you should be able to:
- Implement techniques such as Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports more efficiently
- Identify situations in which various Excel features can increase productivity and apply each of these techniques in context, such as Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special
- Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
- Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
- Utilize various formula building tools to create formulas more efficiently and create various types of formulas, including formulas, to manipulate text and dates, formulas containing VLOOKUP and HLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
- Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
- Implement procedures for producing Excel-based reports, including adjusting print settings, using the Camera feature to create report forms, and working with Custom Views to automate print settings
Who is the course for?
Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively.
Instructional Delivery Method
Group-live demo and discussion using color computer projection – laptop friendly, with access to demonstration files. Program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.
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