Basic Excel Skills for Accountants

Many accounting professionals underutilize Excel’s robust set of features—often relying on manual processes that increase the risk of error and consume valuable time. In this comprehensive and engaging webinar, Excel expert David Ringstrom, CPA, demystifies the powerful tools within Excel that can significantly streamline spreadsheet tasks and improve data accuracy. Designed specifically for accounting professionals, this session walks you through practical Excel fundamentals using real-world examples.

David demonstrates each technique twice to ensure comprehension—first via easy-to-follow PowerPoint slides with numbered steps, and then live within the Microsoft 365 (formerly Office 365) version of Excel. He also highlights differences in earlier versions (Excel 2021, 2019, 2016, and earlier), helping you apply these insights regardless of your software version. Attendees will also receive detailed handouts and a downloadable workbook with all featured examples, enabling easy reference after the session.

Areas Covered:-

• Avoiding creating spreadsheets from scratch by using prebuilt templates or creating your own
• Eliminating repetitive formulas using Excel’s Data Table feature
• Comparing Excel’s AGGREGATE function with the SUBTOTAL function
• Automating chart resizing by leveraging Excel tables
• Using the SUMIF function to total values based on specified criteria
• Enhancing the accuracy of pivot tables with Excel’s Table feature
• Quickly inserting totals in lists with Excel’s Subtotal tool
• Jump-starting new projects with free, built-in Excel templates
• Applying design techniques to improve the reliability of the SUM function
• Understanding how Excel Tables strengthen spreadsheet structure
• Recovering from damaged workbooks and knowing what steps to take
• Using the Quick Access Toolbar to filter data with a keystroke instead of multiple clicks

You’ll leave this session with actionable knowledge to increase the speed, accuracy, and integrity of your spreadsheet work—ultimately saving time and reducing costly errors in your accounting tasks.

Why Should You Attend?

• Define the argument within Excel's SUBTOTAL function that sums columns or rows.
• Identify which versions of Excel permit using slicers with both tables and pivot tables.
• Identify the command that you use to activate Quick Access Toolbar shortcuts.

Who Should Attend:-

• Accountants
• Bookkeepers
• CPAs
• Financial Analysts
• Auditors
• Accounting Managers
• Tax Professionals
• Excel Users in Accounting Roles.