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K2’s Excel Tips, Tricks, and Techniques for Accountants

Course - K2's Accounting Solutions: Mid-Market

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Major Topics

  • Fundamental Excel techniques all accounting and financial professionals should know and use
  • Creating date-based calculations in Excel
  • How to create Excel templates
  • Key options you should enable in Excel
  • Linking data in Excel

Learning Objectives

  1. Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  2. 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
  3. Utilize various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
  4. Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports

Course Description

Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and streamlining report generation and printing processes.

Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.

Compliance Information

Intended Audience

Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively

Advanced Preparation

None

Field of Study

Accounting, Computer Software and Applications

Credits

8 Credits

Published Date

November 2, 2022

Course Authors

K2 Enterprises

Hammond, LA
Various Speaker, Company Tagline

K2’s goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.

We make every effort to maintain a high level of integrity, family values, and friendship among all involved.

About Instructor Read Less

Overview

Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and streamlining report generation and printing processes.

Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.

Course Details

  • Fundamental Excel techniques all accounting and financial professionals should know and use
  • Creating date-based calculations in Excel
  • How to create Excel templates
  • Key options you should enable in Excel
  • Linking data in Excel

  1. Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  2. 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
  3. Utilize various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
  4. Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports

Intended Audience — Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively

Advanced Preparation — None

Field of Study — Accounting, Computer Software and Applications

Credits — 8 Credits

IRS Program Number

Published Date – November 2, 2022

Revision Date

Course Authors

K2 Enterprises

Hammond, LA
Various Speaker, Company Tagline

K2’s goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.

We make every effort to maintain a high level of integrity, family values, and friendship among all involved.

About Instructor Read Less

All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Course materials (PDF & Sample Materials)
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Completion certificate

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