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Demystify Excel: Financial Statements Made Easy

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Demystify Excel: Financial Statements Made Easy

Speaker : David H. Ringstrom, CPA


When you participate in this live webcast, you’ll learn from Excel expert David H. Ringstrom, CPA, how to create dynamic accounting statements for any month of the year on just one worksheet. Excel users often build a worksheet for each month of the year, which can be cumbersome to revise. Rather than using such an inconvenient process, David explains how to use such functions as VLOOKUP, OFFSET, and SUM together to quickly and easily create accounting reports that toggle to any reporting period with a couple of mouse clicks.

In addition, David demonstrates how to: export data from your accounting package so you can create a “set-and-forget” link to your accounting data in Excel, create an in-cell list using the Data Validation feature, and export reports intended for spreadsheet analysis to a .CSV file instead of a workbook.
Learn from Excel expert David H. Ringstrom, CPA, how to quickly and easily create dynamic accounting statements for any month of the year on just one worksheet.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
  • Seeing how to use the Trusted Document feature in Excel 2010 and later to suppress the Data Connection security prompt.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Learning why, in many cases, you should export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook.
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Apply a variety of Excel functions—all focused on helping you use Excel far more effectively.
  • Define the best way to export data from your accounting package that links to your accounting data in Excel.
  • Identify how to create dynamic financial statements for any month of the year on just one worksheet.
  • Apply a couple of mouse clicks to quickly and easily create accounting reports that toggle to any reporting period.
  • Recall how to use the OFFSET function to return data for a specific month within a 12-column range.
  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Excel Users
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers

Please Click Below Link For Registration:

https://www.demystifiedsolutions.com/trainingDetails/Demystify-Excel-Financial-Statements-Made-Easy-DEMY051431


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