Excel Mastery for Accountants: Streamline Workflows & Eliminate Errors

This comprehensive and engaging webinar designed specifically for accounting professionals. Many accountants underutilize Excel's robust feature set, missing opportunities to automate tasks, improve accuracy, and work more efficiently. This session will demystify Excel's powerful tools and show you how to transform your spreadsheet workflow using real-world accounting examples.

What Makes This Training Unique:

David demonstrates each technique twice to ensure complete understanding—first through easy-to-follow PowerPoint slides with numbered steps, then live within Microsoft 365 (formerly Office 365) Excel. He also highlights key differences in earlier versions (Excel 2021, 2019, 2016, and earlier), so you can apply these strategies regardless of your software version.

Bonus Materials Included:

• Detailed reference handouts
• Downloadable workbook with all featured examples
• Resources for continued learning after the session

What You'll Learn:

This hands-on training covers essential Excel techniques that will immediately improve your productivity:

• Avoid creating spreadsheets from scratch by using prebuilt templates or creating your own custom templates
• Eliminate repetitive formulas using Excel's powerful Data Table feature
• Compare and leverage Excel's AGGREGATE function versus the SUBTOTAL function for better calculations
• Automate chart resizing by converting data ranges to Excel tables
• Use the SUMIF function to total values based on specific criteria without manual filtering
• Enhance pivot table accuracy and flexibility with Excel's Table feature
• Quickly insert totals in lists using Excel's built-in Subtotal tool
• Jump-start new projects with free, professionally designed Excel templates
• Apply spreadsheet design techniques that improve the reliability of the SUM function
• Understand how Excel Tables strengthen spreadsheet structure and reduce errors
• Recover from damaged workbooks and implement preventive measures
• Customize the Quick Access Toolbar to filter data with a single keystroke instead of multiple clicks

Key Benefits:

✓ Save Time – Automate repetitive tasks and work more efficiently

✓ Reduce Errors – Implement best practices that improve data accuracy

✓ Increase Confidence – Master essential Excel tools used by top accounting professionals

✓ Immediate Application – Use techniques right away in your daily work

✓ Version-Agnostic Training – Learn strategies that work across multiple Excel versions

✓ Expert Instruction – Learn from a CPA who understands accounting workflows

Who Should Attend:

This training is perfect for:

• Accountants and CPAs
• Bookkeepers and Accounting Clerks
• Financial Analysts and Controllers
• Finance Managers and CFOs
• Auditors (Internal and External)
• Tax Preparers and Tax Professionals
• Budget Analysts
• Accounts Payable/Receivable Specialists
• Small Business Owners Managing Their Own Books
• Revenue Cycle Analysts
• Cost Accountants
• Financial Reporting Professionals
• Anyone Using Excel in Finance and Accounting Roles

Why Attend:

Excel is the most widely used tool in accounting, yet most professionals only scratch the surface of its capabilities. This session bridges that gap by teaching you practical, time-saving techniques that directly address common accounting tasks. Whether you're preparing financial statements, reconciling accounts, creating budgets, or analyzing data, you'll discover methods to work smarter and more accurately.

Stop wasting time on manual processes. Transform your Excel skills and become more efficient today!

Register now and take your Excel skills to the next level!