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Practical Excel Topics for the Accountant

Explore ways to enhance engagement efficiency using Excel

Created byChris Harper
IntermediateUpdated Oct 7, 2022

What You'll Learn

  • check_circleApply a variety of advanced formulas to analyze and manipulate data
  • check_circleIdentify solutions to data analysis problems
  • check_circleIdentify how Excel can be used as a tool to address data analysis problems encountered in client engagements
  • check_circleEnhance engagement efficiency using Excel
  • check_circleLearn formulas for manipulating, transforming, and cleansing data
  • check_circleLearn formulas for data analysis

About This Course

This course introduces practical ways that public accountants can use Excel to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts by illustrating ways that Excel is a tool for analysis and reporting. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when obtaining, analyzing, and reporting information.

Course Content

1 activity • 3 videos • duration: 1h 47m

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Section 13 videos • 1.8 hours
  • videocam1. Practical Excel Topics for CPAs - Part 1
    Duration 32:44
  • videocamPractical Excel Topics for Accountants - Part 2
    Duration 34:51
  • videocamPractical Excel Topics for Accountants - Part 3
    Duration 39:32

Your Instructor

Chris Harper

menu_book24 courses
star3,259 reviews

Dr. Christopher Harper, CPA, MBA – Chris is a CPA with the heart of a teacher. He is an assistant professor of accounting with Grand Valley State University's Seidman College of Business. He also serves as a senior manager and director of education for Hungerford CPAs & Advisors. Chris has been serving tax and accounting needs of closely held business and individuals since 1998.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.5 out of 5
Student's Choice
346 reviews
  • MC
    Maria Nerissa C.
    starstarstarstarstar

    very educational!

  • AR
    Andrew R.
    starstarstarstarstar

    Some great additional features.

  • AF
    Andrew F.
    starstarstarstarstar

    After having worked with Excel for years these tip and tricks were insightful

  • HC
    Howard C.
    starstarstarstarstar

    Fuzzy screen. Handouts would be helpful too.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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