In this insightful session, Excel expert David Ringstrom, CPA, shows you step-by-step how to create dynamic accounting reports for any month of the year on a single worksheet. As an alternative to building cumbersome worksheets for each month of the year, David explains how to use Excel functions, such as VLOOKUP, OFFSET, and SUM, to quickly create accounting reports that can be toggled to any reporting period with only two mouse clicks. In addition, he outlines how to export data from your accounting package, improve the integrity of your spreadsheets, and incorporate Check Figures and Alarms into you work.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.
Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
Who Should Attend
Practitioners who would benefit by creating and working with monthly financial statements in a more efficient and effective manner.
Continuing Education Credit Information
Recommended for 2.5 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.