Must Know Excel Functions for CPAs

Price: $57.00

CPE Credits: 6.0

Category: ,

Course Number: EXMCMKF710

excel functions for cpas

Description:
All the functions you need to know. This course explores functions in Excel that CPAs should use to enhance productivity and ensure accurate answers when working with data.  Functions are built-in, preset formulas in the Excel program that calculate certain values or accomplish a certain calculation goal.  Functions are essential to CPAs as they provide a simplified user interface to work with complex formulas.  This course covers basic functions and then goes into logic functions.text functions, lookup functions and financial functions. Includes a case study exercise. This course provides step by step instruction and Excel practice exercises. Table of Contents

Delivery Method: Online QAS Self Study.

Level: Intermediate

Version: Excel 2007 and higher. This course includes new Excel 2013 and 2016 functions so depending upon your version you may not be able to actually perform every function the EBook.

Student comments:
“I absolutely LOVED this course! ” Shelley V.

“I liked it a lot.  Great information. ” Kathy B.

Prerequisites: Assumes intermediate Excel knowledge such as doing calculations.

Advanced Preparation: None

Author: Joseph P. Helstrom, CPA

Publication: December 19, 2013
Update: March 2016
Reviewed: March 2017

Format: PDF and Exercise Files
Pages: 188

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:
• Recognize functions used to sum and count data and their uses
• Define logical functions to locate items to test and to locate and handle exceptions
• Define text functions to manipulate text data
• Define the vlookup function and a combination of the index and match functions
• Compute a payment, rate, term, present value or future value using time value of money functions

 

Description:
All the functions you need to know. This course explores functions in Excel that CPAs should use to enhance productivity and ensure accurate answers when working with data.  Functions are built-in, preset formulas in the Excel program that calculate certain values or accomplish a certain calculation goal.  Functions are essential to CPAs as they provide a simplified user interface to work with complex formulas.  This course covers basic functions and then goes into logic functions.text functions, lookup functions and financial functions. Includes a case study exercise. This course provides step by step instruction and Excel practice exercises. Table of Contents

Delivery Method: Online QAS Self Study.

Level: Intermediate

Version: Excel 2007 and higher. This course includes new Excel 2013 and 2016 functions so depending upon your version you may not be able to actually perform every function the EBook.

Student comments:
“I absolutely LOVED this course! ” Shelley V.

“I liked it a lot.  Great information. ” Kathy B.

Prerequisites: Assumes intermediate Excel knowledge such as doing calculations.

Advanced Preparation: None

Author: Joseph P. Helstrom, CPA

Publication: December 19, 2013
Update: March 2016
Reviewed: March 2017

Format: PDF and Exercise Files
Pages: 188

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:
• Recognize functions used to sum and count data and their uses
• Define logical functions to locate items to test and to locate and handle exceptions
• Define text functions to manipulate text data
• Define the vlookup function and a combination of the index and match functions
• Compute a payment, rate, term, present value or future value using time value of money functions

 

  • “Thank you for a high quality CPE resource. As a CPA in a small nonprofit, I find your library quite helpful to meet my needs. I appreciate the service.”- 

    - Cheryl

  • Thank you Patricia. I really love your courses. I learned so much about excel this weekend!”

    - Connie K.

  • Overall I was very pleased with the course. Previously I knew just enough about pivot tables to be dangerous. Now I see the power that they have and I feel much more confident using pivot tables. The course materials were very clear and well prepared. I’ll be looking at your website for future CPE hours.

    - Scott