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Automating Financial Statements
- Define how to create accounting reports for any month of the year on a single worksheet.
- Apply Conditional Formatting to draw attention to reports that don’t balance to the source data.
- State how to export data from an accounting package to create a “set-and-forget” link to accounting data in Excel.
Overview of the webinar
In this session, Excel expert David Ringstrom, CPA, shows you step-by-step how to create dynamic accounting reports for any month of the year on just one worksheet. While Excel users often build worksheets for each month of the year, such worksheets can be cumbersome to revise. As an alternative, David explains how to use Excel functions, including VLOOKUP, OFFSET, and SUM, to quickly create accounting reports that allow you to switch to any reporting period with only two mouse clicks. He also outlines how to export data from your accounting package, improve the integrity of your spreadsheets, incorporate Check Figures and Alarms into you work, and more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as 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.
Who should attend?
- Accountants
- CPAs
- CFOs
- Controllers
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Excel Users
- Marketers
- Government Personnel
Why should you attend?
- Modifying queries that return data from other sources into an Excel worksheet.
- Consolidating financial statement exports from two or more entities into a single list by way of a Union query within Microsoft Query.
- Creating an in-cell list by way of Excel’s Data Validation feature.
- Animating the extraction of data for a given month or year to date by way of the OFFSET function.
- Discovering how to incorporate Check Figures and Alarms into your work.
- Determining if your version of Excel 2016 and later is perpetually licensed or part of the Microsoft 365 platform, which periodically adds new features to Excel.
- Using the Query Wizard within Microsoft Query to choose the relevant columns from your accounting report export.
- Adding a refinement to the SUMIFS function to allow the report to consolidate numbers or display departmental values.
- Using the SUMIFS function to sum values for a single account or a range of account numbers.
- Exploring the nuances of data exported from accounting programs, such as extraneous worksheets, blank columns, and extraneous rows.
Faculty - Mr.David H. Ringstrom, CPA
Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.
David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.
His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.