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Automating Excel-based Financial Statements

Thursday, June 18, 1:00 Eastern

In this live webinar, Excel expert David H. Ringstrom, CPA shows you how to dynamically compute year-to-date totals or summarize data from other worksheets without requiring numerous manually edited formulas. Techniques include using overlooked functions like OFFSET and INDIRECT to create automated financial statements based on data exported from your client's accounting program.

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Program Content

Level: intermediate
Delivery Method: Group Internet-Based
Field of Study: Specialized Knowledge and Applications
  • Create a dynamic, department-based financial statement with only two worksheets, one for the report and one for your data, rather than the traditional one-worksheet-per-department approach
  • Use look-up formulas to quickly return results based on account numbers or account descriptions
  • Add built-in check figure alarms that only appear when needed
  • Discover Excel's Consolidate feature for summarizing data from multiple worksheets
Many more tips will be covered, all focused helping you use Excel far more effectively.


Program Prerequisites

  • none

Advance Preparation

  • None, but we'll provide a copy of the handout for you to review prior to the session.

Recommended CPE Credits

  • one hour

Registration Instructions

Refund/Cancellation Policy

Please direct questions, complaints, cancellations, or refund requests to Rob Nance, Publisher, at AccountingWEB at publisher@accountingweb.com or 1.866.688.1678 ext. 16. We will do our best to ensure that every attendee is completely satisfied.

Complaint Resolution Policy

AccountingWEB, Inc. will address any and all complaints, after each event, with dissatisfied customers.


Accountingweb, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasbatools.com.