Take a Day to Pump Up your Excel Skills
Imagine this situation. Building contractor Jones has asked CPA Smith to review payables and receivables. “I want to be sure that our vendors have billed us as agreed,” says Jones. Smith wants to send a staff person to Jones office to compile the information into an Excel worksheet for further analysis and reporting.
- helps speed data entry, is easily modified, and is responsive to changing assumptions?
- provides instructions to guide the data entry process?
- is also suitable for presentation to the client?
by Sue Anderson - Based on 30 years of experience in continuing education for accountants. Currently program director for online CPE provider, CPE Link. Formerly with the California CPA Education Foundation managing key operational areas including marketing, program development, and distance learning.