Introduction to Excel for the CPA (4 Hours)


Introduction to Excel for the CPA is specifically designed to introduce CPAs and their staff to the power and capabilities of Microsoft Excel. Examples will address the capabilities used by CPAs in their normal analyzing, reviewing and reporting of client information. This seminar assumes that the participant has little or no knowledge of Excel.


To provide CPAs and other financial professionals with an introduction to Microsoft Excel.


SAVE $50 when you register at the same time for this seminar and Intermediate & Advanced Excel for the CPA (4 Hours).

  • Quick Access Toolbar
  • Navigation of Excel
  • The File tab options: customizing your version of Excel
  • Introduction to shortcuts
  • The mouse right click
  • The Ribbon tabs: a detailed introduction of the Home, Insert, Page Layout, Formulas, Data, Review and View tabs
  • Understanding workbooks, spreadsheets and tabs and referencing them all in formulas
  • Building formulas: absolute vs. relative, copying and pasting
  • Sorting and filtering
  • Building your first graphs

None. Required: Please bring laptop with Excel installed.


No advance preparation required.

Level of Knowledge: 


CPE Credit: 
NASBA Field of Study: 
Computer Software & Applications