Automation Techniques for Your Excel-based Financial Statements

Excel wiz – Mr. Ringstrom, through this 90 minutes webinar will guide us on how to create dynamic financial reports on a single worksheet for any month in the financial year. Currently, if you are building worksheets for individual months, you know its time consuming and tedious to review. David Ringstrom, CPA will teach us, how to apply the VLOOKUP, OFFSET, and SUM functions to generate accounting reports in no time. You could also toggle to any reporting period with couple of mouse clicks. Additionally, David will be share efficient ways to retrieve data from your accounting package and build a “set-and-forget” link to your data in Excel.


Mr. Ringstrom, will be going through the steps at least twice: first through the slides during the PowerPoint presentation, and second, in Excel 2016. He will also be highlighting the differences in Excel 2013, 2010, or 2007 both during the presentation and on his handouts. Additionally, we will also be sharing Excel workbook with examples that will be used during the webinar.

Learning Objectives:

  • Define how to create accounting reports for any month of the year on a single worksheet.
  • Apply Excel’s OFFSET function to isolate monthly amounts and sum YTD amounts.
  • State how to export data from an accounting package to create a “set-and-forget” link to accounting data in Excel.

Areas Covered in the Session :

  • Seeing how to use the Trusted Document feature in Excel 2ExcludeIncludeExclude and later to suppress the Data Connection security prompt.
  • Overcoming VLOOKUP’s quirks by using SUMIF to look up numeric values.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Discovering how to incorporate Check Figures and Alarms into your work.
  • Discover how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
  • A feature in Excel 2ExcludeInclude3 and later that enables beginners to get a jump start on creating charts, while also allowing experienced users to view data to be charted in a variety of formats.
  • Using Excel’s VLOOKUP function to look up an item description based on an input provided by the user.
  • Using Conditional Formatting to draw attention to reports that don’t balance to the source data.
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.

Who Should Attend:

  • Accountants
  • CPA’s
  • CFO’s
  • Controllers
  • Excel Users
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Government Personnel
  • Every Practitioner who will benefit from learning how to create monthly financial statements more effectively in Excel


David H Ringstrom

David H. Ringstrom, CPA, is a nationally recognized Microsoft Excel expert. He is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements. David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences and in-house engagements.

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  • Login Information with Password to join the session, 24 hours prior to the webinar
  • Presentation Handout in .pdf format
  • Presentation from the Speaker
  • Feedback form
  • Certificate of Attendance
  • Recording access Information with Password to view the webinar, will be sent 24 hours after the completion of the Live webinar.
  • Presentation Handout in .pdf format
  • Certificate of Attendance