Excel Courses for Accountants: How to Learn Excel as a Financial Professional

Posted on 06/12/2024 by Niko Venev

Accountants and other finance professionals have understood Microsoft Excel's computational power since its creation. With its spreadsheet layout and ability to immediately calculate numbers using formulas, it's surpassed paper ledgers in both usefulness and convenience. But while this software is vastly useful to a variety of accounting professionals, it can come with a steep learning curve, requiring thoughtfully designing training courses to master.


       

Live Excel Instructor-led Courses

Course Title Length Price (USD)
Excel - Level 1 1 day $295
Excel - Level 2 1 day $295
Excel - Level 3 1 day $295
Excel - Combo (Levels 1-3) 3 days $825
Excel - Dashboards 1 day $295
Excel - Data Analysis with PivotTables 1/2 day $295
Excel - VBA Programming 3 days $1,015
       

Self-Paced Excel eLearning

Course Title Length Price (USD)
Excel 365 eLearning Bundle 7 courses $300
Excel 365: Part 1 5 courses $150
Excel 365: Part 2 5 courses $150
Excel 365: Part 3 5 courses $150
Excel 365: Part 4 5 courses $150
Office 365 - New Features and Overview - Bundle 8 courses $300
Office 365 - Bundle 19 courses $1,075

How Do the Experts Use Excel for Accounting?

Once you know how to use Excel, it can make even the most complex calculations simple. Both basic and advanced budgeting and forecasting with Excel, for example, can be completed with just a few clicks. Using the software's features can also give employees information about predictive sales, anticipated demand, and expected revenue. It can also aid in distributing resources, formulating financial plans, and understanding financial targets. This type of data can be invaluable within a corporate environment, where goals are often translated into numbers that need to be hit.

Any responsible accountant knows how imperative it is for clients to adhere to a budget, and this can be a lot easier when using Excel. Budget spreadsheet creation is often one of the first tasks completed when developing a sound financial plan. New accountants can use Excel's convenient budget templates to create a financial plan or perform calculations, while a more seasoned professional may compile financial data with PivotTables. You can also use Microsoft Excel for financial analysis and create graphs and other visual representations that can help you easily assess the state of your client's finances.

One of the more specialized finance tasks that Excel can help business owners with is payroll. Staff members who use Excel for payroll often don't require extensive Excel training for finance professionals, but they may find that taking some courses that demystify the software can be of immense help. With Excel, payroll specialists can easily collect and organize information such as:

  • Names
  • Hourly and overtime pay rates
  • Hours worked
  • Gross pay
  • Income tax
  • Deductibles
  • Net pay

 

What's the Best Option for Excel Accounting Training?

While Excel is feature-rich, that can also make it difficult to learn, which is why all financial professionals should take well-designed Excel courses for accountants. With the right Excel training, accounting professionals can master the fundamentals of the software as well as advanced Excel skills, such as:

  • Utilizing PivotTables
  • Working with external data ranges (ODBC)
  • Understanding Visual Basic
  • Navigating VLookup
  • Employing security and encryption functions
  • Deductibles
  • Net pay

To choose the right Excel training for accountants, financial analysts, payroll staff, and auditors, start by assessing each employee's current skill level. Then, sign them up for the appropriate Certstaffix Training course to help them advance their knowledge. Our hands-on, instructor-led Excel training can easily turn a productive staff member into an indispensable one. These Excel courses are taught by knowledgeable professionals and designed to help enrollees learn as efficiently as possible, using real-time feedback to maximize learning. Sign up today and learn why we're a trusted source for training in Excel for accounting and finance professionals.

 



 


Related Microsoft Excel Posts:

Individual live Certstaffix Excel training prices start at $295 per student. Group Excel training cost discounts are available.

Excel eLearning courses cost $150 at the starting point per student. Group purchase discounts are available.







 

Start your training today!