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Automating Financial Reporting in EXCEL (Part 1): From Data to Report in ONE Click (Video)
Cpethink.comField of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this course we will explore ways of automating monthly, quarterly, and yearly financial reporting processes to achieve the ultimate goal of “one-click reporting”. We will start with a brief overvie ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Ever wonder how to improve your financial reporting? This course will explore automating monthly, quarterly, and yearly financial reporting processes to achieve “one-click reporting.” In PART I, we di ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Ever wonder how to improve your financial reporting? This course will explore automating monthly, quarterly, and yearly financial reporting processes to achieve “one-click reporting.” In PART I, we di ...Delivery Method:
- QAS™ Self Study
-
Automating Financial Reporting in EXCEL (Part 2): Self-service Reporting for Executives (Video)
Cpethink.comField of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this course we will expand the topic of automating monthly, quarterly, and yearly financial reporting processes to achieve the ultimate goal of “one-click reporting”. We have discussed in PART I on ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Elevate your financial reporting skills with the final installment of our comprehensive series on automating financial reports! In this third part, you'll master creating fully integrated financial do ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Elevate your financial reporting skills with the final installment of our comprehensive series on automating financial reports! In this third part, you'll master creating fully integrated financial do ...Delivery Method:
- Group Internet Based
-
Automating Financial Reporting in EXCEL (Part 3): Fully-Integrated Annual Filling, Board Book, and Board Deck (Video)
Cpethink.comField of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
In this course we will expand the topic of auto-update narratives in financial reports to building fully-integrated financial reports and financial slides through the integration of EXCEL with Microso ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course explores the ways of automating periodic financial reporting processes to achieve the goal of one-click reporting in Excel.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course explores the ways of automating periodic financial reporting processes to achieve the goal of one-click reporting in Excel.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Description:
In this course we will explore ways of automating periodic financial reporting processes to achieve the goal of one-click reporting in Excel.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this course we will explore ways of automating periodic financial reporting processes to achieve the goal of one-click reporting in Excel.Delivery Method:
- QAS™ Self Study
-
Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives
Illumeo, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course expands on building automated AND interactive financial reports for report users.Delivery Method:
- QAS™ Self Study
-
Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives
Illumeo, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course expands on building automated AND interactive financial reports for report users.Delivery Method:
- QAS™ Self Study
-
Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives
Illumeo, Inc.Field of Study:
- Specialized Knowledge
Description:
This course expands on building automated AND interactive financial reports for report users.Delivery Method:
- QAS™ Self Study
-
Automating Financial Reporting in EXCEL (Part II): Self-Service Reporting for Executives
Illumeo, Inc.Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course expands on building automated AND interactive financial reports for report users.Delivery Method:
- QAS™ Self Study
-
Automating Financial Reporting in EXCEL (Part III): Fully-Integrated Annual Filing, Board Book, and Board Deck
Illumeo, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course expands the topic of auto-update narratives in financial reports to integration of Excel with Microsoft Word & Microsoft Powerpoint.Delivery Method:
- QAS™ Self Study
-
Automating Financial Reporting in EXCEL (Part III): Fully-Integrated Annual Filing, Board Book, and Board Deck
Illumeo, Inc.Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course expands the topic of auto-update narratives in financial reports to integration of Excel with Microsoft Word & Microsoft Powerpoint.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course delves into UiPath, where we learn to automate simple and monotonous tasks such as moving a large number of files from one folder to another based on certain conditions.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
- Information Technology
Credit Hours:
- 1 - 4 credits
Description:
This course delves into UiPath, where we learn to automate simple and monotonous tasks such as moving a large number of files from one folder to another based on certain conditions. -
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Operating costs for vehicles used in the course of a taxpayer's business are deductible. Thus, when taxpayers use their vehicles in their businesses or employment, they can deduct that portion of the ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Unlock the power of automation in marketing with this transformative course, designed specifically for CPAs and accounting professionals. In a world where marketing can often be the key differentiator ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Accounting
Credit Hours:
- 21 + credits
Description:
Overview The Aviation Asset Valuation and Aircraft Appraisal Course focuses on the specifics of aviation asset valuations and appraisal methodologies used in the aviation industry, including the appra ...Program Level:
BasicDelivery Method:
- Blended Learning
- Group Live
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
This course provides continuing professional education (CPE) for tax practitioners to assist in avoiding sanctions for failure to comply with regulations governing the practice of tax preparers before ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Do you feel exhausted, frustrated, and feeling unaccomplished with your work-life objectives?Do you wake up feeling cynical and unmotivated to start the day?Have you turned to food, or other habits th ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Paying employees is one of a company's most significant expenses. Any company with employees is required to withhold and pay payroll taxes. In addition to employee withholdings, employer-paid taxes mu ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Paying employees is one of a company's most significant expenses. Any company with employees is required to withhold and pay payroll taxes. In addition to employee withholdings, employer-paid taxes mu ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Are your marketing efforts falling short of expectations?In this CPE Course, we’ll explore the pitfalls that many accounting firms encounter and provide actionable strategies to overcome them. Led by ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
We all try to the right thing but many of us have busy practices and those pressures may cause us to inadvertently face an ethical problem. Circular 230 it imposes duties and responsibilities upon pra ...Program Level:
IntroductoryDelivery Method:
- Group Internet Based
-
Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
We all try to do the right thing, but most of us have busy practices and the related pressures may cause us to inadvertently face an ethical problem. IRS Circular 230 has recently been revised, and it ...Program Level:
BasicDelivery Method:
- Group Live
-
Field of Study:
- Regulatory Ethics
Credit Hours:
- 1 - 4 credits
Description:
Buying and selling stocks is no longer the sole domain of wealthy investors and large institutions. In fact, investing in securities has become an important factor in the financial lives of millions o ...Delivery Method:
- QAS™ Self Study
-
Avoiding Legal Liability and Peer Review Deficiencies in Non-audit Services, Including Bookkeeping and Preparing Financial Statements
Western CPEField of Study:
- Auditing
Credit Hours:
- 1 - 4 credits
Description:
The majority of peer review deficiencies and malpractice claims result from nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns.Program Level:
BasicDelivery Method:
- Group Internet Based
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Avoiding Market Delusions: EV Case Study and Helping Clients Increase Retirement Spending
26-Feb-2025 Kitces.comField of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this continuing education session, learners will review two Nerd’s Eye View articles: Avoid Getting Caught Up In Big Market Delusions: The Case Study Of Electric Vehicles and Helping Hesitant Clien ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 9 - 12 credits
Description:
Probate can drag on for years, and the costs -- including legal fees, appraisal fees, court fees -- can easily eat up thousands of dollars. Luckily, there are simple and effective strategies to avoid ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 13 - 16 credits
Description:
AuditWorld 2016Delivery Method:
- Group Live
-
Awesome Lead Generation
Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Strong lead generation begins with generating interest in the services and products you and your organization offer. We will show you how to design, implement and make lead generation ideas work toget ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 21 + credits
Description:
Awesome People Leaders decreases the time needed to develop leaders through itsneuroscience-based and AI-fueled manager development process which improves retention and team performance. Awesome Peopl ...Program Level:
BasicDelivery Method:
- Blended Learning
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Not just for tax preparers, this 50-minute course is jam-packed with valuable information that all CPAs in the business industry need to know. Tax expert Vern Hoven discusses a variety of extensive ch ...Program Level:
BasicDelivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 21 + credits
Description:
This course is an intermediate-level four-day training course, designed for participants who are familiar with the principles of digital forensics and who are seeking to expand their knowledge base in ...Program Level:
Advanced-levelDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 13 - 16 credits
Description:
This course is an intermediate-level two-day training course, designed for participants who are familiar with the principles of digital forensics and who are seeking to expand their knowledge base int ...Program Level:
Intermediate-levelDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 21 + credits
Description:
This course is an expert-level four-day training course, designed for participants who are familiar with the principles of digital forensics and are seeking to expand their knowledge on advanced foren ...Program Level:
Advanced-levelDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 21 + credits
Description:
This course is an intermediate-level four-day training course, designed for participants who are somewhat familiar with the principles of digital forensics and who are seeking to expand their knowledg ...Program Level:
Intermediate-levelDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 21 + credits
Description:
This course is an expert-level four-day training course, designed for participants who are somewhat familiar with the principles of digital forensics and who are seeking to expand their knowledge base ...Program Level:
Advanced-levelDelivery Method:
- Group Internet Based
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Most of the 78 million baby boomers in the US will spend much of this decade in the Risk Zone spanning the 10 years before and after retirement. The Risk Zone is the time when the primary investment o ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Back up your QuickBooks Online! Yes, even though it's on the web, you still need to back up your business's data. This CPE Course will examine several backup and export strategies to determine which i ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Back up your QuickBooks Online! Yes, even though it's on the web, you still need to back up your business's data. This CPE Course will examine several backup and export strategies to determine which i ...Delivery Method:
- Group Internet Based
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