Excel Training for CPA Firms

FAQs

Do my staff have to be at a certain skill level? 

I've intentionally designed the CPE Pass to help Excel users at all levels. Here's how. The lessons proceed in order, starting at the beginning. But, students can skip around to lessons as desired. For example, if you already know VLOOKUP you can skip that video and related exercises.

Will the training be too difficult?

I have implemented everything I learned about teaching Excel over the past decade. And as a result, I use common language to explain concepts rather than trying to make myself sound smart by using techie terms and acronyms. I use everyday plain language to make the technical topics easy to understand. I teach each topic in a specific order so that skills are introduced at exactly the right time (not too early) and each lesson builds on the last. That way, there is nothing introduced that is a difficult surprise.

Which version of Excel is required?

The core skills taught in the undergraduate lessons are available in most Excel versions, including Excel for Windows, Mac, and online. However, the automation skills taught in the masters lessons require a fairly modern version of Excel for Windows that includes Power Query and Power Pivot.

How much time will it take?

Given that students arrive with different experience levels and goals, it is hard to say for sure. Some students want to watch all videos, complete all exercises, all extra credit exercises, read all text, review all of the additional resources, complete all puzzles and gamification elements, and so on. Whereas some students simply want to watch the videos. I've designed the program so that students can choose their own adventure. Students can work through the material as fast or slow as desired.

Can't my staff just figure all of this out on their own?

Well ... maybe ... but that will take way to long. As Steve Jobs said, Time is our most precious resource. My training program is designed to help students learn Excel in the most efficient and effective possible way.

How do the group licenses work? 

A designated training coordinator will acquire a group of licenses. The licenses themselves do not expire. Once the license is assigned to a staff person, the one-year enrollment period begins. Licenses can be transferred to different staff at each annual renewal period (but not monthly or weekly). Once a license is assigned to a staff, it is locked to that staff and can't be transferred.

How do I assign licenses?

Once you register, you'll receive a login and link to a screen that enables you to assign the licenses at will. The training coordinator can enter the students individually, or paste or upload a csv to assign them in bulk.

What if I have more questions?

Just contact us ... we are happy to help!