8 Practical Modules: Excel, Power Query & Real Accounting Workflows That Take You From Excel Novice to Excel Pro. 170+ Students Enrolled

Trusted by 100,000+ accountants and finance professionals across TikTok, Instagram, YouTube, and LinkedIn.

100% Unconditional Money-Back Guarantee + Full Lifetime Access & Certificate of Completion

Why I Built This Course

During my 12-year accounting career, I've used Excel at Deloitte, Dropbox, Calm, Cursor, and other high-growth companies. This course teaches the exact workflows I wish someone had shown me when I started. Join over 100 accountants already improving their Excel skills.

What You Will Learn

9 Chapters · 32 Lessons

    1. (Included in full purchase)

      Welcome

    2. (Included in full purchase)

      Course Overview

    3. (Included in full purchase)

      Before We Begin

    1. (Included in full purchase)

      Intro to Messy Data Exports

    2. (Included in full purchase)

      Messy Export Overview

    3. Cleaning the Messy Data with Excel Free preview

    1. (Included in full purchase)

      Formatting an Accounting Workpaper

    2. (Included in full purchase)

      Workbook Structure and Waterfall Setup

    3. (Included in full purchase)

      Product Logic & Helper Columns

    4. (Included in full purchase)

      Daily Rate Logic & Validation Checks

    5. (Included in full purchase)

      Nested IF Statements & Building the Waterfall

    6. (Included in full purchase)

      Reconciliation, Tick Marks & Pivot Tables

    1. (Included in full purchase)

      XLOOKUP & VLOOKUP for Accounting Workflows

    1. (Included in full purchase)

      01. Intro to Power Query

    2. (Included in full purchase)

      02. What is Power Query

    3. (Included in full purchase)

      03. When to Use Power Query

    4. (Included in full purchase)

      04. Excel vs Power Query

    5. (Included in full purchase)

      05. Getting Started with Power Query

    6. (Included in full purchase)

      06. Loading Data into Power Query

    7. (Included in full purchase)

      07. Navigating Power Query

    1. (Included in full purchase)

      08. Error Handling in Power Query

    2. 09. Cleaning Data in Power Query Free preview
    3. (Included in full purchase)

      10. Building the Deferred Waterfall Part 1

    4. (Included in full purchase)

      11. Building the Deferred Revenue Waterfall Part 2

    1. (Included in full purchase)

      12. Doing XLOOKUPs in Power Query

    2. (Included in full purchase)

      13. Summarizing Data in Power Query

    3. (Included in full purchase)

      14. Automation in Action!

    1. (Included in full purchase)

      15. Troubleshooting – Column Name Change

    2. (Included in full purchase)

      16. Troubleshooting – New Columns in Data

    3. (Included in full purchase)

      17. Troubleshooting – Remapping Files

    4. (Included in full purchase)

      18. Outro

    1. (Included in full purchase)

      Thank you for participating! Leave Feedback Please!

Stop spending hours cleaning exported reports

 

Build workpapers managers can review in minutes

 

Become the Excel expert everyone asks for help

 

Who Is This Course For

This course is for you if: 1. You're an accounting student preparing for internships. 2. You're in public accounting and want to work faster. 3. You're a staff accountant looking to stand out. 4. You use Excel every day but feel like there has to be a better way. This course is NOT for you if: 1. You already automate everything with Power Query, Power Pivot, VBA, and advanced Excel. 2. You're looking for a general Microsoft Excel course unrelated to accounting.

What people are saying

Student Testimonials

”
School never taught me these practical Excel skills. As a staff accountant, I’m already applying what I learned directly to my work.
Julian F

Staff Accountant

”
I was reviewing Excel files at work and used the Freeze Panes feature I learned in the course. It may seem like a small thing, but it made me realize how quickly the course was already improving the quality and efficiency of my work. Thank you!
Danny A.

Accountant

”
I’ve taken many Excel courses, but none were built around the workflows accountants actually use. This course teaches real workpaper skills like data cleanup, reconciliations, deferred revenue waterfalls, XLOOKUPs, pivots, and reviewer-ready structure. Highly recommend.
Chelsea W.

Accountant

Ready to become the accountant everyone relies on?

Whether you're preparing for your first internship or trying to earn your next promotion, the Excel skills in this course will save you hours every week and help you produce cleaner, more professional work. Join 170+ accountants already inside. Lifetime access. Money-back guarantee.

$99.00

Enroll now Watch Free preview