Excel Training for Accounting Professionals

BostonExcel provides onsite Microsoft Excel training to accounting teams. Our extremely engaging Excel courses were designed for accountants, by accountants. We give accountants the tools they need to demolish any Excel spreadsheet or analysis thrown at them!

What Makes Our Courses Special?

Beyond being designed 100% with accountants in mind, our courses are fun, engaging, and interactive. The most common comment we receive after a training is, “Wow, I didn’t know Excel could be so much fun!” The best part is, these amazing courses can qualify for CPE credits!

Custom ROI Report

At the end of each training, we provide the company with a custom ROI report. Based on a pre and post quiz and a survey we give participants, we show you how much time and money our training will save your company.

Public Accounting Bootcamp

An Excel training is the best money you can spend on your staff accountants. This training, designed for new staff accountants, provides a powerful, uniformed training in Excel which will significantly increase their efficiency and capability.

Topics Covered

  • Keyboard shortcuts
  • IF and nested IF statements
  • Reference formulas: VLOOKUP, INDEX/MATCH
  • Summation formulas: SUMPRODUCT, SUMIF(S), COUNTIF(S)
  • Date formulas: EOMONTH, EDATE, etc.
  • Text-to-Columns
  • PivotTables
  • Advanced Conditional Formatting
  • And more!

Data Analytics Bootcamp

In this Big Data age, it is imperative your team has the skills necessary to analyze, interpret, and present large quantities of data. This intro course to data analytics teaches these essential skills.

Topics Covered

  • Introduction to data and data analytics
  • Asking the right questions
  • Statistical tools for single and multi-variable data
  • How to clean and organize your data
  • PivotTables and Slicers
  • Regression Analysis
  • Utilizing Data Analysis to summarize data
  • PivotCharts and Slicers
  • And more!

Corporate Accounting Essentials

This course was designed to get your entire corporate accounting team to the same baseline Excel skill level and beyond. Your team will dramatically increase their efficiency and speed in Excel, resulting in better analyses and reduced spreadsheet errors.

Topics Covered

  • Keyboard shortcuts
  • Absolute cell references
  • Text-to-Columns
  • IF Statements
  • Summation formulas: SUMIF, COUNTIF
  • Reference formulas: VLOOKUP, HLOOKUP
  • Text Formulas: RIGHT, LEFT, MID
  • Conditional Formatting
  • Creating a Table
  • And more!

Corporate Accounting Advanced

Take you accounting team’s skills to a whole new level. Beyond increasing efficiencies, your team will now be able to build more powerful spreadsheets with greater functionalities and analyses.

Topics Covered

  • Advanced Keyboard shortcuts
  • Nested IF statements
  • Reference formulas: INDEX/MATCH
  • Summation formulas: SUMPRODUCT, SUMIFS, COUNTIFS
  • Date formulas: EOMONTH, EDAY, etc.
  • Remove Duplicates
  • PivotTables and Slicers
  • Data Tables and Goal Seek
  • Introduction to Macros
  • And more!

Our Training Clients Include:

Thank you so much! The training was super helpful and actually very enjoyable as well!

This training was awesome! The instructors were fantastic, gave great explanations, and kept the class involved and interested.

The instructors made the material fun and very engaging. The training was very interactive and helpful!


Please fill out the information below to receive a free quote and get more information about our training program.

CPE Credit

Boston Excel Consulting, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.