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Excel functions for both the classroom and business

The class involves my demonstrating how to execute many Excel special functions. Such as linking information from one spreadsheet tab to another tab; creating V-Look ups, H-Look ups, Pivot Tables, Pivot Charts, Nested If's, Sumif's, "If/Then", “If/And” scenarios among many others. Included in the lesson is an interactive spreadsheet which contains actual working formulas with step-by-step instructions for easy implementation. You will see working, functioning examples of all the Excel functions I teach & explain during the lecture.

Excel is one of my specialties. As an experienced CPA who has had both individual and corporate clients, I have constructed both simple to very complex spreadsheets – plus I was always ready to explain how they functioned to my employer, my co-workers, my tax clients, and even auditors!

Extra information

I will present the material during a live on-line presentation using Excel 365.

Location

Online via webcam
At student's location: Around Bixby, OK, United States

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General info

Age:
Teenagers (13-17 years old)
Adults (18-64 years old)
Seniors (65+ years old)
Student level:
Intermediate
Advanced
Duration:
60 minutes
The class is taught in:English

About Me

I enjoy instilling enthusiasm, explaining accounting theory, as well as answering your questions. If applicable, I will demonstrate how I calculate my answers using an Excel spreadsheet & screen sharing my work via an on-line platform. You can witness first-hand how a practicing CPA approaches a problem. Afterwards I’ll email you the spreadsheet.

Tutoring subjects include: bookkeeping, accounting, intermediate accounting; financial accounting. I do NOT tutor in cost, managerial, or governmental. Practically speaking, I have been a CPA with public accounting experience, as well as, being a Controller for regionally privately held companies for years. Accordingly, I decline tutoring in areas I have not practiced accounting.

Education

St. Ambrose University, Accounting degree with business minor.
CPA license from Texas State Board of Public Accountancy - current.
I maintain the 40 hour annual / 120 hour tri-annual CPE (Continuing Professional Education) requirement

Experience / Qualifications

Corporate Controller for two different regional building material supplies and lumberyards;
Senior Accountant / Assistant Treasurer for global banking organization in their financial trust department;
I appreciate you considering me as an accounting mentor to contribute toward your academic success. I have served both in industry & in public practice of accounting. As a licensed CPA, I enjoy tutoring both accounting & non-accounting undergraduate students and those seeking advanced degrees, such as the MBA. I have dedicated myself to the learning process by helping others. My method of tutoring is to approach each student and inquire which method may best facilitate their style of learning? Do you want to first attempt the accounting question, then allow me to suggest the next logical step? Or perhaps you prefer me to demonstrate how I calculate my answers using an Excel spreadsheet & screen-share my work? Perhaps your method only needs fine tuning with occasional insight; on the other hand, you may want to witness first-hand how a seasoned accounting professional approaches it. During our time together, I’ll attach my spreadsheet with all my notes for your downloading & review. Let’s plan to approach each topic in a manner which best accomplishes your goals, answering all your questions, instilling confidence & enthusiasm in a dry subject, and explaining accounting theory when it's not so obvious. John
I have prepared a multi-lesson package for new accounting students discussing & unraveling the importance & relevance of accounting, as well as removing the mystery from accounting. I developed this multi-lesson series for a parent who wanted their student to become intimately familiar with accounting before university classes began. I have revised it to become both a necessary and handy primer for the non-accounting major. It is my perennial favorite to teach both first-year accounting students & non-accounting majors – at the request of both the student or parent!

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Availability of a typical week

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from £35.92Online via webcam
from £40At student's home

Good-fit Instructor Guarantee


If you are not satisfied after your first lesson, Apprentus will find you another instructor or will refund your first lesson.

Online reputation

  • Instructor since January 2019
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Availability of a typical week

(GMT -04:00) New York
MonTueWedThuFriSatSun
0              
1              
2              
3              
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9  Monday at 9:00  Tuesday at 9:00  Wednesday at 9:00  Thursday at 9:00  Friday at 9:00  Saturday at 9:00  
10  Monday at 10:00  Tuesday at 10:00  Wednesday at 10:00  Thursday at 10:00  Friday at 10:00  Saturday at 10:00  
11  Monday at 11:00  Tuesday at 11:00  Wednesday at 11:00  Thursday at 11:00  Friday at 11:00  Saturday at 11:00  
12  Monday at 12:00  Tuesday at 12:00  Wednesday at 12:00  Thursday at 12:00  Friday at 12:00  Saturday at 12:00  
13  Monday at 13:00  Tuesday at 13:00  Wednesday at 13:00  Thursday at 13:00  Friday at 13:00  Saturday at 13:00  
14  Monday at 14:00  Tuesday at 14:00  Wednesday at 14:00  Thursday at 14:00  Friday at 14:00  Saturday at 14:00  
15  Monday at 15:00  Tuesday at 15:00  Wednesday at 15:00  Thursday at 15:00  Friday at 15:00  Saturday at 15:00  Sunday at 15:00
16  Monday at 16:00  Tuesday at 16:00  Wednesday at 16:00  Thursday at 16:00  Friday at 16:00  Saturday at 16:00  Sunday at 16:00
17  Monday at 17:00  Tuesday at 17:00  Wednesday at 17:00  Thursday at 17:00  Friday at 17:00  Saturday at 17:00  Sunday at 17:00
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19  Monday at 19:00  Tuesday at 19:00  Wednesday at 19:00  Thursday at 19:00  Friday at 19:00  Saturday at 19:00  Sunday at 19:00
20  Monday at 20:00  Tuesday at 20:00  Wednesday at 20:00  Thursday at 20:00  Friday at 20:00  Saturday at 20:00  Sunday at 20:00
21  Monday at 21:00  Tuesday at 21:00  Wednesday at 21:00  Thursday at 21:00  Friday at 21:00  Saturday at 21:00  Sunday at 21:00
22              
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from £35.92Online via webcam
from £40At student's home

Good-fit Instructor Guarantee


If you are not satisfied after your first lesson, Apprentus will find you another instructor or will refund your first lesson.

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