Ep.60: Mastering Excel Skills for CPAs

CPA CAREER PATHS

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Ep# 60: Mastering Excel for CPAs with Jeff Lenning| Excel University President 🎓
Welcome to another exciting episode of our podcast! 🎉
Today, we have a very special guest: Jeff Lenning, a Microsoft Excel MVP and President of Excel University. Jeff shares his inspiring journey from being a CPA to building a thriving career in Excel training and consulting. 🌟
💡 In this episode, you'll discover:
00:00- Introduction
An introduction to the episode and the guest, Jeff, highlighting his professional background and setting expectations for the discussion.
02:06 - Jeff's CPA Journey
Jeff shares his journey to becoming a Certified Public Accountant (CPA), offering insights into the motivations and challenges he faced along the way.
03:10 - The Impact of Tax Season
A look into the intense, fast-paced environment of tax season and its effects on Jeff's career and perspective as a CPA.
04:06 - Why Jeff Chose Audit Over Tax
Jeff explains his decision to specialize in auditing instead of tax, discussing his interests and the career opportunities that influenced his choice.
05:50 - Jeff’s Experience in Audit and Learning Excel
Jeff reflects on his time in auditing and how mastering Excel became a critical part of his professional toolkit.
08:19 - Accounting Manager Role
An overview of Jeff’s transition to an accounting manager position, focusing on leadership, responsibilities, and career development.
10:10 - The Power of Excel Shortcuts
Jeff shares the importance of Excel shortcuts in enhancing productivity and streamlining day-to-day tasks for professionals.
11:12 - Becoming President of Click Consulting
Jeff narrates his path to becoming the president of Click Consulting, including the challenges, growth, and vision for the company.
12:27 - Transition to Excel University
A discussion about Jeff’s founding of Excel University, his mission to empower others with Excel expertise, and the impact of this initiative.
16:06 - Top 5 Reasons to Be Good at Excel
Jeff highlights the top reasons why Excel proficiency is crucial for professionals, emphasizing career growth and problem-solving skills.
19:21 - Advice for Aspiring CPAs
Practical advice and tips for individuals aspiring to become CPAs, drawn from Jeff’s own experiences in the field.
21:33 - Common Excel Mistakes to Avoid
Jeff wraps up the episode by identifying common mistakes made in Excel and providing strategies to avoid them.
Whether you're an accounting professional, a CPA, or just someone passionate about Excel, this conversation is packed with insights and actionable tips to take your skills to the next level. 🚀
📌 Don’t forget to like, comment, and subscribe for more amazing content!
🎧 Tune in and learn how to supercharge your career with Excel!
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