Mastering Excel: Essential Skills and Strategies to Boost Efficiency with Jeff Lenning

In this episode of the Modern CPA Success Show, Tom chats with Jeff, a Microsoft MVP Certified Trainer and Founder of Excel University. They discuss the transformative role of Excel in accounting and finance, focusing on enhancing efficiency and streamlining workflows. Jeff shares insights on mastering Excel features like Power Query and pivot tables, emphasizing continuous learning. The episode underscores the importance of Excel proficiency for accountants and promotes Excel University as a valuable resource for ongoing education.

Om Podcasten

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.