CPA CAREER PATHS
Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.
CPA CAREER PATHS
Ep.60: Mastering Excel Skills for CPAs
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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