5 Excel Mistakes Costing Accountants Time & Money w/ Jeff Lenning

Feb 26, 2025

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Join Roger Knecht and Microsoft MVP Jeff Lenning in this dynamic episode of Building the Premier Accounting Firm, where they delve into Excel mastery for accounting professionals. 🚀

Learn how to transform your workflow with advanced Excel features like Power Query and Pivot Tables, while exploring the revolutionary impact of AI on spreadsheet efficiency. This must-listen episode provides concrete strategies for accountants to reduce manual work and boost productivity through Excel automation. 📊

In This Episode:

The episode explores essential Excel features for accountants, including Power Query for data automation, Pivot Tables for analysis, and AI integration for enhanced productivity. Jeff shares insights on implementing error-checking systems and transforming manual processes into automated solutions. The discussion covers the importance of Excel education for career development and practical tips for immediate workflow improvement.

Key Takeaways:

Master data automation through Power Query, Power Pivot, and Pivot Tables for streamlined workflows. ⚙️
Enhance Excel proficiency using AI tools like ChatGPT and Microsoft Copilot for formula comprehension. 🤖
Implement dedicated error-checking systems to ensure report accuracy and reliability. ✅
Transform manual processes into formula-driven solutions for enhanced workflow automation. 💡
Invest in Excel education for emerging professionals to strengthen their career prospects. 🧑‍🎓

Episode Wrap-Up

Thanks for joining us for this enlightening conversation with Jeff Lenning on Excel mastery in accounting. Remember to implement these powerful automation techniques in your practice, and don't forget to check out Excel University for more advanced tips. For a deeper dive into building a thriving accounting practice, visit universalaccounting.com or call 435-344-2060.

Until next time, keep innovating and automating! 🚀

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