Learn exactly what you need to
 know about Microsoft Excel to work at an accounting firm

We'll take you from beginner to proficient in 2.5 hours

"After only 20 minutes of instruction, I was actually getting compliments at work on my Excel skills."

This course is for you if:

  • You are about to start, or you're currently in your first two years at an accounting firm.
  • You feel a little shaky about your Excel knowledge.
  • You don't want to waste time with random YouTube videos.

This course is not for you if:

  • You're going into a sales role at your new company. We're not salespeople, we don't know how they use Excel.
  • You're looking to learn VBA or macros. This is not that course.
  • You like spending your evenings (or your last summer ever) watching YouTube videos about Excel.

Meet Your Instructors

Ben Bates

Ben is your main instructor in the course. And that's because he loves Excel more than anyone else you know. He graduated from Texas A&M with an undergrad in Accounting and a Master's in Management, and has worked in both Big 4 Accounting and fund investing.

Aaron Francis

Aaron mostly stays behind the scenes in this course. He graduated from Texas A&M with an undergrad in accounting and a Master's Degree in Tax. From there, he went on to work in the tax department at a Big 4, but after spending a little while there he decided that accounting wasn't right for him and left to be a software developer. He now works as a data analyst for an IT security company. 

He also once made that game Snake in Excel.

Ok... And?

That's who we are, but why does that matter?

It matters because we've been where you are. We've been in Big 4 Accounting. We know what's expected of you and what will make you look like a competent, capable first- or second-year associate.  

Let's face it, you're going to work at an accounting firm, and they're going to expect you to know Excel.

There's no reason to be afraid of Excel.

There's no reason to hate Excel.

We've spent more than 10 years playing with Excel, learning formulas, reading books about it (yes, really) so that you don't have to. We've taken all of that knowledge and distilled it into the bits that actually matter.

Life is too short to spend your weekends reading Excel books (unless you're Aaron).

Let us cut through all the complexity and teach you enough to earn the respect of your peers and your bosses.

What We'll Cover

Module 1: The Basics of Excel

This is the very first module, which serves as an introduction to the basics of Excel. We'll lay a little bit of a foundation here to make sure that we're all on the same page going forward.


  1. How Excel Is Laid Out
  2. Getting Around
  3. Files and Programs

Module 2: Formatting

No matter how hard you actually work, if your final product looks ridiculous or is poorly formatted, it will reflect poorly on you. Like every other topic in this course, we are going to cover the formatting that you actually need to know, the stuff that will make your job easier.


  1. Learning the Controls
  2. Learning the Controls: Redux
  3. Number Formatting
  4. Format Painter
  5. Paste Special
  6. Odds and Ends
  7. Printing

Module 3: Formulas

The bulk of Excel's power lies in its formulas and functions. You could study for years and still not know every formula Excel has to offer. Luckily for you, we're going to show you the important ones.


  1. Introduction to Formulas
  2. Summary Formulas
  3. Text Formulas
  4. Boolean Algebra
  5. Time Formulas
  6. Errors

Module 4: Data and Analysis

Making sense of large amounts of data is going to be crucial to doing your job well. In this module we are going to cover several different ways to analyze your data.


  1. Filtering and Sorting
  2. Introduction to Charts
  3. Pivot Tables
  4. Analysis Functions

Module 5: Tips and Tricks

If you thought the previous modules sounded fun, you're going to be downright delighted by this one! There are a couple of Excel features that aren't generally taught that are just inordinately helpful to know.


  1. Remove Duplicates
  2. Quick Sum
  3. Text to Columns
  4. Transpose
  5. Find Hardcoded Numbers

Get Started Now



  • ​​​​​​​Two and half hours of high-quality videos
  • 25 individual video lessons
  • Practice Excel workbook to follow along with the videos and practice on your own
  • Lifetime access. Come back any time to brush up
  • Email support from Ben & Aaron
  • Confidence

Buy Now (Instant Access)



  • Lifetime access for teams of up to 20 people
  • Don't waste valuable firm resources creating Excel content that will soon be outdated
  • Perfect for your incoming staff accountants
  • Priority support
  • Competence and Productivity
  • ​​​​​​​Contact us for invoicing options if required

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