Excel Bootcamp for Accountants

This is not your grandma’s Microsoft Excel course. Our CPE qualifying online Excel course will only teach you the most important Excel formulas and functions to conquer any spreadsheet or analysis.  If you are an accountant, please click here to access for free!

Course objectives

Excel is the most used, yet most underutilized, business tool. Conquering Excel can put you years ahead of your peers. We’ll start by spending quite a bit of time learning keyboard shortcuts which are key to maximizing your efficiency.

After this, you’ll learn powerful functions such as IF statements, VLOOKUPs, SUMIFSConditional Formatting and other powerful tools. We finish the course by learning how to create PivotTables. We have left out all the fluff and get right to the heart of Excel.

At completion, you’ll have the tools to master pretty much any analysis in Excel!

Some key things you’ll learn:

  • Keyboard shortcuts​
  • SUMIFS and COUNTIFS formulas
  • IF, Nested IF, and VLOOKUP formulas
  • Conditional Formatting and other data tools
  • PivotTables and PivotCharts with Slicers
  • And more!

We also recommend taking our Excel VBA Macros Bootcamp which is a fantastic complement to this course.

Additional info

Format: 3-6 minute videos, quizzes, and a final exam

CPEs: 5.0

Field of study: Computer Software & App

Prerequisites: You should have a beginner knowledge of Excel (e.g. SUM, AVERAGE, Charts, etc.)

We also recommend taking our Excel VBA Macros Bootcamp after which is a great complement to this course.

Cost: If you are an accountant, please click here to access your free course.

Maryn Coughran

Maryn is a co-founder and leads the marketing and outreach efforts at Wisdify. She ensures we are connecting with our customers, hearing their feedback, and then implementing their suggestions.

Prior to Wisdify, Maryn co-founded (along with Nate) BostonExcel, a Microsoft Excel training company that worked with dozens of companies in virtually every industry. Maryn’s clients included numerous Fortune 1000 companies, prestigious universities, startups and everything in between. She also happened to write and illustrate a children’s book. Let’s just say she’s a woman of many talents.

Maryn earned a BA in Economics from Wellesley College.


Joe is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Joe is a big believer in the power of online learning and community with 20 years of finance and accounting experience.


Kelsey Murphy

Kelsey is Wisdify’s expert content developer. Taking feedback from our students, Kelsey creates extremely relevant blog posts and leads the development of Wisdify’s other free resources.

Prior to Wisdify, Kelsey worked as a business technology strategy consultant for Forrester, a global research and advisory firm. While there, she acted as project manager for numerous research-based consulting projects.

Kelsey earned a BA in Economics and Mathematics from Wellesley College.

Madison Bess

Madison oversees the social media strategy at Wisdify and makes sure we stay closely connected with our students, receive their feedback, and provide our students with valuable information.

Prior to Wisdify, Madison successfully ran the social media accounts for multiple companies. She also found time to start her own personal training company (which she still runs).

Madison earned a BA in English from Brigham Young University.

The Buckaroos

Gwyn, Jack, and Kate are the adorable tow-heads that lead up Wisdify’s campaigns on cuteness, energy, and sleep-deprivation.