For Mid-Career CPAs & Accountants

Master Excel Macros
in 15 Minutes.

Focused video lessons designed for working accountants. No fluff — just the exact macro skill you need, explained clearly, in under 15 minutes.

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▶15-minute lessons
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One skill. One video. Done.

0112 min

VLOOKUP Automation Mastery

Stop typing formulas by hand

Record and parameterize a VLOOKUP macro that auto-refreshes on open. Works across any client workbook without modification.

Lookup FunctionsAutomationBeginner-friendly
$29
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0214 min

Pivot Table Shortcuts for Accountants

Build in seconds, not minutes

Keyboard-driven pivot workflows that cut reporting time in half. Create reusable templates for monthly close packages.

Pivot TablesReportingMonth-End Close
$29
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0315 min

Tax Form Template Builder

Pre-built macros for compliance

Macro-enabled templates for Schedule C, K-1, and 1120-S. Auto-populate cells from trial balance exports — no copy-paste.

Tax ComplianceTemplatesForm Population
$29
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See what you’ll learn — free preview

Here’s the first 3 steps from VLOOKUP Automation Mastery — exactly the level of detail you get in every lesson.

Lesson 1 of 3VLOOKUP Automation Mastery
12 min
01

Clean your lookup column first

Before writing a single formula, run this one-line macro to strip invisible spaces that silently break every VLOOKUP:

Sub CleanLookupCol()
  Dim c As Range
  For Each c In Selection
    c.Value = Trim(c.Value)
  Next c
End Sub

Select your ID or name column, run this, then build your VLOOKUP. Mismatches drop to zero.

02

Lock the lookup range with a named range

Hard-coded cell references break when rows are added. Instead, define a named range once and reference it by name — your macro stays valid across every client workbook:

' In the macro:
ThisWorkbook.Names.Add _
  Name:="LookupTable", _
  RefersTo:=Sheets("Data").Range("A:B")

Now your formula reads =VLOOKUP(A2, LookupTable, 2, 0) — no brittle $D$2:$E$500 references.

03

Wrap in IFERROR so review notes stay clean

A raw VLOOKUP shows #N/A whenever a lookup misses. One macro pass wraps every formula in IFERROR, replacing error cells with a blank or your own flag — so the workbook looks clean when you hand it off for review:

' Wraps selected VLOOKUP cells:
c.Formula = "=IFERROR(" & _
  Mid(c.Formula, 2, Len(c.Formula) - 1) & _
  ","""")"

The full lesson shows how to loop this across an entire results column in under 4 seconds.

04

Wire the macro to auto-run on workbook open

Add a Workbook_Open event so the cleanup and lookup refresh happen automatically every time a colleague opens the file...

2 more steps + full macro file included

Unlock the full lesson for $29

Get the full lesson + macro file for $29

Includes the downloadable .xlsm macro file, exercise workbook, and 12-minute video walkthrough. 30-day guarantee.

Unlock Full Lesson — $29

The Method

Built for how accountants actually learn

▶

Watch

A focused 15-minute video. No padding, no filler — just the skill from start to finish.

⬇

Download

Get the macro file and exercise workbook. Open it in your own Excel.

⚡

Apply

Use it on your actual client files the same day. See the time savings immediately.

What Accountants Say

Real results. Real accountants.

★★★★★

“Saved me at least two hours during tax season. I watched the VLOOKUP module on a Monday and had it running on client files by Tuesday.”

Sarah K.
CPA, Public Accounting
★★★★★

“I've been doing month-end close for 8 years. The pivot table shortcuts cut my reporting prep from 90 minutes to under 30. Wish I'd found this sooner.”

Marcus T.
Senior Accountant, Regional Firm
★★★★★

“The tax form template macro alone was worth 10x the price. No more copy-paste from trial balance exports.”

Diana R.
Tax Manager, CPA

FAQ

Common questions

Do I need to know VBA to get started?+

No. Each lesson starts from zero and walks you through exactly what you need. If you can record a basic macro in Excel, you have everything required. Advanced VBA knowledge is never assumed.

How do I access my course after purchase?+

Immediately after checkout you'll receive an email with your download link. The video, macro file, and exercise workbook are all included. There's no account to create — just download and start watching.

Is this a subscription?+

No. Every course is a one-time purchase. You pay once, you own it. No recurring charges, no membership fees.

What if the course doesn't work for me?+

We offer a 30-day money-back guarantee, no questions asked. If you watch the lesson and don't find it useful, email us and we'll refund you in full.

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