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Accounting Firm CPE Compliance Tracker

CPE shortfalls surface during peer review and firm inspection, which makes this a partner-level exposure. With 12, 24 and 36-month cycles running at once, a firm has renewals landing constantly rather than in one annual wave. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is yours to reuse as often as you like.

What you get

  • Roster surfacing whoever is closest to the edge at any moment
  • CPA, CFP, CFA, EA and Series 7/66 types ready to edit
  • Different cycle lengths running simultaneously across the team
  • Expired in red, at risk in amber, rolled up per person
  • Credits earned against required, per person per credential
  • Opens in Excel and in Google Sheets
$16.00one-time, no subscription
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Accounting Firm CPE Compliance Tracker — the workbook open in Excel

What it does

What it looks like

Accounting Firm CPE Compliance Tracker screenshot
Accounting Firm CPE Compliance Tracker screenshot

Every tab in the workbook

These are the actual sheet names in the file, not a feature list.

Works in

Honest scope

This tracks what you enter about your own licences. Renewal requirements vary by state and by board and they change; the authority on yours is your licensing board, not this file.

Others in CE & License Trackers

Accounting Firm CPE Compliance Tracker$16.00Buy on Etsy