7 Excel projects for managerial accounting

Welcome to the spring semester! I thought I would repost this information as you are getting ready to kick off the new semester. If you teach managerial accounting, you may want to look at Dr. Karen Braun’s Excel projects for managerial accounting. She has created seven Excel projects on various topics in managerial accounting, complete with step-by-step student instructions and instructor solutions. The topics include:

  • Job costing
  • Cost behavior
  • CVP analysis
  • Process costing
  • Budgeting
  • Flexible budgeting
  • Division evaluation

The site for the Excel projects is https://sites.google.com/case.edu/excel-for-management-acctg/home. Contact Karen directly for the suggested solutions; you can email her at karen.braun@case.edu.

You can read more about these Excel projects in the August edition of Strategic Finance; link here. Karen also won the 2016 Bea Sanders/AICPA Innovation in Teaching Award for these projects.

Note: Karen Braun, an accounting professor at Case Western Reserve University, is my co-author on our Managerial Accounting textbook, so I know her and her work well. These projects are superb. I urge you to use one or more of them in your introductory managerial accounting class – her materials make the integration of these projects into the classroom go well. There is no cost for these projects and you can edit them as you wish for non-commercial purposes.

About Dr. Wendy Tietz, CPA, CMA, CSCA, CGMA

Dr. Wendy Tietz is a professor of accounting at Kent State University in Kent, Ohio, USA. She is also a textbook author with Pearson Education.

6 Responses to “7 Excel projects for managerial accounting”

  1. Karen

    ?Are these downloadable or do the students work on them online. We walk a fine line here with Corporate counsel whose view is that anything not in D2L (Blackboard for the impoverished) violates privacy rules.

    Cheers Stephen ________________________________ Stephen B. Salter Ph.D Professor of Accounting Middle Tennessee State University Email: stephen.salter@mtsu.edu Phone: +1 (615) 898-2345


    • Dr. Wendy Tietz, CPA, CMA, CSCA, CGMA Reply January 14, 2019 at 1:15 pm

      Stephen: You would download the projects and post them to Blackboard. Do not give the URL to students – those have the solutions.

  2. Thanks, Wendy! As a matter of face I AM using a few of Karen’s excel projects at SDSU this semester! 🙂

    I’m working on integrating some of your DA into the class as well. So little time and so much to teach them!

    Have a great semester! julie

    Julie Hansen, M.B.A.

    Lecturer San Diego State University

    Charles W. Lamden School of Accountancy

    Fowler College of Business

  3. Hi Karen,
    May I have the solutions sent to me. Have you already made your verification?
    Mohsen Souissi
    Professor of Accounting
    Fayetteville state university

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