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I saved all the certs in a folder before I email them to the firm admin, so they were already split up by years into folders. I also include number of credits in the name so I can just easily eye ball it basically. So for example, last cpe title was 2025.01.16 Becker (2.0) - this was I don’t need to keep an extra excel and can kind of eyeball where I’m at any point of the year.
I do it that way too. No way to getting into another excel sheet 🤣
In my head
Rising Star
Just use becker CPE and it tracks it for you
I add the CPE to my state CPA account as soon as I have the cert. No other tracking needed.
My state implemented a required tracking system for CPE, so that solved that problem for me going forward!
I also made sure to meet all my CPE requirements before I left so I didn’t have to worry about it until next renewal cycle (other then downloading certificates and the CPE report before I left.)
Otherwise yes, excel with hours / category / title / date taken with the pdf certs as support.
I report the CPEs to CPA Board and to Isaca and can just look there when needed
MICPA does a good job of tracking