Personal Financial Planning


The AICPA and the Department of Labor (DOL) are partnering to educate American women of all ages about personal financial management. Using CPA/PFS (Personal Financial Specialist) volunteers from the Institute’s 360 Degrees of Financial Literacy program ( www.aicpa.org/financialliteracy/index.asp ) and the resources of the DOL Women’s Bureau ( www.dol.gov/wb ), such as mentoring, classroom instruction and an online financial education curriculum, the partnership will help women develop the practical skills they need to better control their money and lives.

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2019 State of Financial Reporting Survey

We surveyed nearly 600 finance and accounting professionals on their month-end close and reporting processes. See the results.

VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.