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2 simple ways to visualize data

Supplementing spreadsheet data with visual representation aids the user in identifying trends and patterns that may not be evident otherwise.

A quick tip for breaking links in Excel

This action will remove all links from your workbook but leave your formulas intact so your recipients can still edit the data to produce “what-if ” scenarios for deeper analysis.

A dozen Excel time-savers

I’ve compiled a list of a dozen Excel tricks that will help any CPA become more efficient and effective.

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Get your clients ready for tax season

Help clients avoid surprises with year-end planning strategies for managing taxable income, maximizing deductions, and adjusting to OBBBA changes affecting individuals and businesses.