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Excel: Keyboarding for speed

With speed in mind, here are a few of my favorite Excel keyboard commands. How many do you already know?

Excel: The right format is the wrong format

I can’t figure out why the decimals and commas in my Excel-based cash flow statement (using the “Accounting Format”) don’t line up properly. What’s going on?

Excel: This forecast was bound to happen

Excel 2016 provides a new tool called Forecast Sheet that automatically calculates and plots your upper and lower forecast boundaries based on your desired level of confidence.

Excel: The power of mapping

CPAs often have to produce recurring reports, such as quarterly balance sheets, from datasets, such as trial balances. The process can be tedious and prone to error, but an Excel technique called mapping can show the way to better results. Learn more in this Technology Workshop.

Excel at hyphen removal

J. Carlton Collins outlines two ways to remove hyphens from Social Security numbers in Excel.

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Preparing clients for new provisions next tax season

As the 2025 filing season approaches, H.R. 1 introduces significant tax reforms that CPAs must be prepared to navigate. These legislative changes represent some of the most comprehensive tax updates in recent years, affecting both individual and corporate taxpayers. This report provides in-depth analysis and guidance on H.R. 1.