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The IF function mastered

Once you master the IF function, you will wonder how you ever lived without it.

Excel vs. Tableau: See your data differently

This article compares the data visualization program Tableau to Excel, examines their relative strengths, and provides a simple walk-through on how to use Tableau.

The easy way to join text in Excel

If you have Excel 2019 or Excel 365, you can use the function TEXTJOIN to quickly join text in one cell and separate the text with any delimiter, even if you have many rows or columns of data to join.

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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How to find the right CAS clients

The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.