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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.

SPONSORED REPORT

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.