Word has a well-hidden tool for that. Click on Insert, Picture and then Organization Chart. That will bring up a conventional four-part chart. To adjust the design to suit your needs, right-click on an empty space between the blue labels and an Organization Chart toolbar will appear (see screenshot below).
Information management and technology assurance
Time to Rethink Your 401(k) Plan?
EXECUTIVE SUMMARY The PPA has made it easier for plan sponsors to automatically enroll employees in a retirement plan by eliminating the worry over state withholding laws. It delineates a new safe harbor automatic enrollment provision that starts the automatic deferral at 3%, raising it by
Incentives for Businesses in Distressed Communities
Since the mid-1990s, Congress has tried to help businesses operating in certain low-income and economically disadvantaged areas. This has taken the form of tax credits and deductions for businesses that locate in, and hire residents from, those areas. These inducements may be of interest to companies looking
Create a Custom Envelope
I wouldn’t dismiss Word’s envelope function. It’s very useful and can be customized easily by clicking on the Options button (see screenshots). But if you want even more customization—such as an added graphic —I suggest creating a template that can be evoked with a single click. Here’s how:
Get Ready for Vista
et ready, accountants! Like it or not, your basic Microsoft computer tools—from the operating system to all the workaday applications—will soon be history. Replacing them will be the recently introduced Vista operating system and Office 2007, which includes, among other things, Word, Excel, Access, Outlook and
XBRL
The Canadian Securities Administrators (CSA), the council of the securities regulators of Canada’s provinces and territories, has launched a voluntary Extensible Business Reporting Language (XBRL) filing program. Under the program, participating companies will begin filing their financial statements in XBRL this month. The XBRL statements will be available to the
See Double By Design
I believe your decision to go with a dual monitor arrangement is wise. You’ll find they will make your work proceed smoother and faster. In fact, if you have a laptop in addition to a desktop, you can link the laptop monitor to the desktop instead of buying a new
Smart Stops on the Web
EMPLOYEE BENEFITS SAVINGS SAVVYwww.401khelpcenter.com This is your one-stop shop for 401(k) information. Browse two of the site’s most helpful features: the Daily Digest, continually updated with pension and retirement news; and Collective Wisdom, handpicked resources from the site’s researchers. Sole practitioners and small-firm CPAs can find single-participant 401(k) providers or
Reorder Lineup in a Table
I hesitate to use tables in Word because they are so hard to edit. For example, it’s a real pain to change the sequence of names from one place to another. Do you have any suggestions? The trick is in the Alt and Shift keys. If you want to move
Highlights
FASB issued a standard that gives companies the option to report selected financial assets and liabilities at fair value. Statement of Financial Accounting Standards no. 159, The Fair Value Option for Financial Assets and Financial Liabilities, is designed to reduce complexity in accounting for financial instruments and
Talent-Tempting Web Sites
EXECUTIVE SUMMARY CPA firms have long sought answers to problems in recruiting and staffing. Some have used their Web sites to attract and inform prospective hires by adding features and content that highlight aspects of a career there. A survey of Web sites of the 50
Are Extended Warranties Worth The Cost?
In my opinion, no. I know they sound awfully attractive. After all, wouldn’t it be great to just pick up the phone and have the insurance company send a repairperson? But in my experience and in the experience of the editors of Consumer Reports, new computers—and all high-tech items, for
Data With a Click
I’m preparing a memo for clients that contains definitions of many technical terms. Although I must include those definitions somewhere in the memo for nonaccountants, I don’t want the definitions to get in the way of the flow of the text; nor do I want them stuck at the end,
Surfing In Public Places Is Not Safe
Wireless surfing in public places leaves you vulnerable to many hazards. The major risk is unscrupulous people who use packet sniffers to capture packets of data as they pass between a computer and the wireless access point. The sniffers are software programs (many of which can be downloaded free
Build, Buy (or Sell)?
EXECUTIVE SUMMARY In managing a practice’s lifecycle, CPAs periodically face questions of how best to grow–to build the practice from within over time or to acquire an existing firm. They also must consider how best and when to sell their practice. The decision of how or when to build,
Market Every Day (in Every Way)
Marketing is the process of educating people about the availability and value of your firm’s CPA and advisory services. It lets potential clients know how you can help them solve problems and meet financial goals. Targeted, budgeted marketing plans generally work best, but many simple strategies cost
Spyware Protection
Embedded stealthily on the hard drives of many computers—even those protected with conventional antivirus software—are tiny unfriendly programs variously called spyware, malware or adware. Most are simply nuisances, triggering unsolicited pop-up advertisements or surreptitiously changing your default Web page so you’ll visit specific commercial sites. But others
Surf Safely
The Internet is a gold mine of information, but it’s also a minefield, loaded with scores of innocent-looking sites that contain stealthy programs designed to steal or destroy your data. But if you take proper precautions, you can browse the Web with relative safety. In our illustration
Fast and Easy Format Changes
I have something better than a macro: Press Ctrl+A to highlight the entire document and then press Ctrl+0 (that’s a zero), and Word adds a single line space (that’s a 12-point line space) before each paragraph. And while I’m on the subject of quick and easy Word format changes, consider
Move Formulas Canceling the Location Adjustment
Excel takes loads of abuse for guessing wrong. And while some of the complaints are justified, quite often it’s the user who is at fault. In most cases when you copy a formula to a new location, you want Excel to automatically adjust the cell references; it’s a great convenience
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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.
