Cybersecurity specialist Mike Foster shares common questions that insurance companies might ask when your company is applying for cyber insurance coverage and advice on how to address them.
Information management and technology assurance
The payoffs of RPA for one accounting firm
How can organizations and firms evaluate whether robotic process automation (RPA) is right for a project? First, they must know what RPA is and isn’t, and the pain points they are trying to address. An expert shares knowledge on the topic in this podcast episode with transcript.
The heavier lifting that technology can accomplish for CPAs
Podcast guest and technology expert David Cieslak shares why automation should be embraced by finance professionals and explains how he became known as “Inspector Gadget.”
Tackling NFTs in the accounting classroom
An emerging technology has interesting accounting implications.
Change the case of text in Excel
You can change the case of a text string in Excel by using LOWER, UPPER, and PROPER, and they are all so simple to use.
2022 tax software survey: Shares of respondents and product and company information
Bonus: The percentages for all products, including a breakdown of their usage among firms ranked by ranges of numbers of preparers, in the 2022 tax software survey.
Using 3D formulas in Excel
Using 3D formulas is a easy way to manage files than summing each individual spreadsheet tab.
2022 tax software survey
CPAs assess how their return preparation products performed.
Data storytelling: A valuable and exciting skill to introduce to students
Help students prepare for careers using and communicating big data.
Kevin H. Wang, CPA/CITP
Kevin H. Wang, CPA/CITP, is director of innovation at Warren Averett CPAs and Advisors. He works out of the firm’s Birmingham, Ala., office.
Extract and present information about dates in Excel
This article looks at a few ways to extract and present information about the day, month, and then year.
Tackling the IT challenges of dealing with cryptoassets
Digital assets, from bitcoin to tokens, are a new asset class that challenges technology used for enterprise resource planning and financial reporting. Here’s what you should consider if you decide to take on these challenges.
When autocorrect is a problem in Excel
There are two ways to solve an autocorrect problem such as the one in the question above — a temporary solution and a permanent solution.
Addressing continued rise in Sarbanes-Oxley Act compliance costs
An annual survey reveals higher compliance costs in 2022 and suggests that automation may present a path to better efficiency.
Using SUMIFS to sum with multiple conditions
If you need to create a sum based on more than one criteria, you can use SUMIFS.
CPA tech talk: When it comes to transformation, where do you start?
A CPA firm leader talks about the importance of integrating technology into service offerings, the skills needed to begin offering those services, and how to market those additional services in this podcast episode with transcript.
Add color to your Excel workbooks
There are several ways to add color to your Excel workbooks.
Create your own custom Excel functions with LAMBDA
If you are routinely creating formulas that accomplish the same purpose, spending a little extra time upfront to create a function that can be reused will save you time in the end.
What is so special about Paste Special in Excel?
This month’s column walks you through all the special ways you can paste text, data, and even application capabilities in Excel.
3 ways NFPs can adapt online to the new economic climate
Telling compelling narratives online by leveraging influencers, TikTok, and freelancer platforms can increase opportunities for not-for-profits.
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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.