Using 3D formulas is a easy way to manage files than summing each individual spreadsheet tab.
Information management and technology assurance
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.
Recruiting, flexible working, and tax season issues for small firms
An AICPA vice president explains some of the key practice management concerns of smaller CPA firms — talent, technology, and tax season — in this podcast episode with transcript.
The power of technology to change how CPAs think about value
A CPA technology expert shares what the future holds for client advisory services, how training should be tailored, and what she learned about her grandfather’s CPA practice.
SEC proposes new rules for cybersecurity reporting
Public companies would be required to provide investors with enhanced and standardized information about their cybersecurity practices under a new rule proposed Wednesday by the Securities and Exchange Commission.
Use Design Ideas in PowerPoint to create an animated title slide
By typing into the title slide you can access a range of design ideas related to the topic of your presentation.
These 10 startups show profession’s focus on innovation, ESG
The AICPA and CPA.com have selected 10 early-stage technology companies to participate in the 2022 Startup Accelerator.
PowerPoint rules to live by
Byron Patrick, CPA/CITP, CGMA, expands on some of his advanced PowerPoint tips from the November issue of the JofA and discusses ways to avoid common mistakes.
Features
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.
