If you need to create a sum based on more than one criteria, you can use SUMIFS.
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Information management and technology assurance
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.
Creating a drop-down list in Excel
Creating drop-down lists in your spreadsheets is a great way to ensure that only certain information
is entered into a cell.
7 tips for using Zoom better
This article offers Zoom tips that cover everything
from basic reminders to advanced advice.
Combining formulas and text in the same cell in Excel
You can include both a formula and text in the same cell in Excel.
Tax pros are subject of ‘spearphishing’ attacks
Bogus emails may impersonate the IRS or tax software providers. Here’s what to watch out for.
How not-for-profits are adapting to a technological revolution
To get the most out of their technology spending not-for-profit leaders need to develop a strategy, consider cybersecurity, and recruit tech experts for the board.
Teach students to address accounting questions using data analytics
Data analytics is a new means to the same end: providing high-quality and timely information to decision-makers.
How to easily transpose data in Excel
The Transpose feature allows you to rotate data from columns to rows and vice versa from rows to columns without reentering any of the data.
Federal security agencies warn of potential Russian-sponsored cyberattacks
A joint cybersecurity advisory from the Cybersecurity and Infrastructure Security Agency, the FBI, and the NSA urges businesses and other organizations, to step up their cybersecurity mitigation and detection efforts.
Features
FROM THIS MONTH'S ISSUE
Real-life ways small firms use AI
Learn how four small firms use artificial intelligence to automate processes while maintaining strong oversight.
From The Tax Adviser
July 31, 2026
Current developments in S corporations
July 31, 2026
