Accounting technology news and resources

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November 23, 2021

6 lessons from audit experts who adopted AI early

Machine learning is within reach for many audit firms.

November 18, 2021

Career advice and RPA tips from CPA leaders

One CPA leader shares more on being a lifelong learner and the advice she gives to up-and-coming accountants; another leader explains some of the opportunities that firms have to automate certain processes and begin to offer more advisory services.

November 9, 2021

Performing a simple linear regression in Excel

When teaching cost behavior in a managerial or cost accounting course, we explain that there are various methods a company can use to estimate its fixed and variable costs, including regression analysis. The next time you cover this topic, consider teaching students how to perform a simple linear regression analysis in Excel.

November 1, 2021

Ask the expert: Road to digital transformation

Guy Pearson is a Chartered Accountant, Chairman of Interactive Accounting, a progressive accounting firm he founded in 2009, and an angel investor in a portfolio of companies.

November 1, 2021

Journal-entry testing using Excel

In this example walk-through, learn how to use Microsoft’s spreadsheet application to perform several tasks, including sampling.

November 1, 2021

5 advanced PowerPoint tips for awesome presentations

This month’s column lays out five tips designed to help even experienced users of Microsoft PowerPoint push their presentations to the next level.

October 22, 2021

AI in manufacturing: Optimizing costs and enabling the workforce

Manufacturing leaders can use artificial intelligence to improve efficiency and drive growth. But taking full advantage of the technology requires upskilling the workforce.

October 18, 2021

Creating the right visuals for your data

Two leading figures in the field of data visualization explain how CPAs can best use visual depictions of numbers and how history’s “heroes of visual thinking” transformed numbers into images that carry ideas and meaning.

October 12, 2021

The Excel Advanced Filter function gives you flexibility

Advanced Filter allows you to generate a unique list of items and extract those items to another place in your worksheet or workbook.

October 1, 2021

Cleaning and joining data using Excel’s Power Query

This month’s column shows how to clean and join data using Excel’s Power Query.

October 1, 2021

Don’t get victimized by a cybercriminal

CPAs must create data security protocols and implement and follow them consistently to help reduce the risk of a cyber incident.

September 15, 2021

How to use COSO to implement and scale AI projects

The COSO enterprise risk management framework can help leaders manage risks associated with their AI strategies.

September 14, 2021

How Excel COUNTIF function saves time when analyzing final grades

When analyzing grades (especially for a large class) the COUNTIF function in Excel can be extremely helpful.

September 1, 2021

2021 tax software survey: Shares of respondents and product and company information

Bonus: The percentages for all 13 products, including a breakdown of their usage among firms ranked by ranges of numbers of preparers, in the 2021 tax software survey.

September 1, 2021

Add Favorites to the Ribbon

You can add all your favorite or frequently used Excel features in one tab on your Ribbon.

September 1, 2021

Print comments and notes in one place

It is very simple to view and print all the notes and
comments within an Excel worksheet in one place.

September 1, 2021

Helping clients before a cyberattack

CPAs play critical roles in helping companies prepare for online attacks.

September 1, 2021

2021 tax software survey

See how the brands compare in CPAs’ annual assessment of their tax preparation programs.

September 1, 2021

A take on cryptoasset transactions, investments, and risk

CFOs need to gain perspective on how to handle the accounting, tax, internal control, and risk management challenges of cryptoasset transactions.

August 10, 2021

Edit PDF documents in Word to save time

Did you know that you can edit PDF documents in Microsoft Word? Simply open a PDF document in Word.

FROM THIS MONTH'S ISSUE

4 ways solo practitioners can stand out

Five years ago, a grieving Angel Zhen started his own CPA firm with no clients and no revenue. Today, he has 300 clients, $600,000 in revenue and 12 weeks of annual vacation. In this JofA article, he shares how he set up his firm and how you could do the same.