You can make templates in Excel for all sorts of preferred “defaults.”
Information management and technology assurance
AICPA white paper tackles blockchain and SOC for Service Organization reports
The AICPA has published a white paper designed to help practitioners perform SOC for Service Organization reports on companies that use blockchain to deliver services to customers.
Use VLOOKUP to help manage your gradebook
VLOOKUP is a formula that allows you to “look up” certain data and retrieve it into another table, by row. This function can be especially useful when you have a well-structured table with information organized by rows (such as a gradebook)!
9 tips for teaching data analytics
Four professors offer insight and advice on this challenging subject.
New report highlights digital transformation during COVID-19 and beyond
Get some insights on how CPAs and finance professionals are using technology solutions to change their businesses in the era of COVID-19. A new report will guide a long-term, strategic approach to drive digital success, manage risk and streamline costs.
Tech tools
3 ways to professionalize your Zoom presence … Fun farm
Data preparation for CPAs: Extract, transform, and load
ETL tools can help accountants streamline the process of preparing data for analysis and aid in better decision-making.
4 more OneNote tips
What else can you do with OneNote? Here are four more tips.
4 technology gift ideas for CPAs
This article discusses some gadgets and gizmos that might make a CPA’s life a little bit better — or at least more fun.
3 tips for building remote-work policies that last
This article discusses ways firm owners and leaders can start to develop a strategy for a work-from-anywhere reality that lasts.
Use the Quick Access Toolbar to increase your efficiency in Excel
Try this tip and have your most-used functions right at your fingertips.
Excel 365 has X-cellent upgrade over VLOOKUP
Kelly L. Williams, CPA, Ph.D., explains how to use XLOOKUP, a new function for Excel 365 users that essentially replaces VLOOKUP and HLOOKUP.
Tech tips for remote work
Maximize comfort and productivity with an optimized internet connection and a decluttered digital desktop.
Check your exposure on the dark web
A look at applications, gadgets, and other technology that can improve a CPA’s job and life.
4 ways to unleash the power of OneNote
The key to success with OneNote is having a good understanding of its architecture and enabling some of the less obvious features that supercharge the tool.
Cybersecurity provides opportunities for auditors to serve
Practitioners can provide services to clients related to cybersecurity beyond their financial statement auditing role, according to a newly published report from the Center for Audit Quality.
3 things the COVID-19 pandemic has taught CPAs about technology
This article discusses ways to harness technology lessons from this pressure-packed year.
Fair value, stablecoins addressed in new AICPA guidance
Nonauthoritative set of 13 Q&As also touches on how investment companies and broker-dealers should account for digital assets.
Tax consequences of data breaches and identity theft
Losses are not likely deductible by individuals through 2025, but the receipt of free identity protection services may be nontaxable.
Dock can help cure home office blues
A look at applications, gadgets, and other technology that can improve a CPA’s job and life.
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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.
