Accounting technology news and resources

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January 1, 2021

Create your own Excel template

You can make templates in Excel for all sorts of preferred “defaults.”

December 22, 2020

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.

December 8, 2020

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)!

December 8, 2020

9 tips for teaching data analytics

Four professors offer insight and advice on this challenging subject.

December 2, 2020

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.

December 1, 2020

Tech tools

3 ways to professionalize your Zoom presence … Fun farm

December 1, 2020

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.

December 1, 2020

4 more OneNote tips

What else can you do with OneNote? Here are four more tips.

November 30, 2020

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.

November 23, 2020

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.

November 10, 2020

Use the Quick Access Toolbar to increase your efficiency in Excel

Try this tip and have your most-used functions right at your fingertips.

November 1, 2020

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.

November 1, 2020

Tech tips for remote work

Maximize comfort and productivity with an optimized internet connection and a decluttered digital desktop.

November 1, 2020

Check your exposure on the dark web

A look at applications, gadgets, and other technology that can improve a CPA’s job and life.

November 1, 2020

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.

October 27, 2020

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.

October 13, 2020