CPA tax preparers take stock of an indispensable tool of the trade.
Information management and technology assurance
Microsoft Excel: Quickly bring blank cells to your attention
An easy way to bring attention to blank cells is to have them appear as a different color than the other cells on the worksheet.
2020 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 2020 tax software survey.
Ask the expert: Cybersecurity
Accounting professionals know that data security is a more urgent concern than ever. Dustin Hall, a cybersecurity expert and director of CPACharge, recommends the following security tips to CPAs.
Stymie hackers with these 6 steps
Here is a list of the steps your business should be doing at the absolute minimum when it comes to cybersecurity.
Microsoft Excel: Record macros to quickly perform routine tasks
If you have simple tasks that you need to perform in Excel often, you can actually “teach” Excel to do them for you by recording a macro.
Tips and tools for eliminating duplicate files
The goal of a good file management system is to ensure that you can find not only the file you want but also the “latest and greatest” version of that file.
Blockchain not seen transforming accounting processes — yet
Blockchain is often misunderstood. For instance, there is not one blockchain but many. Similarly, there are many opinions about how blockchain will affect the practice of accounting. Participants in the our annual technology roundtable add their voices to the debate.
Use conditional formatting in Excel to visualize letter grades
Highlight different letter grades with different colors so you can see at a glance how your students performed.
TIGTA critiques IRS’s protection of taxpayer data
The IRS continues to have challenges protecting taxpayer data, and especially ensuring that its various applications provide complete and accurate audit trails, according to the Treasury Inspector General for Tax Administration (TIGTA).
Evaluating blockchain and internal control through a COSO lens
Although blockchain technology creates new risks, organizations also can use it to improve risk management and create better controls.
Obtain a Distinct Count
How to obtain a Distinct Count in Excel using a basic PivotTable.
Adding bullet points to an Excel spreadsheet
Kelly L. Williams, CPA, Ph.D., explains how to insert bullets into an Excel spreadsheet.
Understanding PivotTables and Excel’s Recommended Charts
These quick tips related to PivotTables and choosing the best charts for your data can help you become more efficient in Excel.
Laura Felice, CPA, CGMA
Asking good questions and providing direction for strategic decisions is essential for finance employees in today’s business environment, according to Laura Felice, CPA, CGMA, senior vice president and controller at BJ’s Wholesale Club Inc.
Why Zoom meetings really do leave you exhausted
Videoconferencing fatigue is just one of several types of technostress that have been plaguing workers since personal computers hit it big. The problem has grown worse due to the COVID-19 lockdowns, but Marc Staut of Boomer Consulting offers some remedies.
AICPA issues nonauthoritative guidance on auditing digital assets
Accounting firms should consider many factors when considering whether to accept auditing engagements that involve digital assets such as cryptoassets. Nonauthoritative guidance published by the AICPA helps firms evaluate whether such engagements are worth the risks.
Use Excel’s sparklines to quickly show trends in data
Simple to create, sparklines are tiny graphs that help you make sense of data at a glance.
New audit evidence standard recognizes evolving nature of business
The AICPA Auditing Standards Board issued a new standard that recognizes the evolving nature of business, including use of technology.
A 6-point security checkup for working from everywhere
Quarantines prompted by the coronavirus pandemic have forced many organizations to deploy and configure technology to support 100% remote work and/or a mix of working remotely on certain days.
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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.
