Accounting technology news and resources

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August 1, 2020

Obtain a Distinct Count

How to obtain a Distinct Count in Excel using a basic PivotTable.

August 1, 2020

Adding bullet points to an Excel spreadsheet

Kelly L. Williams, CPA, Ph.D., explains how to insert bullets into an Excel spreadsheet.

August 1, 2020

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.

August 1, 2020

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.

July 24, 2020

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.

July 16, 2020

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.

July 14, 2020

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.

July 9, 2020

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.

July 7, 2020

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.

July 1, 2020

Creating a data-entry form in Excel

The use of a data-entry form makes data entry faster and more efficient because you don’t have to go to multiple different cells to enter data, row by row.

July 1, 2020

Technology lessons from the pandemic — and beyond

The upheaval of the coronavirus crisis caused the accounting profession to turn to technology like never before. Our technology roundtable discusses what was learned — and what the future holds.

July 1, 2020

Ergonomics for the home office

The human connection can be difficult to accomplish remotely, but the right workspace can ease some of the challenges and ensure you are at your best.

June 29, 2020

5 ways accountants can track cryptocurrency

This article discusses how accountants can spot the telltale sings that increasingly mainstream virtual currencies are being used to squirrel away illicit funds.

June 9, 2020

View and edit 2 worksheets in the same workbook side by side

How to view and edit two worksheets from the same Excel workbook side-by-side.

June 1, 2020

A 5-step plan for adding new tech amid COVID-19

While months of testing may not be possible right now, there are still ways to optimize your team members’ experience with new technology.

June 1, 2020

A world without passwords?

Some new technologies are starting to chip away at replacing the password. Let’s look at a few.

June 1, 2020

Do-it-yourself accounting automations

Accounting automation is no longer limited to companies with developers capable of connecting applications with APIs.

June 1, 2020

Reaching the SUMIF

The SUMIF function provides a quick and simple way to create a sum based on a specific criterion, such as the type of audit.

May 22, 2020

The technology — and human — lessons of COVID-19

Our ninth annual accounting technology roundtable examines what the coronavirus crisis has revealed about accountants, their employers, and the technologies essential to remote work and life.

May 20, 2020