This column looks at three ways to use
ChatGPT-4o with Excel.
Information management and technology assurance
6 Android phone features that boost productivity
This column looks at six phone features that can help with productivity and support better work/life balance.
‘Shift your tech strategy’: 3 keys to positive ROI
Business leaders are investing more than ever in new technologies, but the investment likely won’t pay off without a plan that aligns tech with business objectives.
Lessons from a CPA whose firm delivered a ‘textbook response’ to data breach
The owner of a CPA firm in Texas told attendees at an AICPA & CIMA ENGAGE 25 session on data security that the breach was one of the hardest things she had experienced in her career, yet she came out of it with clients still viewing her positively.
Insights from ENGAGE: Clever ways to improve your focus at work
Technology is responsible for creating decision fatigue, but a productivity expert shares how you can use those same technologies to reverse the impact and gain greater focus.
ENGAGE road trip: Simple directions for a smooth AI journey
On the surface, the number of sessions at AICPA & CIMA ENGAGE 25 that touch on artificial intelligence might seem intimidating to AI newcomers, but an AI workshop instructor explains why getting started is easier than you think.
5 advanced ways to use ChatGPT
This column offers 5 ways to take your ChatGPT skills to the next level.
Say bye to PivotTables with Excel’s new PIVOTBY function
This column introduces PIVOTBY, a new Excel function that may let you say bye-bye to PivotTables.
Agentic AI poised to change the way CPAs work
Find out what the next leap in the evolution of artificial intelligence is and how it may affect the way accountants do their job.
Real-life ways accountants are using AI
From mail automation to technical memos to data analysis and marketing, CPAs are transforming their work processes.
The ‘robot uprising’ and you: A CPA leader’s view on harnessing AI
An expert on artificial intelligence explains why the profession is well suited to deal with fast-moving technological changes despite saying, “Nobody can actually fully keep up.” Listen to the podcast episode or read the Q&A.
Professional liability Q&A: AI disclosure, retired-partner risk, and more
An author of the JofA’s Professional Liability Spotlight column explains why the answer to the question “Should I disclose my use of generative AI to clients?” isn’t simple. Listen to the podcast episode or read the Q&A.
Working smarter: 3 apps for CPAs
Expert panelists who will appear at AICPA & CIMA ENGAGE 25, June 9–12 in Las Vegas and live online, share top app recommendations across three main categories: productivity, training, and communication.
How CPAs can combat the rising threat of deepfake fraud
Faked, live video and audio of executives can fool employees and cost companies millions, but accountants can take steps to mitigate the risk.
Using Excel’s GROUPBY function as a PivotTable alternative
This month’s column introduces Excel’s GROUPBY function as a PivotTable alternative.
How to set up and use Microsoft SharePoint
This column demonstrates how to set up and use SharePoint as a cloud file storage and touches on other features.
How to use Excel’s AGGREGATE Function
This month’s column shows how to use the remarkably versatile AGGREGATE function in Excel.
How accountants can balance technology and critical thinking
Overreliance on technologies such as AI may cause problems, but CPAs can take steps to keep their thinking caps on.
The ROI of generative AI: It’s growing rapidly, CFOs say
Nearly 9 in 10 survey respondents believe artificial intelligence is providing a “very positive” return on investment, and even more express high levels of trust in the technologies.
Financial tracing: Show me the money
A forensic accounting expert details types of financial tracing and explains why human skills remain important even as technology speeds up some tasks. Listen to the podcast episode or read the Q&A.
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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.