Accounting technology news and resources

TOPICS

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

A passion for quality and skill development

Tracey Golden, CPA, CGMA, is focused on evolving the CPA profession, lifelong learning, and quality in her year as chairman of the AICPA board.

May 15, 2020

Data security tips to help weather a pandemic

Finance professionals should keep their guard up against cybercriminals exploiting coronavirus concerns.

April 22, 2020

Perceptions about analytics-aided audit quality

Audit firms are increasingly performing audits using data and analytics tools and techniques and have invested substantial resources in recent years into new technologies. However, auditors have expressed concerns about how external reviewers will scrutinize these approaches.

April 14, 2020

Use Excel’s AutoSum button to add up rows and columns with just one click

Want to quickly add up rows or columns of data in your gradebook (or elsewhere)? The AutoSum function makes it easy.

March 20, 2020

Switch to virtual client meetings amid coronavirus fears

CPAs who run virtual firms share their top tips for educating clients about online meetings and holding successful virtual meetings.

March 16, 2020

Top cyberthreats targeting accounting firms

An expert outlines three of the top external cyberthreats accounting firms face and provides pointers on how to reduce a firm’s risk of becoming a victim.

March 13, 2020

Tech tips for firms responding to coronavirus

A CPA firm’s IT director shares advice for organizations to assess and set up longer-term remote work in the wake of coronavirus concerns.

March 13, 2020

What to do if staff can’t make it to the office

As the coronavirus pandemic leads to staff scattering, here is expert advice on what firms can do to make remote working work.

March 10, 2020

Sort by color to group highlighted cells in Excel

Highlighting cells with different colors can help you quickly identify information in a spreadsheet. Excel also lets you sort by color to easily group all the information you’ve highlighted with a given color. Learn how.

March 1, 2020

Keeping up with deadlines using a dynamic spreadsheet

Microsoft Excel can keep track of deadline information in several ways.

March 1, 2020

Power BI: An analytical view

Data visualization applications such as Microsoft’s Power BI and Tableau can unlock the value of data. This article explores how Power BI works.

March 1, 2020

5 quick tips to improve your Google game

Searching the internet has become an everyday aspect of our lives. Here are five tips that could benefit even an advanced searcher.

March 1, 2020

The IF function mastered

Once you master the IF function, you will wonder how you ever lived without it.

March 1, 2020

Invite success with Eventbrite, Paperless Post

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

FROM THIS MONTH'S ISSUE

4 ways solo practitioners can stand out

Five years ago, a grieving Angel Zhen started his own CPA firm with no clients and no revenue. Today, he has 300 clients, $600,000 in revenue and 12 weeks of annual vacation. In this JofA article, he shares how he set up his firm and how you could do the same.