Defining the requirements and the measure of success is the first step in a successful technology overhaul, according to Steve Palomino, CPA/CITP, CGMA.
Information management and technology assurance
Microsoft Excel: An Excel Camera trick for overlaying sparklines
How to use Excel’s Camera tool to achieve the effect of multiple chart types.
Microsoft Excel: How to use Scenario Manager
How to use Microsoft Excel’s built-in Scenario Manager tool.
After investigation, SEC issues cyberfraud alert
The Securities and Exchange Commission cautioned public companies to be on the lookout for a class of cyber-related fraud called “business email compromise.”
What CPAs should know about machine learning vs. deep learning
This article looks at two subsets of artificial intelligence that could have an impact on the way accounting professionals do their jobs.
Tips and ideas for teaching Excel
Excel skills are an essential part of the accounting curriculum, but they’re not always the easiest topic to teach.
Web-based tools: How to get a free home appraisal online
The real estate website Zillow provides a tool that allows homeowners to unofficially appraise their home’s value.
Better virtual meetings
Tips can help far-flung participants interact successfully.
Cutting down on schedule headaches
A monthly look at apps and websites that can make the CPA’s job and life better.
Microsoft Excel: How to insert an image into a cell
How to insert an image into an Excel cell.
Shore up your data breach detection skills
This infographic shows how data breaches can be a serious problem for CPAs.
Remote meetings: Google hits grand ‘jam’ with innovative whiteboard
The Jamboard, a 55-inch digital whiteboard on wheels with 4K ultrahigh-definition display, can sync to other Jamboards throughout the world, allowing remote attendees to interact in a more meaningful way.
Ask the expert: Technology
For the past 30 years, Chandra Bhansali’s passion has been to find innovative ways for accountants to benefit from emerging technologies.
Internet privacy: Do this to download your Facebook data
You can download much of your Facebook data, or a portion of those data.
The required step before AI and blockchain
Here are a few things to look for when selecting cloud accounting software that will provide you and your clients the most value.
How cybercriminals prey on victims of natural disasters
Natural disasters such as Hurricane Florence provide cybercriminals with an opportunity to cause further misery for victims and businesses that already are under siege.
What to tell your students about AI
Try these tips and topics for discussing technology in class.
Quick quiz: Test your cloud knowledge
Q. Who was the first person to download data from the cloud to a tablet?
2018 tax software survey
Our annual survey breaks down how CPA tax preparers rate their tax preparation software’s performance during the challenge of the last tax season. This year, we also look ahead to the sweeping changes in tax law.
Microsoft Excel: Including an ‘&’ in headers and footers
In Excel’s custom headers and footers box, the ampersand character (&) is used as a marker to indicate that a special formatting code follows.
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How to find the right CAS clients
The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.
