Accounting technology news and resources

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May 1, 2019

A dozen Excel time-savers

I’ve compiled a list of a dozen Excel tricks that will help any CPA become more efficient and effective.

May 1, 2019

Discovering a better answer

Meet Bill Reeb, CPA/CITP, CGMA, the AICPA’s 2019–2020 chair.

May 1, 2019

Software offers ‘Fresh’ approach to small business invoicing

FreshBooks is a basic bookkeeping software package that specializes in providing invoices for very small businesses and freelancers. Launched in 2004, FreshBooks today offers cloud-based bookkeeping tools to manage invoices, payments, and expenses, and also to provide minimal time management.

April 9, 2019

Help students embrace emerging technologies

Educators and practitioners play an important role in helping students succeed in the evolving profession.

March 25, 2019

The most important skill for CPAs — and machines

To succeed in the age of artificial intelligence (AI), CPAs must be taught new ways to learn and must learn why machine learning means they should be patient with AI. Find out more in Part 2 of our annual Accounting Technology Roundtable podcast.

March 18, 2019

What CPAs need to know to succeed in new tech age

The Paul Reveres of accounting have been on their horses for the past couple of years, crying out that technologies such as AI and blockchain are set to invade the profession. “The robots are coming! The robots are coming!” Very well, but what should CPAs be doing about it? Find out in Part 1 of our annual Accounting Technology Roundtable.

March 12, 2019

How faculty can learn emerging technologies

Try these strategies and tools to find the time to learn technology despite your busy schedule.

March 1, 2019

Dealing with subpoena requests for digital data

CPA firms should evaluate their record storage procedures and consider updating policies for electronically stored information.

March 1, 2019

New tax transcript practice

IRS changes are intended to better protect taxpayer data.

March 1, 2019

Microsoft Excel: 10 Excel shortcuts

Handy Excel shortcuts from Technology Q&A author J. Carlton Collins, CPA.

March 1, 2019

Microsoft Windows: Save time with these 6 Windows shortcuts

Six handy Windows shortcuts, from Technology Q&A author J. Carlton Collins, CPA.

March 1, 2019

Bob Glatz, CPA, CGMA

Getting ahead of the curve with data analytics and artificial intelligence can help accounting professionals succeed as trusted business advisers, according to Bob Glatz, CPA, CGMA.

February 4, 2019

Ways to ward off cyberthieves outside the office

Working outside the office can leave you open to invasions from hackers if your device or the Wi-Fi network you’re on is not secure.

February 1, 2019

Microsoft Office: Tips for Excel-based financial reports

When it comes to producing financial statements and reports in Excel, here are a few formatting rules that may help the reports appear more professional.

February 1, 2019

Microsoft Excel: Upgrade to the latest Excel features

The days of downloading and installing the prerelease beta version of Microsoft Excel are gone, but you can still install the latest prerelease beta features for free.

February 1, 2019

Finding out if one can prosper investing in loans

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

February 1, 2019

Ergonomics: Ideas for a more productive workspace

You may want to consider the ideas in the following ergonomics checklist, which I developed based on years of sitting at other people’s desks while installing accounting software.

February 1, 2019

Cryptocurrency gift strategies for not-for-profits

Not-for-profits should proceed carefully as they consider whether to accept gifts of virtual currency. And here’s how they should proceed if they do.

January 7, 2019

What CPAs need to know about 4 cryptoasset classes

This article breaks down cryptoassets into four categories.

January 1, 2019

Account management: Trading many passwords for one

Because password management can be such a daunting process, you might want to consider using a password management tool to help you manage and periodically update your passwords.