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Information management and technology assurance

Excel: The right format is the wrong format

I can’t figure out why the decimals and commas in my Excel-based cash flow statement (using the “Accounting Format”) don’t line up properly. What’s going on?

Expanding your app-titude

A monthly look at apps and websites that can make the CPA’s job and life better. This month: Trello, Wrike, and Slack.

PowerPoint: Advice for sabotaging your slideshow

It seems some people love to sabotage their own PowerPoint presentations. To help those folks out, here are my top suggestions for ensuring that your next PowerPoint slideshow is a complete disaster.

Tech Q&A updates

Three updates on recent Technology Q&A items.

CPAs contend with tax ID theft

A majority of CPAs surveyed say this scourge affects their practices and is often difficult to resolve.

Expanding your app-titude

Protect your data with TunnelBear VPN … Easy Group opens the door to more efficient texting

Powerpoint: Explode your list into slides

Q. Sometimes I create a bulleted list in PowerPoint and later decide I want to convert each bulleted list item into separate PowerPoint slides. Is this possible?

Controlling your data

CPA firms can be a treasure-trove of information for cybercriminals. Here are tips on how to protect your firm.

Four-thought: Good ideas

From J. Carlton Collins, CPA: Presented below are four ideas I hope you will embrace.

The next frontier in data analytics

Technological advancements have made acquiring data analytics skills an imperative for CPAs as they strive to provide value to their organizations and firms.

Excel: This forecast was bound to happen

Excel 2016 provides a new tool called Forecast Sheet that automatically calculates and plots your upper and lower forecast boundaries based on your desired level of confidence.

Expanding your app-titude

Wappwolf adds automation to the cloud equation … See the digital signals around you with Architecture of Radio

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Tools for finding CAS clients

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.

From The Tax Adviser

February 28, 2026

CPA firm M&A tax issues

February 18, 2026

Why LIFO, why now?

February 10, 2026

Navigating safe-harbor rules for solar and wind Sec. 48E facilities

January 31, 2026

Trust distributions in kind and the Sec. 643(e)(3) election