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Information management and technology assurance

Excel: Keyboarding for speed

With speed in mind, here are a few of my favorite Excel keyboard commands. How many do you already know?

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.

SPONSORED REPORT

Agentic accounting has arrived: What’s hype and what’s real?

Artificial intelligence (AI) is moving beyond chatbots and into accounting workflows. A new generation of agentic AI tools can plan, execute, and adapt as they complete tasks, raising expectations for what automation can do inside firms and finance departments. What can agentic AI realistically do today and what challenges are there in its implementation? Find out in this Journal of Accountancy sponsored report.

From The Tax Adviser

August 31, 2026

What today’s clients expect from their CPA and how firms are responding

August 31, 2026

2026 tax software survey

August 31, 2026

A risk framework for AI use in tax administration and preparation

July 31, 2026

Current developments in S corporations