This month’s column shows how you can use Microsoft Excel’s View features to more easily
navigate big datasets.
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TOPICS
Information management and technology assurance
Building a better firm: How to pick the proper technology
Automation and other technologies are essential for business model modernization. Experts offer tips on choosing the right tech.
AI-powered hacking in accounting: ‘No one is safe’
Artificial intelligence is producing scary good cyberattacks, but CPAs can take steps to lower their risk of being a victim.
How BI and analytics enhance management accountants’ partnering role
Business intelligence and analytics tools are no longer optional to deliver real-time insights and support agile business decisions.
‘We’re still the thinkers’ — a reminder for tax pros in the AI era
Tax expert Annette Nellen highlights several tax provisions in the new budget law and why that law will be the main topic of conversation at the AICPA & CIMA National Tax Conference in November. Listen to the podcast episode or read the Q&A.
Incorporating prompt engineering into the accounting curriculum
It is imperative that accountants learn how to write effective instructions for generative AI applications like ChatGPT.
Create a dynamic to-do list with Excel’s checkboxes
Checkboxes can help you create interactive to-do lists and other types of lists that track progress.
Another way to manage authentication texts
Q. How can I manage multifactor authentication for text messages when I don’t want my staff to rely on my mobile device or use theirs? A. The most common method of multifactor authentication (MFA) involves using a text message. However, I don’t want the text message sent to my phone in case
2025 tax software survey
CPAs rate their return preparation software’s performance during this year’s tax season.
Take a bold leap instead of a tentative step
A profession leader discusses remote work, AI’s role in accounting, and how journaling and summer breaks help her stay grounded. Listen to the podcast episode or read the Q&A.
Calculating AI’s impact on CPAs: New study quantifies time savings
Researchers determine the real difference that generative AI can have on the average accountant in terms of time spent on routine data entry versus time available for client support and billable hours.
The power of a digital detox and the value of committee volunteering
The first installment of a three-episode podcast road trip features an in-person discussion with a CPA who has learned to prioritize unplugging while on vacation. Listen to the episode or read the Q&A with Iowa’s Carrie Kruse, CPA, CGMA.
Intelligent process automation (IPA) pre-implementation planning guidelines
This framework helps firms and finance departments align strategies, optimize processes, and get ready for deploying IPA.
Accounting automation’s intelligent future
Unlike robotic process automation, intelligent process automation has advanced AI that can assist with judgments previously only CPAs could handle.
Quickly clean data with Excel’s TRIMRANGE and trim references
The TRIMRANGE function eliminates blank rows or columns from the boundaries of a specified range. This can be helpful when importing data from external sources, which can result in inconsistent formatting.
Optimize your meeting calendar in Outlook
Microsoft Outlook has several features that make it easier to schedule
meetings and help you manage and share your calendar more efficiently.
Overworked or overwhelmed? The two sides of technology
Productivity is lacking in the workplace, according to a Microsoft survey, with technology posing both as the problem and the solution.
3 ways to use ChatGPT-4o with Excel
This column looks at three ways to use
ChatGPT-4o with Excel.
6 Android phone features that boost productivity
This column looks at six phone features that can help with productivity and support better work/life balance.
‘Shift your tech strategy’: 3 keys to positive ROI
Business leaders are investing more than ever in new technologies, but the investment likely won’t pay off without a plan that aligns tech with business objectives.
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FROM THIS MONTH'S ISSUE
Accountancy in America: Meeting the moment for 250 years
As the United States celebrates its semiquincentennial, explore the history of the accountancy profession’s essential role in the U.S. economy.
