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The hidden scrolls

Q: A colleague sent me an Excel 2013 workbook, but when I open it in Excel 2007, the scroll bars do not properly display. Is this a backward compatibility issue, and if so, is there a solution? A: Excel allows you to suppress the scroll bars in a given workbook;

Bringing in more clients

Networking and visibility are key to building any CPA firm. To establish their brand in the community, CPAs must find the business development approaches that best suit their individual style. The following steps will help them pave their own business development path:   Overcome the urge to be the worker

Several Windows 8.1 questions

I have received multiple questions concerning Windows 8.1, as follows. Don’t Get Me Started Q: How do I make Windows 8.1 boot directly to my Desktop view? A: To set the Desktop as your default view in Windows 8.1, right-click on any unused portion of your Taskbar, select Properties, and

Tag—you’re it!

Q: I overheard someone say that taking pictures with a smartphone is less secure than using a camera; do you have any idea what they might be talking about, and is this true? A: By default, when you take a picture (or record a video) using your smartphone, your camera

Future tech

Since publishing the November 2013 Tech Q&A topic “What’s Next,” (page 68) which discussed the future of smart glass, RFID, and 3-D printing technologies, I’ve received numerous requests for more technology predictions. Here are a few more promising technologies that you might want to keep an eye on. Coin. A

Going paperless, manually

Author’s tip: A few years ago I began downloading the product manuals for each new appliance and gadget I purchased, and I keep them in a folder named Product Manuals. For example, I have electronic PDF versions of all of the product manuals for all of my appliances, televisions, stereo

Seeing things from a different perspective

Q: I purchased an Epson EX7220 projector for our training room, and for convenience I set the projector up on the countertop alongside the classroom (as pictured below).   I hoped to use the built-in keystone tools to adjust the screen to the proper rectangular display. Unfortunately, the keystone slide

Excel: The power of mapping

CPAs often have to produce recurring reports, such as quarterly balance sheets, from datasets, such as trial balances. The process can be tedious and prone to error, but an Excel technique called mapping can show the way to better results. Learn more in this Technology Workshop.

Embracing the automated audit

Technology is changing the way audits are being performed, with greater access to data but also more data to sort through. Auditors can remain efficient and effective by employing applications designed to help automate some procedures.

Data security risk: You can take it anywhere

While no security program or security software can guarantee that data will never be lost or stolen, application of a few basic principles can help address mobile security risks and mitigate professional liability exposure.

Harnessing the power of the cloud

Cloud computing and increasingly powerful mobile devices are breaking down communication, data access, and market barriers for CPAs, but the breakthroughs also open the door to potential trouble. A panel of technology experts offers advice on how CPAs can make the most of technology while minimizing the risks.

The price is right

Q: My Excel workbook calculates the cost of hundreds of manufactured inventory items. We want to create an Excel formula that will automatically set the sales price at three times cost, with the sales price ending in 99 cents. Further, these manufactured items are packaged nine to a box, and

LinkedIn job-hunting tips

Q: I am searching for a job, and several friends have recommended that I use LinkedIn to help with this endeavor. Based on their advice, I’ve updated my profile and searched LinkedIn’s job postings, but is there more that I could be doing with LinkedIn? A: Searching LinkedIn’s job postings

Boot-proof your email

Q: I open email messages as they arrive to determine how important they are, and if they are less important, I simply leave them open and respond to them later. However, my computer sometimes reboots automatically after installing updates, thereby closing all of my open email messages. When this happens,

Kick-start your computer

Q: My computer takes almost four minutes to start up. How can I make it start faster? A: You can take several measures to make your computer start faster. My first tip would be to buy a new Windows 8 computer with a solid-state drive (SSD). I have two such

Five apps for CPAs

For all but the most tech-averse souls, smartphones and tablets have become an integral part of CPAs’ daily lives. This development can be attributed in large part to the quality of the applications available for mobile devices. Here are five apps that will help CPAs take their mobile productivity to

Restore time

Q: Help, I removed the clock and date display from my Windows 8 System Tray, but I can’t figure out how to get it back. A: It is easier to remove the Clock and Date applet than to restore it because you can right-click on the app to hide it,

Six cybersecurity basics

The steady barrage of headlines about cybersecurity underscores a topic viewed with wary eyes by many executives, board members, and investors. Employees may have access to sensitive data through smartphones that they carry everywhere. Globalization has increased the geographic reach of companies – making them visible to ever more hackers.

Auditors have important role in cybersecurity

The steady stream of headlines about data breaches has the business community and regulators on high alert with regard to cybersecurity. An online PwC survey of global executives and IT directors conducted early in 2013 found that detected cybersecurity incidents rose 25% over the previous year. And 31% of executives

Internal auditors racing to keep pace with technology

Internal auditors have a strong desire to know more about emerging technologies and improve the way they use technology to perform their duties, a new survey shows. Mobile applications and social media are among the top areas of technical knowledge that internal auditors most need to improve, according to a

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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.