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A Handy Guide for Creating Custom Headers and Footers

Q: A colleague showed me how to add the path and file name to an Excel spreadsheet, and that’s real handy. But the Header screen (see screenshot below) leaves much to be desired: It doesn’t tell what each of those 10 icons does. Sure, I can figure it out from

Design a Personal Paper Calendar in Outlook

Q: When I’m not at my computer, I experience what I call calendar withdrawal. Sure, I could carry a little pocket paper calendar, but then I’d have to keep it synced with Outlook. No, thank you. And unlike our president, I’m not about to go high-tech with a data phone.

Beware: The Save AutoRecover Info Option Does Not Save Permanently

Q: I run XP and Office 2003, and I was rummaging through the Options menu (click on Tools, Options), and in the Save tab I came across an option to Save AutoRecover info every:. And then it gives you the choice of how frequently you want it to save. Huh?

Client Communication After an M&A Deal – Sample Client Letters

The letters you send to clients announcing a merger or acquisition should reassure in order to retain. These samples suggest what to say to clients of the predecessor and successor firms: Letter to Clients of the Predecessor Firm Dear [client]: We are pleased to announce our forthcoming merger with ABC

Simplify and Improve Your Office System

Talk about pressure—and not just in tax season. Keeping office computer systems up and running in small and medium CPA firms is an enormous and unending responsibility. Without reliable computing and communication capabilities, your staff, your clients and your business are dead in the water. To mitigate the risk of

Security Issues Top List of Technology Concerns

Considering the fact that much of the data used by CPAs is personal information, it’s no surprise that security issues top their list of concerns when it comes to technology, according to the AICPA’s 20th annual Top Technology Initiatives survey. For the seventh consecutive year, participants rated “information security management”

Excel Can Print an Entire File Even With a Mix of Worksheet Orientations

Some of the worksheets in my Excel files are in landscape orientation and some are portrait. To maintain the orientations when I print the entire file, I print each worksheet separately, which is time-consuming. Is there some way to do the task in one print order? Obviously you never tried

Discover the Power and Convenience of Office Clipboard

When I copy something in Word, say, with Ctrl+C, and then move on to edit and even copy material in some other part of my document, is there a way to retrieve the snippets I copied for later use? Absolutely. The tool you need to exploit is the Office Clipboard,

How to Recognize a Safe Program Update Invitation

When I boot up my Windows XP computer, I keep getting a pop-up above my system tray that says: Updates are ready for your computer. Click here to install these updates. How do I know this is not some kind of virus? There is no indication who is sending them.

A Path to Financial Stability

A sound business strategy is important no matter what the state of the economy. As you work with clients to determine the best methods of surviving the recession, be sure to discuss the following critical points for seizing opportunities to refocus, contain expenses and reassure customers.  Take a fresh look

Inventory Your Keyboard Shortcuts and Clear Out the Useless Ones

Help! Something happened to my shortcut keys in Word. They got all botched up. I know how to reset them, so that’s not my question. But what I discovered when I started to reset them was that I have way more shortcuts than I thought I had— and for tasks

Engage the Option: Click Inside a Word to Select the Entire Word

When I used Word 2003, I could italicize a whole word by putting the cursor anywhere in the word and then pressing Ctrl+I. But when I do that in Word 2007, nothing happens. What’s up? Word 2007 can do it, but you have to tell it to. Here’s how: Click

A Fast Way to Launch an E-mail

There are a handful of people I communicate with by e-mail a half-dozen times a day. Each time I want to send them a note I have to set up a new e-mail and either click for their address or type it in. There has to be a better, faster

Keeping It Together

Retirement, health issues for an owner, the desire to grow—all of these are reasons firms engage in mergers or acquisitions. Most firms decide to merge or acquire only after considerable analysis of financial and professional outcomes. Last month we gave general advice for ensuring a merger or acquisition goes smoothly.

Proposed Changes to Privacy, Security Guidance Available

The AICPA released two proposals that would alter guidance for CPAs providing attestation services, advisory services or both that address IT-enabled systems including electronic commerce systems and privacy programs.             The guidance relates to providing services with respect to system security, availability, processing integrity, confidentiality and privacy.             The AICPA

Out, Out Nasty Ins Key

I can’t tell you how many times I accidentally pressed the Insert (Ins) key and innocently typed over a complex paragraph that I worked on for more than an hour. Thanks for the blessed Ctrl+Z keystrokes, which undid my accidental erasures. Isn’t it about time the Insert key was removed

Excel Shortcuts

Ctrl+1: Displays the Format Cells dialog box. Ctrl+2: Applies or removes bold formatting. Ctrl+3: Applies or removes italic formatting. Ctrl+4: Applies or removes underlining. Ctrl+5: Applies or removes strikethrough. Ctrl+6: Alternates between hiding objects, displaying objects and displaying placeholders for objects. Ctrl+7: Displays or hides the Standard toolbar. Ctrl+8: Displays

One-Size Security Doesn’t Fit All

“Protect Your Wireless Network—And Your Business” (Nov. 08, page 88) suggested a number of steps to protect wireless networks from outside monitoring and other unauthorized access. As an international consultant and a contributing editor for Wiley’s Computer Security Handbook, 5th Edition, I differ with some of the recommended measures. Several measures

Change the Way Dates Appear in a Document

I know the shortcut for entering a date in Word is Alt+Shift+D, but I don’t know how to change the way the date is displayed. I want the date format to be March 19, 2009, not 3/19/09. You can change the default by clicking on Insert, Date and Time, which

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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.