The 2020s: A decade of change
CPA firms will be challenged by changes in technology and demographics over the next 10 years. In this video, three CPA firm leaders talk about how firms can meet these challenges.
Information Management and Technology Assurance
Switch to virtual client meetings amid coronavirus fears
CPAs who run virtual firms share their top tips for educating clients about online meetings and holding successful virtual meetings.
Sprint your way to a digital future
Today’s rapid rate of change makes detailed multiyear digital transformation plans difficult, says Dan Griffiths, CPA, CGMA. A better approach is to set a long-term vision, then plan and execute it in two-week sprints.
Top cyberthreats targeting accounting firms
An expert outlines three of the top external cyberthreats accounting firms face and provides pointers on how to reduce a firm’s risk of becoming a victim.
Tech tips for firms responding to coronavirus
A CPA firm’s IT director shares advice for organizations to assess and set up longer-term remote work in the wake of coronavirus concerns.
What to do if staff can’t make it to the office
As the coronavirus pandemic leads to staff scattering, here is expert advice on what firms can do to make remote working work.
Sort by color to group highlighted cells in Excel
Highlighting cells with different colors can help you quickly identify information in a spreadsheet. Excel also lets you sort by color to easily group all the information you’ve highlighted with a given color. Learn how.
How technology will change staffing needs
With the growth in emerging technologies, CPA firms will start hiring business analysts and data scientists, explains Donny Shimamoto, CPA/CITP, CGMA, founder and managing director of Intraprise TechKnowlogies LLC.
Power BI: An analytical view
Data visualization applications such as Microsoft’s Power BI and Tableau can unlock the value of data. This article explores how Power BI works.
Keeping up with deadlines using a dynamic spreadsheet
Microsoft Excel can keep track of deadline information in several ways.
The IF function mastered
Once you master the IF function, you will wonder how you ever lived without it.
Invite success with Eventbrite, Paperless Post
A monthly look at applications, gadgets, and other technology that can improve a CPA’s job and life.
5 quick tips to improve your Google game
Searching the internet has become an everyday aspect of our lives. Here are five tips that could benefit even an advanced searcher.
Excel vs. Tableau: See your data differently
This article compares the data visualization program Tableau to Excel, examines their relative strengths, and provides a simple walk-through on how to use Tableau.
More businesses using AI as tools emerge
New tools offer the promise of making automated machine learning available to organizations that don’t have AI or data analytics experts readily available.
Open source information and forensic accountants
Veteran investigator Cynthia Hetherington offers practical tips and guidance on how forensic accountants can use the open source information found on the internet to make themselves smarter, better investigators while staying within privacy laws.
Excel video walk-through: Sparklines
See how to add a little color and direction to your Excel worksheets.
Use Excel’s Flash Fill to automatically fill in data quickly
How to use Excel’s Flash Fill feature, including a keyboard shortcut for both Windows and Excel for Mac.
Get started teaching blockchain
Experts offer best practices for helping students and faculty get up to speed.
Excel video walk-through: Icon sets
Add some graphic flair to your spreadsheets with this quick and easy spreadsheet tip.
