Creating a data-entry form in Excel
The use of a data-entry form makes data entry faster and more efficient because you don’t have to go to multiple different cells to enter data, row by row.
Information Management and Technology Assurance
Technology lessons from the pandemic — and beyond
The upheaval of the coronavirus crisis caused the accounting profession to turn to technology like never before. Our technology roundtable discusses what was learned — and what the future holds.
Ergonomics for the home office
The human connection can be difficult to accomplish remotely, but the right workspace can ease some of the challenges and ensure you are at your best.
View and edit 2 worksheets in the same workbook side by side
How to view and edit two worksheets from the same Excel workbook side-by-side.
A 5-step plan for adding new tech amid COVID-19
While months of testing may not be possible right now, there are still ways to optimize your team members’ experience with new technology.
Do-it-yourself accounting automations
Accounting automation is no longer limited to companies with developers capable of connecting applications with APIs.
Reaching the SUMIF
The SUMIF function provides a quick and simple way to create a sum based on a specific criterion, such as the type of audit.
A world without passwords?
Some new technologies are starting to chip away at replacing the password. Let’s look at a few.
The technology — and human — lessons of COVID-19
Our ninth annual accounting technology roundtable examines what the coronavirus crisis has revealed about accountants, their employers, and the technologies essential to remote work and life.
A passion for quality and skill development
Tracey Golden, CPA, CGMA, is focused on evolving the CPA profession, lifelong learning, and quality in her year as chairman of the AICPA board.
Data security tips to help weather a pandemic
Finance professionals should keep their guard up against cybercriminals exploiting coronavirus concerns.
AI to bring big changes to CPA firms
Technology and access to a large volume of data may shift CPAs out of day-to-day numbers crunching and into advisory roles, says Donny Shimamoto, CPA/CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC.
Perceptions about analytics-aided audit quality
Audit firms are increasingly performing audits using data and analytics tools and techniques and have invested substantial resources in recent years into new technologies. However, auditors have expressed concerns about how external reviewers will scrutinize these approaches.
Use Excel’s AutoSum button to add up rows and columns with just one click
Want to quickly add up rows or columns of data in your gradebook (or elsewhere)? The AutoSum function makes it easy.
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.
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.
