Information Management

Basic Excel time-saving tips

This column offers tips on features, shortcuts, and tools that can save time, improve the integrity of workbooks, and simplify data analysis.

Scanning the scanner market

Q: I’ve finally decided to break down, buy an inexpensive scanner, and go paperless; what type of scanner should I get?

How small businesses can keep data secure

Lisa Traina, CPA/CITP, CGMA, president and owner of information technology security firm Traina & Associates, suggests ways for organizations with limited IT budgets to keep their data secure.

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.

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Get your clients ready for tax season

These year-end tax planning strategies address recent tax law changes enacted to help taxpayers deal with the pandemic, such as tax credits for sick leave and family leave and new rules for retirement plan distributions, as well as techniques for putting your clients in the best possible tax position.

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Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.