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.

SPONSORED REPORT

2019 State of Financial Reporting Survey

We surveyed nearly 600 finance and accounting professionals on their month-end close and reporting processes. See the results.

VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.