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A Better Way to Gauge Profitability

EXECUTIVE SUMMARY Return-on-equity (ROE) is the correct profit metric to evaluate the performance of a business. However, the primary emphasis on financial ratio analysis must be on operating performance. The “advanced” version of the DuPont model remedies the original model’s failure to cleanly separate the effects of operating and financing...

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How to use Excel’s UNIQUE Function

Excel’s UNIQUE function allows users to extract unique values from a dataset, making it easier to identify and remove duplicates.

Exploring Excel’s dynamic FILTER function

The FILTER function has all the filtering power of the venerable filter feature but can perform more tasks, including setting up automated filters and showing results where the user wants them to be shown.

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Be prepared for tax season early

Our expert tax report highlights the important issues that tax preparers and their clients need to address for the 2024 tax year. Stay informed and proactive with guidance on critical tax considerations before year-end.