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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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Hear all about it: What’s in the December JofA

The JofA’s editor-in-chief highlights the news, features and advice that CPAs will find useful in the December issue of the magazine. Listen to the podcast or read the transcript.

Join text in Excel

This article offers four methods to join usernames to the @ symbol and domain.

Use Forms to collect client feedback

Surveys are great for collecting information from your clients, and using software to collect responses makes generating reports and metrics a breeze.

Collaboration with an Excel workbook

A share feature in Excel allows you to share your workbook and specify sections, tables, ranges, charts, or worksheets that need to be addressed or viewed by someone else.

AutoFormat tables in Excel

An AutoFormat option in Excel will format your
table and allow you to choose from several options.

Build ChatGPT into Excel

Many online resources demonstrate multiple codes or other ways to build ChatGPT into Excel and other applications.

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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.