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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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Using ChatGPT with Excel

This month’s column explains how the new AI tool known as ChatGPT can help with challenging Excel tasks such as creating PivotTables and writing macros.

Using Advanced Filter in Excel

Learn how to filter data using wild cards and other complex criteria using Advanced Filter in Excel.

Change the case of text in Excel

You can change the case of a text string in Excel by using LOWER, UPPER, and PROPER, and they are all so simple to use.

Using 3D formulas in Excel

Using 3D formulas is a easy way to manage files than summing each individual spreadsheet tab.

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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.