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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 the Excel Camera tool

You can use Excel’s Camera tool to add images of Excel tables, charts, ranges, and single cells to your dashboard.

Creating a data-entry form in Excel

The use of a data-entry form makes data entry faster and more efficient because you don’t have to go to multiple different cells to enter data, row by row.

Reaching the SUMIF

The SUMIF function provides a quick and simple way to create a sum based on a specific criterion, such as the type of audit.

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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.