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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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The IF function mastered

Once you master the IF function, you will wonder how you ever lived without it.

Excel vs. Tableau: See your data differently

This article compares the data visualization program Tableau to Excel, examines their relative strengths, and provides a simple walk-through on how to use Tableau.

The easy way to join text in Excel

If you have Excel 2019 or Excel 365, you can use the function TEXTJOIN to quickly join text in one cell and separate the text with any delimiter, even if you have many rows or columns of data to join.

2 simple ways to visualize data

Supplementing spreadsheet data with visual representation aids the user in identifying trends and patterns that may not be evident otherwise.

A quick tip for breaking links in Excel

This action will remove all links from your workbook but leave your formulas intact so your recipients can still edit the data to produce “what-if ” scenarios for deeper analysis.

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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.