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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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October 18, 2021

Creating the right visuals for your data

Two leading figures in the field of data visualization explain how CPAs can best use visual depictions of numbers and how history’s “heroes of visual thinking” transformed numbers into images that carry ideas and meaning.

October 12, 2021

The Excel Advanced Filter function gives you flexibility

Advanced Filter allows you to generate a unique list of items and extract those items to another place in your worksheet or workbook.

October 1, 2021

Cleaning and joining data using Excel’s Power Query

This month’s column shows how to clean and join data using Excel’s Power Query.

October 1, 2021

Don’t get victimized by a cybercriminal

CPAs must create data security protocols and implement and follow them consistently to help reduce the risk of a cyber incident.

September 15, 2021

How to use COSO to implement and scale AI projects

The COSO enterprise risk management framework can help leaders manage risks associated with their AI strategies.

September 14, 2021

How Excel COUNTIF function saves time when analyzing final grades

When analyzing grades (especially for a large class) the COUNTIF function in Excel can be extremely helpful.

September 1, 2021

2021 tax software survey: Shares of respondents and product and company information

Bonus: The percentages for all 13 products, including a breakdown of their usage among firms ranked by ranges of numbers of preparers, in the 2021 tax software survey.

September 1, 2021

Add Favorites to the Ribbon

You can add all your favorite or frequently used Excel features in one tab on your Ribbon.

September 1, 2021

Print comments and notes in one place

It is very simple to view and print all the notes and
comments within an Excel worksheet in one place.

September 1, 2021

Helping clients before a cyberattack

CPAs play critical roles in helping companies prepare for online attacks.

September 1, 2021

2021 tax software survey

See how the brands compare in CPAs’ annual assessment of their tax preparation programs.

September 1, 2021

A take on cryptoasset transactions, investments, and risk

CFOs need to gain perspective on how to handle the accounting, tax, internal control, and risk management challenges of cryptoasset transactions.

August 10, 2021

Edit PDF documents in Word to save time

Did you know that you can edit PDF documents in Microsoft Word? Simply open a PDF document in Word.

August 1, 2021

4 tips for optimizing Outlook

Here are four tips for making the most efficient use of Outlook. These are based on the online version of Outlook.

August 1, 2021

Ask the expert: What is an API?

Calvin Leong helps firms understand what APIs are available at Thomson Reuters and how to use them.

July 28, 2021

COSO provides guidance on application of ERM to cloud computing

New guidance from the Committee of Sponsoring Organizations of the Treadway Commission (COSO), provides a detailed road map for incorporating cloud computing into an organization’s enterprise risk management.

July 27, 2021

Why CPA firms need to know about restricted top-level web domains

New top-level web domains, such as .cpa, are one way for firms to modernize their digital front door. Here’s what you need to know about these new top-level domains (TLDs) and why you may want to consider using them.

July 15, 2021

NFTs come with big valuation challenges

Nonfungible token sales have commanded eye-popping prices in the past year, leaving CPAs with many questions related to valuation of these digital assets.

July 13, 2021