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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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May 1, 2023

Apply the same formatting to an entire Excel workbook

Applying the same formatting to each sheet
in an Excel workbook is ideal when each of your
sheets is set up the same, but it can be helpful in
other circumstances as well.

May 1, 2023

AutoFormat tables in Excel

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

May 1, 2023

Digital documentation: Avoiding a business deduction disallowance

Common taxpayer lapses of substantiation can be remedied with a little awareness and versatile digital recordkeeping apps.

May 1, 2023

The promise and peril of ChatGPT

Early adopters are finding uses for ChatGPT in accounting, but the chatbot raises concerns about security and accuracy.

May 1, 2023

Increase capacity with automation

Firms should consider costs and risks to prioritize
automating repetitive tasks, panelists in our
technology roundtable suggest.

May 1, 2023

Fill blank cells in Excel

Learn how to fill blank cells in Excel.

April 7, 2023

Build ChatGPT into Excel

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

March 30, 2023

Make the documentation process more efficient with Scribe

Scribe is a combination of screen recorder and documentation writer and can help build a step-by-step guide with actions and zoomed screenshots of what you typed or clicked on.

March 16, 2023

Cultivating tech talent: A CPA firm leader’s elementary approach

The CEO of a top 100 CPA firm shares more about her unconventional journey to becoming a CPA and why she seeks out unconventional talent in this podcast episode with transcript.

March 15, 2023

SEC proposals target cybersecurity

Proposals would expand who must report on cybersecurity and data breaches, as well as what they must report.

March 15, 2023

3 trends that will reshape accounting and finance in 2023

The chief accounting officer of Workday shares on technology and talent strategy, zero-day close, and accounting’s role in driving value creation.

March 8, 2023

How to increase your students’ digital acumen

Prepare students to make a bigger impact through technology.

March 1, 2023

Improve audit sampling efficiency with Excel’s Solver tool

Artificial intelligence capability can significantly reduce the time and effort auditors devote to sampling estimation tasks.

March 1, 2023

Quick Excel tips for accountants

This article offers a few quick Excel tips for varying levels of proficiency.

March 1, 2023

Outlook flags and rules

This article discusses two simple tools available in Outlook desktop and Outlook online.

February 3, 2023

Digital assets in danger: How to guard against hackers

An expert on cybersecurity details the current threat landscape related to digital assets and shares advice on protecting digital assets in this podcast episode with transcript.

February 1, 2023

Convert dates using Arabic numerals to dates with Roman numerals

If you have several dates written with Arabic numerals, there are steps to convert them all to Roman numerals.

February 1, 2023

From numbers to narrative: How CPAs can tell stories with data

Become a better adviser to colleagues and clients by strengthening your data storytelling skills.

February 1, 2023

Update AutoRecover setting in Microsoft Excel

By default, AutoRecover is set to save every 10 minutes, but you can set it to save more often.

January 30, 2023

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.