Learning Excel isn’t an option anymore. It seems like everyone is using it these days. Finance and accounting folks have been using it for years, but now it’s simply a basic part of every day life in the office. Yet an astonishing number of people still don’t know how to perform basic functions in Excel, […]

In this final installment of our Excel series we’re going to talk about advanced Excel skills you should know. Because these are a bit more advanced we won’t go into them in detail. These are the kinds of skills that online courses were created for. Instead, we’re going to briefly discuss each one, explaining what […]

From time to time we all wish there were more days in the week. Many of us can never find the time we need to get everything marked off our to-do list. But by improving our productivity, we can cut down on wasted hours and maybe finish our to-do list – or maybe even take […]

It might be. The state of California just joined a handful of other states in making it illegal for employers to ask job applicants about their prior salaries. AB 168, also known as the Salary Privacy bill, was signed by Governor Jerry Brown on Thursday, October 12th but it doesn’t go into effect until  January 1, […]

3 Quick Best Practices for Tracking and Reporting Your CPE CPE tracking and reporting is a well known challenge to those who have to deal with it. Year after year you need to get your continuing education credit and painstakingly keep every bit of proof and report on it at the appointed time. That’s a […]

Finance and accounting professionals frequently build separate reporting worksheets for each month of the year, which make consolidated reporting difficult and can be cumbersome to revise. That’s why many finance and accounting departments turn to financial reporting automation. Not only does it make consolidated reporting easier, it provides additional benefits like improved accuracy and faster […]

We’re a little over a month away from the January 1, 2018, effective date (for calendar-year-end companies) for the new revenue recognition standard. Financial Accounting Standards Board issued Accounting Standards Update No. 2014-09 codifying ASC 606, Revenue from Contracts with Customers, back in 2014, around the same time that the International Accounting Standards Board issued International Financial Reporting Standards […]

At this time of year many folks are starting to wind up or wind down. Winding up comes from those with 12/31 fiscal year-ends who are preparing to close the year, do annual reporting, and get that annual plan in place before the new year actually starts. Just kidding, no one gets that done on […]

One of the most underrated tools in Microsoft Excel is the Macro. People who know how to use Macros can tell you how much time they save – but too many people have no idea how to get started with Macros.  What is a Macro?  Let’s keep it as simple as possible. An Excel Macro […]

Let’s face it; Excel spreadsheets can be pretty bland – or worse, downright hard to read. We’ve all been given a spreadsheet that was messy and confusing. We have to either struggle to read it or go in to edit it ourselves. You don’t want to be the person submitting that kind of report, so […]