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Using Excel’s REGEX functions to clean accounting data faster
1+ mon, 1+ week ago (349+ words) Excel for Microsoft 365 includes REGEX functions that can dramatically simplify many common accounting data-cleaning tasks....
Right-sizing risk management
1+ mon, 1+ week ago (522+ words) Review practical tips for small firms and sole practitioners to right-size the building blocks of risk management: acceptance, billing, communication, documentation, and engagement letters — to help avoid disputes and malpractice claims....
What AI agents mean for CPA firms
1+ mon, 1+ week ago (94+ words) David Yue, Co-Founder & CEO, AccordanceAccordance was founded by AI researchers-turned students-of-practitioners who dedicated their first years to...
What small firm CPAs need to know
1+ mon, 1+ week ago (543+ words) The inaugural Small Firm Q&A explores tactics to manage audit services and increased compliance requirements, practices that make peer review and tax practice more manageable, and steps to consider before solo practitioners’ transition into retirement....
Adding externships to attract more talent
1+ mon, 1+ week ago (674+ words) Learn how one firm has taken a new approach to reach students earlier and expand its recruiting pool....
Real-life ways small firms use AI
1+ mon, 1+ week ago (1371+ words) Learn how four practices with fewer than 10 employees deploy artificial intelligence to expand capacity, do faster research, and more....
How to set up an effective internship program
1+ mon, 1+ week ago (1013+ words) Learn what practitioners can do to attract stronger internship candidates and build a robust on-ramp for long-term accounting careers....
Data governance: How finance builds trust in the numbers
1+ mon, 1+ week ago (736+ words) Learn five steps finance can follow to set clear rules, so everybody uses the same trustworthy information....
How to use the SCAN function to replace running totals in Excel
2+ mon, 1+ week ago (138+ words) Excel’s SCAN function provides a dynamic alternative that calculates running totals without copying formulas....
AI-powered hacking in accounting: ‘No one is safe’
11+ mon, 1+ week ago (1668+ words) Artificial intelligence is producing scary good cyberattacks, but CPAs can take steps to lower their risk of being a victim. Once upon a time, in the early 2000s, cyberattacks were like ghost stories for the corporate world. They were chilling to…...
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