News
Using Copilot in Microsoft Outlook
November 07, 2024
Many firms and finance functions require their accountants to use Microsoft Copilot instead of ChatGPT as their generative artificial intelligence tool. Here are some prompt ideas for using Copilot with Microsoft Outlook.
Data analytics in financial reporting: Enhancing decision-making in accounting
October 18, 2024
The increased use of data analytics (DA) across various industries has improved overall operations and business efficiency. For example, in the financial sector, the opportunities for accountants through the effective use of data analytics in financial reporting are massive. DA helps accountants make fast, informed decisions for their clients or companies.
4 Windows 11 features worth your time
October 17, 2024
This item from the Technology Q&A column in the October Journal of Accountancy introduces a quartet of cool features in Windows 11.
10 types of Excel charts for data visualization
October 10, 2024
This item from the Technology Q&A column in the October JofA features some of the most useful Excel charts, starting with the basic ones and moving to the more advanced.
10 tips to help avoid wire fraud scams
October 03, 2024
How can accounting firms and finance departments lower their risk of falling victim to a wire fraud scam? Find out 10 steps to take before, during, and after sending the money.
Podcast: The value of time with Lisa Griffith
October 03, 2024
In a recent Digital CPA podcast episode, CPA.com hosts Kacee Johnson and Kalil Merhib talk with Lisa Griffith of automation company Laurel about shifting from traditional billing to value-based approaches. Discover how artificial intelligence is transforming time management and boosting firms’ performance and profitability.
Using data to optimize marketing and sales strategies
September 30, 2024
Understanding customer acquisition cost, customer lifetime value, and their interdependent relationship is pivotal for strategic business planning. Learning to access and compute this data can lead to making better decisions about where to spend advertising money.
Podcast: Building digital readiness
September 26, 2024
In a recent episode of the Digital CPA podcast, CPA.com hosts Kacee Johnson and Kalil Merhib are joined by Digilence CEO Chad Osgood to explore the future of digital transformation in CPA firms.
Using ChatGPT-4o with Excel
September 19, 2024
Kelly Williams thought ChatGPT versions 3.5 and 4 were impressive. Then she tried ChatGPT-4o and was blown away. Learn about this powerful tool — and ways CPAs can use it — in this Tech Q&A article.
Get more out of Microsoft Teams with these 5 features
August 20, 2024
If you are using Microsoft Teams just for calls and text chats, you are missing out on opportunities to improve your productivity. Tech Q&A writer Wesley Hartman demonstrates how.
The results are in: 2024 tax software survey
August 19, 2024
Seven major products accounted for the bulk of tax prep software usage in this annual survey. See what tax practitioners liked and disliked about their software.