Writing and publishing a mission statement is the greatest step you can take toward making sure that your practice is in alignment with your values and with your firm's vision and actions. But you must live by it to achieve its full potential.
People want to age with dignity, and they want to be assured that they can be independent and free from being a burden to others in their retirement. The key for many to securing a dignified retirement is working a few additional years.
Every year, countless Americans with dementia fall victim to financial fraud and abuse. They face an increased risk of being taken advantage of due to their diminished ability to detect willful deceit and understand finances.
High Impact Excel: Pivot Table Edition
Following up on the success of his popular High Impact Excel session, this time around David H. Ringstrom, CPA turns his attention to pivot tables. In one hour you'll learn how to whip unwieldy data into shape, and then quickly build meaningful reports by dragging and dropping with your mouse. David will also discuss techniques for improving pivot table data integrity. Detailed handouts with numbered steps will be provided for a variety of Excel versions.