Guest article

Technology

Microsoft Excel: Use Color to Identify Variances

Accountants are often tasked with identifying variances that exceed specific tolerances. Rather than trying to eyeball columns of numbers, you can use Excel's Conditional Formatting feature to make such variances leap out on the screen.
Education & Careers

Women's Initiatives: Lame or Legit?

My male boss wanted me to coordinate a "women's initiatives" panel for a group of managing partners across the United States, Canada, and Mexico who are part of our association. I rolled my eyes. I couldn't help it.
Technology

QuickBooks 2013: What's New and Improved!

For the QuickBooks Pro, Premier, Professional Bookkeeper, Accountant, and Enterprise user, QuickBooks 2013 is easy to learn, easy to navigate, and easier to use with its new and improved features.
A&A

Accessing Capital: Improve 5 Metrics That Matter

A recent study found that while nearly 91 percent of private company owners were enthusiastic about executing growth strategies, only 51 percent reported having the necessary financial resources to do so.
Practice

Drilling Down on the Dental Niche

In this interesting Q&A, Andrew Rose, Naden/Lean LLC’s director of Marketing and Business Development, talks about some specifics to managing a dental niche practice, his firm’s sweet spot, and how social media has changed the game.
Technology

First Impressions of Windows 8

On October 26, 2012, Windows 8 officially became the latest version of Microsoft’s flagship operating system. In today’s article, I’ll describe my initial experiences with Windows 8 in hopes that it will aid your eventual transition.
Practice

Ditch the Mistletoe - Avoiding Sexual Harassment Charges

For many companies, the end of the year means planning an annual holiday party. But beware - if employees cut loose at a company-sponsored function, it can lead to sexual harassment charges.
Education & Careers

Five Ways to Write Fearlessly

I talk a lot about writing things - e-mails, firm brochures, websites, and the like. I talk about how they don't have to cost a lot and they often aren't difficult. But the fact is, sometimes writing is difficult.
Technology

Automating Excel Spreadsheet Report Titles

Many users tire of retyping report titles such as "For the Period Ended October 31, 2012" month after month. Excel expert David Ringstrom explains a couple of techniques you can use to simplify, and even automate, such date-based report titles.
A&A

Health Care Reform: Financial Impact 2013 and Beyond

As the third year of the PPACA approaches, employers need to be aware of additional fees that will be assessed on insurers and plan administrators of self-insured plans beginning in 2013.
Practice

Budgeting 2013: Bring on the Strategy and Structure

As marketing director at Rea & Associates, Katie Tolin will be meeting with partners at each of the firm's eleven offices across Ohio to talk about how their marketing dollars are being spent.
Practice

Mining the Opportunities in Your Client Base

Is your firm at risk of losing clients or missing opportunities for additional wallet share from existing clients? A large gap may exist between what partners believe their clients think versus what clients actually think.
Technology

Trapping Errors within Excel Formulas

Sometimes a formula you craft will return an error, such as #DIV/0! or #N/A. Many users overcome this by using combinations of the IF, ISERROR, and ISNA worksheet functions. However, using these functions in concert can result in complex formulas.
Technology

The Microsoft 'Election'

Once again I'm faced with that perplexing quadrennial conundrum: whether to replace an incumbent that's served me well for the most part with a challenger that offers a radically new direction. That's right, I must decide whether to upgrade to Windows 8.
Education & Careers

Constant Interruptions: The Bane of Accountants

This won't come as news to you: We live in an interruption-oriented society. The ability to sneak off, to find quiet, or to rest is challenging in the age of mobile devices. What's more, the noise level has been increasing steadily.
Education & Careers

The Next Generation of Leadership

We're headed toward a massive transition at firms across the country as current leaders get closer to retirement. Some firms have successfully transitioned, others are preparing, and there are those that don't have any plans in place.
Practice

Who Are Your Real Competitors?

Don't overlook what might be your strongest competitors - the ones that aren't accounting firms at all. It all depends on your definition of what constitutes a competitor.
Practice

Validate Your Marketing with Google Trends

Many of us marketers go off our "gut," which can get us in trouble as many times as it can aid us. Google Trends allows us to test our gut with TONS of data that is free and readily available.
Education & Careers

Five Steps to Meeting Your CPE Requirements

As you may have learned the hard way, pushing CPE requirements to the back burner and telling yourself that you’ll get around to completing your hours at some point just doesn't cut it. You must be focused and have a plan in place.
Practice

Pricing Your Services, Part 2: Time and Money

Changing your pricing model is no simple task, but it is something beneficial for your clients and your firm. There are a number of investments of time and money that need to be factored into the overall pricing calculations for your firm.

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