News
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Key skills for CPAs in business and industry
November 14, 2024
Leaders from corporate finance and the profession share their advice for upskilling and reskilling for the next era of management accounting.
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.
Beware of video communication pitfalls
August 05, 2024
Keep your videos brief and focused on a single point to make them most impactful.
Financial statement fraud detection in the digital age
August 02, 2024
The proliferation of technology throughout modern business has created novel opportunities for financial statement fraud. But technology tools can also be leveraged to help detect and prevent fraud. Contemporary artificial intelligence (AI) approaches have the potential to be more efficient and accurate in detecting fraud, especially novel frauds.
How to create a watermark in Excel
July 30, 2024
Want to mark a spreadsheet as a draft or as confidential? This Technology Q&A article shows several ways to create a watermark in Microsoft Excel.
Mindful technology: Balancing digital tools and human connection
July 26, 2024
It's all too easy to become consumed by our screens, losing touch with the human connections that are vital to our work.
Trends in enforcement of VAT remote-seller rules
July 19, 2024
Guidelines have emerged for assessing value-added taxes in the global digital economy, although jurisdictions employ their own approaches to enforcing them.
Tech roundtable: Power to the people tech
May 13, 2024
The JofA Accounting Technology Roundtable panel posits that artificial intelligence isn’t the only technology trend making waves in accounting firms and finance departments.
Cybersecurity in the financial sector
May 09, 2024
The financial industry is built on sensitive information. Therefore, cybersecurity in the financial sector is critical. From basic customer details such as dates of birth, addresses, and phone numbers to more specific data such as bank information, financial institutions must have top-level safeguards to secure their customers' assets.
The intersection of AI and financial planning
April 11, 2024
Experts discuss the intersection of AI in the financial planning and analysis (FP&A) space and the accountant’s role in translating AI-generated insights into strategic recommendations for their clients.