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Learn MoreExporting ERP data into Excel and manually building financial reporting processes and reports is costing your team more than just time. Manual processes not only slow down finance but also increase risk, obscure key insights, and leave too much room…
Late or slow payments continue to stall progress for today’s finance teams. These delays often stem from large organizations renegotiating due dates to better control their own cash flow, creating downstream pressure on vendors and suppliers — and increasing the…
Formulas are the backbone of Excel’s functionality, enabling you to perform calculations, analyze data, and create dynamic reports. Mastering formulas like SUM and advanced techniques such as DSUM can transform your financial modeling capabilities. Excel Formula Mastery Here are three…
Effectively handling multi-sheet Excel workbooks is crucial for organizing and analyzing complex data. By mastering worksheet management, you can navigate and edit large datasets seamlessly. Manage Multiple Excel Sheets Here are three steps to efficiently manage multiple sheets: Step 1:…
Mastering the basics of Excel is the gateway to understanding more advanced features. Starting with basic cells and progressing to Pivot Tables can significantly enhance your data analysis skills. 3 Steps to Creating Powerful Pivot Tables in Excel Here are…
Reorganizing data layouts is a common challenge for financial professionals. Excel’s Transpose feature lets you quickly switch rows and columns, saving time and reducing errors. How to Use Transpose in Excel Here are three steps to effectively use the Transpose…
Repetitive data entry tasks can drain productivity. Excel’s Autofill and Flash Fill features automate these tasks, saving time and reducing errors. These tools are perfect for efficiently filling sequential dates, replicating patterns, and formatting names or other data. 3 Ways…
Artificial Intelligence (AI) is perfect for a range of Finance tasks. Billing, analysis data processing and other mundane but critical duties come to mind. But could AI also be the solution to the growing shortage of accountants? It's possible. And…
College students can't stand the 150 credit hour requirement to sit for the CPA exam. Employers are desperate to find the next wave of accountants. And now the two main obstacles standing in the way are smelling the coffee. The…
Federal rulemakers are requiring more transparency and detail in companies' audits. Turns out all that extra detail is exactly what investors want. Ninety-three percent of investors want to analyze critical asset matters (CAMs) before potentially investing, according to a survey…
Accounting firms face tougher fiduciary duties as the result of three new federal rules. The Securities & Exchange Commission (SEC) approved guidelines written by the Public Company Accounting Oversight Board (PCAOB), the commission's Sarbanes-Oxley compliance arm. Employees of accounting firms…
Excel is great for summarizing data in tables, charts and PivotTables. Here are a couple of time-saving methods for summarizing data in Excel that Finance staffers can try: Excel Special Paste The Special Paste feature can be used to copy…
Resourceful Finance Pro, part of the SuccessFuel Network, provides the latest Finance and employment law news for Finance professionals in the trenches of small-to-medium-sized businesses. Rather than simply regurgitating the day's headlines, Resourceful Finance Pro delivers actionable insights, helping Finance execs understand what Finance trends mean to their business.
