News & Articles

Recent updates and the latest guidance for the CPA Profession

Stand Out as a Trusted Social Security Expert with the RSSA® Designation

Designed for CPAs, the RSSA® designation provides advanced training to help clients optimize Social Security benefits as part of comprehensive tax and retirement planning.

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Excel University’s Top 5 Power Query Tutorials

Excel University’s Top 5 Power Query Tutorials

Excel University | June 03, 2022

Power Query might just be one of the coolest tools available in Excel. It’s a data retrieval and transformation tool that extracts information from a......

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These Top Excel Skills are Surprisingly Easy to Learn

Excel University | May 26, 2022

Developing your Excel knowledge allows you to start analyzing data like an expert. Once you’ve covered the basics of using the software, you’ll probably want......

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Starting a Business? Why You Should Consult a CPA

Starting a Business? Why You Should Consult a CPA

Reach Reporting | May 19, 2022

Starting a new business is an exciting—and stressful—endeavor. There is far more to making entrepreneurial dreams come true than having a good product to offer.......

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Four Obstacles Women Face When Planning for Retirement

Four Obstacles Women Face When Planning for Retirement

National Association of Registered Social Security Analysts (NARSSA) | April 26, 2022

Pamela Kweller, RSSA Staff March 8, 2022 was International Women’s Day, a day to celebrate the many contributions and achievements of all women. And while women......

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How to Get Better at Excel (Without Wasting Time)

How to Get Better at Excel (Without Wasting Time)

Excel University | April 26, 2022

It’s easy to spend hours getting lost in all the features of Excel: functions, formulas, PivotTables, conditional formatting – there’s so much to learn! And......

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Tax Considerations when Saving for Retirement

Reach Reporting | April 25, 2022

A good retirement plan is a necessity every generation will face, and the burden of saving is falling more and more on the individual. Many......

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Accounting for Change in the Workplace of the Future

Accounting for Change in the Workplace of the Future

Reach Reporting | April 11, 2022

By Justin Hatch - Reach Reporting. Growing up in a small Canadian town outside of Edmonton, Alberta, I was raised in an entrepreneurial environment. My dad was......

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5 Steps to Simplify Small Business Tax Compliance

5 Steps to Simplify Small Business Tax Compliance

Paro | March 30, 2022

Keeping up with the complicated tax code can create stumbling blocks for small businesses who spend substantial time and money to prepare accurate returns and......

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Forecasting Software for Accountants

Forecasting Software for Accountants

Reach Reporting | March 29, 2022

CPAs today are in an evolving field that looks far different than it did 20 years ago. Sought-after CPAs are responding to clients’ need for......

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Easily Create and Update Excel Reports from QuickBooks

Easily Create and Update Excel Reports from QuickBooks

Excel University | March 23, 2022

Trevor Lee | March 22, 2022 | Comment |INDEX, MATCH, VLOOKUP, XLOOKUP In this article, we’ll show how to easily create and update Excel reports......

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