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.
Learn MoreSponsored by: Kaplan
Excel University’s Top 5 Power Query Tutorials
Excel University | June 03, 2022Power 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......
Read More...
These Top Excel Skills are Surprisingly Easy to Learn
Excel University | May 26, 2022Developing 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......
Read More...Starting a Business? Why You Should Consult a CPA
Reach Reporting | May 19, 2022Starting 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.......
Read More...Four Obstacles Women Face When Planning for Retirement
National Association of Registered Social Security Analysts (NARSSA) | April 26, 2022Pamela 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......
Read More...How to Get Better at Excel (Without Wasting Time)
Excel University | April 26, 2022It’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......
Read More...
Tax Considerations when Saving for Retirement
Reach Reporting | April 25, 2022A good retirement plan is a necessity every generation will face, and the burden of saving is falling more and more on the individual. Many......
Read More...Accounting for Change in the Workplace of the Future
Reach Reporting | April 11, 2022By 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......
Read More...5 Steps to Simplify Small Business Tax Compliance
Paro | March 30, 2022Keeping up with the complicated tax code can create stumbling blocks for small businesses who spend substantial time and money to prepare accurate returns and......
Read More...Forecasting Software for Accountants
Reach Reporting | March 29, 2022CPAs 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......
Read More...Easily Create and Update Excel Reports from QuickBooks
Excel University | March 23, 2022Trevor Lee | March 22, 2022 | Comment |INDEX, MATCH, VLOOKUP, XLOOKUP In this article, we’ll show how to easily create and update Excel reports......
Read More...