News & Articles
Recent updates and the latest guidance for the CPA Profession
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4 Ways CPAs Can Benefit from Automation
Reach Reporting | August 02, 2022If you’re a CPA, chances are you’ve formed an opinion on financial automation. With technology rapidly evolving across a wide range of sectors, today’s financial......
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3 Ways Software Can Improve CPA–Client Communication
Reach Reporting | July 20, 2022CPAs are skilled in analyzing financial data and determining how it impacts the clients they serve. While this financial prowess is a valuable tool for......
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How to Set Business - Driving Goals with Your Clients
Reach Reporting | June 29, 2022American businesses are growing, even in the face of the COVID-19 pandemic. In 2020, 4.3 million new business applications were filed, up 51 percent over......
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Talk to a CPA to Get the Most Out of Social Security Benefits
Reach Reporting | June 08, 2022For nearly 100 years, American workers have received Social Security benefits to give them a financial boost during their retirement. Millions of people receive Social......
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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......
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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......
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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.......
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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......
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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......
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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......
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