Year: 2025
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Audit-Ready Excel: Tracking Changes and Formula Transparency for CPAs
Auditing a spreadsheet is like auditing a financial statement: traceability is everything. Excel offers several built-in tools that make formula review, version control, and data verification far easier than most realize. 1. Trace Precedents and DependentsUse Formulas → Trace Precedents/Dependents to visualize your model’s flow. When reviewing a client’s model, it helps pinpoint errors or…
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The Power of Dynamic Ranges: Turning Static Reports into Living Models”
CPAs often inherit static spreadsheets that require manual range updates—especially when clients add new accounts, new months, or new entities. Enter dynamic named ranges: a tool that makes your reports self-updating and audit-friendly. 1. The Problem with Static RangesStatic formulas like =SUM(B2:B12) break the moment someone adds a new data row. In accounting, where data…
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Missed Your CPE Deadline? Here’s How to Fix It
Missed your CPE hours? Don’t panic. Here’s what to do next—and how to avoid falling behind again.
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Excel Shortcuts Every CPA Should Know (But Probably Doesn’t)
For CPAs, time really is money—especially during close cycles or tax season. While everyone knows Ctrl+C and Ctrl+V, there’s an entire world of Excel shortcuts that separate efficient accountants from the truly elite. Let’s dive into the hidden gems that can save you hours each week. 1. Jumping Through Data with Ctrl + Arrow KeysInstead…
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How CPE Protects Your CPA Reputation
Continuing education does more than update your knowledge—it safeguards your credibility and reduces professional risk.
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North Carolina CPAs: Why Ethics & CPE Fuel Professional Credibility
If you’re a North Carolina CPA, your license demands more than hours — it demands integrity. In a profession where reputation matters, ethics and CPE are your guardrails. 📐 North Carolina’s CPE & Ethics Requirements 🎯 Why Ethics & CPE Matter in North Carolina 1. A license built on public trustThe NC Board expects CPAs…
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Pennsylvania CPAs: Ethics, CPE Requirements & Professional Trust
When Pennsylvania CPAs hear “CPE,” many think “check the box.” But in Pennsylvania, continuing education — especially ethics CPE — is more than just regulatory compliance. It’s a way to uphold the public trust, sharpen judgment, and differentiate yourself in a crowded market. 📋 Pennsylvania’s CPE & Ethics Requirements 🌱 Why Ethics & CPE Matter…
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Colorado CPAs: Building Credibility Through Lifelong Learning
Colorado CPAs must complete 80 hours of CPE every two years, including 4 in ethics. With a growing tech and finance sector, professionals are expected to stay on top of emerging challenges like data privacy and automation. The Colorado State Board of Accountancy views ethics as a cornerstone of professional conduct. Taking your CPE proactively…
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Illinois CPAs: Staying Compliant and Competitive with CPE
In Illinois, CPAs must complete 120 hours of CPE every three years, including 4 in ethics. The Illinois Department of Financial and Professional Regulation (IDFPR) sets this bar to ensure every license holder upholds professional judgment and integrity. Ethics in finance isn’t theoretical here — it’s daily. From Chicago’s financial hubs to local firms, CPAs…
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Choosing the Right Ethics CPE Course for CPAs
Not all ethics CPE courses are created equal. Learn how to choose the right one for your CPA license renewal.
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