
Technology
Technology is key to being an excellent accounting and auditing professional.
Below you’ll find several articles regarding the use of software and hardware. These ideas can have a significant positive impact on what you do.
Software
Software is the engine of hardware. Understanding packages such as Adobe Acrobat, Excel, and Evernote will make you you much more productive. Here are my software articles and videos.
Hardware
Using hardware such as scanners, monitors, laptops, and tablets will also increase your productivity. Here are my hardware articles,


Getting More Done with My Favorite Accountant’s Device
Accountants use all types of electronic devices and software: Caseware, Excel, scanners,

Evernote for CPAs: Developing a Super Power
While there is no Evernote just for CPAs, it’s still a game-changer

How to Organize Your Computer Desktop with Fences

CPAs Save Time with Online Meetings: Getting Started
CPAs save time with online meetings. At least, they do if they

Excel: The Sum of Selected Cells Saves Time
Are you using Excel’s sum of selected cells feature? You should be.

Efficient CPA: 10 Super Easy Ways to Increase Productivity

Text, Email, or Call: Which is Best?

How to Add a Blank Page to a PDF

The Exciting (and Scary) Future Changes in Accounting
Are you ready for the exciting (and scary) future changes in accounting?

How to Compare Financial Statements Numbers within a PDF
Sometimes you need to compare financial statement numbers within a PDF–even though

How to Quickly Convert Word and Excel Files to PDFs

Convert Scanned Images to Readable Text
Are you wondering how to convert scanned scanned images into readable text?

Convert and Combine Word and Excel Files Video
Do you ever need to convert and combine Word and Excel files

Four Steps to Delightful Accounting Presentations
In this article, I provide you with four steps to delightful accounting

What’s on a CPA’s Computer Desktop?
I’m always curious about what another golfer has in his or her

How to Review Financial Statements on Computer Screens
Today I give you seven steps to review financial statements on computer

Top 10 Technology Tips for Accountants
Are you looking for technology tips for accountants? Here are ten tips

Tips on Searching Your Evernote Account
Are you looking for tips on searching your Evernote account? Today I

Are You Using Slack for CPA Project Communications?
Do you ever find yourself digging through hundreds of emails to find

An Auditor’s Cell Phone

Seven Ways to Feed Evernote
Do you find yourself overwhelmed with information? Today I show you seven

Getting More Done with My Favorite Accountant’s Device
Accountants use all types of electronic devices and software: Caseware, Excel, scanners,

CPA’s Office Setup: A Behind-the-Scenes Spotlight

CPAs Save Time with Online Meetings: Getting Started
CPAs save time with online meetings. At least, they do if they

Accountant’s Scanning System: How to Build
Are you overwhelmed by stacks of paper? Do you find it difficult

Livescribe: Note Taking Magic (for CPAs)
Livescribe: Note taking magic. Here’s an overview of how auditors are making

How to Review Financial Statements on Computer Screens
Today I give you seven steps to review financial statements on computer