Spreadsheets point to automation opportunities
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Professional Insights

Spreadsheets point to automation opportunities

2 months ago · 3 min read

FIRM MEMBER

EXCLUSIVE

Review your firm procedures and replace commonly used spreadsheets with automated tools.

Spreadsheets have long been a staple component of the accountant’s automation toolkit; the ultimate utility application filling in for virtually every unique information need not being met by one of our existing business programs. Firm owners, partners and administrative personnel create custom spreadsheets for a variety of reporting needs such as due date tracking, summarizing collections, PTO reporting, staff schedules, tracking CPE, etc. The difficulty with relying on

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