Publications

Author and award winning instructor Jeff Lenning CPA has written several books and 40+ articles featured in various publications. We've compiled them all in a single place for easy reference.

Be Excel-lent

By Jeff Lenning | January 29, 2014 | Comments Off on Be Excel-lent

Microsoft released Excel 2010 about a year ago and, while you may have upgraded by now, you may be like me. Sometimes I’ll upgrade an application, but not take the time to learn about its new features. So I continue doing my work on the “DILLY” method—you know, Do It Like Last Year. But each…

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Excel Rules

By Jeff Lenning | January 29, 2014 | Comments Off on Excel Rules

Two enhancements introduced in Excel 2007 may have slipped past you: multiple condition sum with SUMIFS and Tables (not Pivot Tables). It’s my hunch that once you discover them, you’ll fall in love with them the way I have. Please note: this Author’s version contains additional screenshots and info. For the Published version, please visit…

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Simplify and Improve Your Office System

By Jeff Lenning | January 29, 2014 | Comments Off on Simplify and Improve Your Office System

Put your workstations on a diet, and let your server do the heavy lifting. Talk about pressure—and not just in tax season. Keeping office computer systems up and running in small and medium CPA firms is an enormous and unending responsibility. Without reliable computing and communication capabilities, your staff, your clients and your business are…

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Defining You

By Jeff Lenning | January 29, 2014 | Comments Off on Defining You

Don’t be Generic; Get Yourself a Domain Name As Published in: California CPA Magazine Technology & Business Resource Guide 2008   Do you have a generic e-mail address? For example, jeff@hotmail.com, jeff@yahoo.com or jeff@aol.com. If so, you may have had the desire to upgrade your e-mail to a more professional address—something like jeff@yourfirmname.com. Besides being more…

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Technology Q & A

By Jeff Lenning | January 28, 2014 | Comments Off on Technology Q & A

We have gathered recent technology related questions, and compiled their answers in one article.   Question: I am a small firm, and would like to scan copies of documents to pdf, but worry about finding them later. Please advise. Answer: While large firms can invest heavily in the technology infrastructure necessary for scanning, digitizing, organizing,…

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Add Muscle to Excel

By Jeff Lenning | January 28, 2014 | Comments Off on Add Muscle to Excel

Have you ever wanted to do something in Excel only to find that it has no function for that task? That shouldn’t stop you, because Excel has a built-in ability to help you customize your own functions. The key is Excel’s macro tool, which uses software code written in Visual Basic for Applications, or VBA.…

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Mobile Computing- More Securely

By Jeff Lenning | January 28, 2014 | Comments Off on Mobile Computing- More Securely

Overview There is a strong possibility that you already have access to your corporate network while out of the office, or that you would like to. If you already have remote access, is it secure? Especially given the confidential information stored on your corporate network. This article discusses one security-enhanced approach to mobile computing. Mobile…

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Latent Electronic Documents and Discovery

By Jeff Lenning | January 28, 2014 | Comments Off on Latent Electronic Documents and Discovery

Latent electronic documents on computer networks can present problems for attorneys and their clients. These documents can be a problem for attorneys since they represent information their clients may not have realized existed. Old versions of documents, drafts, outdated revisions, and embedded comments typically do not accurately reflect the conclusions, and sometimes do not properly…

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Protect Your Domain Name

By Jeff Lenning | January 28, 2014 | Comments Off on Protect Your Domain Name

An often overlooked computer security issue is protecting your firm’s (and your clients’) domain name. Your firm’s domain name is your address on the internet, and has likely become extremely important to your firm’s day to day operations. For example, it helps direct email intended for you to your email server, and web traffic to…

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Technology Q & A

By Jeff Lenning | January 28, 2014 | Comments Off on Technology Q & A

SEARCH OUT FILES ACROSS A NETWORK WITH GOOGLE Q: In theory, going paperless is a great idea. In practice, however, the biggest obstacle, at least in my office, is not the work to convert documents into electronic files; it’s finding them afterward and retrieving them. We try to get everyone in the office to agree…

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