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.

Pivotal Advance Boosts Excel’s Power

By Jeff Lenning | January 29, 2014 | Comments Off on Pivotal Advance Boosts Excel’s Power

In today’s accounting world, financial and operational data typically is stored in a variety of programs and formats. When accountants need to prepare a report based on data from various systems, the first step is to export the data into Excel. Typically, it is fairly easy to export the required data into Excel. But, depending…

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Virtual Computing Virtues

By Jeff Lenning | January 29, 2014 | Comments Off on Virtual Computing Virtues

Many CPA firms install several years of tax preparation software on their desktop computers, in addition to perhaps a few different versions of QuickBooks. This often prevents firms from easily upgrading to new hardware because the prior year programs may not run well on new operating systems and it’s a hassle to find all of…

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SUM() No More

By Jeff Lenning | January 29, 2014 | Comments Off on SUM() No More

What is your #1 most-used Excel worksheet function? Is it the SUM function? Believe it or not, there is an Excel function that is superior to SUM and once you discover it, you’ll hardly use SUM again. I’m referring to the SUBTOTAL worksheet function and if you haven’t explored it yet, I would strongly encourage…

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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, [email protected], [email protected] or [email protected]. If so, you may have had the desire to upgrade your e-mail to a more professional address—something like [email protected]. 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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