Rounding Issues in Excel for Financial Statements (Solved!)

Rounding of numbers for presentation on financial statements has long been a pain point for Excel users. Financial statements are often presented rounded to the nearest whole dollar and, while this sounds rather benign, it can lead to frustrating discrepancies and financial statements that don't add up. This problem is not unique to Excel and [...]

By | September 26th, 2017|Tips|0 Comments

How to Successfully Use School District Credit Cards

Credit cards can make purchases much easier for a school district, but they are also a nightmare for internal controls. Many districts allow a select number of employees to use district issued Cal Cards to assist with making certain purchases. This can enable the district to easily make routine purchases or order goods online or [...]

By | September 19th, 2017|Financial|0 Comments

4 Strategies for Effective Delegation

Whether you are new in-charge, a supervisor, or someone else in an authoritative position, it is imperative to learn how to delegate tasks in order to complete a job or project in an efficient manner. Early on in my new role as a Senior Accountant, I had to learn how to assign staff certain tasks [...]

By | September 11th, 2017|Tips|0 Comments

10 Microsoft Excel Tips That Will Save You Time At Work!

Since its initial release in 1985, Microsoft Excel has become ubiquitous in the business world as the go-to software package for just about everything to do with numbers. The program can be used for compiling lists, complex calculations and financial modeling, reporting and even as an ad-hoc database platform for smaller data applications. Last year [...]

By | September 5th, 2017|Tips|0 Comments