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Professional Insights

Spreadsheets point to automation opportunities

Roman H. Kepczyk CPA.CITP, PAFM Director of Firm Technology Strategy
Sep 30, 2023 · 3 min read

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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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