by DerekHenry | Feb 14, 2023 | Efficiency, Thought Leadership
Overview Setting up the general ledger chart of accounts is one of those things people don’t really give a lot of thought to. They usually accept the defaults or something similar to what they’ve used before and move on. Changes to the chart tend to be...
by DerekHenry | Dec 30, 2022 | Efficiency, Excel Tips, Shortcuts, Thought Leadership
Table of Contents 1/4/2022 Automation ≠ Efficiency 1/11/2022 Name Files Creatively to Find Them Quickly 1/18/2022 Flag Emails and Set Reminders so You Don’t Forget Stuff 1/25/2022 Automate Stuff You Do on the Web 2/1/2022 Write Stuff Down 2/8/2022 Use QR Codes...
by DerekHenry | Aug 16, 2022 | Efficiency, Thought Leadership
Overview After sitting through many software demos over the years and having now led hundreds of them, I’ve made some observations of how to get the most out of them from both sides, but especially from the perspective of the buying team – the potential users. The...
by DerekHenry | Jan 25, 2022 | Efficiency, Excel Tips
Summary This is by far the single biggest feature added to the XLEV8 Excel add-in since it was first launched! We all use the web quite a bit in both our professional and personal lives, right? If you pay attention, I bet you’ll notice a lot of that usage is pretty...
by DerekHenry | Jan 6, 2022 | Efficiency, Excel Tips
Most accountants spend a lot of time on journal entries, especially during close time. Based on my experience and from hundreds of people I’ve consulted or worked with over the years, an average journal entry takes about 30 minutes to prepare and post from start to...
by DerekHenry | Dec 8, 2021 | Efficiency, Thought Leadership
Summary Building and maintaining good habits is a cornerstone of success, so it’s no wonder why there are so many books (or entire seminars built off of them) like the Seven Habits of Highly Effective People by Stephen Covey. I’m a huge Covey fan, so I...
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