by DerekHenry | Feb 28, 2023 | Efficiency, Thought Leadership
Overview According to an article at medium.com, the average business worker uses 9.4 applications as a part of their daily work. Most users, however, barely know the basics of most of these applications, learning by watching the people next to them, from the quick...
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 12, 2022 | Thought Leadership
Summary I’ve seen a wide array of ways people and companies deal with priorities. The ones that achieve their goals and have success are great at setting the right priorities and sticking to them. They make it…a priority (pun totally intended). The ones that...
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...
by DerekHenry | Nov 3, 2021 | Efficiency
Summary I’ve noticed that a lot of people who have it together are masters at managing their schedule. They live and die by it. It’s more crucial in some roles than others, but even without a calendar full of meetings, there are many steps you can take to get the...
by DerekHenry | Oct 25, 2021 | Efficiency, Excel Tips
Summary I’m a big Excel fan. I’ve done some crazy things with it (some have nothing to do with financial data!). It’s great for some things, okay for others, and probably not appropriate at all for others. We’ll touch on a few examples of these in...
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