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...
by DerekHenry | Oct 19, 2021 | Efficiency, Excel Tips
Summary When you hear the words “creative” and “accountant” in the same sentence, you probably either laugh or think of accounting scandals from the past 20 years. Creative accountants find easier ways to do things, reducing time and errors. In this article, we’ll...
by DerekHenry | Oct 13, 2021 | Shortcuts
Summary Have you ever wondered how some people breeze through their work, almost as if they’re in a trance? Chances are they are 1) really good at keyboarding (70+ wpm with few errors) and 2) they use a lot of keyboard shortcuts (100+ different shortcuts). There is...
by DerekHenry | Apr 1, 2021 | Efficiency, Excel Tips
Summary I’ve worked with many people throughout my career that spend a lot of time downloading, organizing, building, analyzing, reviewing, or distributing reports. Obviously many of those were financial in nature, but many were around other data points such as...
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