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The figures are formatted in USD by default, but it’s easy to switch. Just select the cells (hold the Ctrl key to grab multiple at once) and expand the Number group on the Home tab. From there, choose ...

By moving to FYI’s cloud-based platform, Sam Rogoff & Co has been able to explore other best-of-breed apps to streamline workflows. One example is FuseSign for digital signatures, which has been ...

In this article, we'll take a closer look at the most popular OCR software used by finance and accounting teams in 2025.

In part one of this two-part feature, former Sony Worldwide Studios chairman Shawn Layden, Circana senior director Mat Piscatella, and Ampere Analysis head of games research Piers Harding-Rolls ...

If you’ve ever opened a blank document on your computer and stared at the screen, wondering where to start, you’re not alone. That’s exactly when templates can help. A template is a pre-designed file ...

Have you ever found yourself drowning in a sea of invoices, struggling to keep track of due dates, payments, and customer details? Managing invoices manually isn’t just tedious—it’s a recipe for ...

Dana Miranda is a Certified Educator in Personal Finance, creator of the Healthy Rich newsletter and author of You Don't Need a Budget: Stop Worrying about Debt, Spend without Shame, and Manage Money ...

Estimating taxes accurately is crucial for financial planning, and using Excel templates can significantly simplify this process. Here are some highly effective Excel templates that can help you ...