Minnesota Tax Conference
Carlton's Outlines

Excel Tips for CPAs

  1. AutoFilters
  2. Subtotals
  3. Outlining
  4. Pivot tables
  5. Embedded Voice
  6. Paste e-mail in Excel and have excel read it to you
  7. Speech Recognition
  8. Custom Fill
  9. Linear Regression Analysis
  10. Charting
  11. Controlling Charts
  12. Tax Rate Schedule
  13. Web Queries
  14. Querying Accounting System
  15. Data Consolidate
  16. Org Charts
  17. Publishing an Excel page to the internet

Personal Productivity

  1. Cardscan
  2. IPAQ, Synchronization
  3. Outlook Calendar
  4. To Do
  5. Contacts
  6. Word Tips
    1. Routing
    2. Compare
    3. Embedded Excel Object
    4. F4 Repeat Key
    5. Word Art
    6. Hyperlink
  7. Optical Scroll Mouse
  8. Remote Mouse Tip
  9. E-Mail Tips
    1. Block Viagra ads
    2. Leave message on server
    3. Right muse click search
    4. Multiple PST files
    5. Stationary Picker
    6. Signature
    7. Publish your calendar to the web
  10. Excel Tips
    1. Paste E-Mail in Excel to read to you
    2. CTRL ~
    3. Portfolio
    4. Publishing an Excel page to the web
    5. Speech
    6. Org Chart
  11. Internet Browser
    1. Links Bar
    2. Block porn
    3. Google
    4. Quotations
    5. Advanced Search
    6. Adding phrases
  12. Leave Computer On
  13. Faster Internet
  14. Faster computers
  15. Faster Printers
  16. Printers on a network connection
  17. Copy Paste Special
  18. Alt Tab
  19. F4 repeat key
  20. Virus Protection
  21. Back up
  22. Sprint PCS High Speed Internet
  23. Electronic bill pay, statements, credit card statements, etc.

Promoting Your Company on the Web

  1. Theory – Little Cost, Easy to do
  2. Brochure will not cut it
  3. Need Extensive web site that impresses
  4. International Taxation
    1. Domain Name
    2. Checklist of 25 top considerations
    3. Links to 12 bills pending in congress that might affect you
    4. Case Studies
    5. Bio that displays expertise in that area
    6. List of conferences and seminars
    7. List of books and resources
    8. Link to relevant IRS Tax Code
    9. Links to articles
    10. Who’s who in international tax
    11. Tips for finding a good international tax consultant
    12. Lois of key or critical phone numbers for people doing business overseas

                                                               i.      Make some one order this

  1. Go Daddy Domain Name
  2. Go Daddy Web Hosting
  3. Build a web Page
  4. Build a web site
  5. Build a form
  6. Build a framed page
  7. Attracts new customers
  8. Support tool for securing new customers
  9. Save an Excel page out to the web
  10. Thomas