Monthly Close Dashboard: Track Exceptions before Finalisation
A practical guide to monthly close dashboard, with a worked example, evidence checklist, common mistakes and steps to prepare a defensible working.
By Team assureOfficePractice Guides
Practical workflows for accountants and professional firms.
Practice Guides
22 articlesClient File Naming: Create a Year and Assignment Index
A practical guide to client file naming, with a worked example, evidence checklist, common mistakes and steps to prepare a defensible working.
By Team assureOffice
PDF Bank Statements: Validate Extracted Data before Posting
A practical guide to pdf bank statements, with a worked example, evidence checklist, common mistakes and steps to prepare a defensible working.
By Team assureOffice
Excel Data Validation: Reduce Errors in Client Data Collection
A practical guide to excel data validation, with a worked example, evidence checklist, common mistakes and steps to prepare a defensible working.
By Team assureOffice
Excel PivotTables: Review Expenses without Double-Counting
A practical guide to excel pivottables, with a worked example, evidence checklist, common mistakes and steps to prepare a defensible working.
By Team assureOffice
Excel SUMIFS: Build a Month-Wise Expense Review
A practical guide to excel sumifs, with a worked example, evidence checklist, common mistakes and steps to prepare a defensible working.
By Team assureOffice
Excel XLOOKUP: Match Ledger Codes and Report Exceptions
A practical guide to excel xlookup, with a worked example, evidence checklist, common mistakes and steps to prepare a defensible working.
By Team assureOffice
Excel Power Query for Accountants: Reconcile Two Registers without Repeated Copy-paste
Power Query can turn repeated reconciliation steps into a refreshable process. Design the matching key and exception reports before merging the data.
By Team assureOffice
Normal Corporate Tax vs MAT: Understanding the Two Computations
Normal tax and MAT use different computation bases. Establish applicability first, then prepare and reconcile the relevant calculations instead of applying one rate to accounting profit.
By Team assureOffice
AIS, TIS and Form 26AS Do Not Match the Books: How to Reconcile Them
Different information statements have different purposes. Investigate mismatches with underlying evidence rather than changing books to match every prefilled value.
By Team assureOffice
Small-Town CAs, Bigger Opportunities: AI, New Assignments and Global Clients
A small-town CA need not serve only a local market. Explore how a lean cost base, AI-assisted staff development and carefully scoped services can support new advisory work, metro-firm collaborations and overseas assignments.
By Team assureOffice
Create CA-Firm SOPs with AI: From Rough Notes to a Tested Checklist
Build a document-intake SOP from the manager’s actual instructions rather than a generic template. Includes prompts, status definitions, a working checklist, exception handling and a fictional desk test.
By Team assureOffice