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The K2 Enterprises Team                                                                                     May 2011

In this month's K2 Tech Update we discuss Reducing Spreadsheet Risk with guidelines on creating a sound spreadsheet in addition to using Excel's built-in tools.

You'll find technology tips for new PivotTable Options in Excel 2010, Windows 7 Libraries, and Working With Two QuickBooks Files at the Same Time. We have news on Beyond415 which is a cloud solution for managing IRS notices, Office Tools Professional 2011's Release of Integrated Client Portal, and Results Software teaming up with SmartVault. Looking for K2 webinars and webcasts?  Be sure to review our webinar and webcast schedule for June.

This month our course spotlights are focused on Budgeting, Forecasting and Business Analytics, Cloud Computing, and Paperless Office.

We hope you find this issue timely, relevant, and useful.  If you have topics you would like for us to cover here in the coming months, please let us know.

The K2 Team
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K2 2009 Quality Awards Logo Technology In Depth

Reducing Spreadsheet Risk

Employing New PivotTable Options in Excel 2010

Significant additions to PivotTables in Excel 2010 include the ability to change how percentage calculations display. More specifically, users now have the options of showing data as a percentage of the parent row total, percentage of the parent column total, and percentage of parent total.

Libraries - One of the Best New Features in Windows 7

New in Windows 7, Libraries make it easier to find, work with, and organize files scattered across your PC or network. A library makes it easy to search one place so that you find things faster and get more done. With Libraries, a file or folder can literally be in two places at the same time because Libraries are a means for aggregating documents and files from multiple locations as if they were located in a single folder. Think of libraries as virtual folders, without the physical limitations of ordinary folders.


Working with Two QuickBooks Files at the Same Time



For those users of QuickBooks Accountant 2011 or QuickBooks Accountant Enterprise 11.0 who maintain data in multiple QuickBooks data files, it is now possible to work in two data files simultaneously. When doing so, one of the files will be designated the primary file and the other file will be designated the secondary file.

  Reducing Spreadsheet Risk


It is a given that Excel is everywhere. We use it to analyze data, prepare financial statements, create budgets and forecasts, even to manage our NCAA March Madness office pools. Given the ubiquitous nature of Excel and the extent to which it is utilized in organizations of all sizes, it is surprising that more attention is not paid to the issue of auditing and validating worksheets to ensure that the results presented are, in fact, correct. 











News1Beyond415 Provides Cloud Solution for Managing IRS Notices  


According to Internal Revenue Service statistics, the Service mails out over 200 million notices to taxpayers each year, a number that has increased almost seven-fold since 2001. For tax practitioners seeking an efficient and effective way of managing post-filing IRS issues on behalf of their clients, New River Innovation's Beyond415 solution provides a cloud-based service that allows practitioners to save time, leverage best practices, and improve client service.

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News2Office Tools Professional 2011 Releases Integrated Client Portal 


Office Tools Professional, which provides practice management software, conferences, the My Office Today web and print resources, and full-service information technology solutions to small and medium-sized firms, has released a new product offering called Client Portal and Client Portal Lite.
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News3Results Software Teams Up with SmartVault  


Results Software has announced the integration of SmartVault's cloud-based document storage and file sharing service with its Results CRM solution. This integration leverages Results' and SmartVault's bi-directional integration with QuickBooks to deliver 3-way document management solution for Results CRM, SmartVault and QuickBooks users.   


Read more here

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News4K2 Enterprises Webinar Schedule for June 2011 


To better serve the accounting community, K2 Enterprises has partnered with CPA Crossings to offer a series of webinar training events.The cost of each of these two-hour sessions is $79 and group discounts are available.   


Additionally, K2 Enterprises is pleased to offer course web-based content through ACPEN. Each course offers either eight or four hours of CPE credit. The cost of each ACPEN eight hour course is $195 and each four hour course is $129.


Imagine, you now have the opportunity of getting leading-edge, K2 developed and presented content delivered to you in the friendly confines of your home or office. We are truly excited about this ability to serve you even better in 2011 and beyond. 

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Spotlight1Budgeting, Forecasting and Business Analytics


The built-in reports of today's accounting information systems rarely provide all of the information needed to manage business operations, but modern business performance measurement tools can make planning, measurement, reporting, and control processes much more effective. In this seminar, your instructor will review some of the top third-party tools to improve the efficiency and effectiveness of the budgeting and forecasting process, such as Microsoft Forecaster, Budget Maestro, PROPHIX, and OutlookSoft.


  Read more here

Spotlight2Cloud Computing

"Cloud Computing." You've heard the term, but what does it really mean and how will it impact you both personally and professionally? In this course, you will learn the fundamentals of cloud computing, including what cloud computing really is and how it differs from hosted services. The course then shifts into a discussion to help you understand if cloud computing might be right for your organization or for your clients. From there, you will learn about the leading providers of cloud-based services and which of their solutions might be right for your organization or for your clients. Additionally, during the seminar you will learn how to migrate to cloud-based solutions and how to avoid the major pitfalls along the way.


Continuing Professional Education
for Accountants and Financial Professionals

K2 Enterprises offers continuing professional education seminars and conference sessions to accounting and finance professionals throughout the U.S.  

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About K2 Tech Update

K2 Tech Update is published by K2 Enterprises and features technology and productivity news, information, and tips for accounting and financial professionals.

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