Tag: business

Year End Closing Powerpoint

I have posted a Powerpoint presentation on the Year End Close.  Yes it is one of those presentations with lots of text and no interesting pictures.  However, not all presentations are of the Steve Jobs variety. This presentation is designed for school business professionals new to the year end close process, and it is designed

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Shock Points: Hiring an Analyst Part II

I find that among the ranks of young and eager accounting graduates who enter school district business offices there is a certain percentage who go into shock soon after they first arrive.  Despite our efforts to select someone who is both enthusiastic and capable, these “shock points” are generally in the following areas: Lack of knowledge

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Boxes, In and Out

When the old boss first arrived she reviewed a particular process and said, “Just tell me one thing.  Tell me the reason you aren’t following the accounting manual.”   She elaborated that it is OK to break the rules if you have a well-reasoned argument. It is not OK if you don’t even know what the

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Workarounds

Not too long ago I put this one word sign on my desk:  Workaround? The meaning being that I should constantly ask myself “Is this a workaround?”  If yes, fix the root cause.  Perhaps I am working around a person I don’t trust?  That has to be addressed too. Workarounds arise when you have to

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What’s my Job, Really

Those of us in the business of education usually have no classroom experience.  When first entering into this field we generally defer to the instructional experts and function in support roles.  You want me to crunch the numbers on that proposal? Sure! You need us to report your program expenditures to the state?  Done! But

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Spreadsheet Best Practices

Many of us have worked with Excel spreadsheets for years and consider ourselves to be pretty good at them.  Then I ran across the website Best Practices Modeling website.  I learned a lot and I’ve been converting some of my more complicated models into the Best Practices system. My main takeaways are: Use separate, differently

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