Data and Analytics in Accounting: An Integrated Approach, 2nd Edition
By Ann Dzuranin, Guido Geerts, and Margarita Lenk
Data and Analytics in Accounting helps students build the mindset and skills needed to be successful accounting professionals in today’s data-driven world. Through the integration of the MOSAIC framework and SPARKS critical thinking model, students will learn how to plan data analysis projects, perform analyses, and effectively communicate results, all while developing their critical thinking and technical skills.
The 2nd edition deepens this philosophy, presenting analytics as a decision-making process and emphasizing storytelling and effective communication throughout. Discussions on AI and its ethical considerations are woven into every chapter, including new appendices and activities that build professional judgment and promote responsible use. With a focus on cases and scenario-based learning, this text helps students connect analytics work to stakeholder needs and the making of informed business decisions.
When paired with WileyPLUS, this text offers a comprehensive solution where students can put concepts into practice immediately. Hands-on assignments built around real data sets and industry-relevant technologies give students experience with the tools they will encounter in the field, while a suite of multimedia study tools support their learning at every stage.
Conceptually grounded and tool-agnostic by design, Data and Analytics in Accounting, 2e, develops the analytical mindset students will need to adapt and thrive as technology and the profession continue to evolve.
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Resources for student engagement and support
- Apply It Videos walk students through how to solve the “Apply It” Activities at the end of each section in the textbook, providing integrated practice at the point of learning.
- Solution Walkthrough Videos teach students how to solve problems or cases from the end of chapter materials.
- Chapter Introduction Videos provide a brief overview of each chapter, highlighting core concepts for students.
Build technological skills and agility
- Data Analysis Technology Bootcamps help students develop foundational data analytics software skills in Excel, Power BI, Alteryx, SQL, and Tableau. Each bootcamp features video walkthroughs, auto-graded knowledge check questions, and application problems with video solutions.
- How to Videos provide asynchronous tutorials on key skills in popular data analytics software.
- An Alternative Solutions Data Library gives instructors the choice of working with various technologies including Excel, Tableau, Alteryx, and Power BI.
Real world applications and hands-on practice
- Professional Application Cases are available at the end of each chapter and provide data for a company that can be used to perform analyses in various areas of accounting.
- The Le Grind continuing case gives students the opportunity to apply what they’re learning to real-world business scenarios.
What’s new in the text:
- Enhanced emphasis on “think first, then do” approach, with a clearer integration of the SPARKS critical thinking and MOSAIC frameworks across each chapter.
- The 2nd edition has been refined to further focus on communication and developing students’ ability to explain insights clearly and persuasively.
- More decision-useful examples that connect analytics work to accounting decisions and stakeholder needs have been integrated into the text to tie concepts to real world applications and drive relevance.
- New and updated End-of-chapter and Test Bank Questions have been added for additional practice and assessment opportunities.
What’s new in WileyPLUS:
- Expanded coverage of AI including new chapter level AI Appendices that provide prompting examples, ethical cautions, and student exercises to build professional judgment and responsible use.
- New Solution Walkthrough Videos show students how to solve a problem from the text and provide just-in-time support.
- An expanded Data Solutions Library gives instructors control by providing alternate data files and solutions for end-of-chapter problems in a variety of technologies including Excel, Alteryx, Power BI, and Tableau.
- New Gradable Excel problems build student Excel skills within the context of Data Analytics and Accounting.
ANN C. DZURANIN is the KPMG Endowed Professor of Accountancy at Northern Illinois University. She earned her BS from Fairleigh Dickinson University, her MBA from New York University, and her PhD from the University of South Florida. Ann is a CPA (NJ) with 15 years of experience in both public and corporate accounting. Ann conducts behavioral research in managerial accounting decision-making and the ways in which accounting information systems interact with those decisions. Her publications include Issues in Accounting Education, Journal of Information Systems, Journal of Business Ethics, Strategic Finance, Management Accounting Quarterly, IMA Statement on Management Accounting, Journal of Corporate Accounting and Finance and the Journal of Accounting Education.
Ann received the 2018 American Accounting Association’s Innovation in Accounting Education Award for her work in data analytics curriculum development. Ann’s work in data analytics has resulted in invitations to present on Data Analytics and Accounting curriculum at both academic and professional conferences. Her presentations have reached over 3,000 people and her materials have been shared with more than 75 universities. Ann served on the AICPA CPA Evolution Taskforce and currently serves as a BEC subcommittee member and a member of the CPA exam Content Committee.
GUIDO L. GEERTS is a professor of accounting and EY Faculty Scholar at the Lerner College of Business, University of Delaware, where he teaches accounting information systems and data analytics. He received a PhD in accounting information systems from the Free University of Brussels, Belgium in 1993. Guido’s research has been published in journals such as Accounting Horizons, Decision Support Systems, IEEE Intelligent Systems, International Journal of Accounting Information Systems, Journal of Accountancy, Journal of Emerging Technologies in Accounting, and Journal of Information Systems. He has also co-authored a research monograph published by the American Accounting Association titled The REA Accounting Model as an Accounting and Economic Ontology.
Guido has received numerous research, teaching, and service awards, including the 2012 American Accounting Association Strategic and Emerging Technologies Section Outstanding Contribution to Research Award, the 2015 University of Delaware’s Excellence in Teaching Award, the 2018 American Accounting Association Outstanding Service Award, and the 2022 American Accounting Association/J. Michael and Mary Anne Cook/Deloitte Foundation Prize for undergraduate teaching.
Guido is the former chair of the Technology Task Force for the Pathways Commission Recommendation 4 (Curriculum and Pedagogy) and currently serves as a Trustee on the AICPA Foundation Board.
MARGARITA MARIA LENK’S signature sincere enthusiasm, caring ethic, integrity, inclusion values, and her intellectual curiosity have served the accounting profession and students for decades in her roles as a national and international accounting professional, instructor, author, mentor, coach, consultant, presenter, and researcher. Margarita studied accounting, computer science, psychology, and economics, with degrees and teaching awards from the University of Central Florida, the University of North Carolina at Chapel Hill, and the University of South Carolina. She is a Colorado State University faculty emeritus.
Margarita integrates ethics, critical thinking, risk management, and data-driven decision-making perspectives in all her work. Her expertise includes data analytics, artificial intelligence, AIS security, governance and internal controls, sustainability accounting, social media risk management, service-learning, and university-community engagement and research partnerships. Her native Argentine innovative nature, strong service ethic and belief in our potential and responsibility to improve the world have always informed her accounting perspective and instructional philosophies towards developing future leaders.
Margarita has published over 50 inter-disciplinary research articles in journals such as Journal of Information Systems, Strategic Finance, Review of Accounting Information Systems, Journal of Production Planning and Control, Issues in Accounting Education, Journal of Information Systems Education, The Michigan Journal of Community Service Learning, and Business Communication Quarterly. She has won over 30 instruction and mentoring related awards, including the 2019 Michael J. and Mary Ann Cook/Deloitte Foundation/AAA Prize for Outstanding Accounting Undergraduate Professor, the 2009 Outstanding Accounting Professor in the state of Colorado, the CSU System Board of Governors Outstanding Undergraduate Professor, and the 2006 Best Information Systems Professor from the Strategic and Emerging Technologies of the American Accounting Association. In 2021, she was inducted into the PhD Project Hall of Fame for mentoring and coaching three decades of diverse accounting faculty and students.
Plan 1. Data and Analytics in the Accounting Profession 2. Foundational Data Analysis Skills 3. Motivations and Objectives for Data Analysis 4. Planning Data and Analysis Strategies Analyze 5. Analysis: Data Preparation 6. Analysis: Information Modeling 7. Analysis: Data Exploration Report 8. Interpreting Data Analysis Results 9. Communicating Data Analysis Results