CPE Today: Recent Episodes
CPE Today
Join Steve Yoss and Randy Johnston as they delve into the world of CPA firms, discussing the game-changing power of a single portal for enhanced client communication and collaboration. Discover how consolidating multiple portals into one centralized source can boost team productivity, improve the client experience, and revolutionize staff utilization. Gain insights on crucial features like payment integration, e-signatures, and explore top portal solutions like Lissio, Smart Vault, and SureLink. Don't miss out on this informative episode that uncovers the secrets to streamlining your CPA firm's operations and transforming client interactions.
Welcome to the relaunch of the CPE Today Podcast! We are excited to announce that we are transitioning from live instructional videos to a more relaxed, conversational style twice-per-month podcast. Our new format will focus on current events and provide our listeners with insights and opinions from industry experts.
In this episode, we will be discussing ChatGPT and Robo assistants, examining their potential as a tool to improve productivity and decision-making, as well as their potential risks and limitations. We'll dive into the advancements in artificial intelligence and the impact it has on the job market, and we'll examine the role that humans will play in the future of the workforce. Join us on this thought-provoking journey and stay tuned for more episodes that will provide you with valuable insights and information.
The ROI method(tm) is a trademarked method Jackie Meyer, CPA and doctoral candidate created for tax advisory services and planning. It easily visualizes the tax savings an accountant can produce for a client, tends to triple the fees an accountant can charge, and transforms mundane busy work into passion and purpose. As a practitioner, Jackie tripled her firm's revenue with this method and began her speaking and teaching career around it as accountants realized how much, more than just money, The ROI Method(tm) can impact their (and their clients') lives for the better.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/roim/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Jackie Meyer, CPA, MS (https://meyertax.com)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The world of work changed radically and became much more virtual after the pandemic's onset in 2020. Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps. In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and learn the best tips to help you and your team accomplish more in less time.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ptt2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The world of work changed radically and became much more virtual after the pandemic's onset in 2020. Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps. In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and learn the best tips to help you and your team accomplish more in less time.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ptt1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
In this program, you will learn how to implement “do it yourself business intelligence” using a variety of techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then you will learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/mbi8/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
In this program, you will learn how to implement “do it yourself business intelligence” using a variety of techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then you will learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/mbi7/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
In this program, you will learn how to implement “do it yourself business intelligence” using a variety of techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then you will learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/mbi6/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
In this program, you will learn how to implement “do it yourself business intelligence” using a variety of techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then you will learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/mbi5/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.In this program, you will learn how to implement “do it yourself business intelligence” using a variety of techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then you will learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/mbi4/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
In this program, you will learn how to implement “do it yourself business intelligence” using a variety of techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then you will learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/mbi3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.In this program, you will learn how to implement “do it yourself business intelligence” using a variety of techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then you will learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/mbi2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.In this program, you will learn how to implement “do it yourself business intelligence” using a variety of techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then you will learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/mbi1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use. Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s specific needs and you can maximize the return on investment for the solution you choose. You will learn about each solution’s key features, target markets, approximate pricing, integration options, and other relevant factors to assist in make the right decision. This is the one “must-attend” seminar for anyone working in a small business or providing services to small businesses.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/qboa7/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
You think about raising your rates, but haven’t done it yet. A price increase is one of the toughest challenges for accounting professionals.
85% of accounting professionals work 40 hours or more per week. Meanwhile, 57% undercharge for their services and 15% feel they need to work a second job just to make ends meet.
You worry that if you raise your prices you’ll lose business. But what if you could seamlessly transition clients to your new rates – and only work with clients who value you?
You know what you want. Now discover the exact steps to confidently grow a prosperous firm without burning out.
Be prepared to roll up your sleeves and apply your brainpower to some new, more effective ways of thinking about how your business creates value for your clients and dive into the many different ways to set new rates which reflect your value.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/csryr1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Loren Fogleman Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use. Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s specific needs and you can maximize the return on investment for the solution you choose. You will learn about each solution’s key features, target markets, approximate pricing, integration options, and other relevant factors to assist in make the right decision. This is the one “must-attend” seminar for anyone working in a small business or providing services to small businesses.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/qboa6/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use. Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s specific needs and you can maximize the return on investment for the solution you choose. You will learn about each solution’s key features, target markets, approximate pricing, integration options, and other relevant factors to assist in make the right decision. This is the one “must-attend” seminar for anyone working in a small business or providing services to small businesses.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/qboa5/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use. Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s specific needs and you can maximize the return on investment for the solution you choose. You will learn about each solution’s key features, target markets, approximate pricing, integration options, and other relevant factors to assist in make the right decision. This is the one “must-attend” seminar for anyone working in a small business or providing services to small businesses.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/qboa4/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use. Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s specific needs and you can maximize the return on investment for the solution you choose. You will learn about each solution’s key features, target markets, approximate pricing, integration options, and other relevant factors to assist in make the right decision. This is the one “must-attend” seminar for anyone working in a small business or providing services to small businesses.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/qboa3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Operating an effective and profitable practice requires communicating with clients and others - and that in-turn requires scheduling. Yet many professionals treat scheduling as an after-thought instead of using it as a strategic advantage for their practices. With even a moderate sized firm doing 300-400 returns annually with existing and new clients, a better scheduling process can increase how many clients you can service and make every day easier.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/bmes1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by David Radin (https://www.LinkedIn.com/in/dradin) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Accounting shortages are impacting the financial industry for every accounting firm, regardless of size. This is causing Senior Accounting partners to do the jobs of entry-level employees. If firms are lucky enough to find the talent, they need for all their job position levels, they see high turnover rates because their employees are being headhunted for more money daily. As the saying goes, good firms attract good talent. The good news is that there are legions of talent available, but firms must be willing to change how they work. Modern technology lets our clients and team members come from anywhere worldwide. By changing how we work, we can find the right talent at the right level at the right time to complete our tasks as efficiently as possible by building a global hybrid team. Some firms specialize in helping small firms build effective global teams. Navigating the talent shortage is not something small firms need to do alone. Join Randy Johnston and Nick Sinclair, founder of TOA Global, as they discuss how staffing shortages impact the financial sector, how to attract and retain talent, and what attributes of a talent team provider you should look for when trying to build a global team.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/toa1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use. Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s specific needs and you can maximize the return on investment for the solution you choose. You will learn about each solution’s key features, target markets, approximate pricing, integration options, and other relevant factors to assist in make the right decision. This is the one “must-attend” seminar for anyone working in a small business or providing services to small businesses.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/qboa2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use.
Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s specific needs and you can maximize the return on investment for the solution you choose. You will learn about each solution’s key features, target markets, approximate pricing, integration options, and other relevant factors to assist in make the right decision. This is the one “must-attend” seminar for anyone working in a small business or providing services to small businesses.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/qboa1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The security of your data is not something you should take lightly. The latest techniques in encryption, virus protection, and other technologies can help keep all the information on your computer safe from prying eyes - even if it's sensitive! This course will cover what tools are available for securing files with passwords or digital signatures and how best practices affect employees who work remotely (or have flexible hours). By tuning up these basics now rather than coming back later when needed; programs like secure communication apps make sure no one has access to company secrets while also keeping workers happy at their jobs by ensuring proper protocol regarding confidential materials
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ptf4/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The security of your data is not something you should take lightly. The latest techniques in encryption, virus protection, and other technologies can help keep all the information on your computer safe from prying eyes - even if it's sensitive! This course will cover what tools are available for securing files with passwords or digital signatures and how best practices affect employees who work remotely (or have flexible hours). By tuning up these basics now rather than coming back later when needed; programs like secure communication apps make sure no one has access to company secrets while also keeping workers happy at their jobs by ensuring proper protocol regarding confidential materials
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ptf3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Get ready to make 2023 your best year ever! Do what other accounting professionals only talk about. You comfortably spend time working IN your business, doing the day-to-day operations. Working ON your business, to strategically grow your business, is an advanced move. A strategic plan puts you squarely in charge of your firm’s growth. Instead of your firm running you, you run your firm. With this framework, you achieve the high-value rewards. Whether you want to travel more, pay off your debt or fund your retirement plan, you’ll discover how your firm can raise your quality of life. Forget the traditional, boring business plan which you fill out and then shove into the back of your filing cabinet. Your strategic plan offers clarity about what to do, what to let go of and how to grow your bank account. Follow the Path to Profits Blueprint to build your dream firm.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/wmbfy/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The security of your data is not something you should take lightly. The latest techniques in encryption, virus protection, and other technologies can help keep all the information on your computer safe from prying eyes - even if it's sensitive! This course will cover what tools are available for securing files with passwords or digital signatures and how best practices affect employees who work remotely (or have flexible hours). By tuning up these basics now rather than coming back later when needed; programs like secure communication apps make sure no one has access to company secrets while also keeping workers happy at their jobs by ensuring proper protocol regarding confidential materials
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ptfw2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The security of your data is not something you should take lightly. The latest techniques in encryption, virus protection, and other technologies can help keep all the information on your computer safe from prying eyes - even if it's sensitive! This course will cover what tools are available for securing files with passwords or digital signatures and how best practices affect employees who work remotely (or have flexible hours). By tuning up these basics now rather than coming back later when needed; programs like secure communication apps make sure no one has access to company secrets while also keeping workers happy at their jobs by ensuring proper protocol regarding confidential materials
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ptfw1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Technology is a business-critical business capability in today’s day and age. Any interruption to an organization’s ability to use its information system poses a significant risk to the viability of the organization. Data breaches, cyber-attacks, and ransomware are examples of some of the biggest existential risks facing businesses today. There are threat actors all around the world that entirely focus on stealing organizational data, stealing economic resources, and disrupting the flow of business. They are using complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. From recently released data breach reports, there were 100k data breaches publicly reported in 2020 alone. Resulting in the personal information of millions of people worldwide being released, billions of dollars of organizational assets, and putting countless people in harm’s way.
This course will go over recent major security breaches including breaches at Solarwinds, Ubiquity, Colonial Pipeline, Tecnimont SpA, Citrix, LabCorp, and others. It will discuss how these breaches occurred, why the breaches happened, and how organizations can prevent it from happening to them. Each case study will discuss a different form of security vulnerability and how to prevent it. The topics will include social engineering, auditing processes for IT Security systems, forensic accounting, password, two-factor authentication, and improvements for managerial oversight. Participants will gain real-world knowledge from the mistakes of other organizations and from that experience develop their own security best practices for their organizations Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/22BSC4/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Technology is a business-critical business capability in today’s day and age. Any interruption to an organization’s ability to use its information system poses a significant risk to the viability of the organization. Data breaches, cyber-attacks, and ransomware are examples of some of the biggest existential risks facing businesses today. There are threat actors all around the world that entirely focus on stealing organizational data, stealing economic resources, and disrupting the flow of business. They are using complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. From recently released data breach reports, there were 100k data breaches publicly reported in 2020 alone. Resulting in the personal information of millions of people worldwide being released, billions of dollars of organizational assets, and putting countless people in harm’s way.
This course will go over recent major security breaches including breaches at Solarwinds, Ubiquity, Colonial Pipeline, Tecnimont SpA, Citrix, LabCorp, and others. It will discuss how these breaches occurred, why the breaches happened, and how organizations can prevent it from happening to them. Each case study will discuss a different form of security vulnerability and how to prevent it. The topics will include social engineering, auditing processes for IT Security systems, forensic accounting, password, two-factor authentication, and improvements for managerial oversight. Participants will gain real-world knowledge from the mistakes of other organizations and from that experience develop their own security best practices for their organizations
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/22BSC3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
In the last 10 years technology has advanced at a relentless pace. Data is now everywhere. So why is it that audit engagement management software and methodologies have changed so little? Auditors feel held back. Frustrated wrestling with dated desktop applications creaking to support remote teams. Wasting time filling in mind-numbing forms.
In today's episode, we join Mark Edmondson, the CEO of Inflo, to discuss the benefits of performing data-driven audits and how you can apply new technology to efficiently complete your audits. Inflo provides many services that help automate your audit workflows and bring your company into the 21st century.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/inflo1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Technology is a business-critical business capability in today’s day and age. Any interruption to an organization’s ability to use its information system poses a significant risk to the viability of the organization. Data breaches, cyber-attacks, and ransomware are examples of some of the biggest existential risks facing businesses today. There are threat actors all around the world that entirely focus on stealing organizational data, stealing economic resources, and disrupting the flow of business. They are using complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. From recently released data breach reports, there were 100k data breaches publicly reported in 2020 alone. Resulting in the personal information of millions of people worldwide being released, billions of dollars of organizational assets, and putting countless people in harm’s way.
This course will go over recent major security breaches including breaches at Solarwinds, Ubiquity, Colonial Pipeline, Tecnimont SpA, Citrix, LabCorp, and others. It will discuss how these breaches occurred, why the breaches happened, and how organizations can prevent it from happening to them. Each case study will discuss a different form of security vulnerability and how to prevent it. The topics will include social engineering, auditing processes for IT Security systems, forensic accounting, password, two-factor authentication, and improvements for managerial oversight. Participants will gain real-world knowledge from the mistakes of other organizations and from that experience develop their own security best practices for their organizations
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/22BSC2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Technology is a business-critical business capability in today’s day and age. Any interruption to an organization’s ability to use its information system poses a significant risk to the viability of the organization. Data breaches, cyber-attacks, and ransomware are examples of some of the biggest existential risks facing businesses today. There are threat actors all around the world that entirely focus on stealing organizational data, stealing economic resources, and disrupting the flow of business. They are using complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. From recently released data breach reports, there were 100k data breaches publicly reported in 2020 alone. Resulting in the personal information of millions of people worldwide being released, billions of dollars of organizational assets, and putting countless people in harm’s way.
This course will go over recent major security breaches including breaches at Solarwinds, Ubiquity, Colonial Pipeline, Tecnimont SpA, Citrix, LabCorp, and others. It will discuss how these breaches occurred, why the breaches happened, and how organizations can prevent it from happening to them. Each case study will discuss a different form of security vulnerability and how to prevent it. The topics will include social engineering, auditing processes for IT Security systems, forensic accounting, password, two-factor authentication, and improvements for managerial oversight. Participants will gain real-world knowledge from the mistakes of other organizations and from that experience develop their own security best practices for their organizations
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/22BSC1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Blockchain technology offers the promise of digital truth. When properly implemented is offers a transparent, permanent, immutable, and high-speed record-keeping system. The possibilities are endless, from managing the logistics of supply chain networks to facilitating international commerce. The adoption of this technology is growing with millions of new users every year. Organizations are adopting this technology every day to help improve their existing operations through its ledger capabilities or executing smart contracts. Cryptocurrency is one example of blockchain technology. Its growth and value have exploded to over $2 trillion in the last few years. This growth has helped to fuel widespread adoption amongst Wall Street and regular investors alike.
While more popular than ever, few business professionals understand these technologies, their capabilities, their risks, and their potential impacts on business operations and processes, such as contract execution, recording and maintaining real estate ownership records, and supply chains. This incredible technology is wrapped in mystery for most accounting professionals. This course will provide a detailed and in-depth look at this technology including a detailed overview of the underlying technology, the benefits, the risks, the major players, and many practical applications. Participants will gain a deeper understanding of the inner workings of this technology as well as recommendations on how to get started.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/abgc4/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Blockchain technology offers the promise of digital truth. When properly implemented is offers a transparent, permanent, immutable, and high-speed record-keeping system. The possibilities are endless, from managing the logistics of supply chain networks to facilitating international commerce. The adoption of this technology is growing with millions of new users every year. Organizations are adopting this technology every day to help improve their existing operations through its ledger capabilities or executing smart contracts. Cryptocurrency is one example of blockchain technology. Its growth and value have exploded to over $2 trillion in the last few years. This growth has helped to fuel widespread adoption amongst Wall Street and regular investors alike.
While more popular than ever, few business professionals understand these technologies, their capabilities, their risks, and their potential impacts on business operations and processes, such as contract execution, recording and maintaining real estate ownership records, and supply chains. This incredible technology is wrapped in mystery for most accounting professionals. This course will provide a detailed and in-depth look at this technology including a detailed overview of the underlying technology, the benefits, the risks, the major players, and many practical applications. Participants will gain a deeper understanding of the inner workings of this technology as well as recommendations on how to get started.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/abgc3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Blockchain technology offers the promise of digital truth. When properly implemented is offers a transparent, permanent, immutable, and high-speed record-keeping system. The possibilities are endless, from managing the logistics of supply chain networks to facilitating international commerce. The adoption of this technology is growing with millions of new users every year. Organizations are adopting this technology every day to help improve their existing operations through its ledger capabilities or executing smart contracts. Cryptocurrency is one example of blockchain technology. Its growth and value have exploded to over $2 trillion in the last few years. This growth has helped to fuel widespread adoption amongst Wall Street and regular investors alike.
While more popular than ever, few business professionals understand these technologies, their capabilities, their risks, and their potential impacts on business operations and processes, such as contract execution, recording and maintaining real estate ownership records, and supply chains. This incredible technology is wrapped in mystery for most accounting professionals. This course will provide a detailed and in-depth look at this technology including a detailed overview of the underlying technology, the benefits, the risks, the major players, and many practical applications. Participants will gain a deeper understanding of the inner workings of this technology as well as recommendations on how to get started.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/abgc2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Blockchain technology offers the promise of digital truth. When properly implemented is offers a transparent, permanent, immutable, and high-speed record-keeping system. The possibilities are endless, from managing the logistics of supply chain networks to facilitating international commerce. The adoption of this technology is growing with millions of new users every year. Organizations are adopting this technology every day to help improve their existing operations through its ledger capabilities or executing smart contracts. Cryptocurrency is one example of blockchain technology. Its growth and value have exploded to over $2 trillion in the last few years. This growth has helped to fuel widespread adoption amongst Wall Street and regular investors alike.
While more popular than ever, few business professionals understand these technologies, their capabilities, their risks, and their potential impacts on business operations and processes, such as contract execution, recording and maintaining real estate ownership records, and supply chains. This incredible technology is wrapped in mystery for most accounting professionals. This course will provide a detailed and in-depth look at this technology including a detailed overview of the underlying technology, the benefits, the risks, the major players, and many practical applications. Participants will gain a deeper understanding of the inner workings of this technology as well as recommendations on how to get started.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/abgc1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Google is one of the largest, most widely used and important technology companies on the planet. Their name has become synonymous with search, knowledge, and cutting-edge technology. They have developed and are responsible for a wide range of products which have changed the way we learn, find things in our community, and communicate with the world. Billions of people every day use their services to get recommendations on where to eat, directions to a friend's house or to send an email to a business colleague. Google offers a business-ready cloud productivity suite called gSuite. gSuite brings together a wide range of communication and business tools under one roof that can be the backbone of an organization's technology infrastructure. Google's tools and services help power the world and can help an organization gain better effectiveness and efficiency over its operations. Most users are familiar with Google's search service or Gmail but are unaware of the other services they provide. Additionally, most users just scratch the surface of the functionality of Google's tools and services. This course is going to look at the most useful features, apps, and services of Google which could be better utilized by the busy working professional. The attendee will learn how to find better web results using search operators and tools. They will gain an understanding of gSuite and how it can be implemented as an organization's back office. They will learn how to create dynamic, creative, and useful business documents using Google Docs. They will learn how to back-up and sync their documents to the Cloud using Google Drive. They will learn how to grow their business and expand their marketing using Google's marketing and website tools. The course will finish with a top five list of the best-hidden secrets and functionalities of Google's Tools. Beginners to advanced users of Google products will leave this course with a much deeper understanding of the services, time-saving tips to use the products more effectively, and practical advice on how to best leverage their incredible technology.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gog4/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Google is one of the largest, most widely used and important technology companies on the planet. Their name has become synonymous with search, knowledge, and cutting-edge technology. They have developed and are responsible for a wide range of products which have changed the way we learn, find things in our community, and communicate with the world. Billions of people every day use their services to get recommendations on where to eat, directions to a friend's house or to send an email to a business colleague. Google offers a business-ready cloud productivity suite called gSuite. gSuite brings together a wide range of communication and business tools under one roof that can be the backbone of an organization's technology infrastructure. Google's tools and services help power the world and can help an organization gain better effectiveness and efficiency over its operations. Most users are familiar with Google's search service or Gmail but are unaware of the other services they provide. Additionally, most users just scratch the surface of the functionality of Google's tools and services. This course is going to look at the most useful features, apps, and services of Google which could be better utilized by the busy working professional. The attendee will learn how to find better web results using search operators and tools. They will gain an understanding of gSuite and how it can be implemented as an organization's back office. They will learn how to create dynamic, creative, and useful business documents using Google Docs. They will learn how to back-up and sync their documents to the Cloud using Google Drive. They will learn how to grow their business and expand their marketing using Google's marketing and website tools. The course will finish with a top five list of the best-hidden secrets and functionalities of Google's Tools. Beginners to advanced users of Google products will leave this course with a much deeper understanding of the services, time-saving tips to use the products more effectively, and practical advice on how to best leverage their incredible technology.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gog3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Google is one of the largest, most widely used and important technology companies on the planet. Their name has become synonymous with search, knowledge, and cutting-edge technology. They have developed and are responsible for a wide range of products which have changed the way we learn, find things in our community, and communicate with the world. Billions of people every day use their services to get recommendations on where to eat, directions to a friend's house or to send an email to a business colleague. Google offers a business-ready cloud productivity suite called gSuite. gSuite brings together a wide range of communication and business tools under one roof that can be the backbone of an organization's technology infrastructure. Google's tools and services help power the world and can help an organization gain better effectiveness and efficiency over its operations. Most users are familiar with Google's search service or Gmail but are unaware of the other services they provide. Additionally, most users just scratch the surface of the functionality of Google's tools and services. This course is going to look at the most useful features, apps, and services of Google which could be better utilized by the busy working professional. The attendee will learn how to find better web results using search operators and tools. They will gain an understanding of gSuite and how it can be implemented as an organization's back office. They will learn how to create dynamic, creative, and useful business documents using Google Docs. They will learn how to back-up and sync their documents to the Cloud using Google Drive. They will learn how to grow their business and expand their marketing using Google's marketing and website tools. The course will finish with a top five list of the best-hidden secrets and functionalities of Google's Tools. Beginners to advanced users of Google products will leave this course with a much deeper understanding of the services, time-saving tips to use the products more effectively, and practical advice on how to best leverage their incredible technology.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gog2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Google is one of the largest, most widely used and important technology companies on the planet. Their name has become synonymous with search, knowledge, and cutting-edge technology. They have developed and are responsible for a wide range of products which have changed the way we learn, find things in our community, and communicate with the world. Billions of people every day use their services to get recommendations on where to eat, directions to a friend's house or to send an email to a business colleague. Google offers a business-ready cloud productivity suite called gSuite. gSuite brings together a wide range of communication and business tools under one roof that can be the backbone of an organization's technology infrastructure. Google's tools and services help power the world and can help an organization gain better effectiveness and efficiency over its operations. Most users are familiar with Google's search service or Gmail but are unaware of the other services they provide. Additionally, most users just scratch the surface of the functionality of Google's tools and services. This course is going to look at the most useful features, apps, and services of Google which could be better utilized by the busy working professional. The attendee will learn how to find better web results using search operators and tools. They will gain an understanding of gSuite and how it can be implemented as an organization's back office. They will learn how to create dynamic, creative, and useful business documents using Google Docs. They will learn how to back-up and sync their documents to the Cloud using Google Drive. They will learn how to grow their business and expand their marketing using Google's marketing and website tools. The course will finish with a top five list of the best-hidden secrets and functionalities of Google's Tools. Beginners to advanced users of Google products will leave this course with a much deeper understanding of the services, time-saving tips to use the products more effectively, and practical advice on how to best leverage their incredible technology.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gog1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
When small businesses first start, they may need just one tool, such as Time and Billing. As their company grows, they must manage many other tasks. Small business owners must shift their focus from just time and billing to the entirety of practice management. This can feel incredibly overwhelming. Small business owners need to focus on three needs: Time and Billing, Workflow management, and Client CRM and analysis. No matter how large a business becomes, these needs are universal.
In today's session, we will be joining the founders of TPS to discuss why focussing on three primary areas: Time and billing, workflow management, and client CRM and analysis, are core areas to every business. We will also discuss how TPS has grown from being only a Time and Billing tool into the well-rounded practice management tool it is today.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/tps1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
PDFs (Portable Document Format) are the de facto standard for digital paper. They are used worldwide by virtually all platforms and systems as a method of conveying information. They can be used to transmit an invoice to a client, sign an agreement with a partner, or save a permanent copy of a financial statement. While being widespread, most financial professionals don’t know to leverage this format effectively. They lack the knowledge of how to create their documents, edit existing documents, or secure them for transmittal. Additionally, there are many new PDF capabilities such as forms, e-signature, cloud storage, and more which are underutilized by financial professionals.
The most common and powerful application for creating, editing, and managing PDF files is Adobe Acrobat Pro DC. This application can be leveraged in so many ways to create effective documents. This course will go through in deep detail the major features and functionalities of this application. It will demonstrate the various ways to create and edit documents. It shows utilizing the review and annotation functionalities such as stamps and comments. It will teach participants how to create forms and collect e-signatures. Additionally, it will present free and open-source alternatives to Acrobat DC to consider. This course is a must-watch for any financial professional that works with PDFs regularly.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ADFP2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Does your accounting firm offer initial free consultations? Before the meeting closes you share your fees. And the response you hear is “Can I get a discount?” The initial consult challenges many accounting professionals. That’s because your training prepared you to do the work, but not to master these first meetings. As a result, you end up enrolling a non-ideal client or under-charge for your firm’s services. Your initial consultations set the stage for everything else. It’s time to engage quality clients – without ever having to sell or justify your fees. Follow this proven formula which has premium clients ask how they can work with you. This approach draws in quality clients without having to pitch or sell your services. Give potential clients what they need to eagerly say “YES” on the spot.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/5ECF/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
PDFs (Portable Document Format) are the de facto standard for digital paper. They are used worldwide by virtually all platforms and systems as a method of conveying information. They can be used to transmit an invoice to a client, sign an agreement with a partner, or save a permanent copy of a financial statement. While being widespread, most financial professionals don’t know to leverage this format effectively. They lack the knowledge of how to create their documents, edit existing documents, or secure them for transmittal. Additionally, there are many new PDF capabilities such as forms, e-signature, cloud storage, and more which are underutilized by financial professionals.
The most common and powerful application for creating, editing, and managing PDF files is Adobe Acrobat Pro DC. This application can be leveraged in so many ways to create effective documents. This course will go through in deep detail the major features and functionalities of this application. It will demonstrate the various ways to create and edit documents. It shows utilizing the review and annotation functionalities such as stamps and comments. It will teach participants how to create forms and collect e-signatures. Additionally, it will present free and open-source alternatives to Acrobat DC to consider. This course is a must-watch for any financial professional that works with PDFs regularly.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ADFP1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Data Breaches pose an extensional threat to all businesses. A significant breach wreak havoc on the lives of its customers, staff, and the greater public. They often go beyond the scope of an individual organization’s operations and now can have far-reaching repercussions. From recent data, they are an even more significant threat this year compared to last year and only gaining momentum. They can expose sensitive information that can result in identity theft, industrial espionage, and even compromises in national security. This class will dive deeply into the 2022 Verizon Data Breach Investigation Report (DBIR), which analyzed over 23k security incidents and over 5k data breaches. Participants will gain a deeper understanding of what data breaches are, how they occur and what they can do to protect themselves and their organizations.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/padb/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/EESA6/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/EESA6/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/EESA5/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
xcel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/EESA4/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/EESA3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/eesa2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/eesa1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
No person or corporation wants to overpay in taxes. According to Govinfo.gov, the tax code was over 60,000 pages the last time it was printed in 2018. That leaves a lot of opportunities to find strategies to make sure that the taxpayer is not overpaying. These strategies are hidden inside those 60,000 pages and require planning to be able to implement them. Determining strategies, selecting which methods to use, and developing an implementation plan is part of tax planning. Tax planning, when done right, can save a taxpayer hundreds of thousands of dollars. The first problem is that no tax preparer has time to read through 60,000 pages and find every strategy that applies to their clients. The next issue is convincing the taxpayer that putting in the extra time and resources to implement these strategies is worth the effort.
In this course, Randy Johnston will be taking you through a hands-on tour of Corvee so you can see how Corvee can help you increase your tax or accounting firm's bottom line while also increasing value for your clients. We explore the dynamic client questionnaire, potential tax savings reports, the portal, and the tax-planning estimator. Learn how your tax firm can not only take credit for the tax savings but also the research of it. Explore how Corvee will auto-generate a tax plan for each of your clients and so much more. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/corvee1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Forty-six percent of stress reported amongst employees in the US is caused by an overwhelming workload; and various time management techniques have shown positive results in helping people get their tasks done, thus decreasing stress. Yet, according to according to a 2021 study, only 18% of the population uses a time management system.
Attend this session to discover popular time management techniques that have been implemented worldwide to help individuals and companies get more out of their weeks and reach their goals.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ptmw/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by David Radin (https://www.LinkedIn.com/in/dradin) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
No person or corporation wants to overpay in taxes. According to Govinfo.gov, the tax code was over 60,000 pages the last time it was printed in 2018. That leaves a lot of opportunities to find strategies to make sure that the taxpayer is not overpaying. These strategies are hidden inside those 60,000 pages and require planning to be able to implement them. Determining strategies, selecting which methods to use, and developing an implementation plan are part of tax planning. Tax planning, when done right, can save a taxpayer hundreds of thousands of dollars. The first problem is that no tax preparer has time to read through 60,000 pages and find every strategy that applies to each of their clients. The next issue is convincing the taxpayer that putting in the extra time and resources to implement these strategies is worth the effort. In this course, we will join Corvee founder and CEO Andrew Argue to discuss what tax planning is, why it is essential, what barriers exist to successful tax planning and how Corvee can help tax preparers succeed.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/corvee2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Small businesses have unique and specific technology needs, including those around remote access. Whether team members need remote access to desktops, data, voice services, instant messaging, or Cloud-based services, sometimes the list of available options can be overwhelming!
In this course, you will learn about practical solutions for facilitating remote access in small businesses. Among other items, included in this program is a detailed review of various solutions to provide remote access to a desktop, how to work securely from remote locations, key considerations when selecting Cloud-based solutions, and how to facilitate communication and collaboration in remote environments.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gvt2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Small businesses have unique and specific technology needs, including those around remote access. Whether team members need remote access to desktops, data, voice services, instant messaging, or Cloud-based services, sometimes the list of available options can be overwhelming!
In this course, you will learn about practical solutions for facilitating remote access in small businesses. Among other items, included in this program is a detailed review of various solutions to provide remote access to a desktop, how to work securely from remote locations, key considerations when selecting Cloud-based solutions, and how to facilitate communication and collaboration in remote environments.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gvt1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Randy Johnston Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Over the past two years, we have witnessed technology serve as a powerful enabler. Firms that have adopted the “new normal” have accelerated; maximizing performance and flexibility, enabling scalable growth, retained, and gained staff, improved bottom lines from reduced operating costs, and enhanced overall customer experience.
Following the tectonic shift to remote work, firms find themselves no longer limited to any one geographical location. Offering a flexible work from anywhere environment to help promote work-life balance, including the technology experience to support those needs, plays a key role in talent recruitment and retention, office moves, mergers, and acquisitions, and sets the groundwork for more strategic IT planning and growth.
During this webinar, we will arm you with tips and best practices you can bring back to your firm to better support a flexible workforce, manage your IT security, and enhance your technology experience for both your staff and your customers
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/heft1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Power Query and Power BI are genuinely incredible tools to revolutionize your workflow. They offer the promise of "write once, refresh many" reporting where your reports can be instantly updated in real-time with the click of a button. These tools can be hooked directly to your company's databases, accounting applications, enterprise resource planning solutions, etc. Once the connection is established, they can dynamically retrieve anything from the database and populate your reports. While incredible tools, these features require additional training and experience to master. This course series will review the different methods of connecting to your data and have multiple hands-on activities to help you master these incredible tools.
CPE Today has a brand-new learning tool to help you learn how to use Power Query and Power BI. We have created a public server with several sample databases to help you learn how to extract, transform and load data into your dashboards and spreadsheets. This tool will give you practical hands-on experience working with cloud databases from major accounting solutions, including QuickBooks Desktop, QuickBooks Online, and more. This course will provide you with the knowledge to turn your organization's actual data into repeatable refreshable pivot tables, Power BI dashboards, and more!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/lsql/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Every other year the Association of Certified Fraud Examiners (ACFE) publishes A Report to the Nations. This landmark report is the definitive guide to understanding occupational fraud in today’s workplace. The ACFE report breaks down fraud by the type of perpetrator, types of crime, categories of victim organizations, and more. The report provides fascinating insight and helpful advice to help professionals understand fraud risks in today’s world.
Join us for an in-depth discussion and analysis of this report with K2 instructors Tommy Stephens and Stephen M. Yoss. They will discuss the significant findings of the 2022 edition of this report. Attendees will learn methods to spot fraud risks in their organizations and protect themselves.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/acfe/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Tommy Stephens CPA, CIOT & Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The Internet and mobile technologies have revolutionized the way that businesses operate. We're no longer constrained by having to operate in a specific location or during specific business hours. Organizations can now effectively communicate and do business with customers and staff based anywhere in the world. One of the most important aspects of this changing workplace is the virtual office, which allows a user to work anywhere in the world.
This course is an in-depth look at how an organization can improve collaboration, communication, and operations by implementing virtual office technology. We'll look at solutions to simplify and streamline communications, business process management, going paperless, and more. We'll also cover the benefits and risks of implementing a virtual workplace and discuss innovative technologies you can use to revolutionize your organization.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/bce4/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The Internet and mobile technologies have revolutionized the way that businesses operate. We're no longer constrained by having to operate in a specific location or during specific business hours. Organizations can now effectively communicate and do business with customers and staff based anywhere in the world. One of the most important aspects of this changing workplace is the virtual office, which allows a user to work anywhere in the world.
This course is an in-depth look at how an organization can improve collaboration, communication, and operations by implementing virtual office technology. We'll look at solutions to simplify and streamline communications, business process management, going paperless, and more. We'll also cover the benefits and risks of implementing a virtual workplace and discuss innovative technologies you can use to revolutionize your organization.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/bce3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The Internet and mobile technologies have revolutionized the way that businesses operate. We're no longer constrained by having to operate in a specific location or during specific business hours. Organizations can now effectively communicate and do business with customers and staff based anywhere in the world. One of the most important aspects of this changing workplace is the virtual office, which allows a user to work anywhere in the world.
This course is an in-depth look at how an organization can improve collaboration, communication, and operations by implementing virtual office technology. We'll look at solutions to simplify and streamline communications, business process management, going paperless, and more. We'll also cover the benefits and risks of implementing a virtual workplace and discuss innovative technologies you can use to revolutionize your organization.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/bce2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The Internet and mobile technologies have revolutionized the way that businesses operate. We're no longer constrained by having to operate in a specific location or during specific business hours. Organizations can now effectively communicate and do business with customers and staff based anywhere in the world. One of the most important aspects of this changing workplace is the virtual office, which allows a user to work anywhere in the world.
This course is an in-depth look at how an organization can improve collaboration, communication, and operations by implementing virtual office technology. We'll look at solutions to simplify and streamline communications, business process management, going paperless, and more. We'll also cover the benefits and risks of implementing a virtual workplace and discuss innovative technologies you can use to revolutionize your organization.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/bce1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Microsoft Teams has proved to be the saving technology for many organizations through the COVID-19 Pandemic. Millions of us worked from home. It allowed for us to conference call, screen share, and exchange files like we were all sitting in the same office. It gives us the ability to be able to operate and communicate anywhere with Internet connectivity. This class explores how to effectively implement and leverage Microsoft Teams inside your organization. It will look at some of the best practices for communication, security, productivity, and more. The class will take a specific look at the newest Team’s features to help you implement the latest and greatest. You’ll learn how to use this tool to run meetings in your organization, take advantage of 3rd party plugins, schedule appointments with colleagues, and more. Regardless of if you’re a new user to Teams or a Power user you will learn how to use this incredible tool more effectively.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/mtt3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Microsoft Teams has proved to be the saving technology for many organizations through the COVID-19 Pandemic. Millions of us worked from home. It allowed for us to conference call, screen share, and exchange files like we were all sitting in the same office. It gives us the ability to be able to operate and communicate anywhere with Internet connectivity. This class explores how to effectively implement and leverage Microsoft Teams inside your organization. It will look at some of the best practices for communication, security, productivity, and more. The class will take a specific look at the newest Team’s features to help you implement the latest and greatest. You’ll learn how to use this tool to run meetings in your organization, take advantage of 3rd party plugins, schedule appointments with colleagues, and more. Regardless of if you’re a new user to Teams or a Power user you will learn how to use this incredible tool more effectively.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/mtt2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Microsoft Teams has proved to be the saving technology for many organizations through the COVID-19 Pandemic. Millions of us worked from home. It allowed for us to conference call, screen share, and exchange files like we were all sitting in the same office. It gives us the ability to be able to operate and communicate anywhere with Internet connectivity. This class explores how to effectively implement and leverage Microsoft Teams inside your organization. It will look at some of the best practices for communication, security, productivity, and more. The class will take a specific look at the newest Team’s features to help you implement the latest and greatest. You’ll learn how to use this tool to run meetings in your organization, take advantage of 3rd party plugins, schedule appointments with colleagues, and more. Regardless of if you’re a new user to Teams or a Power user you will learn how to use this incredible tool more effectively.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/mtt1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions, and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel’s best new features to work right away!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ntt2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions, and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel’s best new features to work right away!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ntt1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Automation is a great way to save time and improve accuracy and effectiveness. It also allows you to get more value from your workday. This session will teach you how to automate the tasks that are mundane or take up too much energy, so you complete them automatically instead. One of the best things a person can do is invest time into automating their workday to help them achieve more work, reduce daily stress, and provide better mental clarity. This session focuses on various tools and services you can use to help promote personal automation. In it, you will learn about technologies such as integration platform tools, Amazon Alexa and Google Home, and the Elgato Stream Deck.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ape2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Automation is a great way to save time and improve accuracy and effectiveness. It also allows you to get more value from your workday. This session will teach you how to automate the tasks that are mundane or take up too much energy, so you complete them automatically instead. One of the best things a person can do is invest time into automating their workday to help them achieve more work, reduce daily stress, and provide better mental clarity. This session focuses on various tools and services you can use to help promote personal automation. In it, you will learn about technologies such as integration platform tools, Amazon Alexa and Google Home, and the Elgato Stream Deck.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ape1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Artificial Intelligence is becoming more commonplace in our world, and harnessing its power can help you become more effective and efficient. There are a number of new apps and services for accountants, bookkeepers, and financial professionals that can help you harness the power of Artificial Intelligence in your organization. The tools are designed to seamlessly integrate with the technology you already use to cut down on some of the tasks that take you the longest. There are AI-driven tools for Bookkeeping, Accounts Payable, Reconciliation, expense reporting, scheduling, business processes, and more. AI can increase security, reduce clerical errors and streamline your workflow. In this course, we will identify the areas that you can use AI to save you time and increase your efficiency.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/WAI3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Artificial Intelligence is becoming more commonplace in our world, and harnessing its power can help you become more effective and efficient. There are a number of new apps and services for accountants, bookkeepers, and financial professionals that can help you harness the power of Artificial Intelligence in your organization. The tools are designed to seamlessly integrate with the technology you already use to cut down on some of the tasks that take you the longest. There are AI-driven tools for Bookkeeping, Accounts Payable, Reconciliation, expense reporting, scheduling, business processes, and more. AI can increase security, reduce clerical errors and streamline your workflow. In this course, we will identify the areas that you can use AI to save you time and increase your efficiency.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/BAI2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Differentiating between all the accounting solutions can be difficult. It is impossible to make a truly informed decision without understanding and seeing how the tool works. Companies offer demonstration meetings of their tools, but maybe you are not ready for that level of a sales pitch. We want to help you decide what tools are worth your time to investigate further. We will be demonstrating multiple tools with similar modules to showcase the various tools’ strengths and differences. We are developing a series to go into depth on each of our highlighted tools and vendors.
In the second of our comparison series, we will be exploring one of the solutions in the PROP market space. Any tool in the PROP space must have more than a robust general ledger and reporting modules that can be used easily by ourselves and our clients. Join us as we demonstrate Spire’s inventory, costing, and E-commerce modules.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/sph2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Randy Johnston Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Differentiating between all the accounting solutions can be difficult. It is impossible to make a truly informed decision without understanding and seeing how the tool works. Companies offer demonstration meetings of their tools, but maybe you are not ready for that level of sales pitch. We want to help you decide what tools are worth your time to investigate further. We will be demonstrating multiple tools similar modules to showcase the various tools’ strengths and differences. We are developing a series to go into depth on each of our highlighted tools and vendors.
In the first of our comparison series, we will be exploring one of the solutions in the PROP market space. Any tool in the PROP space must have a robust general ledger, reporting, accounts payable, and accounts receivable modules that can be used easily by ourselves and our clients. Join us as we demonstrate Spire’s general ledger, reporting, accounts payable, and accounts receivable modules.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/SPH1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Spire is another Process and Resource Operation Planning (PROP) solution. It is another amazing all-in-one solution for the medium small business that is growing out of its current tools but does not need nor can afford an entire ERP solution. Once we move past the general accounting features, Spire is rich in additional modules that help you control the aspects of your business that aren't in a traditional accounting system. Some of these features include Inventory, Job Costing and Price Matrix. With these features, you can get a complete picture of your business operations
In today's session, we will be talking with Randy Johnston and Katie Griffin, Spire Business Development & Marketing, about how to go through a new software procurement process. We will discuss what drives a company to need to change, how do they know it is time and what should be considered during that process. We will evaluate determining the return on investment (ROI) for these types of projects. Katie is passionate about helping businesses find the best solution for them. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/spe1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Randy Johnston Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Differentiating between all the accounting solutions can be difficult. It is impossible to make a truly informed decision without understanding and seeing how the tool works. Companies offer demonstration meetings of their tools, but maybe you are not ready for that level of a sales pitch. We want to help you decide what tools are worth your time to investigate further. We will be demonstrating multiple tools with similar modules to showcase the various tools’ strengths and differences. We are developing a series to go into depth on each of our highlighted tools and vendors.
In the first of our comparison series, we will be exploring one of the solutions in the PROP market space. Any tool in the PROP space must have a robust general ledger, reporting, accounts payable, and accounts receivable modules that can be used easily by ourselves and our clients. Join us as we demonstrate Accounting Suites’ general ledger, reporting, accounts payable, and accounts receivable modules.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ash1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Small businesses have so many moving parts. Business owners want to run their business, they don’t want to learn how to be accounts, logistics experts, and more. For small business owners, ERP solutions are too big and too expensive for most of their needs. However, many of them quickly outgrow the basic accounting solutions that only offer a general ledger, reporting, accounts payable, and accounts receivable modules. These small business needs often fall through the cracks of entry-level accounting solutions and ERP solutions.
There is a new sector of the accounting software market developing. These new applications handle the Process and Resource Operation Planning (PROP) for a business. These PROP products bridge the gap for small businesses between entry-level solutions and ERP solutions. One of the outstanding tools in this new sector is Accounting Suite. Accounting Suite not only offers general ledger, reporting, accounts payable, accounts receivable modules, it also offers inventory, costing, and eCommerce modules. Accounting Suite has developed a one-stop-shop for any of your small business clients’ needs. They even offer customization of their tool for any of their clients. They have not forgotten their accounting stakeholders. They also built an amazingly efficient write-up feature to help you balance your client's accounts faster than ever before.
Join Randy Johnston and Kurt Kunselman, COO and Product Architect of Accounting Suite, to discuss the new emerging need for PROP solutions and how Accounting Suite has helped meet this need.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/asp1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
In our podcast today we are joined by Seppo Laaksonen the founder and primary driving force behind myDBR. For the last ten years, he and his team have been developing the world’s best reporting solution, myDBR. This incredible solution can be used for all types of organization reporting, from accounting to operations to support and more. Today’s podcast will look deeper into this incredible solution with the man who made it all happen. We will understand its best features and functions, some hidden secrets, and tricks as well as what future functionality is coming for the platform. If you’re just joining us, please check out episode one in this series where we took a detailed look at this solution and its many features. We looked at how it is installed and configured. We also looked at how to create reports and best practices for the application. Good reporting and access to organizational insight are a must-have for all organizations. myDBR is one of the best solutions on the market to ensure your team has access to the right information, at the right time, and in the format, they will understand.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/dbr2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Reporting is often the last part of accounting or business projects. Unfortunately, most businesses overlook the complexity of their reporting needs and underestimate their requirements. This causes an issue when it comes time to pull a sales report or calculate taxes. Accountants are often stringing together multiple spreadsheets to back into the information they need. This results in frustration from manual procedures, clerical errors in preparation, and poor efficiency in the office. myDBR can resolve all these problems and provide outstanding reporting right out of the box!
myDBR turns data from MySQL, MariaDB, Microsoft SQL Server, and Sybase databases into usable actionable information. This tool can be used for personal reporting or scaled up to enterprise business intelligence systems. Reports can be accessed from applications, portals, and mobile devices. myDBR integrates easily with any environment and allows for monitoring of users and data. Data can even be directly edited from within myDBR reports. This application is packed with easy-to-use functionality. From accounting reporting to customer support tickets and more, this tool can do it all! Please join us on how you can eliminate all your organizational reporting headaches!
Lastly, don’t forget to check out part two of this course where we talk with the folks behind myDBR. We will learn about their favorite features, functions, and capabilities. We will also get knowledge on where the application will be going in future releases. Don’t miss this one!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/dbr1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used on this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Microsoft Power BI is an incredible tool for processing your organization’s data into insightful analysis. It can be used to produce any type of analytics, from simple charts to responsive maps, to KPI indicators to in-depth statistical analysis, and everything in between. This incredible tool should be the backbone of reporting for all organizations. Helping to give decision-makers the right information they need, at the right time, to make good and effective decisions for their organizations. While exceedingly versatile and powerful, Power BI comes with a steep learning curve. It takes months and years to master this application and its many functionalities. It has many hidden features and unknown best practices which can stymie and frustrate new users.
This course is going to focus on the hidden secrets, capabilities, features, and functions of Microsoft Power BI. This intermediate course will focus on helping users master the capabilities of the application and produce more effective reports. It will discuss capabilities such as best practices for data management, creating more interactive reports, and recommendations for more efficient use of the application. This practically focused course will demonstrate many of the more complicated functionalities which are often not discussed in introductory-level courses. Additionally, it will take a particular focus on the most recently released functionalities of the application such as new visualizations, data connectors, collaboration services, and more.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gsp1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Today’s world runs on databases and is an integral component of every application, platform, and service. There isn’t a single business technology that is not utilizing a database in a meaningful way. Reporting tools like Power BI depend on a database to create beautiful and insightful dashboards. Our accounting systems such as Quickbooks or Xero use a database to store information about our financial records. Our customer tools such as Salesforce or Hubspot use a database to store information about our sales efforts. There are even new features and functions of Excel which depend on utilizing a database. As widespread and important as this technology is most financial professionals lack a basic understanding of how databases operate. Traditionally, working with databases has been “out of scope” of the accounting team and relegated to an organization’s IT department. However, in today’s technology environment, accountants must have at least a basic understanding of how databases operate and the ability to query data on their own. This will empower them to write their reports, design their dashboards and work with Cloud data more effectively. This course will go through databases basics, focusing on the knowledge that would be most helpful for a financial professional. The goal is to give the professional enough hands-on knowledge to be able to query data from a database or cloud provider to create their reports in Excel or Power BI.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/dbb2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Today’s world runs on databases and is an integral component of every application, platform, and service. There isn’t a single business technology that is not utilizing a database in a meaningful way. Reporting tools like Power BI depend on a database to create beautiful and insightful dashboards. Our accounting systems such as Quickbooks or Xero use a database to store information about our financial records. Our customer tools such as Salesforce or Hubspot use a database to store information about our sales efforts. There are even new features and functions of Excel which depend on utilizing a database.
As widespread and important as this technology is most financial professionals lack a basic understanding of how databases operate. Traditionally, working with databases has been “out of scope” of the accounting team and relegated to an organization’s IT department. However, in today’s technology environment, accountants must have at least a basic understanding of how databases operate and the ability to query data on their own. This will empower them to write their reports, design their dashboards and work with Cloud data more effectively. This course will go through databases basics, focusing on the knowledge that would be most helpful for a financial professional. The goal is to give the professional enough hands-on knowledge to be able to query data from a database or cloud provider to create their reports in Excel or Power BI.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/dbb1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Manging accounts payment is a difficult operation for any size business, but in this increasingly global economy, it can be a real challenge to ensure all obligations are paid on time and in the correct manner. Often businesses are paying multiple employees, contractors, and vendors through multiple different methods from cash to ACH. Additionally, as we move into a more global economy we're now responsible to ensure we're paying in the right currency. The good news, Corpay can help make this business process, simple, fast, and efficient. It can help you pay your vendor bills electronically, implement better internal controls for your expenses, and even sync your details to your accounting solutions. In this session, we will examine the features and functions of this incredible application as well as look at the big picture of how it fits into your operations.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/cpy2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The term workflow is a buzzword these days. What is a workflow? Why should an account or their client care about workflows? Should workflows be automated? Join Randy Johnston and Bob Lewis as they dive into the importance of building automated workflows. Learn about how Corpay One can help you and your clients better manage their Bill Pay and Accounts Payable workflows. Corpay has helped many companies reduce the time dedicated to these processes by over 50%.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/cpy1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Randy Johnston & Bob Lewis Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Artificial Intelligence is becoming more commonplace in our world, and harnessing its power can help you become more effective and efficient. There are a number of new apps and services for accountants, bookkeepers, and financial professionals that can help you harness the power of Artificial Intelligence in your organization. The tools are designed to seamlessly integrate with the technology you already use to cut down on some of the tasks that take you the longest. There are AI-driven tools for Bookkeeping, Accounts Payable, Reconciliation, expense reporting, scheduling, business processes, and more. AI can increase security, reduce clerical errors and streamline your workflow. In this course, we will identify the areas that you can use AI to save you time and increase your efficiency.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/WAI1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
CES is an annual trade show organized by the Consumer Technology Association. Held in January in Las Vegas, but held online and in-person this year for the first time ever. CES hosts presentations of new products and technologies in the consumer electronics industry. It's one of the most important and influential technology conventions in the world. It often features the latest and greatest technology trends which will impact organizations of all sizes. This presentation will be a round-table discussion with K2 instructors, Randy Johnston, Ward Blatch, and Steve Yoss. They are long-time attendees of CES and attended this year's event from the safety and comfort of their homes. They will discuss their experience with this year's event and the major emerging technologies which made their debut. Tune in to learn the latest and greatest which emerged from this year's CES!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ces1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
In our first session with PATH, Randy Johnston and Robert Chandler, CEO of PATH, discussed the importance of moving your firm to an advisory-first focus. In today's session, Steve Yoss will be going into depth on how to use PATH to help you achieve your new advisory-first goals. We will discuss how to connect PATH into QuickBooks online, create dashboards, learn how to manage your workflows, and more. Join us to learn about how to best use PATH to more efficiently run your organization and how to use PATH insights to advisor clients.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/pat2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The amount of information in the world is doubling every two years. The average worker’s skills expire in less than seven years. The facility and manner in which people conduct their jobs significantly changes every few years. Technology continues to expand, creating new jobs, markets, and opportunities, but only for the people that lead the charge. This presentation will give an in-depth update on contemporary technologies and highlight emerging technology trends that financial professionals need to know now.
This course contains three main themes: virtual office technology, emerging technology trends, and the best new websites and mobile apps. We’ll look at technology that powers a virtual and paperless office. We’ll examine important upcoming technology trends that will impact businesses in the coming year. You’ll be presented with the best new apps, websites, and services, highlighting items that will help professionals attract new business opportunities, better serve existing organizational needs, and utilize resources more effectively. Participants are encouraged to bring their technology devices and participate in the interactive discussions. After taking this course, participants will be energized and motivated to take advantage of the wealth of technology opportunities available in the world today.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/wcn3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The amount of information in the world is doubling every two years. The average worker’s skills expire in less than seven years. The facility and manner in which people conduct their jobs significantly changes every few years. Technology continues to expand, creating new jobs, markets, and opportunities, but only for the people that lead the charge. This presentation will give an in-depth update on contemporary technologies and highlight emerging technology trends that financial professionals need to know now.
This course contains three main themes: virtual office technology, emerging technology trends, and the best new websites and mobile apps. We’ll look at the technology that powers a virtual and paperless office. We’ll examine important upcoming technology trends that will impact businesses in the coming year. You’ll be presented with the best new apps, websites, and services, highlighting items that will help professionals attract new business opportunities, better serve existing organizational needs, and utilize resources more effectively. Participants are encouraged to bring their technology devices and participate in the interactive discussions. After taking this course, participants will be energized and motivated to take advantage of the wealth of technology opportunities available in the world today.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/wcn2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The amount of information in the world is doubling every two years. The average worker’s skills expire in less than seven years. The facility and manner in which people conduct their jobs significantly change every few years. Technology continues to expand, creating new jobs, markets, and opportunities, but only for the people that lead the charge. This presentation will give an in-depth update on contemporary technologies and highlight emerging technology trends that financial professionals need to know now.
This course contains three main themes: virtual office technology, emerging technology trends, and the best new websites and mobile apps. We’ll look at technology that powers a virtual and paperless office. We’ll examine important upcoming technology trends that will impact businesses in the coming year. You’ll be presented with the best new apps, websites, and services, highlighting items that will help professionals attract new business opportunities, better serve existing organizational needs, and utilize resources more effectively. Participants are encouraged to bring their technology devices and participate in the interactive discussions. After taking this course, participants will be energized and motivated to take advantage of the wealth of technology opportunities available in the world today. "
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/wcn1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next-generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/nge4/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Technology is the closest thing we have to magic. When properly implemented it can have a transformative effect on organizations and people. We can time travel by having technology improve organizational effectiveness and efficiency. We can teleport across the country by leveraging cloud technology to connect us together. We can gain superhuman knowledge by harnessing the abilities of machine learning and big data.
This course identifies the latest and best tools, apps, and services out there and why you should consider utilizing them for your organization. It’s a greatest hits list of the best tools which can help improve your efficiency and effectiveness. It will discuss desktop applications, mobile apps, cloud services, and more. It will give the attendee a good understanding of the best technology currently available.
The main topics of this course include the best useful products for business, communication and collaboration tools, major business productivity platforms, tools for automation, plugins for your Internet browser, today's best mobile apps, and more. Attend this session and you will receive a bundle of new technology ideas to consider implementing into your organization. You’ll find new ways to save time, increase organizational effectiveness and gain new competitive advantages.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/http/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next-generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/nge3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
All the data in the world means nothing if you cannot analyze it to make critical business decisions for your clients and yourself. PATH is a reporting and workflow management add-on for QuickBooks Online. It allows you to create custom KPIs, track critical metrics, and use calculations to make data meaningful. It does more than just act as a dashboard for your client's data. It also allows you to manage your assignments and delegate work to employees. PATH stores files and other necessary information for you to be efficient in completing tasks. It has built-in collaboration tools so your team can communicate with each other and clients quickly. PATH has been used to track bonus programs for employees and more. In this session, we will discuss some of our favorite features with the CEO of PATH, Robert Chandler. Robert is passionate about helping accounting firms become advisory-first focused. Randy and Robert will discuss some of the key steps of transitioning to an advisory focus and how PATH can help you do it.
A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting, or have adequate reporting without third-party add-ons. This session provides guidance on some of the best add-ons in the market. If you have needs that your current solution does not meet, you may not need to change it. You may just need the right add-on! Attend this session to discover the best of best extensions for accounting software.
In this session, we go into more depth into four Expense Reporting and Management add-ons: Expensify, Zoho Expense, Tallie by Emburse, and SAP Concur. We demonstrate how to use each of these tools. Learn which of these add-ons fit your needs best.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/aa03/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and Unsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the leading cloud-based solutions currently available, including QuickBooks Online, Sage Business Cloud Accounting, Xero, and Accounting Suite. You will also learn about some of the lesser-known but practical options such as Zoho and Wave Accounting. Don't miss this opportunity to expand your knowledge of the options available to small businesses.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/sbs2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Xero, the cloud-based accounting solution from New Zealand has had several notable changes and improvements in the recent year, including adding new features for reporting, additional “accountants only” tools, improved bank feeds, integrations with Square, Google Pay, and more. Xero is truly a comprehensive and robust platform that can serve the needs of all types of organizations. In this podcast, we will take a deep look at the latest and greatest from Xero and how these new features and functions will assist the practitioner in using Xero to meet the financial accounting needs of the client.
This podcast will also feature an interview with Treva Dean, Xero Trainer, who will be providing an insider look at what is coming next.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/xer2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Randolph P. Johnston (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and Unsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the leading cloud-based solutions currently available, including QuickBooks Online, Sage Business Cloud Accounting, Xero, and Accounting Suite. You will also learn about some of the lesser-known but practical options such as Zoho and Wave Accounting. Don't miss this opportunity to expand your knowledge of the options available to small businesses.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/sbs4/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Xero is a cloud accounting solution from the might Kiwi nation of New Zealand. It is a major competitor to Intuit’s QuickBooks Online, but in contrast is a simpler, easier, more affordable solution for managing the financial accounting needs of your organization. Xero offers a wealth of resources and functionality from a robust general ledger to a detailed AR/AP, to easy-to-understand reports and more. Xero gives you the tools necessary to be able to track your income and expenses to help you grow your business. Xero is a solid choice for giving you the meaningful insight necessary to make decisions every day.
In this series, we will take a hands-on and detailed look at Xero for financial professionals. We will be examining how the Xero platform works, its major functionalities, where it fits into the technology stack of an organization, and other best practices. Attendees will gain insight into how this application would benefit their organization and the major opportunities it presents. The goal of this series is to help the practitioner leverage effectively for daily use inside an organization.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/xer1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss Jr. CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and Unsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the leading cloud-based solutions currently available, including QuickBooks Online, Sage Business Cloud Accounting, Xero, and Accounting Suite. You will also learn about some of the lesser-known but practical options such as Zoho and Wave Accounting. Don't miss this opportunity to expand your knowledge of the options available to small businesses.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/sbs2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the leading cloud-based solutions currently available, including QuickBooks Online, Sage Business Cloud Accounting, Xero, and Accounting Suite. You will also learn about some of the lesser-known but practical options such as Zoho and Wave Accounting. Don't miss this opportunity to expand your knowledge of the options available to small businesses.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/sbs1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Have you ever thought “there must be an easier way to do this!” While most Accounting Professionals complete the tasks in front of them the best way they know-how, wouldn’t it be nice to learn some techniques that are fun and save you time? How would you like to get some of those time-consuming things done more quickly and easier? This session will bring a variety of time-saving, fun tech topics that can save you time personally and professionally.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ttf1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Randolph P. Johnston Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and Unsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Unlike mainstream technologies in use in businesses every day, there are upcoming technologies which have the potential to drastically change how we work, live, and play in the years ahead. New and upcoming technologies such as blockchain, cryptocurrency, big data, artificial intelligence, and machine learning all offer great potential, just as the advent of the personal computer did some four decades ago. This session will cover an assortment of technologies which are nearing mainstream adoption and help you understand what they do, how they work, as well as some of the potential risks and rewards they offer potential users, particularly in business environments.
In this course, you will learn the basics of blockchain, cryptocurrency, big data, artificial intelligence, and machine learning. You will also learn about the anticipated uses, benefits, risks, and threats posed to legacy businesses by these innovative, yet disruptive platforms. Now is the time to prepare for the future by learning about these technologies and how they will impact and potentially disrupt current business practices.
This course is going to focus on the technology and real-world applications of blockchain, cryptocurrency, big data, and artificial intelligence. It will not discuss the tax, legal, or ethical impact of these technologies. This course is ideal for financial professionals that are looking to build working knowledge on these topics and find useful ways of applying them to their organizations.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/bbb1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Fraud continues to plague businesses at epidemic levels and technology control failures are a large reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.
A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be in a better position to reduce fraud risk.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/csf3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Fraud continues to plague businesses at epidemic levels and technology control failures are a large reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.
A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be in a better position to reduce fraud risk.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/csf3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Fraud continues to plague businesses at epidemic levels and technology control failures are a large reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.
A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be in a better position to reduce fraud risk.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/csf2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Fraud continues to plague businesses at epidemic levels and technology control failures are a large reason fraud occurs. Using a case study approach, in this session you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.
A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be in a better position to reduce fraud risk.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/csf1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and Unsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next-generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/nge2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Remote access has evolved beyond anywhere, anytime, any device access to full-service remote support. Various tools help us work virtually, starting with hosting productivity applications. In this session, you will learn about supporting tools needed, too, including multi-factor authentication, VOIP telephony, video conferencing, document management systems, portals, and Microsoft 365. Learn about options from Self-Serve (DIY) to hosting to managed service provider options. Of course, the goal is to have all team members effectively work wherever they are with a full complement of tools. Attend this session to learn the best ways to make these technologies work.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/dhs2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and Unsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Microsoft Teams is one of the best additions to the Microsoft Office in years. Teams brings together functionality from SharePoint, OneDrive for Business, Skype for Business, other Office 365 apps such as Office Online, Planner, OneNote, and Power BI, and numerous third-party apps such as YouTube, Evernote, Zoho Desk, and ShareFile. In this session, you will learn how to use Microsoft Teams to organize workflows, communications, and facilitate document sharing for your workgroup, department, or organization. Regardless of the size of your team, having all information in one place and completely integrated with other Office applications can dramatically improve teamwork and performance. This webinar provides all the information necessary to get up and running with Microsoft Teams.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/10t2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
We could work with team members at all levels and in all locations with today's collaboration and meeting tools. While the COVID-19 pandemic may have been the trigger event that forced many to use these tools for the first time, we discovered the advantages and capabilities. Which tools make sense for your organization?
In this session, we will cover the leading meeting and collaboration tools. We will note the features and benefits of options available and will provide a comparison of critical items. We will also explain deployment and control considerations from a management perspective, citing questions you can pose to technical consultants. If you want to improve your team's productivity, this session will give you independent guidance.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/omc2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next-generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ngr1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Unsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Where is your data? Do you have it controlled and backed up? If all your data is in the cloud, how do you verify that the backup recovery is rapid? If your data is in various silos from your application providers, how do you make sure you have the protection and disposal approaches needed?
This session will help you understand and guide your IT team and providers to take the right actions to protect your business. Backup considerations, including cloud, backup appliance, disaster recovery, and business continuity approaches, are included. If you are from the trust but verify the school of thought, this session will help you ask the right questions.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/dbu1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Unsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Strategic and tactical business planning contributes to short and long-term success. Your technology plan should follow your business plan. But what if your goals become disrupted in the short term, and these events have long-term effects. Think 9/11, smartphones, or COVID-19 and consider if things will go back to the way they were.
This session will consider the impact of remote work, security risks, collaboration tools, VOIP, and other tools your team require. How do we manage our various applications and meet our business plan goals? Attend this session to consider how technology planning works in the new normal.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/tep1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and istock.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Remote access has evolved beyond anywhere, anytime, any device access to full-service remote support. Various tools help us work virtually, starting with hosting productivity applications. In this session, you will learn about supporting tools needed, too, including multi-factor authentication, VOIP telephony, video conferencing, document management systems, portals, and Microsoft 365. Learn about options from Self-Serve (DIY) to hosting to managed service provider options. Of course, the goal is to have all team members effectively work wherever they are with a full complement of tools. Attend this session to learn the best ways to make these technologies work.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/dhs1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Microsoft Teams is one of the best additions to the Microsoft Office in years. Teams brings together functionality from SharePoint, OneDrive for Business, Skype for Business, other Office 365 apps such as Office Online, Planner, OneNote, and Power BI, and numerous third-party apps such as YouTube, Evernote, Zoho Desk, and ShareFile. In this session, you will learn how to use Microsoft Teams to organize workflows, communications, and facilitate document sharing for your workgroup, department, or organization. Regardless of the size of your team, having all information in one place and completely integrated with other Office applications can dramatically improve teamwork and performance. This webinar provides all the information necessary to get up and running with Microsoft Teams.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/10tm/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
We could work with team members at all levels and in all locations with today's collaboration and meeting tools. While the COVID-19 pandemic may have been the trigger event that forced many to use these tools for the first time, we discovered the advantages and capabilities. Which tools make sense for your organization?
In this session, we will cover the leading meeting and collaboration tools. We will note the features and benefits of options available and will provide a comparison of critical items. We will also explain deployment and control considerations from a management perspective, citing questions you can pose to technical consultants. If you want to improve your team's productivity, this session will give you independent guidance.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/omc1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting, or have adequate reporting without third-party add-ons. This session provides guidance on some of the best add-ons in the market. If you have needs that your current solution does not meet, you may not need to change them. You may just need the right add-on! Attend this session to discover the best of best extensions for accounting software.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/aa02/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Correctly implemented passwords help protect valuable information. Both the complexity and the number of passwords required have multiplied. Further, it has been shown that using the same password for multiple sites or easy to guess passwords enable bad actors. Password management tools have emerged as a leading option for enhancing security to address these challenges.
In this session, you will learn how password management tools can help you implement, update, and manage your passwords. You will also learn about the features of leading password management tools and why these tools are necessary to improve security. Finally, if you hope to implement a passwordless approach, we will spend time on the current options. If you are seeking to enhance security, this session is an absolute must!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/[[code]]/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
CPA firms have always had challenging times, and the last two years emphasized that point. Technology changes, new service offerings, and profitable compliance will have to be executed well during the next five years. What technologies will you choose for 2021 and beyond? What is the best way to handle everything from better client interaction from PBC to eSignature through the best Advisory service strategy? How do the cloud, next-generation software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/cft2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions, and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel’s best new features to work right away!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/exb2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Managing Information Technology (IT) is difficult when team members, contractors, and others all sound alike. If you manage IT, wouldn't it be nice to know the questions that you should be asking? What do all of those crazy technology terms mean, anyway? Join us in this session to learn the questions to ask your technology providers and how to identify the warning flags for suspicious responses. All aspects of IT are included, and the session materials can serve as a checklist for your discussions with your providers. Attend this session and learn many of the things you need to know as you choose a guide for your journey through the world of technology.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/srt2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols & Alanna Regalbuto Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
This course will examine the major causes, factors, and outcomes of identity theft and organizational security breaches. Participants will be presented with current examples from a wide range of industries and attack types. This course will show participants how to identify when theft occurs, what information is most at risk, where the stolen information is used, and best practices on how to prevent it from occurring. This course is recommended for anybody concerned about their online safety and responsible for safeguarding their organizational data.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/idt3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Legacy solutions are holding back businesses. Many mid-market companies are being transformed by upgrading their accounting solutions. In this new world of Software as a Service, workflow-enabled, data-centric, and connected solutions, you can solve existing and future business problems in new ways. This session covers integrated and ERP solutions that should work for businesses in the $10 Million to $1 Billion range. If your system has been in place for seven or more years, it is time to consider an upgrade or replacement system. Leverage the instructor’s knowledge of the market to minimize your risk.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/mma1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
With the introduction of Adobe Acrobat DC, Adobe changed the game on how we work with PDF documents. More than just “another new software version,” Acrobat DC offers many new outstanding productivity features of which you will want to take advantage of. Included is the ability to collect and send documents for e-signatures, fill and sign forms on mobile devices, and collaborate with other users through the Cloud. Features such as these, coupled with significant changes in licensing, mean that Acrobat DC is a substantially different product than its predecessors. Join us in this session to learn how to take advantage of all that Acrobat DC has to offer.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/aaa2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting, or have adequate reporting without third-party add-ons. This session provides guidance on some of the best add-ons in the market. If you have needs that your current solution does not meet, you may not need to change them. You may just need the right add-on! Attend this session to discover the best of best extensions for accounting software.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/aa01/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Technology is changing at an incredible pace and new apps, services, and tools constantly emerge. These tools can have an incredible impact on our business and personal lives. This course identifies the latest and best tools, apps, and services out there and why you should consider utilizing them. It’s a great hit list of the best tools which can help improve your efficiency and effectiveness. It will discuss desktop applications, mobile apps, cloud services, and more. It will give the attendee a good understanding of the best technology currently available.
The main topics of this course include the best useful products for business, communication and collaboration tools, major business productivity platforms, tools for automation, plugins for your Internet browser, today's best mobile apps, and more. Attend this session and you will receive a bundle of new technology ideas to consider implementing.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/hot2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Managing Information Technology (IT) is difficult when team members, contractors, and others all sound alike. If you manage IT, wouldn't it be nice to know the questions that you should be asking? What do all of those crazy technology terms mean, anyway? Join us in this session to learn the questions to ask your technology providers and how to identify the warning flags for suspicious responses. All aspects of IT are included, and the session materials can serve as a checklist for your discussions with your providers. Attend this session and learn many of the things you need to know as you choose a guide for your journey through the world of technology.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/srt1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Correctly implemented passwords help protect valuable information. Both the complexity and the number of passwords required have multiplied. Further, it has been shown that using the same password for multiple sites or easy to guess passwords enable bad actors. Password management tools have emerged as a leading option for enhancing security to address these challenges.
In this session, you will learn how password management tools can help you implement, update, and manage your passwords. You will also learn about the features of leading password management tools and why these tools are necessary to improve security. Finally, if you hope to implement a passwordless approach, we will spend time on the current options. If you are seeking to enhance security, this session is an absolute must!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/pmt1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
CPA firms have always had challenging times, and the last two years emphasized that point. Technology changes, new service offerings, and profitable compliance will have to be executed well during the next five years. What technologies will you choose for 2021 and beyond? What is the best way to handle everything from better client interaction from PBC to eSignature through the best Advisory service strategy? How do the cloud, next-generation software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/cft1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The Internet and mobile technologies have revolutionized the way that businesses operate. We're no longer constrained by having to operate in a specific location or during specific business hours. Organizations can now effectively communicate and do business with customers and staff based anywhere in the world. One of the most important aspects of this changing workplace is the virtual office, which allows a user to work anywhere in the world. This course is an in-depth look at how an organization can improve collaboration, communication, and operations by implementing virtual office technology. We'll look at solutions to simplify and streamline communications, business process management, going paperless, and more. We'll also cover the benefits and risks of implementing a virtual workplace and discuss innovative technologies you can use to revolutionize your organization.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/wea1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The number of apps, services, platforms, etc. that we are using is increasing every year. The amount of data we are collecting and processing is expanding at an exponential rate. There is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data. Conquering your data can help improve efficiency, effectiveness, reduce cost, and errors inside an organization.
This course will discuss the various ways of sharing data easily between different applications, platforms, and services. It will look at various tools (e.g. IFTTT, Flow, Zapier), desktop application functionalities (e.g. Power Query), and programming techniques (e.g. VBA, M, etc.) more to manage this process. This course is perfect for the do-it-yourself person that is looking to find ways to personally conquer and manage their data more effectively. The attendee with gain familiarity with these different tools, their strengths, and weakness, and how they could be used in their organizations.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ids4/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ids4/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
With the introduction of Adobe Acrobat DC, Adobe changed the game on how we work with PDF documents. More than just “another new software version,” Acrobat DC offers many new outstanding productivity features of which you will want to take advantage of. Included is the ability to collect and send documents for e-signatures, fill and sign forms on mobile devices, and collaborate with other users through the Cloud. Features such as these, coupled with significant changes in licensing, mean that Acrobat DC is a substantially different product than its predecessors. Join us in this session to learn how to take advantage of all that Acrobat DC has to offer.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/aaa1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Disaster can come in many forms, from a flood to a data breach, to the death of a critical member of your team. When a disaster happens, it is never at a convenient time. It doesn't matter if it is holidays, right before your vacation, or at the end of a grueling busy season. It just happens and you're left to pick up the pieces. The first 24 hours of a disaster are the most critical. How are you going to get back online? How are you going to organize a safe work environment for your staff? How are you going to communicate what has occurred and what you are doing to resolve it to your stakeholders? An organization that is without its data or communications for a prolonged period has a significant risk of going out of business. Every minute of downtime is lost productivity, a missed deadline, or a forfeited opportunity. It isn't a matter of if a disaster occurs, but when it does occur how you will respond.
This course will discuss a wide range of disasters from acts of God to man-made calamities, including data breaches and employee maleficence. It offers insight into the major risks, their causes, methods for mitigation of risks, and recommendations for resolution. It will have a detailed discussion on how using technology effectively can help minimize and hedge business risk and ensure continuity of operations. It will examine best practices for data security, the use of hot/cold sites, how to ensure that data is properly backed up, utilizing the Cloud for enhanced redundancy, and more. It is a good course for any organization that is concerned about the continuity of operations and surviving a disaster.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/drb3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions, and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel’s best new features to work right away!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/exb1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
With approximately 500 functions already present, Excel seemingly has a function for every need. But sometimes the function YOU need just simply isn’t available. For example, Excel does not have functions to calculate income tax expense or, in many cases, depreciation expense. To solve these shortcomings, you can create User Defined Functions (UDFs). UDFs provide you with the opportunity to create functions for use in any of your formulas and automate your most complex calculations. Join us to learn how to put the power of UDFs to work to simplify and automate even your most complex calculations.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/udf2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their daily activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then make plans to participate in this course.
In this program, you will learn how to build PivotTables, how to group data inside PivotTables, and how to create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques. Some of these techniques will include consolidating data with PivotTables and linking data from external data sources into PivotTables. Additionally, you will learn how to take advantage of many other features associated with PivotTables. Among them are Slicers, Power Query, and Power Pivot. At the end of the day, you will be a master of Excel PivotTables!
If you have been leery of working with PivotTables or have struggled to realize their many benefits, this course is for you. With a little information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables in no time at all. And with just a little practice, you will be able to analyze and report on very large data sets in a fraction of the time you are spending presently to complete such tasks.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/pvt2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
This course is going to specifically look at data import methods within Power BI, including using static and dynamic data sources. Additionally, we will look at doing custom calculations inside Power BI using DAX. Using DAX, we can display custom information is calculated columns and measures.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/pbi2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
This course will examine the major causes, factors, and outcomes of identity theft and organizational security breaches. Participants will be presented with current examples from a wide range of industries and attack types. This course will show participants how to identify when theft occurs, what information is most at risk, where the stolen information is used, and best practices on how to prevent it from occurring. This course is recommended for anybody concerned about their online safety and responsible for safeguarding their organizational data.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/idt2/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Technology is changing at an incredible pace and new apps, services, and tools constantly emerge. These tools can have an incredible impact on our business and personal lives. This course identifies the latest and best tools, apps, and services out there and why you should consider utilizing them. It’s a great hits list of the best tools which can help improve your efficiency and effectiveness. It will discuss desktop applications, mobile apps, cloud services, and more. It will give the attendee a good understanding of the best technology currently available.
The main topics of this course include the best useful products for business, communication and collaboration tools, major business productivity platforms, tools for automation, plugins for your Internet browser, today's best mobile apps, and more. Attend this session and you will receive a bundle of new technology ideas to consider implementing.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/hot1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
To efficiently manage, analyze, and reporting Excel, you need more than traditional ranges of data – you need tables and data models! Two of Excel’s best features about which most users know very little, tables and data models allow you to process large volumes of data into dynamic reports and analytical elements with unsurpassed ease, accuracy, and speed.
Far more than just a formatting tool, tables should revolutionize how you work with data in Excel, including serving as dynamically resizing ranges of data, providing a simplified means of writing formulas, and facilitating quick and easy sorting of large volumes of data. Couple tables with data models – a means of joining, or relating, two or more tables together – and you have the recipe for unparalleled efficiency when managing, analyzing, and reporting with Excel, even if your source data lies in other data sources! You do not want to miss this chance to learn how to harness the power of these tools by participating in this program!
In this episode we take a detailed look at sorting and filtering data effectively using tables. We'll examine just about every way possible to slice and dice your data!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/exc3/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Unlike mainstream technologies in use in businesses every day, there are upcoming technologies which have the potential to drastically change how we work, live, and play in the years ahead. New and upcoming technologies such as blockchain, cryptocurrency, big data, artificial intelligence, and machine learning all offer great potential, just as the advent of the personal computer did some four decades ago. This session will cover an assortment of technologies which are nearing mainstream adoption and help you understand what they do, how they work, as well as some of the potential risks and rewards they offer potential users, particularly in business environments.
In this course, you will learn the basics of blockchain, cryptocurrency, big data, artificial intelligence, and machine learning. You will also learn about the anticipated uses, benefits, risks, and threats posed to legacy businesses by these innovative, yet disruptive platforms. Now is the time to prepare for the future by learning about these technologies and how they will impact and potentially disrupt current business practices.
This course is going to focus on the technology and real-world applications of blockchain, cryptocurrency, big data, and artificial intelligence. It will not discuss the tax, legal, or ethical impact of these technologies. This course is ideal for financial professionals that are looking to build working knowledge on these topics and find useful ways of applying them to their organizations.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ect1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Disaster can come in many forms, from a flood to a data breach, to the death of a critical member of your team. When a disaster happens, it is never at a convenient time. It doesn't matter if it is holidays, right before your vacation, or at the end of a grueling busy season. It just happens and you're left to pick up the pieces. The first 24 hours of a disaster are the most critical. How are you going to get back online? How are you going to organize a safe work environment for your staff? How are you going to communicate what has occurred and what you are doing to resolve it to your stakeholders? An organization that is without its data or communications for a prolonged period has a significant risk of going out of business. Every minute of downtime is lost productivity, a missed deadline, or a forfeited opportunity. It isn't a matter of if a disaster occurs, but when it does occur how you will respond.
This course will discuss a wide range of disasters from acts of God to man-made calamities, including data breaches and employee maleficence. It offers insight into the major risks, their causes, methods for mitigation of risks, and recommendations for resolution. It will have a detailed discussion on how using technology effectively can help minimize and hedge business risk and ensure continuity of operations. It will examine best practices for data security, the use of hot/cold sites, how to ensure that data is properly backed up, utilizing the Cloud for enhanced redundancy, and more. It is a good course for any organization that is concerned about the continuity of operations and surviving a disaster.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/drb2. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Google is one of the largest, most widely used, and important technology companies on the planet. Most users just scratch the surface of the functionality of Google's tools and services. This podcast is going to look at the most useful features, apps, and services of Google which could be better utilized by the busy working professional.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gog2. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Identity theft is the fastest growing crime in America with approximately 10 million occurrences every year. On average, it will cost the victim several hundred dollars and dozens of hours to resolve. It can cause irrevocable damage to an organization's public opinion and reputation. This course will examine the major causes, factors, and outcomes of identity theft and organizational security breaches.
Participants will be presented with current examples from a wide range of industries and attack types. This course will describe how to identify when theft occurs, what information is most at risk, where the stolen information is used, and best practices on how to prevent it from occurring. Critical Tips for Avoiding Identity Theft and Information Security Breaches is recommended for anyone concerned about their online safety and responsible for safeguarding their organizational data.
PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their daily activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then make plans to participate in this course.
In this program, you will learn how to build PivotTables, how to group data inside PivotTables, and how to create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques. Some of these techniques will include consolidating data with PivotTables and linking data from external data sources into PivotTables. Additionally, you will learn how to take advantage of many other features associated with PivotTables. Among them are Slicers, Power Query, and Power Pivot. At the end of the day, you will be a master of Excel PivotTables!
If you have been leery of working with PivotTables or have struggled to realize their many benefits, this course is for you. With a little information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables in no time at all. And with just a little practice, you will be able to analyze and report on very large data sets in a fraction of the time you are spending presently to complete such tasks.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/pvt1. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
In episode two, we take a deep dive on Microsoft 365. Looking at the unique applications, features and functions of this incredible application. We're not going to focus on the desktop applications, but rather the Cloud applications. We will discuss Microsoft Teams, Exchange, SharePoint, and more. We will discuss the best aspects of this platform and why you might want to consider utilizing it in your organization.
Business productivity software is a cornerstone of an organization's software investment. This course looks at three major cloud business productivity platforms, Microsoft 365, Zoho Office Suite, and Google Workspace. We examine these platforms and their popular applications, services, mobile apps, and backend functionalities. This review will help a user decide when to use each platform, the most effective use cases, as well as the strengths and weaknesses therein. As a participant, you will leave with a strong understand of the product offerings and be able to determine which platform is right for your organization.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gmz2. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Google is one of the largest, most widely used and important technology companies on the planet. Most users just scratch the surface of the functionality of Google's tools and services. This podcast is going to look at the most useful features, apps, and services of Google which could be better utilized by the busy working professional.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gog1. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
To efficiently manage, analyze, and reporting Excel, you need more than traditional ranges of data – you need tables and data models! Two of Excel’s best features about which most users know very little, tables and data models allow you to process large volumes of data into dynamic reports and analytical elements with unsurpassed ease, accuracy, and speed.
Far more than just a formatting tool, tables should revolutionize how you work with data in Excel, including serving as dynamically resizing ranges of data, providing a simplified means of writing formulas, and facilitating quick and easy sorting of large volumes of data. Couple tables with data models – a means of joining, or relating, two or more tables together – and you have the recipe for unparalleled efficiency when managing, analyzing, and reporting with Excel, even if your source data lies in other data sources! You do not want to miss this chance to learn how to harness the power of these tools by participating in this program!
In this episode we take a detailed look at sorting and filtering data effectively using tables. We'll examine just about every way possible to slice and dice your data!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/exc2. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
With approximately 500 functions already present, Excel seemingly has a function for every need. But sometimes the function YOU need just simply isn’t available. For example, Excel does not have functions to calculate income tax expense or, in many cases, depreciation expense. To solve these shortcomings, you can create User Defined Functions (UDFs). UDFs provide you with the opportunity to create functions for use in any of your formulas and automate your most complex calculations. Join us to learn how to put the power of UDFs to work to simplify and automate even your most complex calculations.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/udf1. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
We continue our detailed look into Quickbooks Online (QBO) in the second episode of this series. We will take a deep look into setting up a Quickbooks Online Accountant (QBOA) account. We will examine all the various firm, staff, and client configuration options for getting this to work inside your organization. This class is going to specifically focus on the configuration options for this application. QBO is a big application and it is important to ensure you've properly set up your firm and client files. Additionally, we will look at the various import/export functionality for getting your data into or out of QBO. Participants will leave this class supercharged with the knowledge of how to set up their QBO accounts correctly for long-term success.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/qb3t. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon and Upsplash Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Disaster can come in many forms, from a flood to a data breach, to the death of a critical member of your team. When a disaster happens, it is never at a convenient time. It doesn't matter if it is holidays, right before your vacation, or at the end of a grueling busy season. It just happens and you're left to pick up the pieces. The first 24 hours of a disaster are the most critical. How are you going to get back online? How are you going to organize a safe work environment for your staff? How are you going to communicate what has occurred and what you are doing to resolve it to your stakeholders? An organization that is without its data or communications for a prolonged period has a significant risk of going out of business. Every minute of downtime is lost productivity, a missed deadline, or a forfeited opportunity. It isn't a matter of if a disaster occurs, but when it does occur how you will respond.
This course will discuss a wide range of disasters from acts of God to man-made calamities, including data breaches and employee maleficence. It offers insight into the major risks, their causes, methods for mitigation of risks, and recommendations for resolution. It will have a detailed discussion on how using technology effectively can help minimize and hedge business risk and ensure continuity of operations. It will examine best practices for data security, the use of hot/cold sites, how to ensure that data is properly backed up, utilizing the Cloud for enhanced redundancy, and more. It is a good course for any organization that is concerned about the continuity of operations and surviving a disaster.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/drb1. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Business productivity software is a cornerstone of an organization's software investment. This course looks at three major cloud business productivity platforms, Microsoft 365, Zoho Office Suite, and Google Workspace. We examine these platforms and their popular applications, services, mobile apps, and backend functionalities. This review will help a user decide when to use each platform, the most effective use cases, as well as the strengths and weaknesses therein. As a participant, you will leave with a strong understand of the product offerings and be able to determine which platform is right for your organization.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gmz1. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The number of apps, services, platforms, etc. that we are uses is increasing every year. The amount of data we are collecting and processing is expanding at an exponential rate. There is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data. Conquering your data can help improve efficiency, effectiveness, reduce cost, and errors inside an organization.
This course will discuss the various ways of sharing data easily between different applications, platforms, and services. It will look at various tools (e.g. IFTTT, Flow, Zapier), desktop application functionalities (e.g. Power Query), and programming techniques (e.g. VBA, M, etc.) more to manage this process. This course is perfect for the do-it-yourself person that is looking to find ways to personally conquer and manage their data more effectively. The attendee with gain familiarity with these different tools, their strengths, and weakness and how they could be used in their organizations.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ids3. Take a quick 5 question quiz and get your certificate today. Super Easy!
Panelists: Randy Johnston, Brian Tankersley, Ward Blatch Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/prc8. Take a quick 5 question quiz and get your certificate today. Super Easy!
CES is an annual trade show organized by the Consumer Technology Association. Normally held in January in Las Vegas, but held online this year for the first time ever. CES typically hosts presentations of new products and technologies in the consumer electronics industry. It's one of the most important and influential technology conventions in the world. It often features the lastest and greatest technology trends which will impact organizations of all sizes. This presentation will be a round-table discussion with K2 instructors, Randy Johnston, Ward Blatch, and Brian Tankersley. They are long time attendees of CES and attended this year's event from the safety and comfort of their homes. They will discuss their experience with this year's event and the major emerging technologies which made their debut. Tune in to learn the latest and greatest which emerged from this year's CES!
Panelists: Randy Johnston, Brian Tankersley, Ward Blatch Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The world has changed dramatically in the last year since the introduction of the Coronavirus. The COVID-19 healthcare crisis has had caused a major change in when, where, and how most Americans are doing their work. More Americans than ever are working from home rather than from their corporate offices due to social distancing and other preventative safety measures. Unfortunately, until there is widespread adoption of a vaccine we are forced to accept this reality as the new normal.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast Check out https://cpe.cx/ctw2. Take a quick 5 question quiz and get your certificate today. Super Easy!!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
To efficiently manage, analyze, and reporting Excel, you need more than traditional ranges of data – you need tables and data models! Two of Excel’s best features about which most users know very little, tables and data models allow you to process large volumes of data into dynamic reports and analytical elements with unsurpassed ease, accuracy, and speed.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast Check out https://cpe.cx/ecx1. Take a quick 5 question quiz and get your certificate today. Super Easy!!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast Check out https://cpe.cx/qb2t. Take a quick 5 question quiz and get your certificate today. Super Easy!!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use. Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s specific needs and you can maximize the return on investment for the solution you choose.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast Check out https://cpe.cx/qb2t. Take a quick 5 question quiz and get your certificate today. Super Easy!!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The number of apps, services, platforms, etc. that we are using is increasing every year. The amount of data we are collecting and processing is expanding at an exponential rate. There is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data. Conquering your data can help improve efficiency, effectiveness, reduce cost, and errors inside an organization. This course is perfect for the do-it-yourself person that is looking to find ways to personally conquer and manage their data more effectively. The attendee with gain familiarity with these different tools, their strengths, and weakness, and how they could be used in their organizations.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast Check out https://cpe.cx/ids2. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
The world has changed dramatically in the last year since the introduction of the Coronavirus. The COVID-19 healthcare crisis has had caused a major change in when, where, and how most Americans are doing their work. The course provides detailed, step-by-step examples, giving you practical advice on how you can make the best utilize cloud technology in building your virtual office.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast Check out https://cpe.cx/ctw1/. Take a quick 5 question quiz and get your certificate today. Super Easy!!
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Nichols Graphics By Flaticon.com and Upsplash.com Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.