CPE Today
CPE Today
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Earn CPE credits for listening to podcasts! CPE Today strives to provide outstanding continuing education and training to working professionals. Weekly shows will include in-depth discussions on accounting, audit, tax, technology, and more! Everything you need to know to stay informed within the profession. We promise to provide top-quality learning accessible on the device of your choosing. Whether you are looking to acquire new skills or stay competitive you learn on your terms with us. Fast, simple, easy, and affordable! Listen today!
Available episodes
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Oldest first
Jan 24, 2023
3x Revenue with the ROI Method(tm) of Tax Planning
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 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.
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Jan 6, 2023
Productivity Tips and Tricks - Part 2
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 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.
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Jan 3, 2023
Productivity Tips and Tricks - Part 1
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 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.
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Dec 27, 2022
Business Intelligence Featuring Microsoft’s Power BI Tools - Part 8 of 8
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 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.
playlist_add
Dec 23, 2022
Business Intelligence Featuring Microsoft’s Power BI Tools - Part 7 of 8
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 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.
playlist_add
Dec 20, 2022
Business Intelligence Featuring Microsoft’s Power BI Tools - Part 6 of 8
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 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.
playlist_add
Dec 16, 2022
Business Intelligence Featuring Microsoft’s Power BI Tools - Part 5 of 8
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 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.
playlist_add
Dec 15, 2022
Business Intelligence Featuring Microsoft’s Power BI Tools - Part 4 of 8
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 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.
playlist_add
Dec 15, 2022
Business Intelligence Featuring Microsoft’s Power BI Tools - Part 3 of 8
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 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.
playlist_add
Dec 2, 2022
Business Intelligence Featuring Microsoft’s Power BI Tools - Part 1 of 8
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 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.
playlist_add
Nov 29, 2022
Hands-on with QuickBooks Online Accountant for Public Accounting – Part 7
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 provid…
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Nov 23, 2022
Critical Steps to Raise Your Rates without Losing Clients
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 que…
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Nov 22, 2022
Hands-on with QuickBooks Online Accountant for Public Accounting – Part 6
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 provid…
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Nov 22, 2022
Hands-on with QuickBooks Online Accountant for Public Accounting – Part 5
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 provid…
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Nov 21, 2022
Hands-on with QuickBooks Online Accountant for Public Accounting – Part 4
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 provid…
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Nov 16, 2022
Hands-on with QuickBooks Online Accountant for Public Accounting – Part 3
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 provid…
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Nov 16, 2022
Better, More Effective Scheduling When You Need It Most
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 serv…
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Nov 15, 2022
How to Navigate Staff Shortages With Capacity Planning
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 T…
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Nov 10, 2022
Hands-on with QuickBooks Online Accountant for Public Accounting – Part 2
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 provid…
playlist_add
Nov 10, 2022
Hands-on with QuickBooks Online Accountant for Public Accounting – Part 1
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 provi…
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Nov 4, 2022
Practical Tools for Protecting Data - Part 4
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 Grap…
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Nov 4, 2022
Practical Tools for Protecting Data - Part 3
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 Grap…
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Oct 17, 2022
How to Make 2023 Your Best Year Ever! Increase Your Market Share and Raise Your Profit Margin
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/wmb…
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Oct 11, 2022
Practical Tools for Protecting Data - Part 2
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 Gra…
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Oct 7, 2022
Practical Tools for Protecting Data - Part 1
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 Gra…
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Oct 4, 2022
2022 Biggest Security and Privacy Concerns - Part 4
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 b…
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Sep 30, 2022
2022 Biggest Security and Privacy Concerns - Part 3
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 b…
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Sep 27, 2022
Driving Change in Audit – Digital and Data Technology
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 Benso…
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Sep 23, 2022
2022 Biggest Security and Privacy Concerns - Part 2
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 b…
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Sep 20, 2022
2022 Biggest Security and Privacy Concerns - Part 1
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 b…
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Sep 16, 2022
An Accountant’s Guide to Cryptocurrency and Blockchain - Part 4
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 mai…
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Sep 13, 2022
An Accountant’s Guide to Cryptocurrency and Blockchain - Part 3
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 mai…
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Sep 9, 2022
An Accountant’s Guide to Cryptocurrency and Blockchain - Part 2
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 mai…
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Sep 6, 2022
An Accountant’s Guide to Cryptocurrency and Blockchain - Part 1
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 mai…
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Sep 2, 2022
Everything Google! Their Most Effective Tools, Apps & Services - Part 4
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.…
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Aug 30, 2022
Everything Google! Their Most Effective Tools, Apps & Services - Part 3
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.…
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Aug 26, 2022
Everything Google! Their Most Effective Tools, Apps & Services - Part 2
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.…
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Aug 23, 2022
Everything Google! Their Most Effective Tools, Apps & Services - Part 1
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.…
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Aug 19, 2022
TPS: Growing and Managing your Accounting Practice
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…
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Aug 16, 2022
Mastering Adobe Acrobat for Financial Professionals - Part 2
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 demonst…
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Aug 9, 2022
5 Steps to Easily Enroll Premium Clients without Negotiating Your Fees
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…
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Aug 5, 2022
Mastering Adobe Acrobat for Financial Professionals - Part 1
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 demonst…
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Aug 1, 2022
Practical Advice for Preventing Organizational Data Breaches
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…
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Jul 29, 2022
Excel Essentials for Staff Accountants - Part 7
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 Enterpris…
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Jul 26, 2022
Excel Essentials for Staff Accountants - Part 6
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 Enterpris…
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Jul 22, 2022
Excel Essentials for Staff Accountants - Part 5
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 Enterpris…
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Jul 19, 2022
Excel Essentials for Staff Accountants - Part 4
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 Enterprise…
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Jul 15, 2022
Excel Essentials for Staff Accountants - Part 3
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 Enterpris…
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Jul 14, 2022
Excel Essentials for Staff Accountants - Part 2
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 Enterpris…
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Jul 5, 2022
Hands-On With Corvee
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…
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Jun 25, 2022
Popular Time Management Tools
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 ar…
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Jun 22, 2022
Corvee: The Challenges of Tax Planning and How to Overcome Them
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 t…
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Jun 17, 2022
Going Virtual: Technology to Support Remote Team Members Part 2
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 F…
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Jun 10, 2022
Going Virtual: Technology to Support Remote Team Members Part 1
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…
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Jun 7, 2022
How to Enhance your Firm’s Technology Experience: Talent, Remote Work, Security and More
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 custom…
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May 31, 2022
Learn SQL with Steve
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. T…
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May 20, 2022
Fraud in Today’s Workplace: What Accountants Need to Know
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. Y…
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May 17, 2022
Building a Cutting Edge Virtual Office - Part4
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.c…
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May 13, 2022
Building a Cutting Edge Virtual Office - Part3
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.c…
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May 10, 2022
Building a Cutting Edge Virtual Office - Part 2
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.c…
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May 6, 2022
Building a Cutting Edge Virtual Office -Part 1
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.c…
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May 3, 2022
Everything Microsoft: Teams Tricks And Tips For Collaboration - Part 3
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 Prof…
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Apr 30, 2022
Everything Microsoft: Teams Tricks And Tips For Collaboration - Part 2
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 Prof…
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Apr 26, 2022
Everything Microsoft: Teams Tricks And Tips For Collaboration - Part 1
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 Prof…
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Apr 26, 2022
New Spreadsheet Tricks And Tips - Part 2
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…
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Apr 23, 2022
New Spreadsheet Tricks and Tips - Part 1
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…
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Apr 15, 2022
Automation for Increasing Personal Efficiency And Effectiveness - Part2
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…
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Apr 13, 2022
Automation for Increasing Personal Efficiency And Effectiveness - Part 1
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…
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Apr 8, 2022
Bringing Artificial Intelligence to your Organization - Part 3
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!
Prese…
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Apr 5, 2022
Bringing Artificial Intelligence to your Organization - Part 2
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!
Prese…
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Mar 29, 2022
Hands On With Spire - Part 2
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'…
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Mar 25, 2022
Hands-On With Spire - Part 1
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 yo…
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Mar 22, 2022
Spire Integrated Accounting: Setting Your Business Up For Success by Choosing the Right Solution
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 passi…
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Mar 11, 2022
Hands On With AccountingSuite – Part 1
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…
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Mar 4, 2022
AccountingSuite - A PROP Solution for Small Business Clients
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 i…
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Mar 1, 2022
Turbo Charging Your Organizational Reporting with myDBR - Part 2
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 ma…
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Feb 25, 2022
Turbo Charging Your Organizational Reporting with myDBR - Part 1
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…
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Feb 15, 2022
Hidden Secrets of Power BI - Part 1
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 effe…
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Feb 11, 2022
Database Basics for Financial Professionals - Part 2
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 data…
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Feb 4, 2022
Database Basics for Financial Professionals - Part 1
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 da…
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Jan 28, 2022
Corpay: Simplify Bill Pay and Accounts Payable for Business - Part 2
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…
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Jan 25, 2022
Corpay Simplify Bill Pay and Accounts Payable for Business - Part 1
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…
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Jan 21, 2022
Bringing Artificial Intelligence to your Organization - Part 1
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!
Prese…
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Jan 18, 2022
CES 2022 Tech Trends Round Table
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…
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Jan 14, 2022
Path: Getting Started With Dashboards for Your Advisory Clients
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 bran…
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Jan 11, 2022
What’s Coming Next? 2022 Technology for Today’s Financial Professional - Part 3
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 exis…
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Jan 7, 2022
What’s Coming Next? 2022 Technology for Today’s Financial Professional - Part 2
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…
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Jan 4, 2022
What’s Coming Next? 2022 Technology for Today’s Financial Professional
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 exist…
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Dec 29, 2021
Next Generation Excel Reporting - Part 4
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.co…
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Dec 21, 2021
2021‘s Hot Tech Tools and Services for Financial Professionals
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…
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Dec 17, 2021
Next Generation Excel Reporting - Part 3
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.co…
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Dec 14, 2021
Path: Paving The Way For A Client Advisory Services Focused Firm
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…
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Dec 13, 2021
Amazing Accounting Add-Ons for your Firm! - Part 3
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://yo…
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Dec 8, 2021
Small Business Cloud Accounting Shootout - Part 4
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 Educat…
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Dec 3, 2021
What’s New With Xero - Xero 2022 For The Financial Professional
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…
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Nov 30, 2021
Small Business Cloud Accounting Shootout - Part 3
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 Educat…
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Nov 23, 2021
Everything Xero: how to get started with Xero Accounting Software
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 pre…
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Nov 19, 2021
Small Business Cloud Accounting Shootout - Part 2
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 Educat…
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