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Integrating and Sharing Data

Course DescriptionThe number of apps, services, platforms, etc. that we use increases every year. The amount of data we¬†collect¬†and process is expanding at an exponential rate. There is a need …

Improving Productivity with Office 365 Cloud Applications

Course DescriptionMany Office 365 subscriptions include powerful cloud services for improving productivity. Foundational services, such as SharePoint, OneDrive, and Outlook, are joined by other powerful tools such as Teams, Planner, …

Current Tech Crimes – Ripped from the Headlines

Course DescriptionSecurity is a top concern for CPAs every year. Yet many hacks result from organizations not implementing effective internal controls over information technology. In this session, you will learn …

Profiting from Client Advisory Services

Course DescriptionClient Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope …

Choosing Small Business Accounting Solutions

Course DescriptionSmall businesses have new and traditional choices in accounting solutions. In addition to traditional solutions like QuickBooks and Sage 50, there are Software as a Service options such as …

Enhancing Small Business Accounting with Add-Ons

Course DescriptionA 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 …