We are your go-to Microsoft experts who are seasoned financial professionals passionate about helping accounting and bookkeeping businesses succeed in streamlining their business processes through Microsoft 365 Business. Come and join us today!
Enhance your client communication and boost productivity with Microsoft Outlook! Our latest blog offers accounting professionals top tips and best practices for managing emails, scheduling meetings, and staying organized. Discover how to leverage Outlook's powerful features like Focused Inbox, rules and filters, email templates, and task management tools to streamline your workflows and maintain a professional image. Dive in to learn how you can optimize your client interactions and take your accounting practice to the next level.
Unlock the full potential of Microsoft Excel for financial analysis with our latest blog. Discover how real-time collaboration, advanced data analysis tools, and seamless integration with OneDrive and SharePoint can transform your workflow. Learn to automate tasks, enhance data security, and implement best practices for effective teamwork. This blog provides essential tips and strategies to boost productivity, ensure data accuracy, and streamline your financial reporting process. Dive in to see how Excel can revolutionize your accounting practices and help you achieve ultimate task mastery.
In the fast-paced world of bookkeeping and accounting, staying organized and meeting deadlines is crucial. Microsoft Planner is a powerful tool designed to streamline your workflow, helping you efficiently organize tasks, set clear deadlines, and keep your team on track. This blog explores how Microsoft Planner can transform your task management, enhance collaboration, and boost productivity, ensuring you deliver timely and accurate services. Discover the best practices for implementing Planner and learn how to leverage its features for ultimate task mastery and deadline domination.
Our members can access monthly webinars to learn about the latest updates in Microsoft 365 and refreshers on different Microsoft apps. We even have a monthly live Q&A forum where members get their questions answered. Members also have access to special guest webinars providing an insider's view of Microsoft 365 at work.
