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!
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.
Ever worry about sharing sensitive financial documents with clients or colleagues? This blog is your life raft! You'll learn how to use OneDrive and SharePoint to share your financial information safely and efficiently. We reveal tricks and tips for making sure your files are only seen by the right people, as well as how to easily track changes and updates. By the end, you'll be a pro at sharing sensitive documents with complete confidence.
Imagine a world where accounting professionals and their clients work together seamlessly, sharing information and completing projects in real-time. This isn't a dream; it's the reality that Microsoft Teams offers.
Through dedicated channels for each client, accounting professionals can easily share documents, chat instantly, and manage tasks. No more back-and-forth emails or confusing file-sharing systems.
Teams creates a central hub where everything is organized, secure, and accessible. This streamlines processes, saves time, and builds stronger client relationships through increased communication and collaboration.
It's the perfect recipe for a more efficient, productive, and transparent client experience.
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.
