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!
Discover how Power Automate can revolutionize the onboarding process for new clients, enhance compliance and auditing, and integrate seamlessly with your existing tools. This blog explores best practices for implementation, ensuring you can leverage automation to save time and boost efficiency in your accounting or bookkeeping practice. Don't miss out on this opportunity to streamline your processes and achieve your goals with greater ease. Read more to start your journey towards a more efficient future!
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.
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.
