About Us

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.

Let's start at the beginning. Did you know that your business could be wasting hundreds of dollars a month on apps that you don't actually need? Microsoft 365 Business offers businesses a powerhouse of resources to increase overall efficiency and effectiveness in the processes and people that matter most.

Throughout our years in this industry, we have noticed a clear gap in understanding these applications and how to apply them in everyday use within your organization efficiently. Learning these processes on your own can be confusing and stressful… that's where the Creative Business Solutions Training community can help.

Our community leader is Cathy Badry, BComm, CPB, a seasoned Microsoft and I.T. professional with extensive experience and knowledge in the world of accounting. She will help you systematize your Microsoft 365 Business subscription to ensure you are making full use of the program and reduce your need to rely on outside integrations, keeping your online processes synced and secure.

By working closely and collaboratively with her students, Cathy fosters a unique community space for like-minded business professionals to connect and learn together. Cathy is confident that with hard work and dedication, Microsoft 365 Business will be successfully integrated into your business while being a member of the Creative Business Solutions Training community.

CSB Creative Business Solutions & Creative Business Solutions Training Services believe that small businesses are the backbone of our nation: to succeed, they need support through an affordable and reliable community to help assure their longevity. We have been delivering personalized and high-quality technology strategies for over 20 years and have the passion and experience to help your business operate in the most streamlined form possible.

Recent Blogs

Here are quick links to our most recent blogs.

Transforming Financial Analysis: Collaborative Excel Strategies for Accounting Professionals

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.

Transform Your Workflow: Harnessing Microsoft Planner for Ultimate Task Mastery and Deadline Domination

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.

Safeguarding Sensitive Data: OneDrive & SharePoint Secrets

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.

About Us

Recent Blogs

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About Us

Recent Blogs

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