Blogs

Automation is the perfect tool to help businesses of all sizes amplify their operations for greater efficiency, accuracy, and savings. However, it's essential to consider the risks that come with new technology to reap the benefits. In this blog, we dive deeper into how automation can be leveraged to optimize an accounting and bookkeeping firm's processes and tips on mitigating associated risks. Join us as we explore the power of automation to revolutionize business success!

Fall is a season of renewal and education, allowing us to learn how new software can help improve our workflows. Microsoft's September releases are particularly noteworthy for this purpose, so join us as we explore perpetual learning!

Microsoft Teams can be an effective tool for improving communication and collaboration for accountants and bookkeepers. We examine the features of Microsoft Teams that are particularly beneficial to accounting and bookkeeping professionals and how they can be used to effectively collaborate with clients and colleagues. We also look at the potential pitfalls that can arise when using Microsoft Teams and how to avoid them to maximize productivity gains in accounting and bookkeeping practices.

It's easy to feel overwhelmed by the number of emails and tasks vying for your attention—but there is power in Outlook! Unlock the potential of Microsoft 365 Outlook and take back your productivity. With its powerful features, you can reduce stress and achieve your goals faster than ever. Be sure to join us as we explore this incredible program and learn how to make it work for you.

Microsoft 365 Business offers accounting and bookkeeping practices the opportunity to optimize their workflows, collaborate seamlessly, and improve overall efficiency. In this post, we will explore the various ways accounting professionals can leverage Microsoft 365 Business to their advantage. You have your Microsoft 365 Business subscription - but are you using it effectively?

In today's fast-paced world, it is essential to streamline work processes and improve workflow to enhance productivity. There are many proven strategies that you can adopt to streamline your work processes and boost productivity, including leveraging technology. This blog will discuss how to streamline work processes and improve workflow to increase productivity while taming our technology.

Microsoft 365 Lists is an excellent tool for businesses of all sizes, especially accounting or bookkeeping practices. It can keep track of important information, share documents with team members, send email campaigns, manage customer relationships, and keep your work organized. 

Working as an accounting professional can be demanding, but you don't need to spend all of your energy staying organized. Using Microsoft 365 Planner in your accounting or bookkeeping practice, you can unlock time efficiency. Microsoft Planner, part of the Microsoft 365 suite, is here to help.

Documented and tracked processes are important in any organization. They help to ensure that all of the tasks are completed on time and in the correct manner. However, having too many processes can be detrimental to an organization’s productivity and efficiency. That is why it is important to streamline your processes as much as possible, and by leveraging Microsoft 365 Business, you can do it!

No matter how much of an expert you are, you can always boost your accounting and entrepreneurial skills. Here are five ways to boost your learning.

You want to keep your clients' sensitive data protected and secure. As expected, Microsoft 365 for business has you covered with their SharePoint application. 

Microsoft Teams provides a platform that brings together people, content, and conversations. Let us teach you to use Teams fully in your business.

Learn how to use the full Microsoft 365 Business toolset to help your financial firm succeed with cyber security, communication, time-saving, and more!

Microsoft 365 Business offers many tools & features to make running an accounting or bookkeeping practice more efficient if you know how to use them! Learn how with CBS.

Training and software are the keys to unlocking the doors to superior customer service. Let’s look at seven reasons why you need to invest in professional development as an accounting professional.