Blogs

SharePoint is a powerful tool that can significantly improve productivity, streamline workflows, safeguard client data, and boost teamwork for accounting and bookkeeping practices. It is secure, simplifies workflows, and offers document co-authoring, mobile access, and enhanced search capabilities. By following best practices for implementing SharePoint and ensuring ongoing maintenance and upgrades, accounting and bookkeeping teams can work more efficiently and securely than ever before, promoting collaborative teamwork and staying ahead of the curve in today's fast-paced digital landscape.

Microsoft Loop is an exciting new app that has the potential to transform the way accounting professionals work. Its intuitive interface, robust features, and focus on streamlining workflows make it a valuable tool for any accounting or bookkeeping practice. The app creates a digital workspace where your colleagues, clients, and data converge seamlessly, allowing you to streamline workflows and unleash your productivity. The app enables real-time communication, document sharing, and task tracking in one centralized hub. Loop's innovative features make collaboration easier, enabling you to work more efficiently and achieve more success. 

Imagine yourself caught in a whirlwind of tasks as busy season intensifies. You are faced with the dilemma of either meticulously planning every move or embracing the chaos that lies ahead. As an accounting professional, this is a common and age-old question. 

Enter Microsoft 365 Business, your trusted companion that offers a toolbox of features to guide you and your team through the turbulent waters of tax season and beyond. Its collaborative and communicative capabilities empower you to navigate the treacherous currents, streamline your processes, and stay laser-focused on your objectives. Bid farewell to chaos and welcome a thriving business environment in today's dynamic marketplace.

Microsoft 365 streamlines your accounting practice, making it more efficient and effective. Tools like Microsoft Planner, To Do, and Lists allow you to create, assign, and track tasks easily. Collaboration becomes seamless, and you can access your files from any device. Microsoft 365 works seamlessly with other Microsoft tools, creating a harmonious ecosystem of collaboration and efficiency. Embrace the serenity of a well-managed accounting world with Microsoft 365 as your maestro.

In a world fueled by technology, businesses seeking efficiency, productivity, and robust security have found their saviour in Microsoft 365, a unified tech platform that unleashes transformative power. Embark on a journey to uncover the secrets of Microsoft 365, the platform that empowers organizations to thrive in the digital realm. Discover how your accounting or bookkeeping practice can streamline workflows, foster collaboration, and safeguard data with this game-changing solution.

Modern business demands efficiency and flexibility—and that’s precisely what video communication offers accountants and bookkeepers. From real-time collaboration with clients to remote staff training sessions, video chats are a powerful tool that enhances relationships, streamlines operations, cuts costs, and makes complex tasks easier to manage. By integrating this technology into existing workflows, accounting professionals can better serve their clients while taking advantage of the numerous benefits of video communication.

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.

Microsoft 365 Business training can boost your accounting business in many ways, including saving time and frustration and, in turn, making you more money. Read on to find out how!

In an era where remote work is getting increasingly more normal, and a large variety of workplaces are being integrated into the hybrid workforce, ensuring that your computer’s personal and professional data is fully protected is an essential part of your job. 

From large-scale companies to single-person entrepreneurship, the latest advancements in data analytics, automation, and cloud computing software are finally making accounting more manageable. It has even reached the point where accounting firms don’t automatically need everyone to be busily working in the office.

Microsoft gives finance professionals the ability to do their work more efficiently. From the ability to access your data from anywhere to the integrations that Microsoft cloud computing makes possible, those adopting the Cloud have gained a significant competitive edge.