CPE Today

In our first session with PATH, Randy Johnston and Robert Chandler, CEO of PATH, discussed the importance of moving your firm to an advisory-first focus.  In today's session, Steve Yoss will be going into depth on how to use PATH to help you achieve your new advisory-first goals.  We will discuss how to connect PATH into QuickBooks online, create dashboards, learn how to manage your workflows, and more.  Join us to learn about how to best use PATH to more efficiently run your organization and how to use PATH insights to advisor clients. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/pat2/. Take a quick 5 question quiz and get your certificate today. Super Easy!  Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

The amount of information in the world is doubling every two years. The average worker’s skills expire in less than seven years. The facility and manner in which people conduct their jobs significantly changes every few years. Technology continues to expand, creating new jobs, markets, and opportunities, but only for the people that lead the charge. This presentation will give an in-depth update on contemporary technologies and highlight emerging technology trends that financial professionals need to know now. This course contains three main themes: virtual office technology, emerging technology trends, and the best new websites and mobile apps. We’ll look at technology that powers a virtual and paperless office. We’ll examine important upcoming technology trends that will impact businesses in the coming year. You’ll be presented with the best new apps, websites, and services, highlighting items that will help professionals attract new business opportunities, better serve existing organizational needs, and utilize resources more effectively. Participants are encouraged to bring their technology devices and participate in the interactive discussions. After taking this course, participants will be energized and motivated to take advantage of the wealth of technology opportunities available in the world today.  Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/wcn3/. Take a quick 5 question quiz and get your certificate today. Super Easy!  Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

The amount of information in the world is doubling every two years. The average worker’s skills expire in less than seven years. The facility and manner in which people conduct their jobs significantly changes every few years. Technology continues to expand, creating new jobs, markets, and opportunities, but only for the people that lead the charge. This presentation will give an in-depth update on contemporary technologies and highlight emerging technology trends that financial professionals need to know now. This course contains three main themes: virtual office technology, emerging technology trends, and the best new websites and mobile apps. We’ll look at the technology that powers a virtual and paperless office. We’ll examine important upcoming technology trends that will impact businesses in the coming year. You’ll be presented with the best new apps, websites, and services, highlighting items that will help professionals attract new business opportunities, better serve existing organizational needs, and utilize resources more effectively. Participants are encouraged to bring their technology devices and participate in the interactive discussions. After taking this course, participants will be energized and motivated to take advantage of the wealth of technology opportunities available in the world today.  Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/wcn2/. Take a quick 5 question quiz and get your certificate today. Super Easy!  Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

The amount of information in the world is doubling every two years. The average worker’s skills expire in less than seven years. The facility and manner in which people conduct their jobs significantly change every few years. Technology continues to expand, creating new jobs, markets, and opportunities, but only for the people that lead the charge. This presentation will give an in-depth update on contemporary technologies and highlight emerging technology trends that financial professionals need to know now. This course contains three main themes: virtual office technology, emerging technology trends, and the best new websites and mobile apps. We’ll look at technology that powers a virtual and paperless office. We’ll examine important upcoming technology trends that will impact businesses in the coming year. You’ll be presented with the best new apps, websites, and services, highlighting items that will help professionals attract new business opportunities, better serve existing organizational needs, and utilize resources more effectively. Participants are encouraged to bring their technology devices and participate in the interactive discussions. After taking this course, participants will be energized and motivated to take advantage of the wealth of technology opportunities available in the world today. " Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/wcn1/. Take a quick 5 question quiz and get your certificate today. Super Easy!  Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next-generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/nge4/. Take a quick 5 question quiz and get your certificate today. Super Easy!  Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

Technology is the closest thing we have to magic. When properly implemented it can have a transformative effect on organizations and people. We can time travel by having technology improve organizational effectiveness and efficiency. We can teleport across the country by leveraging cloud technology to connect us together.  We can gain superhuman knowledge by harnessing the abilities of machine learning and big data.  This course identifies the latest and best tools, apps, and services out there and why you should consider utilizing them for your organization.  It’s a greatest hits list of the best tools which can help improve your efficiency and effectiveness. It will discuss desktop applications, mobile apps, cloud services, and more. It will give the attendee a good understanding of the best technology currently available. The main topics of this course include the best useful products for business, communication and collaboration tools, major business productivity platforms, tools for automation, plugins for your Internet browser, today's best mobile apps, and more.  Attend this session and you will receive a bundle of new technology ideas to consider implementing into your organization. You’ll find new ways to save time, increase organizational effectiveness and gain new competitive advantages. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/http/. Take a quick 5 question quiz and get your certificate today. Super Easy!  Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next-generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/nge3/. Take a quick 5 question quiz and get your certificate today. Super Easy!  Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

All the data in the world means nothing if you cannot analyze it to make critical business decisions for your clients and yourself. PATH is a reporting and workflow management add-on for QuickBooks Online. It allows you to create custom KPIs, track critical metrics, and use calculations to make data meaningful. It does more than just act as a dashboard for your client's data. It also allows you to manage your assignments and delegate work to employees. PATH stores files and other necessary information for you to be efficient in completing tasks. It has built-in collaboration tools so your team can communicate with each other and clients quickly. PATH has been used to track bonus programs for employees and more. In this session, we will discuss some of our favorite features with the CEO of PATH, Robert Chandler. Robert is passionate about helping accounting firms become advisory-first focused. Randy and Robert will discuss some of the key steps of transitioning to an advisory focus and how PATH can help you do it.

A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting, or have adequate reporting without third-party add-ons. This session provides guidance on some of the best add-ons in the market. If you have needs that your current solution does not meet, you may not need to change it. You may just need the right add-on! Attend this session to discover the best of best extensions for accounting software. In this session, we go into more depth into four Expense Reporting and Management add-ons: Expensify, Zoho Expense, Tallie by Emburse, and SAP Concur.  We demonstrate how to use each of these tools.  Learn which of these add-ons fit your needs best. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/aa03/. Take a quick 5 question quiz and get your certificate today. Super Easy!  Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and Unsplash.comMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the leading cloud-based solutions currently available, including QuickBooks Online, Sage Business Cloud Accounting, Xero, and Accounting Suite. You will also learn about some of the lesser-known but practical options such as Zoho and Wave Accounting. Don't miss this opportunity to expand your knowledge of the options available to small businesses. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/sbs2/. Take a quick 5 question quiz and get your certificate today. Super Easy!  Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and iStockMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com) Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement. Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.