Episodes

Tuesday Nov 15, 2022
How to Navigate Staff Shortages With Capacity Planning
Tuesday Nov 15, 2022
Tuesday Nov 15, 2022
Accounting shortages are impacting the financial industry for every accounting firm, regardless of size. This is causing Senior Accounting partners to do the jobs of entry-level employees. If firms are lucky enough to find the talent, they need for all their job position levels, they see high turnover rates because their employees are being headhunted for more money daily. As the saying goes, good firms attract good talent.The good news is that there are legions of talent available, but firms must be willing to change how they work. Modern technology lets our clients and team members come from anywhere worldwide. By changing how we work, we can find the right talent at the right level at the right time to complete our tasks as efficiently as possible by building a global hybrid team. Some firms specialize in helping small firms build effective global teams. Navigating the talent shortage is not something small firms need to do alone.Join Randy Johnston and Nick Sinclair, founder of TOA Global, as they discuss how staffing shortages impact the financial sector, how to attract and retain talent, and what attributes of a talent team provider you should look for when trying to build a global team.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/toa1/. 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.

Thursday Nov 10, 2022
Hands-on with QuickBooks Online Accountant for Public Accounting – Part 2
Thursday Nov 10, 2022
Thursday Nov 10, 2022
For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use.Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s specific needs and you can maximize the return on investment for the solution you choose. You will learn about each solution’s key features, target markets, approximate pricing, integration options, and other relevant factors to assist in make the right decision. This is the one “must-attend” seminar for anyone working in a small business or providing services to small businesses.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/qboa2/. 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.

Thursday Nov 10, 2022
Hands-on with QuickBooks Online Accountant for Public Accounting – Part 1
Thursday Nov 10, 2022
Thursday Nov 10, 2022
For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use.
Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s specific needs and you can maximize the return on investment for the solution you choose. You will learn about each solution’s key features, target markets, approximate pricing, integration options, and other relevant factors to assist in make the right decision. This is the one “must-attend” seminar for anyone working in a small business or providing services to small businesses.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/qboa1/. 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.

Friday Nov 04, 2022
Practical Tools for Protecting Data - Part 4
Friday Nov 04, 2022
Friday Nov 04, 2022
The security of your data is not something you should take lightly. The latest techniques in encryption, virus protection, and other technologies can help keep all the information on your computer safe from prying eyes - even if it's sensitive! This course will cover what tools are available for securing files with passwords or digital signatures and how best practices affect employees who work remotely (or have flexible hours). By tuning up these basics now rather than coming back later when needed; programs like secure communication apps make sure no one has access to company secrets while also keeping workers happy at their jobs by ensuring proper protocol regarding confidential materials
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ptf4/. 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.

Friday Nov 04, 2022
Practical Tools for Protecting Data - Part 3
Friday Nov 04, 2022
Friday Nov 04, 2022
The security of your data is not something you should take lightly. The latest techniques in encryption, virus protection, and other technologies can help keep all the information on your computer safe from prying eyes - even if it's sensitive! This course will cover what tools are available for securing files with passwords or digital signatures and how best practices affect employees who work remotely (or have flexible hours). By tuning up these basics now rather than coming back later when needed; programs like secure communication apps make sure no one has access to company secrets while also keeping workers happy at their jobs by ensuring proper protocol regarding confidential materials
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ptf3/. 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.

Monday Oct 17, 2022
Monday Oct 17, 2022
Get ready to make 2023 your best year ever! Do what other accounting professionals only talk about. You comfortably spend time working IN your business, doing the day-to-day operations. Working ON your business, to strategically grow your business, is an advanced move. A strategic plan puts you squarely in charge of your firm’s growth. Instead of your firm running you, you run your firm. With this framework, you achieve the high-value rewards. Whether you want to travel more, pay off your debt or fund your retirement plan, you’ll discover how your firm can raise your quality of life. Forget the traditional, boring business plan which you fill out and then shove into the back of your filing cabinet. Your strategic plan offers clarity about what to do, what to let go of and how to grow your bank account. Follow the Path to Profits Blueprint to build your dream firm.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/wmbfy/. 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.

Tuesday Oct 11, 2022
Practical Tools for Protecting Data - Part 2
Tuesday Oct 11, 2022
Tuesday Oct 11, 2022
The security of your data is not something you should take lightly. The latest techniques in encryption, virus protection, and other technologies can help keep all the information on your computer safe from prying eyes - even if it's sensitive! This course will cover what tools are available for securing files with passwords or digital signatures and how best practices affect employees who work remotely (or have flexible hours). By tuning up these basics now rather than coming back later when needed; programs like secure communication apps make sure no one has access to company secrets while also keeping workers happy at their jobs by ensuring proper protocol regarding confidential materials
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ptfw2/. 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.

Friday Oct 07, 2022
Practical Tools for Protecting Data - Part 1
Friday Oct 07, 2022
Friday Oct 07, 2022
The security of your data is not something you should take lightly. The latest techniques in encryption, virus protection, and other technologies can help keep all the information on your computer safe from prying eyes - even if it's sensitive! This course will cover what tools are available for securing files with passwords or digital signatures and how best practices affect employees who work remotely (or have flexible hours). By tuning up these basics now rather than coming back later when needed; programs like secure communication apps make sure no one has access to company secrets while also keeping workers happy at their jobs by ensuring proper protocol regarding confidential materials
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ptfw1/. 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.

Tuesday Oct 04, 2022
2022 Biggest Security and Privacy Concerns - Part 4
Tuesday Oct 04, 2022
Tuesday Oct 04, 2022
Technology is a business-critical business capability in today’s day and age. Any interruption to an organization’s ability to use its information system poses a significant risk to the viability of the organization. Data breaches, cyber-attacks, and ransomware are examples of some of the biggest existential risks facing businesses today. There are threat actors all around the world that entirely focus on stealing organizational data, stealing economic resources, and disrupting the flow of business. They are using complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. From recently released data breach reports, there were 100k data breaches publicly reported in 2020 alone. Resulting in the personal information of millions of people worldwide being released, billions of dollars of organizational assets, and putting countless people in harm’s way.
This course will go over recent major security breaches including breaches at Solarwinds, Ubiquity, Colonial Pipeline, Tecnimont SpA, Citrix, LabCorp, and others. It will discuss how these breaches occurred, why the breaches happened, and how organizations can prevent it from happening to them. Each case study will discuss a different form of security vulnerability and how to prevent it. The topics will include social engineering, auditing processes for IT Security systems, forensic accounting, password, two-factor authentication, and improvements for managerial oversight. Participants will gain real-world knowledge from the mistakes of other organizations and from that experience develop their own security best practices for their organizationsAre you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/22BSC4/. 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.

Friday Sep 30, 2022
2022 Biggest Security and Privacy Concerns - Part 3
Friday Sep 30, 2022
Friday Sep 30, 2022
Technology is a business-critical business capability in today’s day and age. Any interruption to an organization’s ability to use its information system poses a significant risk to the viability of the organization. Data breaches, cyber-attacks, and ransomware are examples of some of the biggest existential risks facing businesses today. There are threat actors all around the world that entirely focus on stealing organizational data, stealing economic resources, and disrupting the flow of business. They are using complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. From recently released data breach reports, there were 100k data breaches publicly reported in 2020 alone. Resulting in the personal information of millions of people worldwide being released, billions of dollars of organizational assets, and putting countless people in harm’s way.
This course will go over recent major security breaches including breaches at Solarwinds, Ubiquity, Colonial Pipeline, Tecnimont SpA, Citrix, LabCorp, and others. It will discuss how these breaches occurred, why the breaches happened, and how organizations can prevent it from happening to them. Each case study will discuss a different form of security vulnerability and how to prevent it. The topics will include social engineering, auditing processes for IT Security systems, forensic accounting, password, two-factor authentication, and improvements for managerial oversight. Participants will gain real-world knowledge from the mistakes of other organizations and from that experience develop their own security best practices for their organizations
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/22BSC3/. 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.

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