CPE Today

Differentiating between all the accounting solutions can be difficult.  It is impossible to make a truly informed decision without understanding and seeing how the tool works.  Companies offer demonstration meetings of their tools, but maybe you are not ready for that level of a sales pitch.  We want to help you decide what tools are worth your time to investigate further.  We will be demonstrating multiple tools with similar modules to showcase the various tools’ strengths and differences.  We are developing a series to go into depth on each of our highlighted tools and vendors. In the second of our comparison series, we will be exploring one of the solutions in the PROP market space.  Any tool in the PROP space must have more than a robust general ledger and reporting modules that can be used easily by ourselves and our clients.  Join us as we demonstrate Spire’s inventory, costing, and E-commerce modules. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/sph2/. Take a quick 5 question quiz and get your certificate today. Super Easy!  Presented by Randy JohnstonProduced 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.

Differentiating between all the accounting solutions can be difficult.  It is impossible to make a truly informed decision without understanding and seeing how the tool works.  Companies offer demonstration meetings of their tools, but maybe you are not ready for that level of sales pitch.  We want to help you decide what tools are worth your time to investigate further.  We will be demonstrating multiple tools similar modules to showcase the various tools’ strengths and differences.  We are developing a series to go into depth on each of our highlighted tools and vendors. In the first of our comparison series, we will be exploring one of the solutions in the PROP market space.  Any tool in the PROP space must have a robust general ledger, reporting, accounts payable, and accounts receivable modules that can be used easily by ourselves and our clients.  Join us as we demonstrate Spire’s general ledger, reporting, accounts payable, and accounts receivable modules. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/SPH1/. 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.

Spire is another Process and Resource Operation Planning (PROP) solution.  It is another amazing all-in-one solution for the medium small business that is growing out of its current tools but does not need nor can afford an entire ERP solution. Once we move past the general accounting features, Spire is rich in additional modules that help you control the aspects of your business that aren't in a traditional accounting system. Some of these features include Inventory, Job Costing and Price Matrix. With these features, you can get a complete picture of your business operations In today's session, we will be talking with Randy Johnston and Katie Griffin, Spire Business Development & Marketing, about how to go through a new software procurement process.  We will discuss what drives a company to need to change, how do they know it is time and what should be considered during that process.  We will evaluate determining the return on investment (ROI) for these types of projects.  Katie is passionate about helping businesses find the best solution for them.Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/spe1/. Take a quick 5 question quiz and get your certificate today. Super Easy!  Presented by Randy JohnstonProduced 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.

Differentiating between all the accounting solutions can be difficult.  It is impossible to make a truly informed decision without understanding and seeing how the tool works.  Companies offer demonstration meetings of their tools, but maybe you are not ready for that level of a sales pitch.  We want to help you decide what tools are worth your time to investigate further.  We will be demonstrating multiple tools with similar modules to showcase the various tools’ strengths and differences.  We are developing a series to go into depth on each of our highlighted tools and vendors. In the first of our comparison series, we will be exploring one of the solutions in the PROP market space.  Any tool in the PROP space must have a robust general ledger, reporting, accounts payable, and accounts receivable modules that can be used easily by ourselves and our clients.  Join us as we demonstrate Accounting Suites’ general ledger, reporting, accounts payable, and accounts receivable modules. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ash1/. 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.

Small businesses have so many moving parts.  Business owners want to run their business, they don’t want to learn how to be accounts, logistics experts, and more.  For small business owners, ERP solutions are too big and too expensive for most of their needs. However, many of them quickly outgrow the basic accounting solutions that only offer a general ledger, reporting, accounts payable, and accounts receivable modules.  These small business needs often fall through the cracks of entry-level accounting solutions and ERP solutions. There is a new sector of the accounting software market developing.  These new applications handle the Process and Resource Operation Planning (PROP) for a business.  These PROP products bridge the gap for small businesses between entry-level solutions and ERP solutions.  One of the outstanding tools in this new sector is Accounting Suite.  Accounting Suite not only offers general ledger, reporting, accounts payable, accounts receivable modules, it also offers inventory, costing, and eCommerce modules.  Accounting Suite has developed a one-stop-shop for any of your small business clients’ needs.  They even offer customization of their tool for any of their clients.  They have not forgotten their accounting stakeholders.  They also built an amazingly efficient write-up feature to help you balance your client's accounts faster than ever before. Join Randy Johnston and Kurt Kunselman, COO and Product Architect of Accounting Suite, to discuss the new emerging need for PROP solutions and how Accounting Suite has helped meet this need. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/asp1/. 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.

In our podcast today we are joined by Seppo Laaksonen the founder and primary driving force behind myDBR. For the last ten years, he and his team have been developing the world’s best reporting solution, myDBR. This incredible solution can be used for all types of organization reporting, from accounting to operations to support and more. Today’s podcast will look deeper into this incredible solution with the man who made it all happen. We will understand its best features and functions, some hidden secrets, and tricks as well as what future functionality is coming for the platform. If you’re just joining us, please check out episode one in this series where we took a detailed look at this solution and its many features. We looked at how it is installed and configured. We also looked at how to create reports and best practices for the application. Good reporting and access to organizational insight are a must-have for all organizations. myDBR is one of the best solutions on the market to ensure your team has access to the right information, at the right time, and in the format, they will understand.   Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/dbr2/. 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.

Reporting is often the last part of accounting or business projects. Unfortunately, most businesses overlook the complexity of their reporting needs and underestimate their requirements. This causes an issue when it comes time to pull a sales report or calculate taxes. Accountants are often stringing together multiple spreadsheets to back into the information they need. This results in frustration from manual procedures, clerical errors in preparation, and poor efficiency in the office. myDBR can resolve all these problems and provide outstanding reporting right out of the box!  myDBR turns data from MySQL, MariaDB, Microsoft SQL Server, and Sybase databases into usable actionable information. This tool can be used for personal reporting or scaled up to enterprise business intelligence systems. Reports can be accessed from applications, portals, and mobile devices. myDBR integrates easily with any environment and allows for monitoring of users and data. Data can even be directly edited from within myDBR reports. This application is packed with easy-to-use functionality. From accounting reporting to customer support tickets and more, this tool can do it all! Please join us on how you can eliminate all your organizational reporting headaches!  Lastly, don’t forget to check out part two of this course where we talk with the folks behind myDBR. We will learn about their favorite features, functions, and capabilities. We will also get knowledge on where the application will be going in future releases. Don’t miss this one!  Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/dbr1/. 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 on 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.

Microsoft Power BI is an incredible tool for processing your organization’s data into insightful analysis. It can be used to produce any type of analytics, from simple charts to responsive maps, to KPI indicators to in-depth statistical analysis, and everything in between. This incredible tool should be the backbone of reporting for all organizations. Helping to give decision-makers the right information they need, at the right time, to make good and effective decisions for their organizations. While exceedingly versatile and powerful, Power BI comes with a steep learning curve. It takes months and years to master this application and its many functionalities. It has many hidden features and unknown best practices which can stymie and frustrate new users. This course is going to focus on the hidden secrets, capabilities, features, and functions of Microsoft Power BI. This intermediate course will focus on helping users master the capabilities of the application and produce more effective reports. It will discuss capabilities such as best practices for data management, creating more interactive reports, and recommendations for more efficient use of the application. This practically focused course will demonstrate many of the more complicated functionalities which are often not discussed in introductory-level courses. Additionally, it will take a particular focus on the most recently released functionalities of the application such as new visualizations, data connectors, collaboration services, and more. Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gsp1/. 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.

Today’s world runs on databases and is an integral component of every application, platform, and service. There isn’t a single business technology that is not utilizing a database in a meaningful way. Reporting tools like Power BI depend on a database to create beautiful and insightful dashboards. Our accounting systems such as Quickbooks or Xero use a database to store information about our financial records. Our customer tools such as Salesforce or Hubspot use a database to store information about our sales efforts. There are even new features and functions of Excel which depend on utilizing a database. As widespread and important as this technology is most financial professionals lack a basic understanding of how databases operate. Traditionally, working with databases has been “out of scope” of the accounting team and relegated to an organization’s IT department. However, in today’s technology environment, accountants must have at least a basic understanding of how databases operate and the ability to query data on their own. This will empower them to write their reports, design their dashboards and work with Cloud data more effectively. This course will go through databases basics, focusing on the knowledge that would be most helpful for a financial professional. The goal is to give the professional enough hands-on knowledge to be able to query data from a database or cloud provider to create their reports in Excel or Power BI.  Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/dbb2/. 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.

Today’s world runs on databases and is an integral component of every application, platform, and service. There isn’t a single business technology that is not utilizing a database in a meaningful way. Reporting tools like Power BI depend on a database to create beautiful and insightful dashboards. Our accounting systems such as Quickbooks or Xero use a database to store information about our financial records. Our customer tools such as Salesforce or Hubspot use a database to store information about our sales efforts. There are even new features and functions of Excel which depend on utilizing a database.  As widespread and important as this technology is most financial professionals lack a basic understanding of how databases operate. Traditionally, working with databases has been “out of scope” of the accounting team and relegated to an organization’s IT department. However, in today’s technology environment, accountants must have at least a basic understanding of how databases operate and the ability to query data on their own. This will empower them to write their reports, design their dashboards and work with Cloud data more effectively. This course will go through databases basics, focusing on the knowledge that would be most helpful for a financial professional. The goal is to give the professional enough hands-on knowledge to be able to query data from a database or cloud provider to create their reports in Excel or Power BI.  Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/dbb1/. 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.