Season 1

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.

Xero, the cloud-based accounting solution from New Zealand has had several notable changes and improvements in the recent year, including adding new features for reporting, additional “accountants only” tools, improved bank feeds, integrations with Square, Google Pay, and more. Xero is truly a comprehensive and robust platform that can serve the needs of all types of organizations. In this podcast, we will take a deep look at the latest and greatest from Xero and how these new features and functions will assist the practitioner in using Xero to meet the financial accounting needs of the client. 
This podcast will also feature an interview with Treva Dean, Xero Trainer, who will be providing an insider look at what is coming next.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/xer2/. Take a quick 5 question quiz and get your certificate today. Super Easy! 
Presented by Randolph P. Johnston (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and UnsplashMusic 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/sbs4/. 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.

Xero is a cloud accounting solution from the might Kiwi nation of New Zealand. It is a major competitor to Intuit’s QuickBooks Online, but in contrast is a simpler, easier, more affordable solution for managing the financial accounting needs of your organization. Xero offers a wealth of resources and functionality from a robust general ledger to a detailed AR/AP, to easy-to-understand reports and more. Xero gives you the tools necessary to be able to track your income and expenses to help you grow your business. Xero is a solid choice for giving you the meaningful insight necessary to make decisions every day. 
In this series, we will take a hands-on and detailed look at Xero for financial professionals. We will be examining how the Xero platform works, its major functionalities, where it fits into the technology stack of an organization, and other best practices. Attendees will gain insight into how this application would benefit their organization and the major opportunities it presents. The goal of this series is to help the practitioner leverage effectively for daily use inside an organization. 
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/xer1/. Take a quick 5 question quiz and get your certificate today. Super Easy! 
Presented by Stephen M. Yoss Jr. CPA, MS (https://yoss.io)Produced by Alicia Yoss & Alanna RegalbutoGraphics By Flaticon.com and UnsplashMusic 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.