CPE Today

Google is one of the largest, most widely used and important technology companies on the planet. Their name has become synonymous with search, knowledge, and cutting-edge technology. They have developed and are responsible for a wide range of products which have changed the way we learn, find things in our community, and communicate with the world. Billions of people every day use their services to get recommendations on where to eat, directions to a friend's house or to send an email to a business colleague. Google offers a business-ready cloud productivity suite called gSuite. gSuite brings together a wide range of communication and business tools under one roof that can be the backbone of an organization's technology infrastructure. Google's tools and services help power the world and can help an organization gain better effectiveness and efficiency over its operations. Most users are familiar with Google's search service or Gmail but are unaware of the other services they provide. Additionally, most users just scratch the surface of the functionality of Google's tools and services. This course is going to look at the most useful features, apps, and services of Google which could be better utilized by the busy working professional. The attendee will learn how to find better web results using search operators and tools. They will gain an understanding of gSuite and how it can be implemented as an organization's back office. They will learn how to create dynamic, creative, and useful business documents using Google Docs. They will learn how to back-up and sync their documents to the Cloud using Google Drive. They will learn how to grow their business and expand their marketing using Google's marketing and website tools. The course will finish with a top five list of the best-hidden secrets and functionalities of Google's Tools. Beginners to advanced users of Google products will leave this course with a much deeper understanding of the services, time-saving tips to use the products more effectively, and practical advice on how to best leverage their incredible technology.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gog1/. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

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.

When small businesses first start, they may need just one tool, such as Time and Billing.  As their company grows, they must manage many other tasks. Small business owners must shift their focus from just time and billing to the entirety of practice management.  This can feel incredibly overwhelming.  Small business owners need to focus on three needs: Time and Billing, Workflow management, and Client CRM and analysis.  No matter how large a business becomes, these needs are universal.     

In today's session, we will be joining the founders of TPS to discuss why focussing on three primary areas: Time and billing, workflow management, and client CRM and analysis, are core areas to every business.  We will also discuss how TPS has grown from being only a Time and Billing tool into the well-rounded practice management tool it is today.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/tps1/. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

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.

PDFs (Portable Document Format) are the de facto standard for digital paper. They are used worldwide by virtually all platforms and systems as a method of conveying information. They can be used to transmit an invoice to a client, sign an agreement with a partner, or save a permanent copy of a financial statement. While being widespread, most financial professionals don’t know to leverage this format effectively. They lack the knowledge of how to create their documents, edit existing documents, or secure them for transmittal. Additionally, there are many new PDF capabilities such as forms, e-signature, cloud storage, and more which are underutilized by financial professionals. 

The most common and powerful application for creating, editing, and managing PDF files is Adobe Acrobat Pro DC. This application can be leveraged in so many ways to create effective documents. This course will go through in deep detail the major features and functionalities of this application. It will demonstrate the various ways to create and edit documents. It shows utilizing the review and annotation functionalities such as stamps and comments. It will teach participants how to create forms and collect e-signatures. Additionally, it will present free and open-source alternatives to Acrobat DC to consider. This course is a must-watch for any financial professional that works with PDFs regularly. 

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

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.

Does your accounting firm offer initial free consultations? Before the meeting closes you share your fees. And the response you hear is “Can I get a discount?”

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/5ECF/. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

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.

PDFs (Portable Document Format) are the de facto standard for digital paper. They are used worldwide by virtually all platforms and systems as a method of conveying information. They can be used to transmit an invoice to a client, sign an agreement with a partner, or save a permanent copy of a financial statement. While being widespread, most financial professionals don’t know to leverage this format effectively. They lack the knowledge of how to create their documents, edit existing documents, or secure them for transmittal. Additionally, there are many new PDF capabilities such as forms, e-signature, cloud storage, and more which are underutilized by financial professionals. 

The most common and powerful application for creating, editing, and managing PDF files is Adobe Acrobat Pro DC. This application can be leveraged in so many ways to create effective documents. This course will go through in deep detail the major features and functionalities of this application. It will demonstrate the various ways to create and edit documents. It shows utilizing the review and annotation functionalities such as stamps and comments. It will teach participants how to create forms and collect e-signatures. Additionally, it will present free and open-source alternatives to Acrobat DC to consider. This course is a must-watch for any financial professional that works with PDFs regularly. 

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

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.

Data Breaches pose an extensional threat to all businesses. A significant breach wreak havoc on the lives of its customers, staff, and the greater public. They often go beyond the scope of an individual organization’s operations and now can have far-reaching repercussions. From recent data, they are an even more significant threat this year compared to last year and only gaining momentum. They can expose sensitive information that can result in identity theft, industrial espionage, and even compromises in national security. This class will dive deeply into the 2022 Verizon Data Breach Investigation Report (DBIR), which analyzed over 23k security incidents and over 5k data breaches. Participants will gain a deeper understanding of what data breaches are, how they occur and what they can do to protect themselves and their organizations. 

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/padb/. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

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.

Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.  

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/EESA6/. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

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.

Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.  

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/EESA6/. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

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.

Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.  

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/EESA5/. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

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.

xcel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.  

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/EESA4/. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

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.