CPE Today

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/EESA3/. 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/eesa2/. 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/eesa1/. 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.

No person or corporation wants to overpay in taxes.  According to Govinfo.gov, the tax code was over 60,000 pages the last time it was printed in 2018.  That leaves a lot of opportunities to find strategies to make sure that the taxpayer is not overpaying.  These strategies are hidden inside those 60,000 pages and require planning to be able to implement them.  Determining strategies, selecting which methods to use, and developing an implementation plan is part of tax planning.  Tax planning, when done right, can save a taxpayer hundreds of thousands of dollars.  The first problem is that no tax preparer has time to read through 60,000 pages and find every strategy that applies to their clients.  The next issue is convincing the taxpayer that putting in the extra time and resources to implement these strategies is worth the effort.

In this course, Randy Johnston will be taking you through a hands-on tour of Corvee so you can see how Corvee can help you increase your tax or accounting firm's bottom line while also increasing value for your clients.  We explore the dynamic client questionnaire, potential tax savings reports, the portal, and the tax-planning estimator.  Learn how your tax firm can not only take credit for the tax savings but also the research of it.  Explore how Corvee will auto-generate a tax plan for each of your clients and so much more.  

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.

Forty-six percent of stress reported amongst employees in the US is caused by an overwhelming workload; and various time management techniques have shown positive results in helping people get their tasks done, thus decreasing stress. Yet, according to according to a 2021 study, only 18% of the population uses a time management system.

Attend this session to discover popular time management techniques that have been implemented worldwide to help individuals and companies get more out of their weeks and reach their goals.

Presented by David Radin (https://www.LinkedIn.com/in/dradin)

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.

No person or corporation wants to overpay in taxes.  According to Govinfo.gov, the tax code was over 60,000 pages the last time it was printed in 2018.  That leaves a lot of opportunities to find strategies to make sure that the taxpayer is not overpaying.  These strategies are hidden inside those 60,000 pages and require planning to be able to implement them.  Determining strategies, selecting which methods to use, and developing an implementation plan are part of tax planning.  Tax planning, when done right, can save a taxpayer hundreds of thousands of dollars.  The first problem is that no tax preparer has time to read through 60,000 pages and find every strategy that applies to each of their clients.  The next issue is convincing the taxpayer that putting in the extra time and resources to implement these strategies is worth the effort.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/corvee2/. 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.

Small businesses have unique and specific technology needs, including those around remote access. Whether team members need remote access to desktops, data, voice services, instant messaging, or Cloud-based services, sometimes the list of available options can be overwhelming!

In this course, you will learn about practical solutions for facilitating remote access in small businesses. Among other items, included in this program is a detailed review of various solutions to provide remote access to a desktop, how to work securely from remote locations, key considerations when selecting Cloud-based solutions, and how to facilitate communication and collaboration in remote environments.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gvt2/. 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.

Small businesses have unique and specific technology needs, including those around remote access. Whether team members need remote access to desktops, data, voice services, instant messaging, or Cloud-based services, sometimes the list of available options can be overwhelming!

In this course, you will learn about practical solutions for facilitating remote access in small businesses. Among other items, included in this program is a detailed review of various solutions to provide remote access to a desktop, how to work securely from remote locations, key considerations when selecting Cloud-based solutions, and how to facilitate communication and collaboration in remote environments.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gvt1/. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Presented by Randy Johnston

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.

Over the past two years, we have witnessed technology serve as a powerful enabler. Firms that have adopted the “new normal” have accelerated; maximizing performance and flexibility, enabling scalable growth, retained, and gained staff, improved bottom lines from reduced operating costs, and enhanced overall customer experience.

Following the tectonic shift to remote work, firms find themselves no longer limited to any one geographical location. Offering a flexible work from anywhere environment to help promote work-life balance, including the technology experience to support those needs, plays a key role in talent recruitment and retention, office moves, mergers, and acquisitions, and sets the groundwork for more strategic IT planning and growth.

During this webinar, we will arm you with tips and best practices you can bring back to your firm to better support a flexible workforce, manage your IT security, and enhance your technology experience for both your staff and your customers

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/heft1/. 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.

Power Query and Power BI are genuinely incredible tools to revolutionize your workflow. They offer the promise of "write once, refresh many" reporting where your reports can be instantly updated in real-time with the click of a button. These tools can be hooked directly to your company's databases, accounting applications, enterprise resource planning solutions, etc. Once the connection is established, they can dynamically retrieve anything from the database and populate your reports. While incredible tools, these features require additional training and experience to master. This course series will review the different methods of connecting to your data and have multiple hands-on activities to help you master these incredible tools.  

CPE Today has a brand-new learning tool to help you learn how to use Power Query and Power BI. We have created a public server with several sample databases to help you learn how to extract, transform and load data into your dashboards and spreadsheets. This tool will give you practical hands-on experience working with cloud databases from major accounting solutions, including QuickBooks Desktop, QuickBooks Online, and more. This course will provide you with the knowledge to turn your organization's actual data into repeatable refreshable pivot tables, Power BI dashboards, and more!

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/lsql/. 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.