CPE Today

Automation is a great way to save time and improve accuracy and effectiveness. It also allows you to get more value from your workday. This session will teach you how to automate the tasks that are mundane or take up too much energy, so you complete them automatically instead. One of the best things a person can do is invest time into automating their workday to help them achieve more work, reduce daily stress, and provide better mental clarity. This session focuses on various tools and services you can use to help promote personal automation. In it, you will learn about technologies such as integration platform tools, Amazon Alexa and Google Home, and the Elgato Stream Deck.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ape2/. 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.

Automation is a great way to save time and improve accuracy and effectiveness. It also allows you to get more value from your workday. This session will teach you how to automate the tasks that are mundane or take up too much energy, so you complete them automatically instead. One of the best things a person can do is invest time into automating their workday to help them achieve more work, reduce daily stress, and provide better mental clarity. This session focuses on various tools and services you can use to help promote personal automation. In it, you will learn about technologies such as integration platform tools, Amazon Alexa and Google Home, and the Elgato Stream Deck.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ape1/. 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.

Artificial Intelligence is becoming more commonplace in our world, and harnessing its power can help you become more effective and efficient. There are a number of new apps and services for accountants, bookkeepers, 

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/WAI3/. 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.

Artificial Intelligence is becoming more commonplace in our world, and harnessing its power can help you become more effective and efficient. There are a number of new apps and services for accountants, bookkeepers, 

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/BAI2/. 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.

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.

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.

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.

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.

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.

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.

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.

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 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.

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.

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. 

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)

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.