CPE Today

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)

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)

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. 

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)

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. 

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)

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.

Manging accounts payment is a difficult operation for any size business, but in this increasingly global economy, it can be a real challenge to ensure all obligations are paid on time and in the correct manner. Often businesses are paying multiple employees, contractors, and vendors through multiple different methods from cash to ACH. Additionally, as we move into a more global economy we're now responsible to ensure we're paying in the right currency. The good news, Corpay can help make this business process, simple, fast, and efficient. It can help you pay your vendor bills electronically, implement better internal controls for your expenses, and even sync your details to your accounting solutions. In this session, we will examine the features and functions of this incredible application as well as look at the big picture of how it fits into your operations.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/cpy2/. 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.

The term workflow is a buzzword these days.  What is a workflow? Why should an account or their client care about workflows?  Should workflows be automated?  Join Randy Johnston and Bob Lewis as they dive into the importance of building automated workflows.  Learn about how Corpay One can help you and your clients better manage their Bill Pay and Accounts Payable workflows.  Corpay has helped many companies reduce the time dedicated to these processes by over 50%.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/cpy1/. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Presented by Randy Johnston & Bob Lewis

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/WAI1/. 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.

CES is an annual trade show organized by the Consumer Technology Association. Held in January in Las Vegas, but held online and in-person this year for the first time ever. CES hosts presentations of new products and technologies in the consumer electronics industry. It's one of the most important and influential technology conventions in the world. It often features the latest and greatest technology trends which will impact organizations of all sizes. This presentation will be a round-table discussion with K2 instructors, Randy Johnston, Ward Blatch, and Steve Yoss. They are long-time attendees of CES and attended this year's event from the safety and comfort of their homes. They will discuss their experience with this year's event and the major emerging technologies which made their debut. Tune in to learn the latest and greatest which emerged from this year's CES!

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ces1/. 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.

In our first session with PATH, Randy Johnston and Robert Chandler, CEO of PATH, discussed the importance of moving your firm to an advisory-first focus.  In today's session, Steve Yoss will be going into depth on how to use PATH to help you achieve your new advisory-first goals.  We will discuss how to connect PATH into QuickBooks online, create dashboards, learn how to manage your workflows, and more.  Join us to learn about how to best use PATH to more efficiently run your organization and how to use PATH insights to advisor clients.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/pat2/. 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.

This course contains three main themes: virtual office technology, emerging technology trends, and the best new websites and mobile apps. We’ll look at technology that powers a virtual and paperless office. We’ll examine important upcoming technology trends that will impact businesses in the coming year. You’ll be presented with the best new apps, websites, and services, highlighting items that will help professionals attract new business opportunities, better serve existing organizational needs, and utilize resources more effectively. Participants are encouraged to bring their technology devices and participate in the interactive discussions. After taking this course, participants will be energized and motivated to take advantage of the wealth of technology opportunities available in the world today. 

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/wcn3/. 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.