Blogs
Unlock the Benefits of QuickBooks Online Payroll
As an accounting professional, I've spent countless hours working alongside clients, guiding them through their financial journeys. One consistent theme I hear from clients—whether they’re startups or established businesses—is the need for simplicity and integration....
How Accountability Services Cut Down from 14 Tools to 5
As an accountant myself, I’ve seen firsthand how streamlining an accounting tech stack can transform a business. That’s why I was so inspired by my conversation with Lera Kooper, co-owner of Accountability Services, about how her firm cut down from 14 tools to 5 by...
Integrating Microsoft Copilot into Excel
In our Copilot series, we've explored its capabilities with various Microsoft apps. In this article, our focus turns to integrating Microsoft Copilot into Excel. Through a demonstration, I’ll illustrate how Copilot enhances Excel efficiency, automatically handling...
Elevating Team Management and Workflow: Insights from Terrell Turner
I recently had the pleasure of sitting down with Terrell Turner, the founder of TLTurner Group. Since launching his firm in April 2020, Terrell has made significant strides in the field of accounting and CFO services for law firms. With a team of 10 talented...
Revolutionizing Accounting: Meet Microsoft 365 Copilot
Welcome to Revolutionizing Accounting: Meet Microsoft 365 Copilot. Transitioning from the challenges of the accounting profession, let's explore into how Copilot will revolutionized accounting workflow efficiency within your accounting firm. In our daily routines, the...
Proposal Creation in Word with Copilot
Copilot, integrated into Word, has quickly become a reliable resource for business tasks and intelligence gathering. With an AI assistant built into Word, creating proposals becomes a breeze. Creating proposals can often feel like a juggling act: balancing clarity,...
Integrating Power Automate in Microsoft Copilot
I'm a strong proponent of optimizing processes and integrating applications! You may already be familiar with platforms such as Zapier or Make, which offer user-friendly interfaces for connecting diverse applications through triggers and actions. Notably, Power...
How to Create PowerPoint Presentations with Microsoft Copilot
Creating a PowerPoint presentation can pose challenges, requiring a delicate balance of compelling imagery, impactful messaging, and relevant content. Without a clear direction or reference point, this task can be daunting. However, with Copilot integrated into...
Exploring Copilot in Microsoft Teams Meetings
Like many professionals, my days are filled with Microsoft Teams meetings, which have become significantly more efficient since I began exploring the features of Copilot. This tool streamlines meeting processes, ensuring no detail goes overlooked and every meeting is...
Boost Your Blogging Efficiency with Copilot
Maintaining a blog on your website, whether you're an accounting firm or any other type of business, enhances rapport and improves your visibility on Google. However, stepping into the world of blogging can seem like exploring an unknown universe. Thus introducing...
Email management with Copilot
In the bustling digital age, managing our email inboxes can often feel like navigating a complex labyrinth, filled with endless twists and turns. It's with great excitement that I bring you another insightful Microsoft 365 tutorial today, focusing on a game-changing...
Team Member Updates with Copilot
Do you might want to keep track of what your team members are working on, how they are communicating with others, and what challenges they are facing? Copilot can help you get a quick and comprehensive summary of a team member's work activities and communication for...
Self Care in the Workspace
Email inbox is full, never-ending spreadsheets stare back at you with all their numbers, due dates are approaching. If you are an accountant, you know the drill. This demanding field needs accuracy and speed, but what about taking of yourself? Self-care, which usually...
When to use technology in your firm
When to use technology in your firm? The right time to integrate technology into your firm is when it aligns with your strategic objectives, addresses specific challenges, or creates significant value for your customers and your operations. Always consider the return...
QuickBooks Online Spreadsheet Sync Uncategorized Edits
Hello, everyone! Are you looking to streamline your accounting tasks in QuickBooks Online Advanced? I will show you how to efficiently manage uncategorized transactions and execute vendor edits in bulk using the powerful Spreadsheet Sync feature. This guide is...