One of the most important aspect of transforming your practice or business to a digital model is to know how to prioritize the applications and initiatives that you focus on and...
This session explores the importance of internal controls with an emphasis on best practices for small- and medium-sized entities. We will examine the roles of both preventive and...
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative, and tax form changes. Emphasis will be...
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for...
If you are familiar with the Office 365 Teams app, you know it is an extremely powerful tool to transform the way you communicate, collaborate and share knowledge. What you may not...
The Teams app is designed to be the foundation for all that you do in Office 365. If you understand and embrace that tenet you will maximize the ROI of your Microsoft 365...
Business professionals can automate data collection processes by using today’s electronic forms. Learn about these tools and how to deploy them in this session.
This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a...
The mad scramble to remote work and utilize apps like Teams has been trying for most organizations over the past couple of years. With a rush to install and no time to plan, most...
When you need to create a simple survey or form to capture data online, the Microsoft 365 Forms app can be just the right solution. You can use it for simple forms such as a client...
Leverage resources for optimal QM performance (bold)Managing a firm's resources to achieve the objectives of a quality management (QM) system involves planning, maintaining...
There are multiple facets to ethical choices, including should you use your ‘head’ or your ‘heart’? What are the pros and the cons? How can we balance these opposing views? This...