Join Steve Yoss and Randy Johnston as they delve into the world of CPA firms, discussing the game-changing power of a single portal for enhanced client communication and collaboration. Discover how consolidating multiple portals into one centralized source can boost team productivity, improve the client experience, and revolutionize staff utilization. Gain insights on crucial features like payment integration, e-signatures, and explore top portal solutions like Lissio, Smart Vault, and SureLink. Don't miss out on this informative episode that uncovers the secrets to streamlining your CPA firm's operations and transforming client interactions.

Welcome to the relaunch of the CPE Today Podcast! We are excited to announce that we are transitioning from live instructional videos to a more relaxed, conversational style twice-per-month podcast. Our new format will focus on current events and provide our listeners with insights and opinions from industry experts.

In this episode, we will be discussing ChatGPT and Robo assistants, examining their potential as a tool to improve productivity and decision-making, as well as their potential risks and limitations. We'll dive into the advancements in artificial intelligence and the impact it has on the job market, and we'll examine the role that humans will play in the future of the workforce. Join us on this thought-provoking journey and stay tuned for more episodes that will provide you with valuable insights and information.

The ROI method(tm) is a trademarked method Jackie Meyer, CPA and doctoral candidate created for tax advisory services and planning. It easily visualizes the tax savings an accountant can produce for a client, tends to triple the fees an accountant can charge, and transforms mundane busy work into passion and purpose. As a practitioner, Jackie tripled her firm's revenue with this method and began her speaking and teaching career around it as accountants realized how much, more than just money, The ROI Method(tm) can impact their (and their clients') lives for the better.

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

Presented by Jackie Meyer, CPA, MS (https://meyertax.com) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)

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 world of work changed radically and became much more virtual after the pandemic's onset in 2020. Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps. In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and learn the best tips to help you and your team accomplish more in less time.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ptt2/. Take a quick 5 question quiz and get your certificate today. Super Easy!

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)

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 world of work changed radically and became much more virtual after the pandemic's onset in 2020. Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps. In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and learn the best tips to help you and your team accomplish more in less time.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ptt1/. Take a quick 5 question quiz and get your certificate today. Super Easy!

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)

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 today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.

In this program, you will learn how to implement “do it yourself business intelligence” using a variety of techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then you will learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/mbi8/. Take a quick 5 question quiz and get your certificate today. Super Easy!

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)

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 today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.

In this program, you will learn how to implement “do it yourself business intelligence” using a variety of techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then you will learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/mbi7/. Take a quick 5 question quiz and get your certificate today. Super Easy!

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)

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 today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.

In this program, you will learn how to implement “do it yourself business intelligence” using a variety of techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then you will learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/mbi6/. Take a quick 5 question quiz and get your certificate today. Super Easy!

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io) Produced by Alicia Yoss & Alanna Regalbuto Graphics By Flaticon.com and iStock Music by Bensound.com Education and Compliance By K2 Enterprises (https://k2e.com)

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.