Blogs
Stay on Top of Your 1099s with This Handy Checklist!
Stay on Top of Your 1099s with This Handy Checklist! Tackling 1099s can feel overwhelming, but trust me, I’ve been there. As an accountant, I know the chaos that comes with managing vendor lists, tracking missing details, and making sure every form is filed correctly....
Step-by-Step Guide to Generating a 1099 Custom Report with QuickBooks Online Advanced
If you’ve ever felt overwhelmed by the chaos of preparing 1099s—comparing vendor lists, running multiple reports, and double-checking data—you’re not alone. That’s why I’m excited to share a game-changing solution: the Step-by-Step Guide to Generating a 1099 Custom...
Transforming Workflows with Canopy: Brittany Malidore’s Path to Efficiency
Transforming Workflows with Canopy: Brittany Malidore’s Path to Efficiency has truly been a journey worth sharing. In a recent heart-to-heart conversation, I had the absolute pleasure of speaking with Brittany Malidore, co-founder and managing partner of Ledgerly...
Rusty Fulling Interview: How Canopy Transformed Fulling Management & Accounting’s Virtual Workflow
In today’s fast-paced world of virtual accounting, Rusty Fulling Interview: How Canopy Transformed Fulling Management & Accounting's Virtual Workflow provides valuable insights into keeping workflows smooth and stress-free. Rusty Fulling, the founder and CEO of...
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...