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Using Power Automate in Microsoft Copilot

I am a huge advocate for streamlining processes and connecting apps! You might have heard of Zapier or Make, which are...

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Bookkeeping Firm Compliance Tips for Tax Time

The risk of a compliance failure usually increases during the busy tax season, when firms are stretched thinner than...

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In The News - April 22, 2024

In this week’s edition of In The News, we’re thrilled to showcase a summary of our interview with Kelly Richmond Pope...

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Using Microsoft Copilot in Excel

In this Copilot journey, we have explored the ways it interacts with different Microsoft apps, and today, we will...

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Blog Smarter, Not Harder with Copilot

Having a blog on your website as an accounting firm or really any business helps with rapport and allows people to find...

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Enhance Internal Controls with American Express Virtual Cards

What If You Could Issue Virtual Cards On Your Client’s Existing American Express Credit Line? 

Are your clients with...

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How to Create PowerPoint Presentations with Microsoft Copilot

Copilot is a super helpful tool for people who need to make presentations and use information well. It's like having an...

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How to Use Microsoft Copilot with Email

Everyone needs a little help during challenging times. And email is challenging! There’s help to tackle your...

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Copilot in Word: Create a Proposal

Copilot has quickly become a solid go-to resource for assistance in business tasks and intelligence gathering. The...

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