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Excel: Charts & Pivot Tables

Are you struggling to learn how to create awesome Charts & Pivot Tables in Excel?

Mastering Excel Formulas: From Basics to Complex Functions

The beauty of working in Excel is the ability to create mathematical calculations, analyze data, and automate tasks by using Formulas.

Banking Options in QuickBooks Online

When was the last time your QuickBooks bank accounts, credit card, and loan accounts were Reconciled properly?

Sorting, Filtering & Outlining: Organizing Data in Excel

Having trouble sorting columns or extracting specific data from columns in Excel?

Step-by-Step Guide to Using ChatGPT in Excel

Need help getting started using ChatGPT in Excel? This course focuses on mastering the fundamental tasks performed in Excel by Using ChatGPT (AI), specifically automating data entry, creating complex formulas, and creating Pivot Tables. Gain a greater understanding of some of the most popular Excel commands, functions, and tasks that can be made easier by using ChatGPT.

QuickBooks Basics: Managing Customers, Jobs & Bills

Having issues with tracking Customers & payments? Want to start using the QuickBooks Bill feature to start tracking your expenses but not sure of the process?

Conducting an internal audit - an ounce of prevention

The following topics will be discussed throughout the webinar:

CA Wage and Hour Law - Update 2026

The responsibility to implement and notify employers of many laws lies with the California Dept of Industrial Relations.

The IRS Form 941 - Simplicities, Complexities, Specialties and Instructions for this Quarterly form; as well as new Changes due to the OBBB

The bigger the business you are, the more complex your compensation structure, and whether or not you use a third party, you should know about the details of this form. It’s difficulty makes it easy to make mistakes. Mistakes are easily caught by the IRS.

Fringe Benefits - How to Keep a Happy Workforce While Not Incurring Unnecessary Payroll and Income Tax Expense, Updated Through 2026, Including the OBBB

The OBBB enhanced provisions on many fringe benefits to the benefit of employees.

The Mobile Workforce - New Realities for Employers Who Operate in More than One State

Employers are increasingly dealing with mobile workforce employees. Many are working from home for employers who operate in other states.

Formatting Excel Spreadsheets

Are you struggling to learn how make Excel spreadsheets look more professional?

QuickBooks Basics: Setup Made Easy

This course is designed to help new users set up the company data file correctly from the very beginning.

Learn Excel in 60 Minutes

Are you struggling to learn how to use Microsoft Excel?

Boost Financial Analysis with Claude in Excel

Financial analysis often begins in Excel but does not end there. Finance professionals must interpret results, explain trends, communicate insights, and support decisions based on the data.

Claude for CPAs and Finance Professionals

Artificial intelligence tools are increasingly becoming part of everyday work across accounting, finance, advisory, and reporting functions.

How Accountants Can Use Claude Effectively

Accounting professionals are increasingly being asked to manage larger volumes of information, communicate more clearly, and work more efficiently across reporting, reconciliation, documentation, and financial review processes. Artificial intelligence tools are beginning to support some of these workflows, and many accountants are now evaluating where these tools can be helpful in real practice.

Using Claude for Budgeting and Financial Planning

Budgeting and financial planning require finance professionals to organize large amounts of information, evaluate assumptions, explain financial outcomes, and support strategic decisions.

2-Hour Virtual Seminar on Building A High-Performance Team In 90 Days: What You Need To Do Today, Tomorrow, This Week, This Month And This Quarter To Make It Happen

High-performing teams do not happen by accident - they are built through a series of intentional leadership moves made early and reinforced consistently.

Project Management For Administrative Professionals

Let's face it - we are all managing projects every day!