Here’s what you’re looking for: Stephen Yoss

PODCAST

Steve Yoss: Automating Data Entry Reconciliations with AI | Quick Tech Talks

Save time and reduce errors with automated transaction mapping. 

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Quick Tech Talk
With Steve Yoss
CPE Today

Artificial intelligence is a game-changing technology. Its ability to take on tedious processes allows accountants to focus on higher-value work. A prime example is bank feeds in applications like QuickBooks, Xero, and other accounting platforms.

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Bank feeds already streamline workflows by pulling transaction data directly into accounting systems, but AI takes it further. It can automatically match transactions to existing entries, intelligently categorize expenses, and continuously improve its accuracy based on user input and patterns from other businesses.

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PODCAST

Steve Yoss: Advanced Excel Formulas and Functions for Financial Professionals | Quick Tech Talks

Streamline your workflow and save valuable time with Excel’s Power Query.

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Quick Tech Talk
With Steve Yoss
CPE Today

Whether you’re an accountant, business analyst, or anyone who deals with data, Power Query can revolutionize the way you work by automating and simplifying your data processes.

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Power Query can extract, transform, and load data from virtually any structured digital source. From accounting systems to APIs, web data, and even PDFs, Power Query seamlessly connects Excel to these sources, allowing you to pull information directly into your spreadsheets. Imagine gathering data from various sources and having it all readily available in Excel—without manual input.

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PODCAST

Steve Yoss: The Big Tech Issues Accountants Need to Follow Today | Quick Tech Talks

Staying ahead requires adaptability and a focus on delivering value beyond the tasks that traditionally defined accounting.

Quick Tech Talk
With Steve Yoss
CPE Today

As technology advances at a breakneck speed, accountants must rethink how they add value to their clients and organizations.

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“Back in the 50s, accounting was incredibly manual, requiring a virtual army to produce records,” Yoss explains, highlighting the drastic evolution of the field. By the 80s, spreadsheets like VisiCalc and Excel began to ease the burden. The 90s brought us small business accounting systems like QuickBooks. Today, automation and AI-driven solutions can perform low-value tasks—such as general bookkeeping, accounts payable, and more—with little oversight and near error-free execution.

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PODCAST

Steve Yoss: An Accountant’s Detailed Guide on Databases, Integration, and Data Sharing | Quick Tech Talk

Data integration allows you to offer clients a 360 view of their businesses.

Quick Tech Talk
With Steve Yoss
CPE Today

What’s the primary purpose of accounting? It’s decision usefulness. We’re in the business of interpreting information in a way to help business leaders make decisions.

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In today’s complex business environment, we’ve got data coming from all over the place: inventory, accounting, HR, payroll, and more. Depending on your business, you can have upwards of 10 different systems inside your organization.

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PODCAST

Steve Yoss: Connect, Transform, and Analyze Data Like a Pro with Power Query Basic | Quick Tech Talk

Integrate information systems, but don’t ignore your gut.

Quick Tech Talk
With Steve Yoss
CPE Today

How do you ensure data integrity when you’re working with multiple disparate systems that you want to ultimately pull together and have talked to each other?

You’ll always want to make sure that you have a system of record: one system inside your organization that’s kind of the master control over everything else inside your company. It could be QuickBooks, your ERP platform, a custom database, or something else. But ideally, all other systems inside your company take their cues from that one master system.

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PODCAST

Steve Yoss: Advanced Techniques in PowerPoint for Financial Presentations | Quick Tech Talk

Save time and reduce errors by linking data across applications.

Quick Tech Talk
With Steve Yoss
CPE Today

Did you know that you can link data from Excel into PowerPoint, Word, and other Microsoft Office applications?

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You can prepare your financial information, balance sheet, income statement, or whatever else inside Excel. You could then paste it directly into your next PowerPoint presentation, Word document, or anything else. But the trick is not to paste and leave it there but to paste and link it.

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PODCAST

Steve Yoss, Quick Tech Talk: Creating Powerful and Effective Presentations Using Microsoft PowerPoint

Knock your next presentation out of the park with PowerPoint tools and tricks.

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Quick Tech Talk
With Steve Yoss
CPE Today

PowerPoint is incredibly useful for crafting a message and getting that point across to your audience. I use PowerPoint all the time to design and curate content to present to audiences to help them understand how to better use accounting and technology in their day-to-day work.

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PODCAST

Steve Yoss, Quick Tech Talk: New Risks in the Emerging Regulatory Framework

Ignorance is not an excuse.Nor a legal defense.

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Quick Tech Talk
With Steve Yoss
CPE Today

Today’s world is governed by laws and regulations, professional standards, ethical codes, and more. And an organization needs to be able to navigate this incredibly complex regulatory framework. It’s not just about being in business anymore. It’s about staying on the right side of the law and the right side of the profession.

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Our framework complexities have never been more sophisticated than they are now. We have policies such as the General Data Protection Regulations (GDPR) in Europe or the California Consumer Protection Act (CCPA). Guess what?

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PODCAST

Steve Yoss, Quick Tech Talk: Blockchain and Regulatory Compliance for Tax, Accounting, and Finance Professionals

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Quick Tech Talk
With Steve Yoss
CPE Today

Blockchain technology, at its core, is all about record keeping. And if we think about accounting, accounting is just an agreed-upon set of principles for record-keeping GAAP: generally accepted accounting principles. Blockchain is a way to keep track of information, no different than how an accounting system keeps track of information.

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It has some specific principles, such as immutability, meaning it can’t be modified or deleted once you create a record. It also has certain principles around transparency, such as anybody can examine a public transaction from a blockchain such as Bitcoin, Aetherium, and others.

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