Data First. AI Next.
Data-first, zero-trust AI for accounting: encrypt, limit access, anonymize PII, verify vendors; build governance + warehouse; upskill teams.
CPE
How to Own the Room
Own the Room teaches confident business speaking: use I-Verb framing, drop hedges/fillers, add pauses, eye contact, and concise assertions.
CPE
Copilot Agents: From Automation to Collaboration
Learn how Microsoft Copilot agents help you research faster, analyze smarter, and communicate more effectively across everyday business workfl
CPE
Practice Management in the AI Era
Learn how AI-powered practice management streamlines firm operations, workflows, and client services.
CPE
99% Accountants Burned Out - Now What?
Beat accountant burnout: drop low-value clients, niche down, reprice, redesign calendar to spread work year round—boost margins and wellbeing.
CPE
Beyond Debits and Credits: The AI Shift
Course by Alex, Co-founder & CEO, Truewind: start small with AI, shift from execution to oversight, document SOPs, measure KPIs to scale.
CPE
Excel, Now Speaking Your Language
Learn how Microsoft 365 Copilot transforms Excel, helping accountants streamline tasks, enhance analysis, and gain insights faster.
CPE
5 Ways AI Reshapes Accounting
This course shows how to use AI across quality, audit, tax, ops, and client service—spot quick wins, set a roadmap, and track results.
CPE
Accounting Workflows Reimagined with Agents
Edge accounting agents: monitor contracts, extract/verify fields, update billing/projects, automate handoffs, always-on ops and quick wins.
CPE
The Credit That Fades Without Evidence
Learn a defensible, audit-ready R&D tax credit process built on strong documentation.
CPE
How To Prompt Like A Pro
RSTARQ makes prompting repeatable: define Role–Situation–Task–Action–Result–Qs; iterate with checks and web lookups to ship reliable outputs.
CPE