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43 articles
How to Stay Safe Online in 2026: The Top 5 Ways to Protect Your Data Security and Privacy
Nov 3, 2026 · 12 min read

How to Stay Safe Online in 2026: The Top 5 Ways to Protect Your Data Security and Privacy

Cybercrime losses topped $20 billion last year. These five habits protect your accounts, identity and data in 2026, and you can start on all of them today.

By Stephen M. Yoss, CPA Read article →
QuickBooks Online CPE: Internal Controls, Edition Choice, and What the Manual Never Covers
Oct 30, 2026 · 20 min read

QuickBooks Online CPE: Internal Controls, Edition Choice, and What the Manual Never Covers

QuickBooks Online CPE covering what actually matters: which edition enables real segregation of duties, how to configure controls that hold, and where small...

By Stephen M. Yoss, CPA Read article →
Risk Assessment CPE for CPAs: What the New Risk Landscape Actually Requires
Oct 25, 2026 · 12 min read

Risk Assessment CPE for CPAs: What the New Risk Landscape Actually Requires

Risk assessment for CPAs now covers AI oversight, data privacy, and vendor risk. Learn what courses apply, how CPE credit works, and what to do first.

By Stephen M. Yoss, CPA Read article →
How to Automate Repetitive Work Tasks: Reclaim Hours from Your Workday Without Working Harder
Oct 22, 2026 · 24 min read

How to Automate Repetitive Work Tasks: Reclaim Hours from Your Workday Without Working Harder

Learn how to automate repetitive work tasks: find the best candidates, calculate the ROI in minutes, and turn one-time setup into permanent time savings.

By Stephen M. Yoss, CPA Read article →
Analyze Data CPE: From Fragmented Exports to Real Insight
Oct 20, 2026 · 13 min read

Analyze Data CPE: From Fragmented Exports to Real Insight

Analyze data CPE for CPAs — Power Query, data warehouses, and Power BI. Three basic-level courses that turn fragmented client exports into decisions.

By Stephen M. Yoss, CPA Read article →
Data Breaches CPE: What the Notification Letter Teaches You That Training Didn't
Oct 2, 2026 · 14 min read

Data Breaches CPE: What the Notification Letter Teaches You That Training Didn't

CPAs are prime breach targets. Learn how data breaches CPE builds real protection skills and earns credit toward your renewal.

By Stephen M. Yoss, CPA Read article →
Microsoft Copilot CPE for CPAs: What It Does, Which License You Need, and How to Earn Credit
Oct 1, 2026 · 14 min read

Microsoft Copilot CPE for CPAs: What It Does, Which License You Need, and How to Earn Credit

Your firm may already be licensed for Microsoft Copilot. Learn what it does, which license you need, and how to earn microsoft copilot cpe credit.

By Stephen M. Yoss, CPA Read article →
AI Automation CPE: Your Clients Already Automate. Here's How CPAs Catch Up and Earn Credit.
Sep 30, 2026 · 15 min read

AI Automation CPE: Your Clients Already Automate. Here's How CPAs Catch Up and Earn Credit.

Learn what AI automation CPE covers, which tools matter for accounting, and how to earn CPE credit — without guessing the wrong category.

By Stephen M. Yoss, CPA Read article →
Excel Spreadsheets CPE: What Accountants Actually Need to Know
Sep 22, 2026 · 12 min read

Excel Spreadsheets CPE: What Accountants Actually Need to Know

Learn which Excel skills earn CPE credit, how courses are structured for CPAs, and which course fits your level — from formulas and pivot tables to AI integration.

By Stephen M. Yoss, CPA Read article →
Cyber Security CPE for Accountants: What to Take, Why It Counts, and Where Firms Actually Get It Wrong
Aug 5, 2026 · 11 min read

Cyber Security CPE for Accountants: What to Take, Why It Counts, and Where Firms Actually Get It Wrong

Accounting firms are prime breach targets. Find which cyber security CPE courses fit your role, how credit is classified, and six controls firms get wrong.

By Stephen M. Yoss, CPA Read article →
AI Automation CPE: Your Clients Already Expect You to Automate. Here's How to Catch Up.
Aug 3, 2026 · 13 min read

AI Automation CPE: Your Clients Already Expect You to Automate. Here's How to Catch Up.

Learn what AI automation actually means in accounting, which tasks to automate first, and how to earn CPE credit doing it. A plain-English guide for CPAs.

By Stephen M. Yoss, CPA Read article →
Business Continuity CPE: What CPAs Actually Need to Know Before Something Goes Wrong
Aug 2, 2026 · 18 min read

Business Continuity CPE: What CPAs Actually Need to Know Before Something Goes Wrong

Business continuity CPE explained for CPAs — what to plan, how credit works, and which courses build real fluency before a disaster forces the issue.

By Stephen M. Yoss, CPA Read article →

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