March 14, 2025

Webinar

4 CPE

Webinar (CPA Crossings): Microsoft 365 Deployment Bootcamp for Your Practice 🗓️

March 14, 2025
Webinar
4 CPE

Webinar (CPA Crossings): Microsoft 365 Deployment Bootcamp for Your Practice 🗓️

  • View Bio

    Instructor

    John
    Higgins

    View Bio

    John Higgins

    Bio

    Meet John, the visionary behind Higgins Advisory, LLC., specializing in guiding CPAs and CFOs through digital transformation. Blending strategic advice, education, and coaching, John aims to not just navigate, but master today's digital landscape.

🗓️ View additional dates for this course

Join us for an insightful presentation featuring John Higgins, a renowned technology advisor to the CPA profession, who has assisted many firms with Microsoft 365 (M365) deployment. Discover how to leverage the M365 suite of apps to unlock new efficiencies and opportunities within your firm. Don't miss this chance to supercharge your practice with cutting-edge tools! Whether you are a solo practitioner or larger firm, this "bootcamp" will provide you with an ROI many times greater than your investment to attend. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...

  • Identify the capabilities of Microsoft 365 that enhance operational efficiency for accounting, tax, and advisory practices.
  • Recognize best practices for deploying Microsoft 365 applications, with a focus on optimizing the Teams app for a practice's unique needs.
  • Select strategies from a step-by-step guide to implement Microsoft 365 for process documentation, client service improvement, and productivity enhancement.

Major Topics

Specific topics that will be covered:

  • Understanding the full potential of Microsoft 365 to drive efficiency in your practice
  • Best practices for deploying Microsoft 365 in accounting, tax and advisory firms
  • Design your Teams app setup to meet the unique attributes of your practice
  • Use SharePoint and OneDrive to organize your files and share them securely with your clients
  • Organize your thoughts, meeting notes and other content centrally in OneNote
  • Track your client engagements and internal projects efficiently and effectively with the Planner app
  • Use Microsoft 365 to document processes, improve client services and increase productivity
  • Step-by-step guide for deployment of Microsoft 365 in your firm based on best practices

CPE Credits Available

4 CPE
4
Computer Software & Applications

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Technology

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Anyone who works in a professional services practice and wants to maximize the ROI of the Microsoft 365 subscriptions.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 149 149
    Join

  • COCPA Non-Member

    $ 194 194
    Your Price

Please login to register.