Blog
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August 20, 2025
Book Review: The Six Conversations
Dr. Holleman is an associate teaching professor at Penn State, a speaker, and an author. In her introduction, she mentions her research on happiness and well-being, not only for herself, but to see others thrive. She starts with her story as a young girl, always asking questions and talking, often to the extent of frustrating […]
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August 12, 2025
Paycalc Change—Non-Standard Accounts
There are times when a Pay Calc Expense account needs to have a number that is not within the range of the name of the field. For instance, in the 5-3-1 screen, the Job Expense usually has an account in that range. There are times when this field might need a liability account or an […]
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August 12, 2025
Rocks, Pebbles, Sand
I recently saw a recording of a women’s college sports coach talking to her athlete students. She was addressing the common believe that if we just get past ‘X’ then it will be easier; this semester, this test, this class, this year, etc. Her point to the students was that it doesn’t get easier. You […]
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August 11, 2025
Teams: Settings and Security Defaults
While attending the Microsoft Community Conference, there were a number of sessions about Teams, various setting options, and a wide variety of security offerings. As I took notes, I also reached out to our tech team with these questions. Here’s a summary of what they do and why! Getting Started In Teams, we can chat […]
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August 11, 2025
Changes Coming to OneDrive
Through late January 2025, you had access to the OneDrive data for anyone who had an M365 license even though that user was deleted or deactivated. The license could have been reissued to someone new, but the OneDrive data from the original user was still there—for a very long time! The change is to the […]
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August 11, 2025
Copilot for Teams: Enhancing Collaboration with Plugins
In January 2024, Copilot for Teams became available. Microsoft Copilot for Teams is designed to streamline teamwork and boost productivity by integrating AI capabilities directly into your Teams experience. One of the standout features of Copilot for Teams includes Copilot agents, which allows users to enhance their workflow with various plugins tailored to their specific […]
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August 11, 2025
Microsoft 365 Copilot Chat
On January 15th, Microsoft announced ‘Microsoft 365 Copilot Chat’ as a new product. This might sound strange to many of you for a variety of reasons, but we won’t go into the back-ground because none of it matters now! Basically, forget about the past! This new product is basically taking the free version of Copilot […]
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August 06, 2025
S100C Copy-Paste Grids
As soon as we saw a few of these calls come in and did some testing ourselves, we actually turned around a short video blog update. Since not everyone has the time to listen to those, thought we’d recap in this newsletter. For quite a few clients, over the years, they have workflows that pull […]
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August 06, 2025
EMA: What is this?
Not that many years ago, we visited our clients’ offices to perform maintenance on the laptops and desktops. We all carried our ‘Trunk Bag’ filled with cans of air, screen wipes, various sizes of patch cables, crimpers, and a spare drive. Some of the most time-consuming tasks included Microsoft and other software updates, as well […]
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August 04, 2025
Retention: New Rules
It’s not new to 2025, but there are new rules for reporting retention on Financial statements. From the many CPA’s I’ve spoken with and the breakout sessions at the CFMA Annual conference, the CPA’s have been pushing back on this ruling, but with no success. Many of us are seeing the results as we receive […]
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