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Microsoft Copilot in 2025: What’s Changed & What’s Next

Microsoft Copilot in 2025: What’s Changed & What’s Next

Microsoft Copilot has evolved significantly in 2025, bringing major updates that improve integration, usability, and AI-driven efficiency across Microsoft 365 applications.   A Redesigned Experience and New Branding Microsoft has refreshed the Copilot interface for a...

Selling Your MSP to Aldridge Vs. Other PE-Backed Buyers

Selling Your MSP to Aldridge Vs. Other PE-Backed Buyers

If you're considering selling your MSP, you've probably noticed a flood of private equity-backed buyers in the market. On the surface, they may all look similar—promising growth, support, and "seamless" integration. But beneath the surface, not all PE-backed buyers...

A Guide to IT Outsourcing in Austin

In today's fast-paced business environment, maintaining a competitive edge often hinges on leveraging the latest technology. However, managing IT infrastructure in-house can be challenging and costly. This is where IT outsourcing comes into play. Let’s explore the...

AI Deepfakes: What You Need to Know

Deepfakes have become more sophisticated and widespread over the past few years. As we move through 2024, understanding the mechanics behind deepfakes, their potential uses, and the risks they pose is crucial for both individuals and organizations.  What Are...

Building Excel Dashboards for Leaders

Dashboards in Excel provide a powerful solution for financial leaders, CFOs, and analysts to visualize and interpret data efficiently.   What is a Dashboard in Excel?  An Excel dashboard is a visual representation of key metrics and data insights presented in one...

The Latest Wave of Microsoft Copilot

Microsoft continues to push the boundaries of AI-powered productivity with its latest updates to Microsoft 365 Copilot. With over 150 new features and 700+ product updates this year, Microsoft has been focused on addressing the challenges many of us face in our daily...

5 Advanced Excel Functions You Should Know

Excel is helpful for payroll analysis by leveraging powerful functions like SUM, SUBTOTAL, SUMIF, COUNTIF, and XLOOKUP. These formulas can help you analyze employee payroll data efficiently, even if you're starting from scratch or managing a simple spreadsheet.  ...

Quick Financial Forecasting in Excel

Forecasting is a critical aspect of financial planning and analysis, enabling businesses to anticipate future trends based on historical data. Excel's built-in forecasting tools make this process more accessible and efficient.   What is the Forecast Sheet Feature? ...

It Security

5 IT Issues That Cost Accounting Firms Time, Money, and Clients

Accounting and CPA firms operate in a fast-paced, high-stakes environment where technology plays a crucial role in serving clients.  But if not properly addressed, IT challenges can be costly—disrupting your operations during peak season or, even worse, exposing your...

Accounting Firm Scales with Cloud Migration & Secure Remote Work

A Houston-based accounting firm struggled with outdated on-premise infrastructure, poor remote access through Citrix, and a lack of strategic IT guidance. Facing a choice between another costly infrastructure upgrade or a modern cloud solution, they partnered with...

Wealth Management Firm Strengthens IT to Safeguard Client Data

A wealth management firm serving high-net-worth clients struggled to securely protect their client’s sensitive data while ensuring efficiency for both in-office and remote work. Their reliance on scattered technology platforms led to inefficiencies, making it...

Microsoft 365

How to Use “IF” Functions in Excel

The IF function is one of the most popular functions in Excel, and it allows you to make logical comparisons between a value and what you expect.  How to Use “IF” Functions in Excel IF Function - Syntax and Usage  The IF function is one of Excel's logical functions...

How to Use vLookup and xLookup Functions in Excel

Lookup functions in Excel simplify data retrieval by allowing users to search for specific information within datasets efficiently.  How to Use vLookup and xLookup Functions in Excel vLookup  The V in VLOOKUP stands for "Vertical." In Excel, the VLookup function...

How to Use Named Ranges in Microsoft Excel

Named ranges in Microsoft Excel simplify data management by assigning meaningful names to specific cell ranges, making formulas easier to understand and maintain.  How to Use Named Ranges in Microsoft Excel You can use the labels of columns and rows on a worksheet to...

It Consulting

The End of Windows 10: How It Affects You & Next Steps

As the end of life for Windows 10 approaches, it's crucial for businesses, especially low-end, small clients, to prepare for the transition to Windows 11. Continuing to use an unsupported operating system can expose your business to security risks and compatibility...

Microsoft Copilot in 2025: What’s Changed & What’s Next

Microsoft Copilot has evolved significantly in 2025, bringing major updates that improve integration, usability, and AI-driven efficiency across Microsoft 365 applications.   A Redesigned Experience and New Branding Microsoft has refreshed the Copilot interface for a...

Don’t Miss Our Most Popular Articles

5 IT Issues That Cost Accounting Firms Time, Money, and Clients

5 IT Issues That Cost Accounting Firms Time, Money, and Clients

Accounting and CPA firms operate in a fast-paced, high-stakes environment where technology plays a crucial role in serving clients.  But if not properly addressed, IT challenges can be costly—disrupting your operations during peak season or, even worse, exposing your...

Accounting Firm Scales with Cloud Migration & Secure Remote Work

Accounting Firm Scales with Cloud Migration & Secure Remote Work

A Houston-based accounting firm struggled with outdated on-premise infrastructure, poor remote access through Citrix, and a lack of strategic IT guidance. Facing a choice between another costly infrastructure upgrade or a modern cloud solution, they partnered with...

Wealth Management Firm Strengthens IT to Safeguard Client Data

Wealth Management Firm Strengthens IT to Safeguard Client Data

A wealth management firm serving high-net-worth clients struggled to securely protect their client’s sensitive data while ensuring efficiency for both in-office and remote work. Their reliance on scattered technology platforms led to inefficiencies, making it...