CBS Training Services

Even the best software can’t fix missing documents, uncaught errors, or overlooked deadlines. Year-end prep isn’t just about data entry; it’s about organization, reconciliation, and planning ahead.

💡 Tip: Pair your accounting software with a structured year-end checklist and automation tools like Power Automate to save time and avoid surprises.

Microsoft Sway is a user-friendly presentation and document design tool that adds an appealing flow and visual stimulation. It’s as easy as selecting a template and uploading all of your content, but here are a few more in-depth features that we like:
☑️Embed Microsoft Forms into Sway to gain insights.
☑️Choose between presentation, horizontal, or vertical layouts to best suit your content delivery.
☑️Add text scrolls over imagery.
☑️Automatically switch styles using “Remix” and Sway will redesign the page using the library of templates.

Read more about Sway here: https://www.cbs-training.ca/articles/using-microsoft-sway-financial-presentations-new-method

Although our Creative Business Solutions course does not cover Sway, we encourage you to join our community and talk about it in our open forum webinars and chats!

If someone says this… RUN!

Microsoft 365 is a great tool to run your business, especially if you are an accounting professional. It can handle bookings, virtual meetings, forms, presentations, invoices, and so much more!

It is a useful ecosystem if you know how to use it to its full potential and maximize your subscription.

Want to learn how? Join our Creative Business Solutions course to learn all about Microsoft 365 in 12 weeks!