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We are your go-to Microsoft experts who are seasoned financial professionals passionate about helping accounting and bookkeeping businesses succeed in streamlining their business processes through Microsoft 365 Business.
12/02/2025
Happy Holidays!
I wanted to thank everyone who has supported Creative Business Solutions. As I move into retirement, I wanted to share a little bit of joy by wishing you all the best đ
11/30/2025
Join our community by visiting the link in our bio. đ We offer several individual training courses and provide networking opportunities for our members, along with complimentary access to our live webinars.
11/29/2025
Here is your November to-do list to prepare for year-end accounting tasks. It makes your life so much easier when that time rolls around.
Even the best software canât fix missing documents, uncaught errors, or overlooked deadlines. Year-end prep isnât just about data entry; itâs about organization, reconciliation, and planning ahead.
đĄ Tip: Pair your accounting software with a structured year-end checklist and automation tools like Power Automate to save time and avoid surprises.
11/20/2025
If youâre running your own accounting or bookkeeping practice, you know the dreaded feeling surrounding endless spreadsheets, emails, and reports that eat up your evenings.
Hereâs the good news: Microsoft 365 has tools that work like your personal assistant.
⥠Power Automate â set workflows to handle repetitive tasks automatically.
đ§ Outlook Rules â declutter your inbox and focus on what matters.
đ§ Copilot â draft reports, summarize meetings, even help with Excel formulas in seconds.
Imagine finishing your workday with your tasks done and still having time for dinner, family, or just a quiet evening.
Microsoft Sway is a user-friendly presentation and document design tool that adds an appealing flow and visual stimulation. Itâs as easy as selecting a template and uploading all of your content, but here are a few more in-depth features that we like:
âď¸Embed Microsoft Forms into Sway to gain insights.
âď¸Choose between presentation, horizontal, or vertical layouts to best suit your content delivery.
âď¸Add text scrolls over imagery.
âď¸Automatically switch styles using âRemixâ 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!
11/16/2025
More about your educator, Cathy â¨
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!
11/09/2025
Being an accounting professional and a mom can be a handful at times! It feels like youâre performing a balancing act with extracurricular activities, client demands, and planning dinners.
Thatâs why we suggest using Power Automate to free up some of your time.
Become a Creative Business Solutions member to earn discounts on our learning courses so you can start taking your Friday nights back.
11/07/2025
Fantastic way to organize reports. It makes formatting easy using this tip!
How to Create Auto Updating Table of Contents in Word #microsoft365 #microsoftword
11/05/2025
Running your own accounting or bookkeeping practice? Every minute counts. Microsoft 365 Copilot can draft reports, summarize meetings, and even help with spreadsheets.
Now I can spend less time on admin and more time growing my business.
Want to learn more about Copilot and how it can save you time? Contact Creative Business Solutions today
11/04/2025
Learn more about Teams through our forums and blog. Link in the first comment below âŹď¸
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Edmonton, AB