Elevate your CPA skills
in the Digital Age
Welcome to Higgins Advisory, LLC! We’re your trusted partner for developing expertise in digital tools designed for CPA professionals. Whether you’re looking to up-skill yourself, your team, or guide your firm or business through a digital transformation, we have you covered.
AI Series for CPAs: Navigating the New Frontier
Artificial intelligence is transforming the accounting profession. CPAs who embrace and leverage AI will gain a competitive advantage – those who who don’t risk being left behind. Stay ahead of the curve with our expert-led AI courses designed specifically for financial professionals.
AI Series Courses
• AI Revolution: The Big Picture
• Generative AI in Practice: Boost Efficiency and Profitability
• Mastering Microsoft Copilot for CPAs
• Ethical AI Practices for CPAs: Ensuring Responsible Use
• AI for CPAs: How It Works and How to Apply It
Microsoft Power Series for CPAs: Supercharge Your Efficiency
Is your organization struggling to make the most of Microsoft 365? You’re not alone. Many businesses adopt Microsoft 365 but fail to utilize its full suite of capabilities. That’s where our Microsoft Power Series for CPAs come in. We empower you to harness the diverse functionalities that Microsoft 365 offers, transforming the way your team collaborates, communicates, and accomplishes tasks.
Microsoft Power Series Courses
• Understanding the Role of Microsoft 365 in an Accounting Practice
• Building the Foundation with Microsoft Teams for Collaboration & Knowledge Sharing
• Establishing a Secure Cloud Based File Storage System with SharePoint & One Drive
• Managing Client Engagements and Internal Projects with the Microsoft Planner App
• Enhancing Productivity with Microsoft Apps: OneNote, Stream, Forms and More
• Mastering Microsoft Copilot for CPAs
CPA Digital Skills Educational Programs
Digital skills are increasingly important for CPAs as the accounting profession evolves with technological advancements. We offer a wide range of educational programs. These programs cover a range of topics, from data analytics and cloud accounting to cybersecurity and software proficiency.
CPA Digital Skills Courses
Emerging Technology Trends
• ChatGPT: What Every CPA Should Know
• Integrating ChatGPT Into Your Client Advisory Services (CAS)
• Blockchain Technology: What Every CPA Should Know
• Bitcoin Fundamentals – What Every CPA Should Know
• ChatGPT Bootcamp for CPAs with John Higgins
• Ethics of AI: A CPAs Guide
• Technology Trends Update for CPAs with John Higgins
• Cryptocurrency 15 Years Later – A Market Update with John Higgins
• Integrating ChatGPT Into Your Client Advisory Services (CAS)
Microsoft 365
• How To Use Microsoft 365 Forms to Create Online Surveys
• Simplify Outlook Meeting Scheduling with Office 365 Bookings
• Engagement Management with the Microsoft 365 Planner App
• Microsoft 365 Deployment Best Practices
• Microsoft Outlook Must Know Email Tips
• Microsoft Teams Features Every User Should Know
• Microsoft 365 Application Lightning Round Review
• Microsoft Teams Deployment Best Practices
• Synchronize Files to the Cloud with OneDrive and SharePoint
• Using Microsoft Teams to Host Virtual Meetings Online
• PowerPoint Advanced – Take Presentations from Good to Great
• PowerPoint Fundamentals – Create Engaging Presentations
• OneNote – Mastering Organization of Your Notes & Correspondence
• Microsoft 365 Deployment Bootcamp for CPAs with John Higgins
• Microsoft Copilot 365 – Harness the Power
• Create a Client Portal with Microsoft Teams & SharePoint
• Microsoft SharePoint & OneDrive – Everything You Need to Know
Personal Productivity Tools
• Adobe Acrobat Tips for Working with PDF Files
• Securing Your Data with a Password Management App
• Using e-Signature Software to Process Forms & Agreements
• How to Use Adobe Acrobat to Create and Process Fillable Forms
Meet John Higgins
Higgins Advisory, LLC was established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation. This transformation leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.
As a seasoned entrepreneur, John Higgins, founder and CEO, has experience with local CPA firms and as well as serving as a technology advisory practice leader partner in a national CPA firm. John founded, managed and grew two separate accounting technology advisory firms, both of which were successfully acquired by larger organizations.
John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.