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Wednesday, July 6, 2022 AccountantsWorld
How to Present CAS to Your ClientsClient Accounting Services (CAS) can mean better insight into how your client's business is performing, and the ability to focus on what they’re best at – running their businesses. You know CAS is what your clients need - but how do you let them know it?
Wednesday, July 6, 2022 Tipalti
CFOs Drive Business ValueAs the US economy emerges from the pandemic, CFOs have a unique opportunity to seize the moment for business transformation. This executive summary of a 2021 survey of CFOs and financial leaders offers lessons on how this can be achieved.
Thursday, June 30, 2022 Solugenix
Fact Sheet: Key Benefits of Robotic Process Automation in AccountingDiscover 5 real world benefits of robotic process automation (RPA) for finance & accounting.
Wednesday, June 29, 2022 Ignition
How to Set and Land High PricesDownload this free tried, true and tested framework guide that you can use in your own firm to not only set high prices but also land those deals.
Thursday, June 23, 2022 Canopy Tax
Build The Ultimate ROI Machine for Your Accounting FirmIn this eBook, you’ll uncover the ways you can leverage a variety of tools by connecting them to a single practice management hub. Download now and jumpstart the ROI you’re getting from your technology.
Wednesday, June 22, 2022 Oracle NetSuite Products
CFO Guide: 4 Inflation Metrics to Watch NowUS inflation is now at a four-decade high. This guide breaks down the four main inflation measures provided by the Federal Government, as well as supplemental indicators that could prove critical in predicting trends and guiding decisions.
Tuesday, June 21, 2022 Canopy Tax
Ultimate Guide to CAS for Modern AccountantsDownload this free eBook to learn all about what advisory accounting is and what it can do for your clients—and your business.
Monday, June 13, 2022 Fisher 401(k) Solutions
Guide to Tax Savings: IRS-Sanctioned Tax BenefitsWhat if your clients could move $250,000 or more directly from their business profits to their retirement savings, pre-tax? With the right retirement plans in place, the IRS says they can.
Friday, June 10, 2022 Suralink
The Future of Technology in AccountingPredicting how your firm’s needs and client needs will change in the next five to ten years can be tricky. This white paper will help you review the factors involved when choosing between buying an API software solution or building your own.
Thursday, June 2, 2022 Aero Workflow
Guide to Operating Procedures for Client Onboarding and OffboardingDownload this helpful guide to learn the essentials to ensure your new clients have a fantastic onboarding and offboarding experience as you add new clients to your firm.
Friday, May 27, 2022 Xero
Best Practices for Your Transition to Cloud AccountingMoving to cloud accounting can provide firms with amazing benefits. Tackling the transition for your clients and team is easier than you may think.
Tuesday, May 17, 2022 Aero Workflow