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Guide
Wednesday, July 6, 2022
AccountantsWorld
How to Present CAS to Your Clients
Client 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?
Research / Report
Wednesday, July 6, 2022
Tipalti
CFOs Drive Business Value
As 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.
Infographic
Thursday, June 30, 2022
Solugenix
Fact Sheet: Key Benefits of Robotic Process Automation in Accounting
Discover 5 real world benefits of robotic process automation (RPA) for finance & accounting.
Guide
Wednesday, June 29, 2022
Ignition
How to Set and Land High Prices
Download 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.
eBook
Thursday, June 23, 2022
Canopy Tax
Build The Ultimate ROI Machine for Your Accounting Firm
In 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.
Guide
Wednesday, June 22, 2022
Oracle NetSuite Products
CFO Guide: 4 Inflation Metrics to Watch Now
US 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.
Guide
Tuesday, June 21, 2022
Canopy Tax
Ultimate Guide to CAS for Modern Accountants
Download this free eBook to learn all about what advisory accounting is and what it can do for your clients—and your business.
Guide
Monday, June 13, 2022
Fisher 401(k) Solutions
Guide to Tax Savings: IRS-Sanctioned Tax Benefits
What 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.
White Paper
Friday, June 10, 2022
Suralink
The Future of Technology in Accounting
Predicting 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.
Guide
Thursday, June 2, 2022
Aero Workflow
Guide to Operating Procedures for Client Onboarding and Offboarding
Download 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.
eBook
Friday, May 27, 2022
Xero
Best Practices for Your Transition to Cloud Accounting
Moving to cloud accounting can provide firms with amazing benefits. Tackling the transition for your clients and team is easier than you may think.
Guide
Tuesday, May 17, 2022
Aero Workflow