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eBook
Saturday, November 22, 2025
SmartVault Accounting
Going Digital for Intake Wasn’t Enough— And It’s Costing Your Firm Time, Clients, and Staff
Get proven strategies and step-by-step solutions to finally fix client intake for good.
eBook
Thursday, October 30, 2025
IRIS Global
A Practical Guide for Accounting Firms for Turning Payroll Services into Major Profit
Payroll is essential for all businesses, and while many CPAs find it a challenging and low-margin task due to its complexity and heavy regulation, some are discovering its potential for profitability. Read this guide to find out how they did it.
eBook
Friday, October 17, 2025
SmartVault Accounting
ProConnect Users: Want to Build an Automated Firm That Can Run Itself?
Built for ProConnect Power Users (and Those Who Want to Be)
eBook
PREMIER PARTNER
Tuesday, October 14, 2025
Suralink
Unlock Greater Efficiency and Client Satisfaction with Workpaper Suite: A Thought Leadership Guide for Accounting Professionals
Discover how innovative tools can transform your engagement processes, reduce errors, and elevate client experiences.
eBook
Monday, August 25, 2025
Oracle NetSuite Products
Your quick MBA refresh. Built for today’s CFOs.
In his new report, MBA for Lunch, Jack McCullough distills the sharpest insights from top MBA programs into actionable strategies for navigating today’s complex landscape—from AI and data science to marketing and leadership.
eBook
Wednesday, August 20, 2025
AICPA Member Insurance Programs for CalCPA
Crafting Engagement Letters That Help Protect Your Firm
Engagement letters are a critical piece in the foundation of a CPA firm’s risk management strategy—simple yet powerful tools that help safeguard your practice and set clear expectations with clients. Discover actionable tips and customizable tools that you can use to create engagement letters tailored to your firm’s needs.
eBook
Friday, May 23, 2025
Canopy Tax
Unlock Your Firm’s Growth Potential: Essential Strategies for Building, Growing, and Scaling a Successful Practice
Discover Proven Insights to Transform Your Practice into a Resilient, Efficient, and Profitable Business
eBook
Friday, April 18, 2025
Valid8 Financial
Beyond the Balance Sheet: A Deep Dive into Real-Life White Collar Crime Investigation
This guide draws on real-world case studies & industry expertise to describe how fraud schemes operate, the challenges of traditional investigation methods, & how Valid8’s Verified Financial Intelligence (VFI) is transforming fraud detection & recovery.
eBook
Monday, March 31, 2025
SmartVault Accounting
A Guide for UltraTax CS Users
Learn how to enhance your UltraTax CS investment and create a more efficient, secure, and profitable future with tools outside of the Thomson Reuters® ecosystem.
eBook
Monday, March 24, 2025
Valid8 Financial
The Evolution of Fraud Analysis in Corporate Distress
Understanding key fraud indicators and implementing best practices in data analysis are essential for forensic accountants managing corporate distress cases. With the right strategies and tools, they can quickly surface meaningful insights by identifying questionable transactions, cash flow anomalies, and asset movements.
eBook
Tuesday, February 18, 2025
SmartVault Accounting
Choosing the Right Document Management System: A Must-Have Checklist for Accountants
As an accounting pro, your document management system (DMS) sits at the heart of daily operations. Yet many systems fall short in ease of use, security, and scalability.
eBook
Monday, January 27, 2025
Wolters Kluwer Tax
