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PREMIER PARTNER
Monday, August 12, 2024
Suralink
The Future of Technology in Accounting: 2024 Trends
Tech changes quickly—that's no surprise. Download this guide with insights from Boomer Consulting to better understand the latest tech trends in accounting, and how you can leverage them to help drive your business forward.
eBook
Wednesday, August 7, 2024
SmartVault Accounting
From Disorganization to $150k Savings: A Tax Firm Document Management Success Story
In this eBook, Eric L. Green, Esq., founder of the Tax Rep Network, shares his exact folder structure for IRS collections and audits. These folder structures maintain consistency, helping his firm save $150,000 annually in billable time.
eBook
Monday, August 5, 2024
SmartVault Accounting
First Impressions Matter: Create an Exceptional Onboarding Process for New Tax & Accounting Clients
Acquiring and retaining clients is absolutely crucial to the success of your accounting practice. But when was the last time you thought about your onboarding process for them?
Guide
PREMIER PARTNER
Thursday, August 1, 2024
Suralink
How to Invest in Technology for Today and Beyond
Technology has fundamentally changed the way people work– at home and or in the office. There is a plethora of ways that vendors can provide solutions, but understanding what will work best for you and your firm, is key.
Guide
Tuesday, July 30, 2024
Oracle NetSuite Products
CFO Midyear Update
The CFO Midyear Update covers all 24 ways finance experts envision gaining an edge in the remainder of the year. Download your copy today to prognosticate smarter, empower your team, and so much more!
Guide
Tuesday, July 30, 2024
Oracle NetSuite Products
The Modern Finance Function
From the days of pen and paper to our current age of AI, few job functions have transformed as much as finance.
Case Study
Tuesday, July 30, 2024
SmartVault Accounting
“We Doubled Our Client Base”: An Accounting Firm's Success Story
This is the story of how one firm doubled its client base, dramatically improved retention, and achieved the holy grail of the accounting world: making more money while working less.
eBook
PREMIER PARTNER
Thursday, July 11, 2024
Suralink
Process Automation In Accounting
This eBook aims to provide an understanding of why process automation is important and a few factors to consider when looking at incorporating more automation into your firms daily practices.
Case Study
Wednesday, July 10, 2024
Categorize Me
Embracing Technology for Enhanced Bookkeeping Services at The Accountants for Creatives®
Discover how this tax firm transforms bookkeeping services for creative professionals using cutting-edge technology. Learn about their strategic approach to delivering precise timely financials in the digital accounting landscape.
White Paper
Tuesday, July 9, 2024
AcoBloom
Key Strategy for CPA Firms to Address Auditor Shortages
The top three challenges confronting CPA firms today are audit staff shortages (51%), redundant processes (43%), and excessive workload (35%). This white paper highlights recent industry trends to overcome the audit talent shortage.
Case Study
PREMIER PARTNER
Tuesday, July 9, 2024
Suralink
How an Innovative Platform Created Growth for Every Stakeholder
With Suralink's streamlined software where each interaction is centralized, Whitely Penn has been able work more productively not only within their team but also with their clients.
Guide
Tuesday, July 2, 2024
Oracle NetSuite Products
Demystifying AI
AI is no longer a futuristic concept; it's shaping how work gets done—in every industry from healthcare to entertainment. Glenn Hopper, an AI expert, covers the increasing importance of AI in his new guide.
California Society of CPAs
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