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Results > Audit and Assurance: (9)
eBook
Thursday, September 14, 2023
Suitefiles
How the Right Accounting Technology Solves Your Firm’s 3 Biggest Challenges
Ready to go from overwhelmed to optimized? Consider this your turning point. Read on for insights to help you overcome three of your biggest business challenges, plus an action plan to turn those insights into reality as quickly as possible.
eBook
Friday, September 8, 2023
Suitefiles
The Do’s and Don’ts of Implementing a DMS
When implementing a document management system (DMS) there’s a fair amount of pressure to get it right the first try. This eBook covers everything from discovery to migration and offers some advice for onboarding your team.
Infographic
Tuesday, August 30, 2022
Ubiquity Retirement
What's a Safe Harbor 401(k) Plan?
Safe Harbor is a way of structuring a 401(k) plan that allows small business owners to maximize retirement contributions while sailing safely through annual compliance tests given by the IRS. Download this free infographic to learn more.
Guide
Wednesday, June 22, 2022
Ubiquity Retirement
A Small Business Owner's Guide to the California State Mandate
The CalSavers deadline is June 30, 2022! Employers in California with five or more California employees aged 18+ will need to offer a retirement plan or default to the state-run program must comply or face penalties. Download the guide to learn more.
Case Study
PREMIER PARTNER
Friday, April 1, 2022
Suralink
Case Study: How One Firm Streamlined their Request List Process
Not all time consuming tasks can be easily automated. This case study details one rapidly growing accounting and tax firm's solution to successfully streamline time consuming processes.
On-Demand Webinar
Monday, March 28, 2022
Tri-Merit
Insight on IRS Guidance for Filing R&D Tax Credits, Tax Treatment of R&D Expenses & More
Randy Crabtree, host of "The Unique CPA" and John Kapral from Tri-Merit Specialty Tax Professionals discuss the recently released and complex IRS guidance on filing Research and Development tax credits. Watch this insightful video now.
Guide
Wednesday, March 9, 2022
Tri-Merit
8-Point Checklist for Selecting the Right R&D Tax Credit Partner
The complexity involved in R&D tax credit studies requires providers with the right credentials. Learn how to have confidence in who you trust to advise your clients with this 8-point checklist.
Guide
Thursday, February 17, 2022
Tri-Merit
How Restaurants Can Find Relief with the Employee Retention Credit (ERC)
See how one restaurant found relief from the pandemic’s governmental restrictions and closures with the utilization of the Employee Retention Credit (ERC).
eBook
PREMIER PARTNER
Monday, January 10, 2022
Suralink
