Results > Audit and Assurance: (11)
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eBook
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.
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.
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.
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.
White Paper
Tuesday, February 27, 2024
Databloks Inc
Planning ERP Solutions
The best accounting practices benefit from robust enterprise data solutions. Small and mid-cap clients that can't afford to adopt companywide solutions in one big bite can still build a roadmap for successful ERP integration. Here's how.
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.
eBook
PREMIER PARTNER
Monday, January 10, 2022
Suralink
Five Ways a PBC Solution Simplifies and Streamlines Busy Season
Learn how the right software can make even the most overwhelming season more streamlined, more efficient and less busy.
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