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White Paper
Supercharge Your Tax Firm with Client-Focused Advisory Services
Tuesday, March 25, 2025 Intuit Discover how adding or scaling client-focused advisory services can position your firm as a year-round strategic partner
eBook
How Tax and Accounting Firms Supercharge Efficiency With a Digital Workflow
Monday, January 27, 2025 Wolters Kluwer Tax Explore how AI technologies can help your firm achieve peak productivity by automating data entry and other routine tasks. Download this eBook now to learn how to enhance your workflow and deliver exceptional client service.
White Paper
Maximizing Revenue Opportunities
Tuesday, January 14, 2025 K1x, Inc In today’s rapidly evolving business environment, tax preparers face mounting pressure to differentiate themselves, increase operational efficiency, and create new revenue streams.
Guide
Want to Diversify Your Services? Here's How Your Firm Can Implement CAS
Thursday, October 31, 2024 Taxfyle Shifting beyond the traditional bread-and-butter services like tax return preparation and routine bookkeeping can help drive revenue to your firm and reduce employee turnover. Our guide can help you get started shift toward offering CAS.
White Paper
5 Key Industry Trends For Tax and Advisory Firms 2024-2025
Wednesday, August 21, 2024 Intuit The tax accounting industry is in flux, with trends such as tax advisory services, transparency, automation, AI and remote workforce shaping its future. These trends present exciting opportunities for growing firms.
Guide
Be the Financial Hero for SMB Clients (Without Being their Bank)
Monday, July 29, 2024 QuickFee for Accounting Discover how to advise SMB clients with financial constraints – and unlock new revenue opportunities for your firm.
White Paper
An Accountant's Guide to Doubling Your Firm's Revenue
Friday, December 1, 2023 The CFO Project An Accountant's Guide to Doubling your Firm's Revenue through CFO and Advisory Services is written exclusively for accountants, CPAs, bookkeepers, and enrolled agents who are looking to transform their practice – and double their revenue – by offering a productized CFO/Advisory service.