Results: (31)
Advanced Search Filters
Clear Filters
Research / Report
PREMIER PARTNER
Tuesday, September 2, 2025
Suralink
Inside the Client Experience
Client perspectives on the engagement experience and insights on how accounting firms can close gaps, reduce friction, and create opportunity.
Guide
Monday, August 25, 2025
Oracle NetSuite Products
Find Your Purpose at Work Again (Even on Mondays)
Download Ron Monteiro’s latest guide for a step-by-step approach to rediscovering your purpose, at any stage of your career.
Guide
Monday, August 25, 2025
Oracle NetSuite Products
Data-Driven Tariff Management
The current tariff situation is complex—affecting companies' supply chain management, pricing, and long-term planning. Download this guide to access practical tools and insights you can leverage to navigate tariffs and choose the right strategy for your business.
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.
Case Study
PREMIER PARTNER
Friday, August 15, 2025
SafeSend
How BMSS Cut Tax Prep Time and Boosted Staff Morale
BMSS was spending too much time on tax returns and staff were feeling the pressure. After switching to SafeSend One, they saw major time savings, fewer errors, and happier clients. This case study shares how they streamlined across three offices and transformed the tax engagement from start to finish.
Case Study
PREMIER PARTNER
Friday, August 15, 2025
SafeSend
How One Firm Cut Tax Appointments by 90%
GSA LLP was buried in tax appointments, manual admin work, and outdated processes. After switching to SafeSend One, the firm saved time, reduced burnout, and made life easier for staff and clients alike. Hear how one change led to better client service and fewer long nights. Download the case study to see what changed.
Guide
Tuesday, August 12, 2025
AICPA Member Insurance Programs for CalCPA
Navigating the Client Lifecycle: Strategies for Success at Every Stage
Discover how to fuel growth, profitability, and sustainability while mitigating risks with our eBook, "Navigating the Client Lifecycle." Learn essential protocols to ensure your clients align with your firm's strategic goals and risk tolerance, positioning your firm for long-term success and reduced liability.
Guide
Tuesday, July 8, 2025
Valid8 Financial
The Forensic Accountant’s Guide to Accelerating Financial Intelligence in Restructuring Cases
This guide uses real-world case studies and expert insights to explore the challenges, strategies, and technologies that enable efficient financial intelligence in restructuring cases, while upholding the standards required in forensic accounting.
eBook
Friday, June 13, 2025
Datamatics Business Solutions, Inc.
Overcome Staffing Challenge - A Step-by-Step Guide for Tax Professionals and CPAs to Unlock Growth
Create Your Outsourcing-Offshoring Team in Just 2 Weeks
eBook
PREMIER PARTNER
Tuesday, June 3, 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
Thursday, May 29, 2025
Datamatics Business Solutions, Inc.
Scale Smarter: How Outsourcing Accounting Services Drives Growth
Ready to scale smarter, not harder? This practical guide helps CPAs kickstart their outsourcing journey with confidence. Learn how to choose the right provider, sidestep common pitfalls, boost productivity, elevate client experience, and enhance growth.
Guide
Wednesday, May 21, 2025
Oracle NetSuite Products
