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Guide
The Truth About Tax Outsourcing
Tuesday, January 7, 2025 AcoBloom Uncover the truth about tax outsourcing—debunk myths, explore key trends, and gain actionable insights to help your Tax/CPA firm make informed decisions this tax season.
eBook
The CFO Agenda: 25 Ideas for 2025
Tuesday, January 7, 2025 Oracle NetSuite Products With rapidly advancing technologies, new regulations, and evolving best practices, CFOs need to stay on the lookout for fresh ideas. Populate your agenda with ideas from finance leaders and experts in our latest guide to help you prepare for 2025.
eBook
Work Less, Earn More: A Guide for Intuit Users on How to Build a Self-Sustaining Accounting Firm
Wednesday, January 1, 2025 SmartVault Accounting You’ve built a firm with a robust book of business, so robust that you never get a moment’s peace. Now comes the fun part — creating a firm that lets you transition from being an operator stuck in the day-to-day to being able to step away without worry!
Research / Report
2024 US Accounting and Tax Pricing Benchmark
Monday, December 23, 2024 Ignition Whether you’re looking to refine your pricing model or gain a clearer understanding of industry standards, Ignition's Accounting & Tax Pricing Benchmark is your guide to setting effective, market-aligned prices.
Guide
Preparing Your Firm for Cloud-Based Tax Software
Tuesday, December 17, 2024 Intuit Accounting firms today face numerous challenges, including overworked teams, escalating demands for flexible work, cybersecurity threats, and intensifying client expectations.
Guide
The Accountant's Blueprint to the Corporate Transparency Act
Monday, December 16, 2024 FincenFetch For Accounting Download this free guide and learn how to support your clients and enhance revenues with Fincen reporting.
eBook
Checklists to Help You Survive Tax Season
Friday, December 13, 2024 AICPA Member Insurance Programs for CalCPA Stay ahead of the upcoming tax season with checklists to help you manage risks associated with providing tax services. We created 1 Guide with 13 Checklists and 69 Tips & Considerations. What are you waiting for?
eBook
Unmasking the Insider Threat: Elevate Your Approach to Occupational Fraud Investigations
Monday, December 9, 2024 Valid8 Financial This eBook provides a look at the current situation and impact of occupational fraud and a guide for how forensic accountants can accelerate their investigations, enabling them to pursue more cases in less time.
eBook
Guide for Intuit Firms: Proven Strategies to Create an Engaged Client Base
Monday, December 9, 2024 SmartVault Accounting Are you tired of chasing unresponsive clients and dealing with last-minute document submissions? As an accounting pro, you know the struggle of managing an unengaged client base all too well. It’s time for things to change.
eBook
The CFO's Daily Reset
Tuesday, December 3, 2024 Oracle NetSuite Products The Daily Reset by Steven MacGregor is a powerful tool for CFOs seeking to enhance their leadership. This end of year guide challenges traditional notions, linking daily wellbeing practices to long-term success.
Guide
How Sole Props Benefit From Outsourcing
Wednesday, November 27, 2024 Taxfyle If you want more time to onboard new clients, outsourcing can help. Delegating excess work to an outsourcing provider gives you more time to focus on clients and value-added services without hiring new help.
Guide
The Ultimate Engagement Letter Checklist
Monday, November 25, 2024 Mango Practice Management Feeling the weight of crafting an engagement letter that strikes the perfect balance between professionalism and clarity?