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Friday, December 1, 2023
The CFO Project
An Accountant's Guide to Doubling Your Firm's Revenue
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.
Friday, November 17, 2023
AIWYN
The Capacity Crunch & How to Solve It
Explore the pressing issue of capacity in firms, where the demand for talent and resources outpaces supply.
Friday, November 10, 2023
Taxfyle
How to Make Sure Your Staff is as Efficient as Possible for the Busy Season
The business of running a business is always a tedious endeavor, especially for a tax firm during the busy season. Learn four main tips to help get your talent planning off to a running start for 2024.
Tuesday, October 17, 2023
Taxfyle
How to Get the Most Out of Client Engagements During the Tax Season
Knowing a majority of your client interactions happen within a 4 month window is a daunting challenge. In this guide, learn the key elements to factor into your day-to-day client interactions and ensure no time is wasted during the tax season.
Tuesday, October 3, 2023
Iris
Collaboration and Communication: Fostering Teamwork in Tax and Accounting Firms
This eBook provides insights for accounting professionals and firms on the difficulties they may encounter when it comes to collaboration and communication in the accounting industry. It highlights the capabilities of IRIS Practice Management, in addressing these challenges and promoting effective teamwork within tax and accounting teams.
Monday, October 2, 2023
Iris
Why Payroll Service Bureaus & CPAs are Homing in on HR
This white paper details why service bureaus and CPAs that are realizing that offering integrated payroll and HR services is a strategic and highly beneficial move.
Monday, October 2, 2023
Taxfyle
Redefine the 80/20 Rule: Key Tips for Time Management
In this guide, learn about key strategies practitioners can apply to their daily routine to optimize how their time is spent during the busy season.
Thursday, September 14, 2023
Veritax Advisors
Embracing Cost Segregation: A Valuable Tool for Tax Professionals
Navigating the landscape of Cost Segregation – an opportunity, not a threat.
Tuesday, September 5, 2023
Oracle NetSuite Products
The CFO's Daily Checklist
Uncover the daily methods CFOs practice in order to perform at an ultra-high level. Not only will this checklist help cement your role as a strategic advisor – it may help you achieve a CEO promotion.
Monday, August 21, 2023
Wolters Kluwer
Delivering a Data-Driven Audit
Two significant roadblocks stand in the way of firms looking to expand: staffing shortages and burnout. Download this free eBook to learn how data-driven audits are reducing tedious tasks of the job, improving audit quality and benefiting clients.
Monday, August 14, 2023
Oracle NetSuite Products
The Ultimate Guide to Scenario Planning
Tomorrow is closer than you think. Start preparing now with this practical scenario planning guide.
Friday, August 11, 2023
Wolters Kluwer