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Guide
Your Marketing Is Tax Deductible!
Monday, September 19, 2022 Spotlight Branding As a CPA, you likely already knew that. This resource from Spotlight Branding highlights 4 smart strategies you can execute to get the best results.
White Paper
What to Ask Your Business Owner Clients
Wednesday, September 14, 2022 Mariner Wealth Advisors Most business owners have most of their wealth tied up in their business. Asking the right questions can help your clients make the best decisions.
Guide
The Definitive Guide to Social Media Screening
Tuesday, September 13, 2022 Crimcheck for Accounting This guide explores exactly how social media background screening improves the hiring process and makes the workplace safer, as well as how you can implement social media screening into your own pre-hire process.
Guide
The Ultimate Guide to Starting a Customer Experience Program
Tuesday, September 6, 2022 Suralink Written for today's evolving accounting firm, this helpful 10-step guide explores how focusing on the client experience can set your firm up for long-term success.
Guide
The Future of Finance
Thursday, September 1, 2022 Oracle NetSuite Products Read this business guide for a rundown of which technologies your peers expect to adopt in the next 24 months – plus their spending plans, outlook on their company's growth prospects, and more.
Guide
How to Successfully Offer CAS to Your Clients and Generate More Revenue
Wednesday, August 24, 2022 AccountantsWorld Client accounting services (CAS) is more than just outsourced bookkeeping. Learn about the benefits of offering CAS to your small-business clients with this free guide, including how to make CAS a win-win for your firm and your clients.
Guide
Learn the Basics of ESOPs
Wednesday, August 24, 2022 CSG Partners for CPA Many advisors have clients who would benefit from a liquidity event, but wouldn’t dream of selling their closely-held companies. Learn how a leveraged ESOP could be their best option.
Research / Report
Is Contactless Tax Preparation Here to Stay?
Wednesday, August 17, 2022 Drake Software More than 2,300 tax professionals were surveyed to learn whether the trend toward contactless tax preparation would continue beyond pandemic protocols. Download the free 2022 Contactless Tax Preparation Infographic for the results.
Guide
7 Steps to Recession-Proof Your Business
Tuesday, August 16, 2022 Oracle NetSuite Products Learn seven steps for leaders looking to not only weather a recession but set themselves up for success.
eBook
Scaling Your Cloud Accounting Practice
Monday, August 15, 2022 Poe Group Advisors Growing a business has a unique set of challenges. Download this free eBook to learn how you can own a firm that energizes you by providing time and money as you scale your practice, and create a firm that you can sell for top dollar when you exit.
Research / Report
2022 Virtual Currency and Taxes Survey
Sunday, August 14, 2022 Drake Software 1,600 tax professionals were surveyed about virtual currency and taxes. Download the free 2022 Virtual Currency and Taxes Infographic for the results!
White Paper
A Succession Planning Guide: Is Your Practice Ready for Market
Tuesday, August 9, 2022 Poe Group Advisors The easiest practices to sell—and the ones that achieve the best overall price and terms—are the most focused and profitable. In this white paper, we offer guidance on improving the areas of your practice that will make the greatest impact.