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Guide
How to Present CAS to Your Clients
Wednesday, July 6, 2022 AccountantsWorld Client Accounting Services (CAS) can mean better insight into how your client's business is performing, and the ability to focus on what they’re best at – running their businesses. You know CAS is what your clients need - but how do you let them know it?
Guide
CFO Guide: 4 Inflation Metrics to Watch Now
Wednesday, June 22, 2022 Oracle NetSuite Products US inflation is now at a four-decade high. This guide breaks down the four main inflation measures provided by the Federal Government, as well as supplemental indicators that could prove critical in predicting trends and guiding decisions.
Guide
Ultimate Guide to CAS for Modern Accountants
Tuesday, June 21, 2022 Canopy Tax Download this free eBook to learn all about what advisory accounting is and what it can do for your clients—and your business.
Guide
Guide to Tax Savings: IRS-Sanctioned Tax Benefits
Monday, June 13, 2022 Fisher 401(k) Solutions What if your clients could move $250,000 or more directly from their business profits to their retirement savings, pre-tax? With the right retirement plans in place, the IRS says they can.
Guide
Guide to Operating Procedures for Client Onboarding and Offboarding
Thursday, June 2, 2022 Aero Workflow Download this helpful guide to learn the essentials to ensure your new clients have a fantastic onboarding and offboarding experience as you add new clients to your firm.
Guide
Digital Marketing Guide for Accountants and Bookkeepers
Tuesday, May 17, 2022 Aero Workflow Reaching out to customers online is no longer optional for firms that want to grow and thrive. Learn how to navigate the multiple, confusing options for digital marketing with this guide.
Guide

PREMIER PARTNER

The Ultimate Guide to Credit Card Surcharging for CPAs
Friday, April 8, 2022 CPACharge Surcharging can be an effective way to neutralize the costs of credit card processing fees. However, before you start, make sure you understand the rules and restrictions of surcharging with this free guide.
Guide
How Growing Accounting Firms are Benefiting from Enterprise Resource Planning
Wednesday, April 6, 2022 PracticeERP As competition in the accounting field heats up and new regulatory rules emerge, CPA firms need unified technology systems that factor in their unique needs to operate more efficiently and profitably. This guide explains how.
Guide
The Definitive Guide to Standard Operating Procedures (SOPs)
Monday, April 4, 2022 The Value Builder System Take the first step in creating an accounting practice that can thrive without you. Click here to get this exclusive eBook!
Guide
Balancing Process and Strategy as the Role of Controller Expands
Monday, March 14, 2022 Oracle NetSuite Products As businesses face challenges ranging from talent shortages to sluggish supply chains to COVID-19 restrictions, finance departments have become a focal point for ensuring that companies not only survive, but thrive as the economy picks up.
Guide
8-Point Checklist for Selecting the Right R&D Tax Credit Partner
Wednesday, March 9, 2022 Tri-Merit The complexity involved in R&D tax credit studies requires providers with the right credentials. Learn how to have confidence in who you trust to advise your clients with this 8-point checklist.
Guide
How Restaurants Can Find Relief with the Employee Retention Credit (ERC)
Thursday, February 17, 2022 Tri-Merit See how one restaurant found relief from the pandemic’s governmental restrictions and closures with the utilization of the Employee Retention Credit (ERC).