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Research / Report


Top Fixed Asset Management Strategies
Thursday, July 7, 2022 Sage Close management of fixed assets is a necessity for large, asset-heavy enterprises. Download this free report that investigates the motivators, benefits, and impacts of tracking these resources using fixed asset management strategies.
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?
Research / Report
CFOs Drive Business Value
Wednesday, July 6, 2022 Tipalti As the US economy emerges from the pandemic, CFOs have a unique opportunity to seize the moment for business transformation. This executive summary of a 2021 survey of CFOs and financial leaders offers lessons on how this can be achieved.
Fact Sheet: Key Benefits of Robotic Process Automation in Accounting
Thursday, June 30, 2022 Solugenix Discover 5 real world benefits of robotic process automation (RPA) for finance & accounting.
Build The Ultimate ROI Machine for Your Accounting Firm
Thursday, June 23, 2022 Canopy Tax In this eBook, you’ll uncover the ways you can leverage a variety of tools by connecting them to a single practice management hub. Download now and jumpstart the ROI you’re getting from your technology.
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.
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.
Case Study
Culture Assessment Case Study
Monday, June 13, 2022 The Ohio Society of CPAs Learn how OSCPA successfully launched and took action on the results of their Culture Assessment.
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.
White Paper
The Future of Technology in Accounting
Friday, June 10, 2022 Suralink Predicting how your firm’s needs and client needs will change in the next five to ten years can be tricky. This white paper will help you review the factors involved when choosing between buying an API software solution or building your own.
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.
Best Practices for Your Transition to Cloud Accounting
Friday, May 27, 2022 Xero Moving to cloud accounting can provide firms with amazing benefits. Tackling the transition for your clients and team is easier than you may think.