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Guide
Wednesday, June 22, 2022
Oracle NetSuite Products
CFO Guide: 4 Inflation Metrics to Watch Now
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
Tuesday, June 21, 2022
Canopy Tax
Ultimate Guide to CAS for Modern Accountants
Download this free eBook to learn all about what advisory accounting is and what it can do for your clients—and your business.
Guide
Monday, June 13, 2022
Fisher 401(k) Solutions
Guide to Tax Savings: IRS-Sanctioned Tax Benefits
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
Thursday, June 2, 2022
Aero Workflow
Guide to Operating Procedures for Client Onboarding and Offboarding
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
Thursday, June 2, 2022
Justworks
The Ins and Outs of Fringe Benefits
As an employer, you've heard about benefits - but what are fringe benefits? Learn about the various types of fringe benefits, whether they are subject to income taxes, and how they can be leveraged to reward, attract and retain quality employees!
Guide
Tuesday, May 17, 2022
Aero Workflow
Digital Marketing Guide for Accountants and Bookkeepers
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
Monday, May 9, 2022
Mango Billing
The Better Engagement Letter Checklist
This helpful guide explores why many accounting firms are doing engagement letters the wrong way, and examines the 6 sections every engagement letter needs.
Guide
Friday, April 8, 2022
CPACharge
The Ultimate Guide to Credit Card Surcharging for CPAs
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
Wednesday, April 6, 2022
PracticeERP
How Growing Accounting Firms are Benefiting from Enterprise Resource Planning
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
Monday, April 4, 2022
The Value Builder System
The Definitive Guide to Standard Operating Procedures (SOPs)
Take the first step in creating an accounting practice that can thrive without you. Click here to get this exclusive eBook!
Guide
Monday, March 14, 2022
Oracle NetSuite Products
Balancing Process and Strategy as the Role of Controller Expands
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
Wednesday, March 9, 2022
Tri-Merit