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White Paper
Tuesday, April 30, 2024
The Center for Enlightened Business LLC
Unveiling the Future of Strategic Advisory for CPA Firms
Business advisory services are an imperative. Options to provide them might be easier than you think.
Guide
Monday, April 15, 2024
Iris
How to Get Your Time Back During the Next Tax Season
Are you already dreading the next tax season? For CPA and accounting firms, the days become a blur of numbers, forms, and client meetings. But what if you could get some of that precious time back? We've put together an essential guide that's packed with strategies designed to conquer the chaos when tax season hits and start preparing now for a smoother tax season ahead!
Case Study
Monday, April 15, 2024
The Back Room
How Windes Accounting Benefits from Offshoring
Find out how working with The Back Room smoothed the road for Windes to build their new Philippines team. They share what they've learned and how the business has improved in efficiency and communication.
White Paper
Monday, March 18, 2024
Intuit
The Modern Tax Firm Makeover: Using Technology to Transform Your Digital Tax Workflow
The digital-first mentality is rapidly evolving the accounting landscape. Tax firms are investing in automating their workflows to help Employee Burnout, Save Time & Source Talent. Hear from a panel of industry tax experts on the importance of embracing technology to address the challenges and inefficiencies faced during tax season and day-to-day operations.
Guide
Thursday, March 7, 2024
Chris Panek, CPA and Financial Adventure, LLC
5 Simple Steps to Bring a Sense of Calm to Your Life
In this guide, you'll learn how to uncover opportunities to prioritize your well-being and experience a sense of calm in your life...even during your high-stress busy seasons. You'll learn how to handle any stressful situation with resilience.
eBook
Monday, March 4, 2024
Iris
6 Ways to Improve Your Firm's Workflow
Streamline your accounting firm's processes and unlock new levels of productivity with these simple yet powerful workflow improvements.
Guide
Thursday, February 29, 2024
Chris Panek, CPA and Financial Adventure, LLC
Top 5 Reasons Accountants Experience BURNOUT & How You Can Avoid It
It's crucial for accountants to be PROACTIVE in recognizing the signs of burnout and take steps to address and PREVENT it.
eBook
Tuesday, February 27, 2024
Canopy Tax
4 Ways to Create a Top-Tier Client Experience
Providing an excellent client experience not only improves your relationships, but creates longer-term and more profitable clients overall. And that's just good business.
eBook
Wednesday, January 17, 2024
Canopy Tax
How to Fix the Business of Your Firm
Growing your tax and accounting practice means you need to lean into wise principles that are key to running your business well.
Guide
Tuesday, January 9, 2024
The Back Room
How Offshoring Beats Outsourcing for Accounting Firms
Find out how building an offshore team can fast track your growth and help solve the Accountant talent shortage.
eBook
Monday, January 8, 2024
Wolters Kluwer
Beneficial Ownership Information Reporting for Tax & Accounting Professionals
Beginning in 2024 all domestic and foreign reporting companies will have to file a Beneficial Ownership Information (BOI) report with the Financial Crimes Enforcement Network (FinCEN) established under the Corporate Transparency Act.
Guide
Thursday, January 4, 2024
Canopy Tax
The Blueprint of a Future-Focused Firm
Ready to future-proof your tax and accounting firm? Learn how to build a rock-solid practice that's as proactive as it is profitable by focusing on these 6 key areas of your firm's operations.-
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