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Guide
Wednesday, August 10, 2022
Ignition
Boost Client Relationships with Engagement Letters
Maintaining healthy working relationships depends on clear and consistent communication. Download this free guide to learn three key aspects of your client engagements that can reduce stress and allow your work to shine.
eBook
Friday, July 29, 2022
Xero
Building a Tech Stack for You and Your Clients
Building a company tech stack of integrated applications will create a productive, connected digital environment. Click here to discover the value of automating processes with integrated business applications.
Guide
Tuesday, July 26, 2022
Ignition
Increase Revenue through Advisory Services: An Accountant's Guide
Sell your advice beyond tax season and future proof your firm with this three-step process to create valuable services.
Guide
Tuesday, July 26, 2022
401GO
How to Help Your Clients Navigate State Retirement Benefit Mandates
With secure choice retirement plans being mandated in more and more states, it’s important to understand enough details to advise clients properly on their best options.
Guide
Monday, July 18, 2022
Verisave
A CFO's Guide to Merchant Account Errors and Overcharging
Most businesses are being overcharged on credit card processing fees by 10-30%. Recognizing account setup errors and other factors can be incredibly difficult - download this free guide to learn what to look for within your merchant fee statements.
Guide
Sunday, July 17, 2022
401GO
How to Reduce Tax Burdens for Business Owners Using a 401(k) Plan
Whether your clients are new business owners or have been in business for decades, a 401(k) may be an excellent addition to their businesses. Download this free guide to learn how to help employer clients reduce their tax burdens.
Guide
Monday, July 11, 2022
Oracle NetSuite Products
Make or Break Metrics: The Indicators Every Business Should Track
Key performance indicators (KPIs) are quantifiable business metrics that track and measure an organization’s progress and growth. This guide explains why KPIs matter, characteristics of a good KPI and a lists popular financial and operational KPIs.
Research / Report
Thursday, July 7, 2022
Sage
Top Fixed Asset Management Strategies
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.
Guide
Wednesday, July 6, 2022
AccountantsWorld
How to Present CAS to Your Clients
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
Wednesday, July 6, 2022
Oracle NetSuite Products
Jumpstart Your CFO Career
For a new CFO, operating without a clear job description in those critical first 90 days can be a challenge. Learn how CFOs can plan for—and execute on—lasting and sustainable transformations in The 80/20 CFO.
Research / Report
Wednesday, July 6, 2022
Tipalti
CFOs Drive Business Value
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.
Infographic
Thursday, June 30, 2022
Solugenix
