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Guide
Thursday, November 21, 2024
Oracle NetSuite Products
6 Steps to Build an AI-Ready Finance Team
Download this guide to access six practical actions to build an AI-ready finance department, from finding valuable use cases for AI to identifying the right candidates to equipping current employees with skills that will soon be critical.
Guide
Thursday, October 31, 2024
Taxfyle
Want to Diversify Your Services? Here's How Your Firm Can Implement CAS
Shifting beyond the traditional bread-and-butter services like tax return preparation and routine bookkeeping can help drive revenue to your firm and reduce employee turnover. Our guide can help you get started shift toward offering CAS.
Guide
Wednesday, October 30, 2024
Taxfyle
Guide to Understanding Burnout, Its Effects, and How Your Firm Can Reduce Its Impact
How does burnout affect your firm? This guide breaks down the causes and highlights how you can combat its effects.
Guide
Thursday, October 10, 2024
Taxfyle
Learn How to Retain Your Top Employees and Help Reduce Churn
Discover strategies to retain top talent, boost engagement, and elevate your team's experience. Download the full guide to learn how to transform your firm.
Guide
Friday, October 4, 2024
Taxfyle
How You Can Increase Pricing for Your Firm's Services
Increasing prices is necessary if you want your firm to remain profitable. This guide can help you understand what to do, from breaking down what should be factored in, to providing tips on approaching legacy customers.
Guide
Wednesday, September 25, 2024
Canopy Tax
Transform Your Accounting Practice with Client-Centric Strategies
Client demands are higher than ever. Consumers are expecting an Amazon-like experience everywhere - even from their accountants. If your firm doesn't deliver, you risk losing clients (and revenue) to more modern competitors.
Guide
Friday, September 20, 2024
Oracle NetSuite Products
Maximizing Your KPI Results
Going live with KPIs and turning those metrics into real results can be complex, confusing and challenging. Fortunately, many of the issues have been encountered by others before, and practical solutions already exist.
Guide
Wednesday, September 18, 2024
Taxfyle
What You Need to Know Before You Outsource
Outsourcing is best done domestic. From tax return preparation and review to bookkeeping, make sure the company you’re outsourcing with has a domestic workforce.
Guide
Tuesday, September 3, 2024
AcoBloom
2025 Tax Season Staffing Strategies for CPA and Tax Firms
Tax season can be overwhelming for CPA firms, with numerous challenges to tackle and deadlines to meet. To help you navigate this busy period with confidence, we’ve compiled a comprehensive guide on seasonal staffing solutions for CPA firms.
Guide
Monday, September 2, 2024
Oracle NetSuite Products
Beyond the Numbers: Owning Your Impact as a Finance Leader
Technology is paving the way for a more strategic approach to financial leadership. Download our latest guide by Chris Ortega, CEO of Fresh FP&A. You'll discover 3 core elements for becoming a stronger strategic partner and value advisor.
Guide
Monday, August 19, 2024
Canopy Tax
Transform Your Firm's Efficiency with Canopy
We get it - you've been using Practice CS since the beginning of time. But, it's time to bring your firm out of clunky legacy software and into the 21st century.
Guide
Friday, August 16, 2024
Canopy Tax
