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Case Study
Wednesday, July 10, 2024
Categorize Me
Embracing Technology for Enhanced Bookkeeping Services at The Accountants for Creatives®
Discover how this tax firm transforms bookkeeping services for creative professionals using cutting-edge technology. Learn about their strategic approach to delivering precise timely financials in the digital accounting landscape.
Case Study
Tuesday, July 9, 2024
Suralink
How an Innovative Platform Created Growth for Every Stakeholder
With Suralink's streamlined software where each interaction is centralized, Whitely Penn has been able work more productively not only within their team but also with their clients.
Research / Report
Monday, June 17, 2024
Dell
The Next Now: How to Become an Innovation Leader in the Age of AI
How to make innovation part of your organization's DNA to lead in the AI-enabled world.
eBook
Wednesday, May 29, 2024
Oracle NetSuite Products
How to Harness the Business Benefits of Artificial Intelligence
AI expert Glenn Hopper breaks down the roadmap in his best-selling book: Deep Finance. Download it for FREE today to learn how to harness the power of AI for business benefit.
White Paper
Friday, May 17, 2024
Intuit
Transforming Tax Practices: Boosting Efficiency and Client Value with Technology
In today's landscape, tax and advisory firms face unprecedented challenges in automation and modernization. Firms are innovating and experimenting to find the right future-forward technological solutions for their growing firms. These solutions include moving to cloud-based operations, customized and automated outreach to clients, time-saving efficiencies that improve tax return accuracy. Access the insights you need to thrive in a rapidly evolving industry.
Guide
Friday, April 26, 2024
Oracle NetSuite Products
Gearing Up for Growth? CFO-CIO Alignment Drives Success
As CFOs increase their tech spend, they need to be on the same page as CIOs to avoid costly mistakes. More than half of finance heads plan to spend more on technology this year, with 40% planning major system implementations.
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.
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.
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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