Resource Library

Learn how to apply lean principles to transform the way your firm does business by watching our free, on-demand webinar, How lean processes transform today’s CPA firms, led by Roman Kepczyk, CPA.CITP, CGMA, PAFM.

In this eBook, learn what Smart Client Management is and why it’s important that you, as an accounting firm leader, understand how to practice it.

Learn how to make the most of your tax season debrief sessions by watching our free, on-demand webinar, How to host your Tax Season 2022 debrief, led by Roman Kepczyk, CPA.CITP, CGMA, PAFM.

Done well, measuring employee accountability can be part of a process of making a firm more human—and making employees happier, more productive and more likely to stay. In this eBook, learn why rethinking employee accountability is so important and how to review and overhaul your processes for employee evaluations.

Gene Marks shares strategies to maximize the use of outsourced resources in the current labor market.

Gene Marks shares tactics and strategies for solving the workforce challenge of 2022: Attracting and retaining top talent in a competitive landscape.

Get Gene Marks’ advice on overcoming the challenges of rising business expenses and supply chain issues currently plaguing small business owners.

Historic IRS delays in processing tax returns have clients freaking out and calling firms in a panic. Here's how firms can calm and coach clients through the IRS backlog—and get paid to do it.

Learn how accounting peers responded to questions about tax workflow, digital vs. paper processes and more in Roman Kepczyk’s annual debrief of accounting’s longest-running paperless benchmarking survey.