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Get up to date on the latest tips and trends in remote work, staffing, security and performance improvement for accounting firms and small businesses.
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How to Staff & Manage Accounting Professionals thumbnail

How to Staff & Manage Accounting Professionals

Whether you’re increasing headcount or determined to improve efficiency team-wide, download our guide to learn which one factor makes it easier to accomplish both, no matter where you and your employees are working from.

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eBook
How Hard Was the 2020 Tax Season for Accountants? thumbnail

How Hard Was the 2020 Tax Season for Accountants?

Our 2020 survey of accountants asked the usual questions about tax season—and a lot of other questions, mostly about remote work, lockdown, PPP loans and other remnants of a year of COVID. So, how did tax season go for CPAs? Find out.

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eBook
How Accounting Firms Can Find and Keep Great Employees thumbnail

How Accounting Firms Can Find and Keep Great Employees

A new president and a COVID vaccine are about to put staffing right back at the top of accounting firms’ list of priorities. Here’s how firms can recruit and retain employees in the coming post-COVID Biden era.

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eBook
Transforming Your Accounting Services to a Client Advisory Mindset thumbnail

Transforming Your Accounting Services to a Client Advisory Mindset

Accounting firms are ramping up Client Accounting and Advisory Services (CAAS) to remain competitive and drive revenue. But if CAAS is going to work, people at the firm have to buy in. Download this ebook to learn how to build a successful CAAS program.

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eBook
How Accounting Firms Can Guard Against Employee Fraud thumbnail

How Accounting Firms Can Guard Against Employee Fraud

CPA firms, by necessity, spend a lot of time focusing on cybersecurity, primarily working to prevent attacks from outside the organization but they can also happen from inside the firm. Learn how your firm can protect itself from fraud in this eBook.

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Whitepapers and Posts
Why the Cloud Is an Absolute Necessity for Small Businesses thumbnail

Why the Cloud Is an Absolute Necessity for Small Businesses

Learn why the cloud is an absolute necessity for small businesses and discover the many benefits to operating in the cloud.

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Whitepapers and Posts
Protect Your Clients; Protect Your Firm thumbnail

Protect Your Clients; Protect Your Firm

Learn how you can get enterprise-level security for you and your clients in one step. Download this whitepaper to learn how you can secure your firm today.

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eBook
How Cloud-based Accounting Firms Navigated Office Shutdowns thumbnail

How Cloud-based Accounting Firms Navigated Office Shutdowns

Find out how accounting and tax professionals dealt with the sudden change to their workflows. In this eBook, we’ll present additional statistics on how accounting professionals handled the sudden operational switch back in March.

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eBook
Time-killing Tasks of the Modern Accounting Firm thumbnail

Time-killing Tasks of the Modern Accounting Firm

In this eBook, we’ll address several data processes historically completed manually, the issues that arise because of this outdated practice and how they can be automated to produce accurate, timely data entries.

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eBook
8 Plays for Winning the Client Accounting and Advisory Game thumbnail

8 Plays for Winning the Client Accounting and Advisory Game

There is a world of opportunity for those ready to enter the CAAS game. The current economic crisis has further fueled the need for advisory support as clients continue to lean heavily on their accounting professionals for guided coaching.

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