Resource Library

Get access to Roman Kepczyk’s playbook for implementing the right accounting tech stack and processes to guide your firm’s success with advisory services by watching our free, on-demand webinar, How the right accounting firm tech stack transforms CAAS.

Hear about the best equipment available to implement for your firm’s modern tech stack that will improve workflow processes, enhance efficiencies and ensure your firm is working at peak performance, by watching our free, on-demand webinar, Optimal equipment for today’s accounting firm tech stack, led by Roman Kepczyk, CPA.CITP, CGMA, PAFM.

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.