Resource Library

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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Videos
Ensuring Success: Data Security It’s the Law thumbnail

Ensuring Success: Data Security It’s the Law

Join a panel of experts as they discuss today’s key security considerations for accounting firms and how to protect against them.

eBook
How to Recruit and Motivate Accounting Professionals thumbnail

How to Recruit and Motivate Accounting Professionals

Are you grappling with how to staff-up your firm in time for 2022, or you're simply looking for benefits that are guaranteed to create efficiencies and happier employees?

Download our eBook, Chief of Staffing: How to Recruit and Motivate Accounting Professionals for expert advice.

eBook
4 Best Practices for New Employee Onboarding thumbnail

4 Best Practices for New Employee Onboarding

Create a more loyal, productive team—and start realizing your employee ROI faster—with our list of four proven new hire onboarding best practices.

eBook
How to Succeed in 2022: The Small-Business Owner’s Playbook thumbnail

How to Succeed in 2022: The Small-Business Owner’s Playbook

Four small-business owners of varying growth stages and demographics share their plans for overcoming staffing shortages, budgeting constraints, and supply chain delays in 2022.

Webinar
The 2022 Business Owner’s Playbook thumbnail

The 2022 Business Owner’s Playbook

Get Gene Marks' operational, economical, and political predictions for 2022, and how he's suggesting all small to medium-sized businesses should prepare.

Webinar
Cyber Attack Prevention: What Businesses Need to Do thumbnail

Cyber Attack Prevention: What Businesses Need to Do

Get a refresher course on cybersecurity, protecting critical business information, and more. Presented by Director of Firm Technology Strategy Roman Kepczyk, CPA CGMA.CITP and business owner Gene Marks, CPA.

Webinar
The Workforce Challenge thumbnail

The Workforce Challenge

Get Gene Marks’ proven strategies for finding and retaining employees in 2021, including benefits to offer, technology to provide and more.

Webinar
Succession Strategies: Planning, Profiting and Selling thumbnail

Succession Strategies: Planning, Profiting and Selling

Improve how your company operates and increase profitability with these critical tactics from business owner and CPA Gene Marks. 

eBook
New Normal, New Challenges: 6 Growth Strategies for Small Business thumbnail

New Normal, New Challenges: 6 Growth Strategies for Small Business

Small-business expert Gene Marks offers tips for small-business owners, covering retaining talent, gauging the economic recovery, adopting accounting technology and more.

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