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eBook
4 Ways Businesses Can Ensure Positive Cashflow and Build Cash Reserves thumbnail

4 Ways Businesses Can Ensure Positive Cashflow and Build Cash Reserves

Profit is important, but cashflow is king. Small and medium-sized businesses that manage cashflow well can avoid debt and operate more independently and efficiently. Read this eBook to find out how to do it.

Whitepapers and Posts

Learn about the Benefits of Cloud Hosting

Running applications in the cloud has become as important as electricity for small businesses, especially given the shift to working remotely. Business owners might not realize how difficult operating without the cloud is until they compare the alternative Read more about the benefits of cloud hosting below.

eBook
Preparing for Tax Season 2021: What Smart Partners and Managers Are Doing Right Now thumbnail

Preparing for Tax Season 2021: What Smart Partners and Managers Are Doing Right Now

Tax season will start later in 2021 than it usually does. That’s bad news for accountants. Here’s how some noted CPAs are preparing.

eBook
Transitioning Your Firm to a Client Accounting and Advisory Services (CAAS) Model thumbnail

Transitioning Your Firm to a Client Accounting and Advisory Services (CAAS) Model

Just being an accountant isn’t enough anymore. CPAs need to be advisors as well. This eBook from Roman H. Kepczyk, CPA.CITP lays out 8 steps necessary to get there.

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.

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.

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.

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.

Whitepapers and Posts

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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