Monday, October 3, 2022 Complete Advisors
Nine Valuation Mistakes for Business Owners to AvoidThis free guide examines nine common mistakes related to business valuations and offers guidance for business owners and their advisors as they navigate through the complexities of owning, selling, or transferring a business.
Monday, September 26, 2022 Solugenix
Deep Dive: The Power of Robotic Process Automation for Finance & AccountingDownload this comprehensive guide to discover how RPA empowers finance and accounting business units to be more efficient by streamlining high-touch processes, boosting employee satisfaction and maximizing client value.
Monday, September 19, 2022 Spotlight Branding
Your Marketing Is Tax Deductible!As a CPA, you likely already knew that. This resource from Spotlight Branding highlights 4 smart strategies you can execute to get the best results.
Wednesday, September 14, 2022 Mariner Wealth Advisors
What to Ask Your Business Owner ClientsMost business owners have most of their wealth tied up in their business. Asking the right questions can help your clients make the best decisions.
Tuesday, September 13, 2022 Crimcheck for Accounting
The Definitive Guide to Social Media ScreeningThis guide explores exactly how social media background screening improves the hiring process and makes the workplace safer, as well as how you can implement social media screening into your own pre-hire process.
Tuesday, September 6, 2022 Suralink
The Ultimate Guide to Starting a Customer Experience ProgramWritten for today's evolving accounting firm, this helpful 10-step guide explores how focusing on the client experience can set your firm up for long-term success.
Thursday, September 1, 2022 Oracle NetSuite Products
The Future of FinanceRead this business guide for a rundown of which technologies your peers expect to adopt in the next 24 months – plus their spending plans, outlook on their company's growth prospects, and more.
Wednesday, August 24, 2022 AccountantsWorld
How to Successfully Offer CAS to Your Clients and Generate More RevenueClient accounting services (CAS) is more than just outsourced bookkeeping. Learn about the benefits of offering CAS to your small-business clients with this free guide, including how to make CAS a win-win for your firm and your clients.
Wednesday, August 24, 2022 CSG Partners for CPA
Learn the Basics of ESOPsMany advisors have clients who would benefit from a liquidity event, but wouldn’t dream of selling their closely-held companies. Learn how a leveraged ESOP could be their best option.
Wednesday, August 17, 2022 Drake Software
Is Contactless Tax Preparation Here to Stay?More than 2,300 tax professionals were surveyed to learn whether the trend toward contactless tax preparation would continue beyond pandemic protocols. Download the free 2022 Contactless Tax Preparation Infographic for the results.
Tuesday, August 16, 2022 Oracle NetSuite Products
7 Steps to Recession-Proof Your BusinessLearn seven steps for leaders looking to not only weather a recession but set themselves up for success.
Monday, August 15, 2022 Poe Group Advisors