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Guide
Monday, October 3, 2022
Complete Advisors
Nine Valuation Mistakes for Business Owners to Avoid
This 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.
Research / Report
Monday, September 26, 2022
Solugenix
Deep Dive: The Power of Robotic Process Automation for Finance & Accounting
Download 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.
Guide
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.
White Paper
Wednesday, September 14, 2022
Mariner Wealth Advisors
What to Ask Your Business Owner Clients
Most business owners have most of their wealth tied up in their business. Asking the right questions can help your clients make the best decisions.
Guide
Tuesday, September 13, 2022
Crimcheck for Accounting
The Definitive Guide to Social Media Screening
This 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.
Guide
Tuesday, September 6, 2022
Suralink
The Ultimate Guide to Starting a Customer Experience Program
Written 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.
Guide
Thursday, September 1, 2022
Oracle NetSuite Products
The Future of Finance
Read 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.
Guide
Wednesday, August 24, 2022
AccountantsWorld
How to Successfully Offer CAS to Your Clients and Generate More Revenue
Client 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.
Guide
Wednesday, August 24, 2022
CSG Partners for CPA
Learn the Basics of ESOPs
Many 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.
Research / Report
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.
Guide
Tuesday, August 16, 2022
Oracle NetSuite Products
7 Steps to Recession-Proof Your Business
Learn seven steps for leaders looking to not only weather a recession but set themselves up for success.
eBook
Monday, August 15, 2022
Poe Group Advisors