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Guide
Transform Your Accounting Practice with Client-Centric Strategies
Wednesday, September 25, 2024 Canopy Tax Client demands are higher than ever. Consumers are expecting an Amazon-like experience everywhere - even from their accountants. If your firm doesn't deliver, you risk losing clients (and revenue) to more modern competitors.
eBook
Transform Your Accounting Practice with AI Insights
Tuesday, September 10, 2024 Canopy Tax Dive into how AI is revolutionizing efficiency, enhancing data security, and enabling strategic decision-making for accountants.
Guide
Build Your Ideal Accounting Team Today!
Friday, August 16, 2024 Canopy Tax Experience isn't everything. Discover the secrets to building the perfect team for your accounting firm with insights from Jason Blumer, CPA, CEO and Founder of Blumer CPAs.
Infographic
Your Business Needs an Exit Strategy. Here are 4 Things to Consider
Wednesday, July 3, 2024 Intuit for Retirement Creating a succession plan can be confusing, complex, and emotional as you consider leaving behind the business you’ve worked hard to create. Nonetheless, creating a succession plan or exit strategy is vital for you, your team, and your clients.
eBook
How to Harness the Business Benefits of Artificial Intelligence
Wednesday, May 29, 2024 Oracle NetSuite Products AI expert Glenn Hopper breaks down the roadmap in his best-selling book: Deep Finance. Download it for FREE today to learn how to harness the power of AI for business benefit.
Guide
Gearing Up for Growth? CFO-CIO Alignment Drives Success
Friday, April 26, 2024 Oracle NetSuite Products As CFOs increase their tech spend, they need to be on the same page as CIOs to avoid costly mistakes. More than half of finance heads plan to spend more on technology this year, with 40% planning major system implementations.
Infographic
The State of Mental Health in Tax & Accounting
Wednesday, March 6, 2024 SafeSend Welcome to a deep dive into the mental health landscape within the tax and accounting profession. In this infographic, we uncover the pressing challenges, alarming statistics, and essential resources shaping mental wellness for professionals in the field.
eBook
4 Ways to Create a Top-Tier Client Experience
Tuesday, February 27, 2024 Canopy Tax Providing an excellent client experience not only improves your relationships, but creates longer-term and more profitable clients overall. And that's just good business.
eBook
How to Fix the Business of Your Firm
Wednesday, January 17, 2024 Canopy Tax Growing your tax and accounting practice means you need to lean into wise principles that are key to running your business well.
Guide
How Offshoring Beats Outsourcing for Accounting Firms
Tuesday, January 9, 2024 The Back Room Find out how building an offshore team can fast track your growth and help solve the Accountant talent shortage.
Guide
The Blueprint of a Future-Focused Firm
Thursday, January 4, 2024 Canopy Tax Ready to future-proof your tax and accounting firm? Learn how to build a rock-solid practice that's as proactive as it is profitable by focusing on these 6 key areas of your firm's operations.
Guide
Where Firms Go Wrong with Practice Management Software
Thursday, December 7, 2023 Canopy Tax Is there something holding your firm back? Or maybe it's a lot of things. Get the tools you need with practice management software.