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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.
Guide
Maximizing Your KPI Results
Friday, September 20, 2024 Oracle NetSuite Products Going live with KPIs and turning those metrics into real results can be complex, confusing and challenging. Fortunately, many of the issues have been encountered by others before, and practical solutions already exist.
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
Billing and Invoicing Software Pricing Guide
Wednesday, September 4, 2024 Software Advice for Accounting How do you know if you’re spending too much or too little on Billing & Invoicing software? This guide from Software Advice breaks down upfront, subscription and hidden costs, plus answers other questions you’ve been wondering about.
Guide
Beyond the Numbers: Owning Your Impact as a Finance Leader
Monday, September 2, 2024 Oracle NetSuite Products Technology is paving the way for a more strategic approach to financial leadership. Download our latest guide by Chris Ortega, CEO of Fresh FP&A. You'll discover 3 core elements for becoming a stronger strategic partner and value advisor.
Guide
Transform Your Firm's Efficiency with Canopy
Monday, August 19, 2024 Canopy Tax We get it - you've been using Practice CS since the beginning of time. But, it's time to bring your firm out of clunky legacy software and into the 21st century.
Guide
Automating Your Payment Strategy from Engagement-to-Cash
Tuesday, August 13, 2024 QuickFee for Accounting Learn how to save time and unlock your firm’s potential by simplifying critical admin tasks – from engagement letters to payment collection.
Guide
CFO Midyear Update
Tuesday, July 30, 2024 Oracle NetSuite Products The CFO Midyear Update covers all 24 ways finance experts envision gaining an edge in the remainder of the year. Download your copy today to prognosticate smarter, empower your team, and so much more!
Guide
The Modern Finance Function
Tuesday, July 30, 2024 Oracle NetSuite Products From the days of pen and paper to our current age of AI, few job functions have transformed as much as finance.
Guide
Be the Financial Hero for SMB Clients (Without Being their Bank)
Monday, July 29, 2024 QuickFee for Accounting Discover how to advise SMB clients with financial constraints – and unlock new revenue opportunities for your firm.
Case Study
Embracing Technology for Enhanced Bookkeeping Services at The Accountants for Creatives®
Wednesday, July 10, 2024 Categorize Me Discover how this tax firm transforms bookkeeping services for creative professionals using cutting-edge technology. Learn about their strategic approach to delivering precise timely financials in the digital accounting landscape.
Case Study
How an Innovative Platform Created Growth for Every Stakeholder
Tuesday, July 9, 2024 Suralink With Suralink's streamlined software where each interaction is centralized, Whitely Penn has been able work more productively not only within their team but also with their clients.