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Thursday, May 9, 2024
Westwood Wealth Management
The Ultimate Estate Planning Review Checklist
Help your client plan for their future transfer of wealth to the next generation.
Tuesday, April 30, 2024
The Center for Enlightened Business LLC
Unveiling the Future of Strategic Advisory for CPA Firms
Business advisory services are an imperative. Options to provide them might be easier than you think.
Tuesday, April 30, 2024
QuickFee for Accounting
The Accounts Receivable Elephant in the Room
Want to get paid as fast as top-performing companies do? In this white paper, learn the true causes and impacts of high A/R for accounting firms - and how you can stay on top of the payment cycle.
Tuesday, April 23, 2024
Valid8 Financial
The Best Practices Guide to Financial Disputes & Investigations
A practical guide that includes best practices to employ, pitfalls to avoid, and tools and technology for greater efficiency.
Monday, April 15, 2024
The Back Room
How Windes Accounting Benefits from Offshoring
Find out how working with The Back Room smoothed the road for Windes to build their new Philippines team. They share what they've learned and how the business has improved in efficiency and communication.
Monday, April 1, 2024
SafeSend
Top 7 Predictions for Tax Automation in 2024
Discover the latest insights and predictions shaping the tax automation landscape in 2024.
Monday, March 25, 2024
Suitefiles
The Art of Strategic Storytelling
Learn everything you need to know to use storytelling to better share your value to your client and how you can forge stronger, more trusting relationships in this new eBook: The Art of Strategic Storytelling.
Monday, March 18, 2024
Intuit
The Modern Tax Firm Makeover: Using Technology to Transform Your Digital Tax Workflow
The digital-first mentality is rapidly evolving the accounting landscape. Tax firms are investing in automating their workflows to help Employee Burnout, Save Time & Source Talent. Hear from a panel of industry tax experts on the importance of embracing technology to address the challenges and inefficiencies faced during tax season and day-to-day operations.
Thursday, March 7, 2024
Chris Panek, CPA and Financial Adventure, LLC
5 Simple Steps to Bring a Sense of Calm to Your Life
In this guide, you'll learn how to uncover opportunities to prioritize your well-being and experience a sense of calm in your life...even during your high-stress busy seasons. You'll learn how to handle any stressful situation with resilience.
Wednesday, March 6, 2024
SafeSend
The State of Mental Health in Tax & Accounting
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.
Thursday, February 29, 2024
Chris Panek, CPA and Financial Adventure, LLC
Top 5 Reasons Accountants Experience BURNOUT & How You Can Avoid It
It's crucial for accountants to be PROACTIVE in recognizing the signs of burnout and take steps to address and PREVENT it.
Tuesday, February 27, 2024
Databloks Inc
Planning ERP Solutions
The best accounting practices benefit from robust enterprise data solutions. Small and mid-cap clients that can't afford to adopt companywide solutions in one big bite can still build a roadmap for successful ERP integration. Here's how.Powered by Lead Marvels, Inc 2024