Special Reports and Whitepapers
Latest News
Convenience Stores Face Many Challenges on Regulated Business Licenses
NYU School of Professional Studies to Host the 83rd Institute on Federal Taxation in New York and San Diego
WorkflowCon 2024 Virtual Event to Offer Accounting Firms Guidance on Building Sustainable Growth
Avantax Adds New Members with Apx. $390 Million in Combined Asset Management
Boost Your Firm’s Cybersecurity with 5 Steps
Research shows that nearly two-thirds of small and medium-sized businesses (SMBs) go out of business within six months after a cyberattack. That includes accounting firms. There are, however, measures firms can take starting today to make themselves more secure.
Special Report: Focus on Staffing
Whether you’re attempting to fill your own staff positions or advising clients on their hiring dilemmas, we hope that the information and resources provided in this Special Report will be useful to you. Sponsored by SafeSend.
The Client Experience: How to Set Your Firm Up for Long-Term Success
White paper: This helpful 10-step guide explores the tactics accounting firms are using to provide exceptional customer experiences that result in happy, loyal clients.
The Top Things Clients Want from Their Accountant
Whitepaper: Businesses have always turned to their accountant in times of need, and recent times have tested this rule to its limit. Be better prepared for what your clients are looking for by downloading this guide today.
Why Your Firm Needs “Smart” Security Solutions Right Now
If you’re relying on a limited set of technologies to keep your firm secure, you’re setting yourself up for a devastating attack. The key to protecting your clients’ data is a multifaceted, human approach to security that goes far beyond technology.
Debunk the Top 10 Myths About Client Advisory Services
White paper: It’s time to overcome fears and start delivering the kinds of services your clients want. Let’s take a closer look at those myths you’ve been believing and discover how to debunk them.
Seven Questions You Need to Ask to Grow Your Advisory Services
Small businesses are now looking to their accountants for more than core accounting, audit, and tax services—they also want business advice. And while accounting professionals understand the need to provide business advisory services and move beyond basic accounting offerings, the uncertainty of where to begin when making changes to their firm can be daunting. In […]
The Technology-Forward Accounting Practitioner
Whitepaper. As a trusted advisor, you can do more than encourage your clients to stay on top of their tax obligations and hope that they find solutions on their own.