Whitepaper

The Ultimate Guide to AI for Auditors

Auditing October 14, 2025 

The Ultimate Guide to AI for Auditors

Artificial intelligence is becoming an integral part of modern audit practices. As new tools emerge, understanding how to evaluate them effectively is essential. The Ultimate Guide to AI for Auditors provides a practical framework to help audit professionals, firm leaders, and teams make informed decisions about adopting AI.

7 Habits Cover 568d0051172cf

January 6, 2016 

7 Habits of Highly Successful Accounting Firms

It’s clear to even passive observers that the profession has undergone a tremendous technological evolution over the past 10-20 years, moving from a service bureau and 13-column worksheets to tax software and general ledger applications.

Mark Albrecht

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September 10, 2015 

Free Whitepaper on Tax Planning for Profit

“Tax planning” is one of those things we all say we do. But how many of us really do it right, and do it for profit? TaxCoach gives you a comprehensive system for giving clients tangible tax planning that delivers tangible results. Download Whitepaper Here.  

Tax Planning for Profit TaxCoach 55b918f7f3b88

July 29, 2015 

Introduction to Tax Planning for Profit

“Tax planning” is one of those things we all say we do. But how many of us really do it right, and do it for profit? TaxCoach gives you a comprehensive system for giving clients tangible tax planning that delivers tangible results.

Payroll whitepaper 552fe34a13277

April 16, 2015 

Should Accounting Firms Manage Payroll or Use an Outsourced Solution?

Accurate and timely payroll management is paramount to the successful operation of any business, whether a company has five employees or 5,000. If employees are not paid on time — and if employers fail to follow state and federal directives for employee classification, payroll tax filing, and other regulatory issues—management can soon find itself facing...…

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October 31, 2014 

The 2015 Guide to Cloud Accounting

In this guide, you’ll learn about the advantages cloud accounting offers over traditional software. You’ll also learn how data is kept secure and which tools are best for moving your clients into the cloud.

 Seven Habits of Highly Successful Firms

October 26, 2011 

Seven Habits of Highly Successful Firms

In recent years, the accounting profession has undergone tremendous change in the way practitioners run their businesses thanks to the accelerated pace of technology adoption. Is your firm among the first to adopt new technology? Do you regard technology strategy as a competitive advantage? A recent study conducted by Bay Street Group, LLC compares distinguishing…