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White Paper
Using Technology to Deliver Efficiencies and Elevate Your Tax Clients' Experience
Friday, May 17, 2024 Intuit In today's landscape, tax and advisory firms face unprecedented challenges in automation and modernization. Firms are innovating and experimenting to find the right future-forward technological solutions for their growing firms. These solutions include moving to cloud-based operations, customized and automated outreach to clients, time-saving efficiencies that improve tax return accuracy. Access the insights you need to thrive in a rapidly evolving industry.
Guide
The Ultimate Estate Planning Review Checklist
Thursday, May 9, 2024 Westwood Wealth Management Help your client plan for their future transfer of wealth to the next generation.
White Paper
Unveiling the Future of Strategic Advisory for CPA Firms
Tuesday, April 30, 2024 The Center for Enlightened Business LLC Business advisory services are an imperative. Options to provide them might be easier than you think.
Guide
The Accounts Receivable Elephant in the Room
Tuesday, April 30, 2024 QuickFee for Accounting 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.
Guide
The Best Practices Guide to Financial Disputes & Investigations
Tuesday, April 23, 2024 Valid8 Financial A practical guide that includes best practices to employ, pitfalls to avoid, and tools and technology for greater efficiency.
Case Study
How Windes Accounting Benefits from Offshoring
Monday, April 15, 2024 The Back Room 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.
Research / Report
Top 7 Predictions for Tax Automation in 2024
Monday, April 1, 2024 SafeSend Discover the latest insights and predictions shaping the tax automation landscape in 2024.
eBook
The Art of Strategic Storytelling
Monday, March 25, 2024 Suitefiles 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.
White Paper
The Modern Tax Firm Makeover:  Using Technology to Transform Your Digital Tax Workflow
Monday, March 18, 2024 Intuit 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.
Guide
5 Simple Steps to Bring a Sense of Calm to Your Life
Thursday, March 7, 2024 Chris Panek, CPA and Financial Adventure, LLC 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.
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.
Guide
Top 5 Reasons Accountants Experience BURNOUT & How You Can Avoid It
Thursday, February 29, 2024 Chris Panek, CPA and Financial Adventure, LLC It's crucial for accountants to be PROACTIVE in recognizing the signs of burnout and take steps to address and PREVENT it.
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