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White Paper
Monday, January 30, 2023
Mariner Wealth Advisors
What to Ask Your Business Owner Clients
Most business owners have most of their wealth tied up in their business. Asking the right questions can help your clients make the best decisions.
Infographic
Thursday, January 19, 2023
NL Financial Group
What is Captive Insurance?
Did you know captives protects business, decreases taxes and creates wealth? Download this complimentary infographic to learn more.
Guide
Wednesday, December 21, 2022
Oracle NetSuite Products
The 80/20 CFO: How to Make Strategic Transformations in Your Company
Financial leaders need to know not only what work results in profitable outcomes, but also what work takes time without yielding the highest results. This guide uncovers how to efficiently move the needle toward the biggest results for your business.
Guide
Monday, December 19, 2022
Taxfyle
The Alternative Staffing Solution for Tax Season
Firms nationwide face stress and burnout from tax season. Firms that have utilized this alternative staffing solution reported improvements in how they operate.
Guide
Friday, December 2, 2022
Oracle NetSuite Products
5 Secrets of Ultra-Efficient CFOs
The cost of recruiting, onboarding and training new team members is rising — and companies are spending more for people with less experience. Download this free guide designed to help senior finance leaders to boost profitability without spending more.
Guide
Tuesday, November 29, 2022
PracticeERP
The Role of Technology in a Modern CPA Firm
Systems and technology have become integral in the modern CPA firm. Download this free guide to learn how technology can help your firm to work smarter and provide better service to your clients.
eBook
Monday, November 28, 2022
QuickFee
How to Turn the Awkward Pricing Conversation into a Win-Win
Let's face it: Talking about your prices can be stressful. In this guide, you'll get tools and tips to transform sales conversations into a more positive experience (for both sides.)
Guide
Saturday, November 19, 2022
PracticeERP
Turnover in Accounting Firms is a Problem
Tackling turnover in accounting firms is an issue that many businesses and organizations struggle with. Download this free guide to learn how you can overcome this in 2023 and beyond.
Guide
Thursday, November 17, 2022
Tipalti
The Last Mile of ERP: Payables Transformation Strategies
In a growing business, ERPs are critical for tracking finance and accounting - however it does not manage every nuance in payable operations. Download this free guide to learn how to reduce payable operations costs, and key finance issues to be ready for.
eBook
Wednesday, November 16, 2022
Wolters Kluwer
10 Must-Have Capabilities in Tax Software for Modern Firms
How to maximize firm efficiency, support growth, and create a satisfying client experience.
Research / Report
Wednesday, November 16, 2022
QuickFee
2022 Payment Plan User Survey Report
Can payment plans help with high DSO and late-paying clients? We surveyed 1,400 professional service clients to find out what they really think about payment plans.
Guide
Sunday, November 13, 2022
Tipalti