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Results > Guide: (29)

Guide
How to Help Your Clients Navigate State Retirement Benefit Mandates
Tuesday, July 26, 2022 401GO With secure choice retirement plans being mandated in more and more states, it’s important to understand enough details to advise clients properly on their best options.
Guide
A CFO's Guide to Merchant Account Errors and Overcharging
Monday, July 18, 2022 Verisave Most businesses are being overcharged on credit card processing fees by 10-30%. Recognizing account setup errors and other factors can be incredibly difficult - download this free guide to learn what to look for within your merchant fee statements.
Guide
How to Reduce Tax Burdens for Business Owners Using a 401(k) Plan
Sunday, July 17, 2022 401GO Whether your clients are new business owners or have been in business for decades, a 401(k) may be an excellent addition to their businesses. Download this free guide to learn how to help employer clients reduce their tax burdens.
Guide
Make or Break Metrics: The Indicators Every Business Should Track
Monday, July 11, 2022 Oracle NetSuite Products Key performance indicators (KPIs) are quantifiable business metrics that track and measure an organization’s progress and growth. This guide explains why KPIs matter, characteristics of a good KPI and a lists popular financial and operational KPIs.
Guide
Jumpstart Your CFO Career
Wednesday, July 6, 2022 Oracle NetSuite Products For a new CFO, operating without a clear job description in those critical first 90 days can be a challenge. Learn how CFOs can plan for—and execute on—lasting and sustainable transformations in The 80/20 CFO.
Guide
CFO Guide: 4 Inflation Metrics to Watch Now
Wednesday, June 22, 2022 Oracle NetSuite Products US inflation is now at a four-decade high. This guide breaks down the four main inflation measures provided by the Federal Government, as well as supplemental indicators that could prove critical in predicting trends and guiding decisions.
Guide
Ultimate Guide to CAS for Modern Accountants
Tuesday, June 21, 2022 Canopy Tax Download this free eBook to learn all about what advisory accounting is and what it can do for your clients—and your business.
Guide
Guide to Operating Procedures for Client Onboarding and Offboarding
Thursday, June 2, 2022 Aero Workflow Download this helpful guide to learn the essentials to ensure your new clients have a fantastic onboarding and offboarding experience as you add new clients to your firm.
Guide
Digital Marketing Guide for Accountants and Bookkeepers
Tuesday, May 17, 2022 Aero Workflow Reaching out to customers online is no longer optional for firms that want to grow and thrive. Learn how to navigate the multiple, confusing options for digital marketing with this guide.
Guide

PREMIER PARTNER

The Ultimate Guide to Credit Card Surcharging for CPAs
Friday, April 8, 2022 CPACharge Surcharging can be an effective way to neutralize the costs of credit card processing fees. However, before you start, make sure you understand the rules and restrictions of surcharging with this free guide.
Guide
How Growing Accounting Firms are Benefiting from Enterprise Resource Planning
Wednesday, April 6, 2022 PracticeERP As competition in the accounting field heats up and new regulatory rules emerge, CPA firms need unified technology systems that factor in their unique needs to operate more efficiently and profitably. This guide explains how.
Guide
The Definitive Guide to Standard Operating Procedures (SOPs)
Monday, April 4, 2022 The Value Builder System Take the first step in creating an accounting practice that can thrive without you. Click here to get this exclusive eBook!