Search by Keyword
Results > White Paper: (15)
White Paper
Friday, December 1, 2023
The CFO Project
An Accountant's Guide to Doubling Your Firm's Revenue
An Accountant's Guide to Doubling your Firm's Revenue through CFO and Advisory Services is written exclusively for accountants, CPAs, bookkeepers, and enrolled agents who are looking to transform their practice – and double their revenue – by offering a productized CFO/Advisory service.
White Paper
Wednesday, October 25, 2023
SmartVault Accounting
How to Evolve Your Tax Firm into a CAS Practice
Hear advice from industry pros like Geni Whitehouse, Jason Staats, and more on how to offer client advisory services (CAS) and become an indispensable partner to your clients.
White Paper
Monday, October 2, 2023
Iris
Why Payroll Service Bureaus & CPAs are Homing in on HR
This white paper details why service bureaus and CPAs that are realizing that offering integrated payroll and HR services is a strategic and highly beneficial move.
White Paper
Thursday, August 3, 2023
SmartVault Accounting
Three Things Leaders of Thriving Firms Prioritize
Between serving clients, managing your team, and keeping up with regulations, accountants’ to-do lists never seem to end. But having too much to do doesn't have to spell chaos. Learn what successful leaders prioritize at their firms to tackle it all.
White Paper
Thursday, July 27, 2023
Wolters Kluwer
Managing Complexity in a Modern Firm
Firm leaders are navigating increasingly complex tax legislation and accounting standards, managing a blended workforce, and client needs. In this white paper, we’ll share how rising to the challenge requires focus on: people, process, and technology.
White Paper
Tuesday, July 25, 2023
SmartVault Accounting
The Ultimate Cybersecurity Checklist for Accountants and Tax Firms
Take a proactive cybersecurity approach and build a robust program that'll protect your business and data from hackers.
White Paper
Monday, June 19, 2023
Suralink
The Future of Technology in Accounting
If you’re currently considering the build versus buy question, this white paper will help you think through the decision with a look at the collaboration needs of accounting firms and factors to consider.
White Paper
Thursday, June 1, 2023
Intuit
Elevate Your Accounting Practice with Cloud-Native Computing
Looking for a more efficient and reliable way to manage your accounting practice? Cloud-native computing may be the solution you need. Our helpful PDF guide explores the advantages of cloud-native computing over desktop hosting to elevate your practice.
White Paper
Tuesday, April 5, 2022
SafeSend
Tax Season Survival
Accounting professionals know that the tax season brings a heavier workload to all involved. Learn the ways to combat the negative side effects of the busy season, both physically and mentally, throughout the first quarter of the year and beyond.
White Paper
Thursday, September 16, 2021
Suralink
Evolving Your Remote Audit Practices with Technology to Keep Pace in a Changing World
Learn 10 best practices that show how you can create a modern and flexible technology-based audit practice that results in greater efficiencies and more satisfied clients.
White Paper
Thursday, September 16, 2021
SafeSend
The Three A’s of Paperless Organizers: Automate, Accommodate, Acclimate
Client organizers are one of the largest paper-based processes in the tax engagement life cycle, but the transition to go totally paperless can been admittedly slow. Learn about the profession’s first digital and FILLABLE client organizers.
White Paper
Wednesday, June 16, 2021
Suralink