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Thursday, October 10, 2024
Taxfyle
Learn How to Retain Your Top Employees and Help Reduce Churn
Discover strategies to retain top talent, boost engagement, and elevate your team's experience. Download the full guide to learn how to transform your firm.
Wednesday, September 25, 2024
Canopy Tax
Transform Your Accounting Practice with Client-Centric Strategies
Client demands are higher than ever. Consumers are expecting an Amazon-like experience everywhere - even from their accountants. If your firm doesn't deliver, you risk losing clients (and revenue) to more modern competitors.
Tuesday, September 10, 2024
Canopy Tax
Transform Your Accounting Practice with AI Insights
Dive into how AI is revolutionizing efficiency, enhancing data security, and enabling strategic decision-making for accountants.
Friday, August 16, 2024
Canopy Tax
Build Your Ideal Accounting Team Today!
Experience isn't everything. Discover the secrets to building the perfect team for your accounting firm with insights from Jason Blumer, CPA, CEO and Founder of Blumer CPAs.
Wednesday, July 3, 2024
Intuit for Retirement
Your Business Needs an Exit Strategy. Here are 4 Things to Consider
Creating a succession plan can be confusing, complex, and emotional as you consider leaving behind the business you’ve worked hard to create. Nonetheless, creating a succession plan or exit strategy is vital for you, your team, and your clients.
Thursday, June 20, 2024
Westwood Wealth Management
The Ultimate Estate Planning Review Checklist
Help your client plan for their future transfer of wealth to the next generation.
Wednesday, May 29, 2024
Oracle NetSuite Products
How to Harness the Business Benefits of Artificial Intelligence
AI expert Glenn Hopper breaks down the roadmap in his best-selling book: Deep Finance. Download it for FREE today to learn how to harness the power of AI for business benefit.
Friday, April 26, 2024
Oracle NetSuite Products
Gearing Up for Growth? CFO-CIO Alignment Drives Success
As CFOs increase their tech spend, they need to be on the same page as CIOs to avoid costly mistakes. More than half of finance heads plan to spend more on technology this year, with 40% planning major system implementations.
Wednesday, March 6, 2024
SafeSend
The State of Mental Health in Tax & Accounting
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.
Tuesday, February 27, 2024
Canopy Tax
4 Ways to Create a Top-Tier Client Experience
Providing an excellent client experience not only improves your relationships, but creates longer-term and more profitable clients overall. And that's just good business.
Wednesday, January 17, 2024
Canopy Tax
How to Fix the Business of Your Firm
Growing your tax and accounting practice means you need to lean into wise principles that are key to running your business well.
Tuesday, January 9, 2024
The Back Room