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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.
eBook
Essential Financial KPIs: Unlock the Power of Financial Metrics
Thursday, March 14, 2024 Oracle NetSuite Products Take charge of your company’s success with the perfect mix of financial metrics. Get started with a simple guide to core KPIs.
eBook
6 Ways to Improve Your Firm's Workflow
Monday, March 4, 2024 Iris Streamline your accounting firm's processes and unlock new levels of productivity with these simple yet powerful workflow improvements.
eBook
4 Ways to Create a Top-Tier Client Experience
Tuesday, February 27, 2024 Canopy Tax 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.
eBook
How to Revolutionize Your Client Interactions
Friday, February 16, 2024 Suitefiles We're sharing a free e-book on how you can revolutionize your client interactions through digitization. You'll learn the hidden cost of inefficient workflows, how you can use digitization to your advantage, and the true link between operational efficiency and clients.
eBook
How to Fix the Business of Your Firm
Wednesday, January 17, 2024 Canopy Tax Growing your tax and accounting practice means you need to lean into wise principles that are key to running your business well.
eBook
Beneficial Ownership Information Reporting for Tax & Accounting Professionals
Monday, January 8, 2024 Wolters Kluwer Beginning in 2024 all domestic and foreign reporting companies will have to file a Beneficial Ownership Information (BOI) report with the Financial Crimes Enforcement Network (FinCEN) established under the Corporate Transparency Act.
eBook
10 Elements You Should Expect From Your Accounting Practice CRM
Tuesday, January 2, 2024 Iris Get the 10 crucial features your accounting CRM needs to offer for streamlining clients, automating tasks, and transforming firm productivity in 2024.
eBook
3 Ways to Make Your CPA Firm More Efficient
Friday, December 1, 2023 Iris Efficiency is important in accounting because it directly impacts your bottom line. Learn how efficiency reduces costs in your day-to-day operations and can even help improve your output.
eBook
The Accounting Firm's Guide to Preparing for the Tech Stack of the Future
Wednesday, November 29, 2023 Suralink The accounting industry has been changing rapidly—and there are a number of factors at play that are causing those changes. Firms that want to succeed will have to quickly adapt to this moving landscape by adopting new strategies.
eBook
Top 5 Considerations When Selecting a Payroll Software Platform
Friday, October 27, 2023 Iris A software purchase is a big decision for you and your clients. Maybe you are looking to get into payroll or maybe you are looking to switch providers. Either way, you are looking to make a smart decision.
eBook
Collaboration and Communication: Fostering Teamwork in Tax and Accounting Firms
Tuesday, October 3, 2023 Iris This eBook provides insights for accounting professionals and firms on the difficulties they may encounter when it comes to collaboration and communication in the accounting industry. It highlights the capabilities of IRIS Practice Management, in addressing these challenges and promoting effective teamwork within tax and accounting teams.
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