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Results > Guide: (33)

Guide
Increase Revenue through Advisory Services: An Accountant's Guide
Tuesday, July 26, 2022 Ignition Sell your advice beyond tax season and future proof your firm with this three-step process to create valuable services.
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
How to Present CAS to Your Clients
Wednesday, July 6, 2022 AccountantsWorld Client Accounting Services (CAS) can mean better insight into how your client's business is performing, and the ability to focus on what they’re best at – running their businesses. You know CAS is what your clients need - but how do you let them know it?
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
How to Set and Land High Prices
Wednesday, June 29, 2022 Ignition Download this free tried, true and tested framework guide that you can use in your own firm to not only set high prices but also land those deals.
Guide
Fact or Myth – Test Your Risk Management IQ
Monday, June 27, 2022 CAMICO Download this exclusive guide and uncover answers to 10 CPA-focused fact or myth statements, on topics such as cyber-security, lender/comfort letters, subpoenas, conflicts of interest and more!
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.