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White Paper
What to Ask Your Business Owner Clients
Monday, January 30, 2023 Mariner Wealth Advisors Most business owners have most of their wealth tied up in their business. Asking the right questions can help your clients make the best decisions.
Infographic
What is Captive Insurance?
Thursday, January 19, 2023 NL Financial Group Did you know captives protects business, decreases taxes and creates wealth? Download this complimentary infographic to learn more.
Guide
The 80/20 CFO: How to Make Strategic Transformations in Your Company
Wednesday, December 21, 2022 Oracle NetSuite Products Financial leaders need to know not only what work results in profitable outcomes, but also what work takes time without yielding the highest results. This guide uncovers how to efficiently move the needle toward the biggest results for your business.
Guide
The Alternative Staffing Solution for Tax Season
Monday, December 19, 2022 Taxfyle Firms nationwide face stress and burnout from tax season. Firms that have utilized this alternative staffing solution reported improvements in how they operate.
Guide
5 Secrets of Ultra-Efficient CFOs
Friday, December 2, 2022 Oracle NetSuite Products The cost of recruiting, onboarding and training new team members is rising — and companies are spending more for people with less experience. Download this free guide designed to help senior finance leaders to boost profitability without spending more.
Guide
The Role of Technology in a Modern CPA Firm
Tuesday, November 29, 2022 PracticeERP Systems and technology have become integral in the modern CPA firm. Download this free guide to learn how technology can help your firm to work smarter and provide better service to your clients.
Guide
Turnover in Accounting Firms is a Problem
Saturday, November 19, 2022 PracticeERP