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Research / Report
Deep Dive: The Power of Robotic Process Automation for Finance & Accounting
Monday, September 26, 2022 Solugenix Download this comprehensive guide to discover how RPA empowers finance and accounting business units to be more efficient by streamlining high-touch processes, boosting employee satisfaction and maximizing client value.
White Paper
What to Ask Your Business Owner Clients
Wednesday, September 14, 2022 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.
Guide
The Future of Finance
Thursday, September 1, 2022 Oracle NetSuite Products Read this business guide for a rundown of which technologies your peers expect to adopt in the next 24 months – plus their spending plans, outlook on their company's growth prospects, and more.
Guide
How to Successfully Offer CAS to Your Clients and Generate More Revenue
Wednesday, August 24, 2022 AccountantsWorld Client accounting services (CAS) is more than just outsourced bookkeeping. Learn about the benefits of offering CAS to your small-business clients with this free guide, including how to make CAS a win-win for your firm and your clients.
Guide
Learn the Basics of ESOPs
Wednesday, August 24, 2022 CSG Partners for CPA Many advisors have clients who would benefit from a liquidity event, but wouldn’t dream of selling their closely-held companies. Learn how a leveraged ESOP could be their best option.
Research / Report
Is Contactless Tax Preparation Here to Stay?
Wednesday, August 17, 2022 Drake Software More than 2,300 tax professionals were surveyed to learn whether the trend toward contactless tax preparation would continue beyond pandemic protocols. Download the free 2022 Contactless Tax Preparation Infographic for the results.
Guide
7 Steps to Recession-Proof Your Business
Tuesday, August 16, 2022 Oracle NetSuite Products Learn seven steps for leaders looking to not only weather a recession but set themselves up for success.
Research / Report
2022 Virtual Currency and Taxes Survey