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Case Study

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Case Study
EBITDA Doesn’t Pay Your Bills
Friday, December 19, 2025 Oracle NetSuite Products EBITDA is a popular metric, but it doesn’t reflect the complete financial health of your business. Learn why operating cash flow is key for every CFO and receive your go-to checklist for optimizing financial operations.
Case Study
The CFO´s Playbook to Strategic Leadership
Thursday, December 18, 2025 Oracle NetSuite Products Uncover how top CFOs are driving technology planning, cybersecurity compliance, HR strategies, and much more.
Case Study
The Ultimate AI Contract Intelligence Buyer’s Guide
Tuesday, December 16, 2025 Pramata Corporation Ready to vet Contract AI tools confidently? Start here. Download “The Ultimate AI Contract Intelligence Buyer’s Guide,” today to unlock a world of strategic contract intelligence.
Case Study
What Top 200 CPA Firms Know (That You Don’t)
Friday, November 14, 2025 QX Accounting Services Discover how top firms are rethinking capacity, talent, and technology to build sustainable growth. This toolkit brings together real-world case studies, practical outsourcing FAQs, and a step-by-step playbook on how Outsourcing 3.0 outperforms traditional models. Everything you need to start building your future-ready firm—in one powerful guide.
Case Study
2025’s Highest-Rated Accounts Payable Tools (According to Real Users)
Friday, November 14, 2025 Capterra Which AP platforms are actually worth your time and money? This shortlist ranks the top 25 tools by user satisfaction and online buzz—so you can skip the guesswork and start comparing smarter.
Case Study
DZA Achieves Enhanced Efficiency and Client Satisfaction with Suralink
Wednesday, September 17, 2025 Suralink Seeking a more reliable solution, DZA implemented Suralink, leading to immediate improvements across service lines, and fostering greater client and team satisfaction.
Case Study
How Financial Wellness Drives Loan Growth: The HAPO Credit Union Playbook
Friday, September 5, 2025 SavvyMoney Financial wellness isn’t just a mission; it’s a growth strategy. See how HAPO Credit Union leveraged embedded credit tools to build member trust, drive engagement, and unlock measurable loan growth.
Case Study
AI for Small Law Firms: Work Smarter, Cut Costs, Win More
Tuesday, September 2, 2025 Clio Running a small law firm often means juggling client work, admin, and firm management, sometimes all at once. This guide offers a clear, unbiased look at AI tools designed to automate routine tasks, improve efficiency, and help smaller firms stay competitive without breaking the bank.
Case Study
How One Firm Cut Tax Appointments by 90%
Saturday, August 16, 2025 SafeSend GSA LLP was buried in tax appointments, manual admin work, and outdated processes. After switching to SafeSend One, the firm saved time, reduced burnout, and made life easier for staff and clients alike. Hear how one change led to better client service and fewer long nights. Download the case study to see what changed.
Case Study
How BMSS Cut Tax Prep Time and Boosted Staff Morale
Friday, August 15, 2025 SafeSend BMSS was spending too much time on tax returns and staff were feeling the pressure. After switching to SafeSend One, they saw major time savings, fewer errors, and happier clients. This case study shares how they streamlined across three offices and transformed the tax engagement from start to finish.
Case Study
Gen Z in the Workplace: A Challenge? or Your Greatest Opportunity?
Friday, August 8, 2025 FI Strategies Discover how forward-thinking credit unions are transforming their cultures to attract and retain Gen Z talent, and why your long-term success depends on it.
Case Study
Your Essential HR Software Buying Guide With AI-Enabled Features
Friday, August 1, 2025 Capterra With hundreds of AI promises flooding the HR software space, this report cuts through the noise. Discover which tools HR professionals actually rate—and what makes them stand out.