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Guide

Thursday, October 10, 2024 Taxfyle

Learn How to Retain Your Top Employees and Help Reduce Churn

Discover strategies to retain top talent, boost engagement, and elevate your team's experience. Download the full guide to learn how to transform your firm.

Guide

Wednesday, September 25, 2024 Canopy Tax

Transform Your Accounting Practice with Client-Centric Strategies

Client demands are higher than ever. Consumers are expecting an Amazon-like experience everywhere - even from their accountants. If your firm doesn't deliver, you risk losing clients (and revenue) to more modern competitors.

eBook

Tuesday, September 10, 2024 Canopy Tax

Transform Your Accounting Practice with AI Insights

Dive into how AI is revolutionizing efficiency, enhancing data security, and enabling strategic decision-making for accountants.

Guide

Friday, August 16, 2024 Canopy Tax

Build Your Ideal Accounting Team Today!

Experience isn't everything. Discover the secrets to building the perfect team for your accounting firm with insights from Jason Blumer, CPA, CEO and Founder of Blumer CPAs.

Infographic

Wednesday, July 3, 2024 Intuit for Retirement

Your Business Needs an Exit Strategy. Here are 4 Things to Consider

Creating a succession plan can be confusing, complex, and emotional as you consider leaving behind the business you’ve worked hard to create. Nonetheless, creating a succession plan or exit strategy is vital for you, your team, and your clients.

Guide

Thursday, June 20, 2024 Westwood Wealth Management

The Ultimate Estate Planning Review Checklist

Help your client plan for their future transfer of wealth to the next generation.

eBook

Wednesday, May 29, 2024 Oracle NetSuite Products

How to Harness the Business Benefits of Artificial Intelligence

AI expert Glenn Hopper breaks down the roadmap in his best-selling book: Deep Finance. Download it for FREE today to learn how to harness the power of AI for business benefit.

Guide

Friday, April 26, 2024 Oracle NetSuite Products

Gearing Up for Growth? CFO-CIO Alignment Drives Success

As CFOs increase their tech spend, they need to be on the same page as CIOs to avoid costly mistakes. More than half of finance heads plan to spend more on technology this year, with 40% planning major system implementations.

Infographic

Wednesday, March 6, 2024 SafeSend

The State of Mental Health in Tax & Accounting

Welcome to a deep dive into the mental health landscape within the tax and accounting profession. In this infographic, we uncover the pressing challenges, alarming statistics, and essential resources shaping mental wellness for professionals in the field.

eBook

Tuesday, February 27, 2024 Canopy Tax

4 Ways to Create a Top-Tier Client Experience

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