Results > Guide: (33)
Wednesday, August 10, 2022 Ignition
Boost Client Relationships with Engagement LettersMaintaining healthy working relationships depends on clear and consistent communication. Download this free guide to learn three key aspects of your client engagements that can reduce stress and allow your work to shine.
Tuesday, July 26, 2022 Ignition
Increase Revenue through Advisory Services: An Accountant's GuideSell your advice beyond tax season and future proof your firm with this three-step process to create valuable services.
Tuesday, July 26, 2022 401GO
How to Help Your Clients Navigate State Retirement Benefit MandatesWith 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.
Monday, July 18, 2022 Verisave
A CFO's Guide to Merchant Account Errors and OverchargingMost 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.
Sunday, July 17, 2022 401GO
How to Reduce Tax Burdens for Business Owners Using a 401(k) PlanWhether 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.
Monday, July 11, 2022 Oracle NetSuite Products
Make or Break Metrics: The Indicators Every Business Should TrackKey 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.
Wednesday, July 6, 2022 AccountantsWorld
How to Present CAS to Your ClientsClient 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?
Wednesday, July 6, 2022 Oracle NetSuite Products
Jumpstart Your CFO CareerFor 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.
Wednesday, June 29, 2022 Ignition
How to Set and Land High PricesDownload 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.
Wednesday, June 22, 2022 Oracle NetSuite Products
CFO Guide: 4 Inflation Metrics to Watch NowUS 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.
Tuesday, June 21, 2022 Canopy Tax
Ultimate Guide to CAS for Modern AccountantsDownload this free eBook to learn all about what advisory accounting is and what it can do for your clients—and your business.
Thursday, June 2, 2022 Aero Workflow