Special Reports and Whitepapers

March 5, 2024  Sponsored

Annual Engagements seem to sneak up on us every year. A good request list solution will allow you to create templates, copy engagements, or roll them over so you’re ready for an engagement before it even begins.

February 2, 2024  Sponsored

YHB CPAs & Consultants is a Top 200 firm and one of the fastest growing firms in the United States headquartered in Virginia. The firm offers assurance, tax, and consulting services and employs more than 300 professionals across 11 locations.

June 1, 2022  Sponsored

Your firm probably relies too much on tax season for revenues. That’s means you’re taking on too many clients and piling too much work on your employees.

March 3, 2022  Sponsored

Historic backlogs at the IRS have led clients to contact accounting firms in a panic, wanting to know where a refund is or why an unexpected tax notice has arrived.

February 1, 2022  Sponsored

Busy season can be taxing. And every firm is looking for ways to simplify and streamline processes to make their teams more efficient. One of the easiest and fastest ways to increase efficiency is by choosing a PBC request list management solution. Instead of just getting you through, the right software can actually make busy...…

February 1, 2022  Sponsored

This eBook, written by noted small-business expert Gene Marks, provides a playbook for 2022 for firms and small businesses. In it, Gene outlines the challenges owners will face in the year to come and how they can overcome them to keep their businesses growing. Download this eBook to discover strategies for overcoming the challenges of:...…

January 1, 2022  Sponsored

The great resignation has made hiring employees challenging. But the challenge doesn’t end when an employee starts with a firm.

December 1, 2021  Sponsored

Security is a problem that keeps firm owners and managers awake and night, and it should. But there are steps firms can take to make themselves as secure as possible and minimize the threat of a devastating cyberattack. This eBook walks through five of them. In it, learn: The warnings signs of a cyber attack...…

Benefits August 3, 2021  Sponsored

Too many accounting firms fail to take internal processes into account when using technology, focusing only on clients—and failing on both fronts.

Accounting March 26, 2017  Sponsored

Over the last 20 years, technology has transformed the way we live and work forever. This is especially true of the accounting profession. To help accountants navigate and prepare for the years ahead, the Accounting for Change guide was created.

August 29, 2016 

Nonprofit organizations rise and fall on their reputations. Increased requests for transparency and accountability in financial reporting coupled with donor demand that contributions be used as intended has nonprofit financial managers reviewing their ...

August 10, 2016 

With economic growth and corporate profitability going hand in hand, many corporate tax departments are starting to look for ways to preserve cash flow and reduce tax liabilities. One key strategy is to take advantage of net operating losses (NOLs). But, because state NOL rules are complex and vary from state to state, managing state...…