Special Reports and Whitepapers

May 24, 2016 

This product is ideal for SMBs with 50+ employees. Based on our experience with hundreds of clients and prospects, a lot of “what you don’t know you don’t know” thinking exists. Given the complexities that we share in this White Paper, your ...

May 3, 2016 

CPAs are on the front lines with clients every day. As a CPA, we see our clients’ struggles, their wins, their vulnerabilities, and their strengths. Our relationship is critical, and it is very important for us to be seen as their number one trusted ...

January 6, 2016 

It’s clear to even passive observers that the profession has undergone a tremendous technological evolution over the past 10-20 years, moving from a service bureau and 13-column worksheets to tax software and general ledger applications.

Mark Albrecht

November 18, 2015 

With this guide, we hope to help you navigate the ins and outs of getting your compliance and benefits ready for end of year.

September 10, 2015 

“Tax planning” is one of those things we all say we do. But how many of us really do it right, and do it for profit? TaxCoach gives you a comprehensive system for giving clients tangible tax planning that delivers tangible results. Download Whitepaper Here.  

September 2, 2015 

Bloomberg BNA has published a complimentary new white paper, Special Report on §199 Domestic Production Activity Regulations. The special report analyzes the long-awaited new proposed, temporary, and final regulations issued by the Internal Revenue Servi

October 31, 2014 

In this guide, you’ll learn about the advantages cloud accounting offers over traditional software. You’ll also learn how data is kept secure and which tools are best for moving your clients into the cloud.

October 28, 2013 

Every accounting firm is capable of “pulling specific levers” to capitalize on strategies that successful firms use to harness the speed and velocity of change that’s driving leading-edge technology as well as talent development in the new economy.