Special Reports and Whitepapers

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.

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 […]

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: […]

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

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 […]

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

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.

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 ...