callout graphic
Search by Keyword

Results: (83)

How to Prevent and Manage Out-of-Scope Work
Monday, April 17, 2023 Ignition Tired of clients asking for more work than agreed upon? This guide teaches you how to transform scope creep into a lucrative revenue stream.
The Employee Retention Credit (ERC) Guidebook
Monday, April 17, 2023 斯滕森Tamaddon The Employee Retention Credit (ERC) is a tax rebate that offers relief to employers who were impacted by the Covid-19 pandemic. Download this free guide to learn what you should know about the ERC and how it can help your clients.
Case Study
Alternative Staffing Drives 21% Increased Efficiency
Wednesday, April 12, 2023 Taxfyle In this complimentary case study learn how one firm, despite staffing challenges, reduced both their operating expenses and time spent on completing returns.
White Paper
Why Qualified Activities Should Drive Identification of Qualified Expenses
Tuesday, April 4, 2023 DST Advisory Group This white paper discusses how the standard approach for identifying qualified research expenses can result in under-claimed Research Tax Credits.
Nine Ways to Master Email at Your Firm
Monday, April 3, 2023 Canopy Tax Managing email communication is tricky. So how do you fix it? The short answer: Decrease your use of and dependency on email. Provide colleagues and clients with more effective modes of communication. Download this free guide to learn how.
What Every Business Owner Must Know About Hiring an Honest, Competent, Responsive and Fairly Priced IT Services Firm
Monday, April 3, 2023 InnerPC This business advisory guide will arm you with 21 critical questions you should ask any IT consultant or company before giving them access to your IT systems.
Case Study
How One Firm Increased (Valuable) Client Engagement
Monday, April 3, 2023 Taxfyle It's no secret that the tax industry is facing a staffing shortage. Download this complimentary case study to learn how a small firm was able to offload tax returns, address complex needs from larger clients, while prioritizing valued relationships.
5 Things You Should Know Before Processing Your First Payment
Thursday, March 30, 2023 PaymentCloud LLC You know that accepting credit cards is critical to your firm’s future success, but there’s more to it than meets the eye. Don’t apply for a merchant account until you read this.
Build the Firm of Your Dreams with Practice Management
Wednesday, March 29, 2023 Canopy Tax With best-in-class practice management, the firm of your dreams becomes a reality. Download this free guide to learn how to improve workflow and organization, and decipher what you need (and don't need) from your software.
12 Red Flags Your Firm Needs Better Document Management
Wednesday, March 29, 2023 Iris Document Management is at the center of every accounting firm. With every client you acquire comes a new pile of forms, documents, and information you must keep track of. Download this free eBook to learn if it's time for your firm to make a change.
How Better Workflow Can Be Your Firm's Secret Weapon
Friday, March 17, 2023 Canopy Tax Struggling with inefficient workflows? Worried that inefficiencies are impeding the growth of your accounting firm? There's a better way. Download this free guide to learn how to identify the right tools and implement them in your accounting practice.
Research / Report
The Anti-SEO Report
Thursday, March 16, 2023 Spotlight Branding Most marketing companies push expensive SEO services that leave firm owners frustrated. Our Anti-SEO Report exposes the myths around SEO and what your marketing strategy should focus on instead.