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Guide
The Art of Asking: Blue J’s Guide to Crafting Better Prompts for Better Tax Answers
Tuesday, March 18, 2025 Blue J Curious about generative AI but not quite sure where to start? Learn how to craft effective prompts for generative AI. Featuring real-world examples, this guide provides all the essential techniques you need to make the most of this emerging technology.
White Paper
The State of Audit Efficiency
Tuesday, March 4, 2025 Suralink This report provides a data-driven analysis of these challenges, backed by extensive survey data from auditors in public accounting, and offers actionable solutions to streamline the audit process.
On-Demand Webinar
Succession Planning Considerations for Accountants
Wednesday, January 29, 2025 Intuit for Retirement You take great care of your clients and their businesses. Are you taking care of your business?
Research / Report
5 Top-Rated Billing and Invoicing Tools for Accountants
Friday, January 24, 2025 Software Advice for Accounting Tired of endless manual tasks, delayed payments, and lost invoices? If your answer is yes, investing in a billing and invoicing tool can be a financial lifesaver.
Research / Report
5 Top-Rated Financial Reporting Tools for Accountants
Wednesday, January 8, 2025 Software Advice for Accounting Financial reporting software can be a game changer—it can help automate data collection and report generation, helping you uncover financial trends and make informed decisions while saving time and reducing errors.
eBook
The Bookkeeper's Blueprint for Scaling
Friday, January 3, 2025 Keeper Whether you're a solo bookkeeper or managing a growing team, this blueprint will help you confidently navigate the challenges of scaling.
Guide
The Accountant's Blueprint to the Corporate Transparency Act
Monday, December 16, 2024 FincenFetch For Accounting Download this free guide and learn how to support your clients and enhance revenues with Fincen reporting.
Guide
The Ultimate Engagement Letter Checklist
Monday, November 25, 2024 Mango Practice Management Feeling the weight of crafting an engagement letter that strikes the perfect balance between professionalism and clarity?
Guide
6 Steps to Build an AI-Ready Finance Team
Thursday, November 21, 2024 Oracle NetSuite Products Download this guide to access six practical actions to build an AI-ready finance department, from finding valuable use cases for AI to identifying the right candidates to equipping current employees with skills that will soon be critical.
Guide
Learn How to Retain Your Top Employees and Help Reduce Churn
Thursday, October 10, 2024 Taxfyle Discover strategies to retain top talent, boost engagement, and elevate your team's experience. Download the full guide to learn how to transform your firm.
Guide
Transform Your Accounting Practice with Client-Centric Strategies
Wednesday, September 25, 2024 Canopy Tax Client demands are higher than ever. Consumers are expecting an Amazon-like experience everywhere - even from their accountants. If your firm doesn't deliver, you risk losing clients (and revenue) to more modern competitors.
eBook
Transform Your Accounting Practice with AI Insights
Tuesday, September 10, 2024 Canopy Tax Dive into how AI is revolutionizing efficiency, enhancing data security, and enabling strategic decision-making for accountants.