Special Reports and Whitepapers

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 ...

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 […]

Cloud has become a primary component in the evolution of information technology, especially when considering online accounting.

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 ...

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 ...