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Resources Library

Easy to read ebooks, guides, checklists, and infographics to help you run your accounting firm or business.


Ebooks and WhitePapers

You can find concise, convenient content on bookkeeping, tax prep, general business tips and tricks, as well as in-depth reports and education on more specific subjects, particular methodologies, and advanced problem-solving guides here! Download and share them with your clients.

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How to Increase Accounting Firm Capacity—Without Hiring More People

Download this ebook to discover how capacity planning can be done effectively and efficiently—through the use of technology.



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How Uniting Accounting With Smart Technology Is the Way of the Future

CPA and digital evangelist David Bergstein explains the importance of prioritizing an effective tech stack for a smart approach to accounting advisory services.



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7 Strategies for Maximizing Post-Tax Season Profit

A bit of planning goes a long way toward having a good busy season and maximizing post-tax season profit. This ebook offers 7 strategies you can explore right away.



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The Perfect Time to Offer CAS Services & Create Advisory Opportunities

Not all of your clients are right for your CAS services, and for those that are, timing is everything. Learn what you should look out for when offering CAS services in this free ebook.



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Client Data Security Best Practices to Protect Your Firm From Serious Threats

Cyberattacks can be time-consuming and expensive to deal with, and the odds are good that your accounting firm is already a target for one. Fortunately, there are steps you can take now to prevent major security issues from impacting your firm.



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Exploring 8 Promising Market Verticals for CAS Practice Growth

Take control of your firm's CAS practice growth by knowing which market verticals are best suited for your services. Download your ebook today!



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The True Costs of Recreating Your Accounting Firm Tech Stack

How much is bad technology costing your accounting firm? This free ebook helps firm leaders take control of their firm's growth by investing in appropriate technology.


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The Essential Guide to Building Your Accounting Advisory Dream Team

Dream teams aren't built overnight, but they are built with an end goal in mind. Learn what it takes to create an effective CAS team for your firm with this handy resource.



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Tech & CAS: How Advisory Benefits From the Use of Automation

When it comes to building an efficient and scalable CAS practice, firms can't overlook the power of technology. Learn more in this ebook on advisory and tech.



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The Accounting Firm's Intro Guide to Hiring & Retaining Premium Talent

Finding and retaining the best accounting talent can feel like a never-ending puzzle—until now. Download this handy guide on improving your hiring & retention practices!



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The Great Resignation: What Firms Need to Know to Prevent Massive Turnover

Download this ebook to learn more about the "great resignation" and what accounting firms can do to overcome the industry-wide mass exodus.



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The Rise of CAS & Virtual CFO Services: A New Approach for Modern Firms

Audit is changing, and modern firms are taking a new approach when it comes to their service offering. In this ebook, we cover the rise of CAS and virtual CFO services.



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How to Sell CAS in 2022: Your First Steps Toward Big Results

In order to make money from your client advisory services, you first must know how to sell them. Download this handy guide today!





Is the Automated Tax Return Possible?

The bots aren't coming for your jobs, but they are coming to make tax season easier for you. Download this ebook today to learn how close we are to the truly "touchless" tax return.



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The Accountant's Guide to the Do's & Don'ts of Building a CAS Practice

What should you absolutely do when starting a CAS practice? And on the flip side, what should you avoid doing? Jumpstart your advisory firm with this list of tested strategies—and actions to avoid. Download your copy today!



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From Tax to CAS: The Accountant's Guide to Creating More Opportunities

Firms might have different ideas of what growth looks like, but one message resounds: advisory creates opportunities. Download your free ebook now!



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How Diversity and Inclusion Benefits Your Accounting Firm

Minority hiring at accounting firms is flat—and it has been since 2012. So what can firms do about it? This ebook highlights the actionable steps a firm can take today to help change the direction of the industry for the better.



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Who Benefits the Most From Automation at Your Firm?

Time to value is always a critical consideration, but it's not always easy to identify who benefits the most from each new tool you bring on board. This short guide will help you determine the true value of automation to everyone at your firm.



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Prioritizing Internal Growth to Achieve Comprehensive Growth

Discover some of the most highly recommended strategies for maintaining internal growth while your firm expands externally, as well. Download this pocket guide to scalability now!



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You Already Use Automation, But Are You Getting the Most Value From It?

Whether or not you realize it, many aspects of daily life are already automated—for the better. Accounting automation has the power to transform how a CPA operates to maximize ROI.



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Crush Tax Season Without Getting Overwhelmed

It’s no secret that public accountants’ work is seasonal. Every year tax time rolls around and not only creates additional work but a heightened sense of urgency to pile on more stress. In this guide, we’re going to walk through the steps to building a firm that’s ready for tax season—using this crucial time as a growth opportunity.



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Finding Profitability In Timesheet Data

Inefficiencies run rampant in CPA firms. That probably comes as no surprise to you. You don’t have to look too hard to find something that could be done more effectively. But do you really know what all those inefficiencies equate to?



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Use Reliable Technology Partners to Be Lean and Mean

The disruptions brought by the COVID-19 pandemic were both internal and external. Some business sectors were affected more than others, but few escaped the far-reaching scope of the pandemic. Firms were faced with finding ways to help their clients at the same time they were adapting to their new business model. That's why now is the perfect time to rethink and retool your office into some sort of hybrid model. The future of work will be very different; that we know.





How to Drive New Revenue With Practical Automation

With AI and ML, you can focus your experience and judgment on the core needs of the business without wasting time on data manipulation. These technologies are driving new opportunities for revenue, enhancing profitability, and fueling the shift to advisory services. The only question that matters is: How will your firm adapt to the new world?

This ebook is your gateway to AI and ML for accountants. Get your copy today!



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From Reactive to Proactive: Optimizing Your Accounting Firm Post-COVID

Accounting is an industry that’s not exactly known for being at the cutting edge of technology or innovation. That’s not to say that accountants themselves aren’t tech-savvy or innovative—those of us in the field can confirm that accountants are creative thinkers and clever problem solvers. But these are unprecedented times, and no one has a guidebook on how to navigate the challenge that is COVID-19 and the resulting economic impacts.



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Payroll Passion Revived during a Pandemic

As accountants, we should explore anything that allows us to take a deep dive into
higher-level advisory work — that’s where our true value lies. Accounting software cleans up the mundane grunt work that bogs firms down in menial labor. It’s a needed technology. However, so is HR as a whole. This eBook will share the innovative perspectives and actions being taken by ADP, and the tools they have available for customers.



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4 Times Accounting Mistakes Cost Big Companies Big Money

You’d think a degree in accounting and finance would be a requirement to help run a big company, especially as errors in financial spreadsheets can put millions of dollars at risk for these organizations. But if the four cautionary tales in this ebook are an example of how it’s normally done, it might seem that a degree isn’t required at all.



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Bookkeeping Meets AI: Trends and Predictions for the Future of Accounting

By now you’re probably used to the integration of various forms of technology in the accounting industry, including machine learning, cloud computing, and different forms of automation. Small and large accounting firms alike have begun recognizing the importance of automation as they move forward with modern-day trends in bookkeeping.



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4 Signs that Your Bookkeeper is Stealing from You

Theft, fraud, embezzlement, larceny, appropriation, swindling—have you been hearing a lot of these terms lately? Sadly, a quick glance at any major news outlet will show you that bookkeeper theft has been rampant this past year, resulting in dozens of cases of fraud. The idea of a bookkeeper stealing money from you is almost inconceivable for many business owners. However, do you know what to look for? 



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7 Experts Weigh In On the Future of Accounting

Every industry is impacted by the rise of technology and automation, and for many, that can be an overwhelming—possibly even scary—thought. Our friend Jody Padar, The Radical CPA, conducted a series of interviews with accounting industry thought leaders and influencers, and we pulled together this collection of highlights as they relate to select questions.



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Overcoming the 5 Biggest Obstacles to Growing Your Accounting Firm

A helpful guide for accountants

With an ever-changing landscape, the accounting industry has seen drastic disruption over the past few years. Accounting is a profession with many nuances—working long hours, keeping up with evolving tax laws, managing complex client relationships, etc.—how does a firm manage to stay competitive when new obstacles seem to emerge every day?





The Accountant's Guide to Selecting an Automated Accounting Solution

A helpful guide for accounting professionals

It’s no longer a question of if you need technology to survive—it’s about which technology is the best fit for your accounting firm. Numerous factors weigh in on the decision to invest in technology. This selection guide was created to assist you through the process of knowing what to consider when it comes to accounting software built on artificial intelligence (AI) and machine learning (ML).



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COVID-19 Survival Kit for Accountants

The COVID-19 crisis has created a unique challenge for business in America, from new loans and grants for small businesses to changing tax laws and deadlines. Along with the day-to-day news updates regarding shelter-in-place orders and local government enforcements, there’s a lot to keep track of. But as with any challenge, opportunity arises.



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Artificial Intelligence for Accounting: An Introductory Guide

Here, we’re going to delve into the specifics of AI, its uses in accounting, and the impacts of incorporating it into your daily life. Read on for an approachable intro to AI, and if you’re an accounting firm, share this guide with your clients so they better understand why automation is so important for their businesses!



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The Advanced Guide to Automation in the Accounting Industry

Like the transition from the abacus to the calculator, the accounting industry eagerly embraces changing technology—and the ability to make accountants' lives easier. Just as accountants embraced the convenience of spreadsheet technology, so a new generation of accountants is taking advantage of the latest advance in technology: automation.



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Breaking Down Blockchain for Accountants in 2020—and Beyond

Blockchain technology, along with being a new buzzword, is also one of the most exciting technologies of the 21st century. A universally decentralized ledger system that can share data among an infinite number of users—a blockchain is unhackable. Due to its ability to share data and simultaneously record real-time transactions on every single computer connected to its network, the technology can’t be interfered with. If anyone tries to hack or scam a blockchain, the entire chain takes notice, and the chain will be forked where the hack happened, eliminating the culprit from the chain.



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How Changing Compliance Software Will Impact Finance in the Future

There was a time when compliance was resigned to a few employees working through Microsoft Excel. However, modern regulations are now much stricter than before. Financial crime and non-compliance can be detected much more easily than before. Hence, the software has had to take over. Over time, the software has become more complex and automated several processes for efficiency. It’s safe to say the software will have a far-reaching impact on the financial sector.



What’s the Difference between AI and ML Ebook


What’s the Difference between AI and ML?

Artificial or augmented intelligence (AI) and machine learning (ML) have become hot topics in tech, business, and our everyday lives. In fact, a Google News search for the term “AI” returned 26.1 million results within the last 24 hours alone. But do we all know what we're talking about when it comes to AI and ML? Download the ebook to learn more!