Results > Audit and Assurance: (10)
Saturday, October 15, 2022
BILL, LLC.
How to Strengthen Client Loyalty with Bill Pay
Done right, managing bill pay for your high-net-worth clients will make them happier and stickier.
Monday, October 10, 2022
BILL, LLC.
The Family Office Playbook for Evaluating New Technology
Practical tips for identifying the most important technology needs of family offices and evaluating solutions.
Wednesday, June 29, 2022
Ignition
How to Set and Land High Prices
Download this free tried, true and tested framework guide that you can use in your own firm to not only set high prices but also land those deals.
Friday, April 1, 2022
Suralink
Case Study: How One Firm Streamlined their Request List Process
Not all time consuming tasks can be easily automated. This case study details one rapidly growing accounting and tax firm's solution to successfully streamline time consuming processes.
Monday, March 28, 2022
Tri-Merit
Insight on IRS Guidance for Filing R&D Tax Credits, Tax Treatment of R&D Expenses & More
Randy Crabtree, host of "The Unique CPA" and John Kapral from Tri-Merit Specialty Tax Professionals discuss the recently released and complex IRS guidance on filing Research and Development tax credits. Watch this insightful video now.
Wednesday, March 9, 2022
Tri-Merit
8-Point Checklist for Selecting the Right R&D Tax Credit Partner
The complexity involved in R&D tax credit studies requires providers with the right credentials. Learn how to have confidence in who you trust to advise your clients with this 8-point checklist.
Thursday, February 17, 2022
Tri-Merit
How Restaurants Can Find Relief with the Employee Retention Credit (ERC)
See how one restaurant found relief from the pandemic’s governmental restrictions and closures with the utilization of the Employee Retention Credit (ERC).
Monday, January 10, 2022
Suralink
Five Ways a PBC Solution Simplifies and Streamlines Busy Season
Learn how the right software can make even the most overwhelming season more streamlined, more efficient and less busy.
Wednesday, December 15, 2021
Inflo
Digitalization and Innovation in Auditing Solutions
Download this exclusive white paper to learn how firms have successfully adopted Digital Audit tools and what they are ultimately doing to implement a full Digital Audit process.
Tuesday, October 12, 2021
Inflo