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Results > Audit and Assurance: (10)

White Paper
How to Strengthen Client Loyalty with Bill Pay
Saturday, October 15, 2022 BILL, LLC. Done right, managing bill pay for your high-net-worth clients will make them happier and stickier.
White Paper
The Family Office Playbook for Evaluating New Technology
Monday, October 10, 2022 BILL, LLC. Practical tips for identifying the most important technology needs of family offices and evaluating solutions.
Guide
How to Set and Land High Prices
Wednesday, June 29, 2022 Ignition 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.
Case Study
Case Study: How One Firm Streamlined their Request List Process
Friday, April 1, 2022 Suralink 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.
On-Demand Webinar
Insight on IRS Guidance for Filing R&D Tax Credits, Tax Treatment of R&D Expenses & More
Monday, March 28, 2022 Tri-Merit 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.
Guide
8-Point Checklist for Selecting the Right R&D Tax Credit Partner
Wednesday, March 9, 2022 Tri-Merit 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.
Guide
How Restaurants Can Find Relief with the Employee Retention Credit (ERC)
Thursday, February 17, 2022 Tri-Merit See how one restaurant found relief from the pandemic’s governmental restrictions and closures with the utilization of the Employee Retention Credit (ERC).
eBook
Five Ways a PBC Solution Simplifies and Streamlines Busy Season
Monday, January 10, 2022 Suralink Learn how the right software can make even the most overwhelming season more streamlined, more efficient and less busy.
White Paper
Digitalization and Innovation in Auditing Solutions
Wednesday, December 15, 2021 Inflo 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.
On-Demand Webinar
The Era of Digital Audit Transformation is Here
Tuesday, October 12, 2021 Inflo Watch Part 1 of our Future Firm Series: Getting ready to adopt Digital Audit technology with BDO. You'll discover best practices in technology adoption and how to develop a strategic implementation plan.