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Whitepaper: 4 Keys to a Successful Holiday Shopping Season

This year’s holiday season will be different. Learn the methods, strategies and tactics retailers should consider this holiday season while ensuring online channels are efficient and engaging for customers, prioritizing the customer experience, and optimizing email and customer lifecycle campaigns. 

Sponsored By: Oracle NetSuite

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Whitepaper: Are you seeing these red flags?

Identify the red flags that indicate the need for new tax software, and learn what to do next. Gain expert insights, find what works best for other firms, and learn how to move your firm forward with the technology you need to maximize  efficiency, accuracy, and profitability.

Sponsored By: Thomson Reuters

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Whitepaper: The Future of Finance is in the CFO’s Hands

CFOs need clear vision and technology to help them juggle new balls in the finance ecosystem. Download this white paper for insights on strategy and leaderships, as well as emerging technology that will help you succeed.

Sponsored By: Oracle NetSuite

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Whitepaper: The Four Dimensions of K-1 Aggregation: A Federal Overview

This white paper dives specifically into partnership and LLC investments, and the tax reporting that flows from the Schedule K-1 of Form 1065 issued. This white paper uses a visual, 4D concept to help explain the pain and complexity of K-1 aggregation.

Sponsored By: Thomson Reuters

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Whitepaper: Three Ways Technology Impacts Your Firm’s Profitability

Is your firm as profitable as it could be? That’s a question you must ask yourself as advancements in technology continue to raise the stakes for tax and accounting firms. To help forward-thinking firms succeed, this free white paper explores three ways technology impacts your firm’s profitability.

Sponsored By: Thomson Reuters

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Whitepaper: Why ERP Is The Key To Your Customers’ Experience

Delivering on customer satisfaction and driving customer loyalty is crucial in both B2B and B2C companies. However, many manufacturers and distributors aren’t delivering to their full customer experience potential because their systems are holding them back. A unified cloud ERP platform is essential

Sponsored By: Oracle NetSuite

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Whitepaper: Strategically Pricing Accounting Services

Changing client demands, advancements in technology, and increased competition are giving rise to a new normal in pricing methods within the profession. Should you use value-based pricing or fixed fees? This free white paper will help you determine which pricing model is best for your firm.

Sponsored By: Thomson Reuters

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Whitepaper: Transform Finance with a Continuous Close

Keeping up with our modern economy means adapting to modern financial processes. “Continuous close” is a trending buzzword for a reason, so take a look and learn why you should consider this method. Discover the benefits of adopting a continuous close and the best way to approach the process.

Sponsored By: Oracle NetSuite

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Whitepaper: 7 Actions Businesses Need to Take Now

We recognize that every organization is asking itself a common set of questions. Having a checklist ensures that you don’t overlook some of the critical actions that will be required as your business responds to a reopened economy. Download this white paper for your playbook and checklist. 

Sponsored By: Oracle NetSuite

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Whitepaper: Managing Business Uncertainty

Change is a constant in business. This white paper examines the three-step solution to get you through whatever new opportunities and challenges arise for your business: Get Visibility, Gain Control, and Build Agility.  This white paper is about helping businesses navigate uncertain times.

Sponsored By: Oracle NetSuite

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