Resources

Retirement: Safe Harbor 401(k): Less work and more ways to save for your clients

Safe Harbor 401(k) plans are popular — they make up 71% of Guideline’s plans — because they satisfy most IRS nondiscrimination tests. In exchange, they require a company contribution, but can provide a lot of benefits for your clients and their employees. 

Sponsored By: Guideline

Tools & Technology: Streamline Your AP Workflow with DOKKA

Trusted by 2,500+ companies, DOKKA's patented AI algorithm works with your accounting system to automate journal entry creation, validation, posting and approvals, with minimal human intervention. Instantly speed up your Invoice to Journal Entry process by up to 80%

Sponsored By: DOKKA

Whitepaper: Understand your worth and how to stay ahead of your competition.

Our white paper can help your firm identify and capitalize on growth opportunities with the never-ending changes in the tax and accounting industry.

Sponsored By: Thomson Reuters

Tools & Technology: Accelerate Invoice Processing with DOKKA’s Smart AI

DOKKA works with your accounting ERP to automate the entire Invoice to Journal Entry process using proprietary AI-based technology, unlocking scalability and freeing up your resources. Implementation takes just 1-2 weeks. 

Sponsored By: DOKKA

Webinars: Webcast tomorrow! Have you registered?

Practitioner advice series: Are you really offering advisory services?   July 18th, 2023 1:00 pm ET

Sponsored By: Thomson Reuters

Your Business: Are you still waiting for your ERC refund?

If you’ve already filed for your ERC (Employee Retention Credit) refund, and you’re still waiting for the check from the IRS, we have some great news. You may be eligible to receive your money today, instead of waiting 12+ months. 

Sponsored By: Finance ERC

Webinars: Will we see you at our webinar?

Join our webcast to learn how to: Fine-tune your current advisory offerings, Get properly compensated for your expertise, Shift your advisory strategy to become a desired and trusted advisor, And much more!

Sponsored By: Thomson Reuters

Survey: 2023 Accounting Practice Management Survey

How Firms are Approaching Practice Management in 2023. Get the report to see how your practice compares across the industry and learn what the survey results mean for this year and beyond. 

Sponsored By: Canopy

Webinars: There's still time to register!

Practitioner advice series: Are you really offering advisory services?

July 18th, 2023 1:00 pm ET

Sponsored By: Thomson Reuters

Events: Tap into greater revenue at Partner Summit

Offering advisory services can seem daunting, especially if you’re wanting to do it right. Hear from experts, guest practitioners, and peers about how to make the shift from compliance to advisory, plus receive a market-proven roadmap to navigate implementation.

Sponsored By: Thomson Reuters

Retirement: Help your clients save more on a new 401(k) with new 2023 tax credits

SECURE 2.0 is here to help improve America’s retirement system.  If your client is looking to start a new 401(k), they may be eligible to receive up to $16,500 in tax credits over the plan’s first three years to help offset initial plan costs.

Sponsored By: Guideline

Education & CPE: Becker CMA Exam Prep – Up to 50% off

Prep with the best and see why Becker has been rated the #1 CMA Exam Review. With an intuitive user experience, new study content, and industry-leading instruction, our signature exam prep offering will give you the tools you need to be ready on exam day.

Sponsored By: Becker

Education & CPE: Save 40% or more on Becker CPE

Continuing education is a vital part of your professional growth, and at Becker, we're here to support you every step of the way. That’s why we’re offering you an exclusive 40% discount on all CPE offerings when you apply promo code CPA40 at checkout.

Sponsored By: Becker

Events: Join our July webcast to learn more

Join our webcast to learn how to: Fine-tune your current advisory offerings. Get properly compensated for your expertise. Shift your advisory strategy to become a desired and trusted advisor. And much more!

Sponsored By: Thomson Reuters

Retirement: Give your clients a 401(k) they’ll love

Join Guideline for Accountants for free and get exclusive discounts you can pass through to your clients.

Sponsored By: Guideline

Webinars: Afraid of change? Learn how to be empowered by change during this June webcast

Changing your tax software might seem daunting, but the benefits of changing it can positively impact every aspect of your firm. Getting ahead of change allows you to see immediate benefits.

Sponsored By: Thomson Reuters

Payment Solution: There’s never been a better time to try CPACharge

There’s no better opportunity to try it. Sign up for CPACharge now and pay no monthly fee for an entire year— that’s all the way through next tax season! Hurry, this exclusive offer ends June 30. Ready to see CPACharge in action? 

Sponsored By: CPACharge

Events: Want to go to Nashville?

Partner Summit | Nashville, TN | August 2-3

Sponsored By: Thomson Reuters

Events: Have you signed up for Partner Summit yet?

Sponsored By: Thomson Reuters

Events: Be the champion for change in your firm

Be the champion for change in your firm Live Event Date: June 21, 2023 Live Event Time: 12:00 PM ET Hosted by Thomson Reuters

Sponsored By: Thomson Reuters