Resources

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

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

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

Events: Take your practice into a more progressive future!

At our advisory-focused event - Partner Summit - our experts and guest practitioners share insights, their success stories, and a step-by-step guide to making the leap to advisory services. Plus, you can earn CPE credits!

Sponsored By: Thomson Reuters

Retirement: Check out Guideline’s enhanced Tax Credit Calculator

Check out Guideline’s enhanced Tax Credit Calculator, which now reflects SECURE 2.0 Act tax saving provisions — a great way to show your clients just how affordable a new 401(k) can be.

Sponsored By: Guideline

Events: Make the leap to advisory services

At our advisory-focused event - Partner Summit - our experts and guest practitioners share insights, their success stories, and a step-by-step guide to making the leap to advisory services. Plus, you can earn CPE credits!

Sponsored By: Thomson Reuters

Webinars: Watch Now: On-Demand Webcast on Inflation and the Economy

Tune into this timely discussion on the current state of the economy and the impacts of inflation.

Sponsored By: Thomson Reuters

Webinars: 1 CPE: How to Start a CFO Service

Grow your practice this year through CFO and business advisory services. Learn what business owners really want from a CFO/business advisory service (it's not what you think).

Sponsored By: The CFO Project

Events: Ready to empower and elevate your team? Save the date!

Ready to empower and elevate your team? Save the date! Join our webcast to learn how to: Identify Strengths & Instill Confidence in your Team, Be Effective in your Execution of Knowledge Transfer, Establish an Advisory System that isn’t solely reliant on YOU! 

Sponsored By: Thomson Reuters

EBook: Triumph over the talent wars

Discover the best practices for retaining current staff, preventing costly turnovers, and attracting top talent in our e-book, Fit for the Future: A Guide to Attracting and Retaining Accounting Talent. 

Sponsored By: CPACharge

Whitepaper: Automate your data entry today!

Automate your data entry today! Read how tax practices can influence your firm’s success.

Sponsored By: Thomson Reuters

Webinars: Feeling stuck on how to empower your team?

Practitioner Advice Series: Elevating your team. June 7th, 2023 1:00 pm ET. Join our webcast to learn how to Identify strengths & instill confidence in your team and be effective in your execution of knowledge transfer.

Sponsored By: Thomson Reuters