Resources

Webinars: 5 Excel Tips - Complimentary 1 CPE

Learn Excel and earn CPE credit while doing so! In this complimentary 1-hour webinar, you'll discover 5 practical Excel tips that you can use immediately to save time.

Sponsored By: Excel University

Webinars: Stay ahead of change and the competition.

Don't let change seem daunting. Get ahead and see immediate results.

Sponsored By: Thomson Reuters

Events: Have you signed up for Partner Summit?

Hope to see you at an upcoming Partner Summit to network, learn, and unlock advisory opportunities.

Sponsored By: Thomson Reuters

Webinars: Free webcast: The psychology of change

Join our industry experts on August 8th at 12:00 pm ET. Join us to gain practical strategies, tips, and insights that will help you thrive in your practice. 

Sponsored By: Thomson Reuters

Report: Do you know the strategic priorities for accounting firms this year?

This report highlights re-emerging priorities of efficiency and client service, as well as what firms need to diversify their offerings and remain competitive.

Sponsored By: Thomson Reuters

EBook: Have you protected your firm against cyber attacks?

Did you know that an estimated 2,200 cyberattacks happen per day? With the kind of sensitive financial information your accounting firm has, including clients' personal and financial data, you become a prime target for cyberattacks. 

Sponsored By: Canopy

Events: Ready to take your firm to new heights?

Being one of the most popular and thought-provoking events of the year, the Partner Summit fills up fast. Don’t miss out on your chance to take your firm into a more progressive future by registering for our upcoming two-day sessions.

Sponsored By: Thomson Reuters

Whitepaper: Are silent red flags impacting your bottom line?

Making a tax software change is a big, daunting process – right? Maybe not. And it may be just the thing that is holding back your firm from making progress, especially during times of great change.

Sponsored By: Thomson Reuters

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