Gartner Report: IT Market Clock for Financial Management Applications, 2016

And these organizations are already benefitting—reducing short-term ownership costs and the need for in-house IT support, as well as increasing efficiency, scalability, and real-time business insights...
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Simplify the management of your team immediately with this download!

Download five Responsibility Agreements to set expectations of the day-to-day job functions for your administrative support team.Included in the download are responsibility overviews for key administrative...
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Top 10 Payroll Pitfalls and How to Avoid Them

Even small payroll mistakes can lead to big headaches—such as regulatory fines, penalties, and damaged employee relationships. But by following some simple best practices, you can easily avoid common...
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10 Useful Post Tax Season Resources for CPAs

After tax season, CPAs have more time to re-evaluate their firm. This resource booklet provides key advice on client billing and collection practices, collection strategies, client relationships, client...
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The Definitive Guide to Going Paperless

The case for going paperless is a clear one. Efficiency, cost savings, accurate data collection, organization… the list goes on and on. Even so, many businesses haven’t made the switch yet. Whether...
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Stress Test Your Client’s Portfolio

Download this powerful one-page quick quiz and help your clients determine if their existing investment portfolio matches with their investment and risk tolerance.   Over time, your client’s...
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