CPA Discounts & Programs

This panel conversation will cover multiple angles on the mindset of digital transformation, ranging from strategic approaches to best practices, and how to manage ourselves in the evolution.

As a finance pro, you’re an expert who understands the technical impact of technology and process. Join Tate Henshaw to learn how to convey this importance and gain the trust of your hesitant clients.

In this webinar, marketing expert Jeannie Ruesch will walk you through the 5 Steps to Building an Intentional Marketing Plan

Small firms have the advantage of being more agile and able to adopt remote work practices more easily, but may also lack the technical know-how to handle cybersecurity measures properly.

Strategic prospecting is an important part of your digital transformation strategy. What are some things you’ll want to consider? Tune in as Amy Franko explains the process in this webinar.

It’s time for accounting firms to re-imagine their value and lean into the impact they have on their clients' businesses and lives.

It’s time for accounting firms to re-imagine their value and lean into the impact they have on their clients' businesses and lives.