E-books and Guides

E-Books and Guides

In response to a shrinking talent pool and evolving client expectations, the accounting industry is shifting from the billable hour model to fixed-price bundles—such as value-based pricing. This e-book explores pricing strategies covering topics such as the pros and cons of hourly billing, identifying ideal clients for value-based pricing, packaging services, and effectively communicating value to clients.

E-Books and Guides

Take the time now to explore how you can optimize processes and generate revenue beyond the busy season. Discover five strategies for increasing cash flow using the latest and greatest tech solutions.

E-Books and Guides

Put your firm in the best position to combat the ongoing accountant shortage and inspire business growth for years to come with this guide. Learn how a robust tech stack can make your firm a magnet for the very best talent.

E-Books and Guides

Are you taking a hard look at some of your company’s processes? Reimagining your operations is easier than you think. This guide will show you how to properly evaluate your business through an iterative approach that focuses on optimizations in areas relevant to accounting industry professionals.

E-Books and Guides

In this guide, we’ll describe techniques that you can use in your practice to help clear up your aged receivables and get paid on those accounts you were ready to give up on.

E-Books and Guides

Safeguarding your firm’s and your clients’ data is more important than ever. This guide offers step-by-step instructions for optimizing your firm’s security, with tips on everything from passwords to network configuration and more.

E-Books and Guides

Whether you're considering accepting credit or debit cards for the first time, you're shopping for a new payment processor, or you just want to offer informed advice to your clients—this guide has everything you need to know.

E-Books and Guides

Technology is changing, and as a result, the accounting industry is reimagining the way business is conducted. We’ll explore the latest trends that will help you remain current and competitive along with the benefits of adding a modern payment solution to your repertoire.

E-Books and Guides

In this guide, we explore CPACharge, a leading online payment and billing solution made for accounting professionals. You’ll learn about CPACharge’s powerful features that can help you improve performance, profit margins, and productivity.

E-Books and Guides

Your clients trust you with sensitive data, from personal to financial details—making the effectiveness of your passwords paramount. Earn and keep your clients’ trust with secure password creation and management. Download __Accounting Password Do's and Don'ts__ as a quick reference to step up your firm’s cybersecurity practices.

E-Books and Guides

Making the transition back to working from an office after working remotely for several months can be tricky. Our whitepaper offers helpful tips to support you as you navigate this challenging situation.

E-Books and Guides

In this guide, we’ll break down exactly what surcharging means, its legal status in all 50 U.S. states, and important information you need to know about the practice before you implement it into your business.