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Resource Category: Guides & eBooks

Cybersecurity Checklist for Financial Institutions: Stay Protected Against Data Breaches

Don’t let your financial institution be an easy target. Download our Ultimate Cybersecurity Checklist for Financial Institutions to strengthen your defenses against data breaches. This comprehensive checklist covers: Understanding your cybersecurity vulnerabilities Creating a cybersecurity program that protects data at your financial institution Using encryption, access controls, and other critical safeguards Responding swiftly to security […]

Six Steps for Better Client Onboarding

The average accounting firm takes 6-8 weeks to fully onboard a client. Taking this long suggests your firm is slow and disorganized, two things that don’t look good to a newly minted client. And it makes things harder on you and your team. This infographic outlines key steps and benefits of providing new clients with […]

A Guide to a Better Experience for Onboarding New Tax & Accounting Clients

Onboarding new clients is a crucial process that sets the foundation for your long-term working relationship and enables your team to be more productive. However, many accounting professionals lack a formal system. Without an efficient onboarding workflow, you risk frustrating clients and staff, wasting time chasing documents, and losing business. This comprehensive guide walks you […]

How to Effectively Communicate Your Cybersecurity Plan to Staff and Clients

Effectively communicating your cybersecurity program is just as important as having one. The biggest cybersecurity threat to your business is human error. In fact, nearly 90% of data breaches are caused by mistakes like falling for phishing scams. That’s why ongoing education and communication are essential for a robust cybersecurity program. This whitepaper reveals: Key […]

Cybersecurity is More Than Protecting Data: 3 Ways Security Can Move Your Firm Forward

Keep Your Firm Safe and Positioned for Growth with Robust Cybersecurity Download this whitepaper to learn why cybersecurity is more than just protecting your data. Cyberattacks threaten accounting practices of all sizes and can lead to steep fines, permanent data loss, reputational damage, business closure, and more. But an investment in cybersecurity provides returns beyond […]

What Is Ransomware and How Can You Protect Your Business?

Download this infographic to learn critical information to help you prepare for, prevent, and recover from ransomware. Ransomware is malicious software that encrypts your data and blocks you from accessing it. The attackers then threaten to publicly release the data or prevent your access to it unless you pay a ransom. It’s one of the […]

Making Cybersecurity Practical for Accounting Firms

Download this whitepaper to learn practical steps you can take right now to protect your firm and client data. Cybercrime is a growing threat for accounting firms of all sizes. Is your practice prepared? In this whitepaper, you’ll learn how cybercriminals target accounting firms, your legal obligations, and how to protect your practice and clients […]

Outsmart Ransomware: Tactics for Protection and Recovery

Download this whitepaper to learn proven strategies for protecting your firm and clients against ransomware threats. Ransomware attacks on accounting firms and small businesses are rising. Are you prepared? This detailed eBook is filled with practical tips that’ll help you safeguard your business and avoid becoming the next ransomware victim. What’s Inside? Information on the […]

Don’t Lose Your Data: A Blueprint for Secure Backup, Recovery, and Business Continuity

Download this whitepaper to learn how to safeguard your data and quickly recover when the unexpected happens. Unexpected data loss and disasters can strike any business. Are you prepared to quickly recover when they happen? This whitepaper provides an in-depth and straightforward look at how to prevent data loss, back up critical information, and respond […]

How to Evolve Your Tax Firm into a CAS Practice

The accounting landscape and the traditional CPA’s role are rapidly transforming as automation and artificial intelligence come into play. To stay relevant, experts advise firms to add client advisory services (CAS) to their traditional tax and audit practices. So, how do you make the leap? You’ll learn: What tech-savvy, growth-focused clients want from their CPAs […]

Create Efficiency and Consistency with Dawn Brolin’s 5-Step Client Experience Checklist

Dawn wrote this eBook to walk you through the exact process she followed to grow her firm’s revenue and increase client retention and satisfaction – all without adding more staff or layers of unnecessary technology or administrative burden. Learn how to create your own consistent, efficient, and profitable client experience. Download the eBook to get […]

The Dawn Brolin Way: How to Organize Your Accounting DMS Folder Structure

Creating a well-organized, repeatable folder structure within your document management system automates setting up clients and promotes consistency throughout your business. This makes it easier for your team to move the workflow forward and deliver better client experiences. See exactly how expert Dawn Brolin, CPA, CFE, the CEO of Powerful Accounting, sets up her folders […]

How Efficient Is Your Accounting Firm?

The most important things for accounting professionals like you is to grow your practice, achieve your goals, and remain competitive. How can you make that happen? By increasing the efficiency of your practice. Our comprehensive checklist will guide you through the process of evaluating and improving your firm’s efficiency. You’ll learn how to: Identify areas […]

6 Crucial Steps to Become a Fully Online, Adaptable Practice

An adaptable accounting firm is flexible and innovative with a client-centric approach. They can navigate the ever-changing business landscape, meet evolving client expectations, and deliver top-notch accounting services. To transform these objectives into practical realities, accounting firms must embrace the Digital Age. In this eBook, we delve into the essence of an online accounting practice, […]

3 Things Leaders of Thriving Firms Prioritize

Thriving, highly-successful firms typically: Perform better Work faster Avoid burnout Adapt to changes in the industry Have strong client relationships Maintain higher profits How do the leaders of these firms accomplish these objectives? We break down three key focus areas in this whitepaper, 3 Things Leaders of Thriving Firms Prioritize.

Are You Making Your Firm Vulnerable to Cyberattacks?

You and your staff are the first lines of defense when it comes to protecting the data you handle and store.  The first step in safeguarding it is understanding how you’re putting it at risk. In this brief whitepaper, Are You Making Your Firm Vulnerable to Cyberattacks?, you’ll learn: Why hackers love to target smaller […]