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Results > firm-practice-management: (45)

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Guide
Unlock New Advisory Opportunities
Friday, October 30, 2026 Quoin Compliance Are you ready to transform client updates into high-value advisory conversations? Discover the 7 client changes that reveal hidden compliance opportunities and how to capture them.
Case Study
Tax Firm’s Journey From Desktop to Cloud
Monday, October 26, 2026 Intuit See why one high-volume tax firm made the move from desktop to cloud and what its leaders learned about workflow, flexibility, and efficiency along the way.
White Paper
Green Light Your Advisory Growth
Thursday, October 8, 2026 Intuit The opportunity to grow your advisory practice extends beyond tax season. See how tax professionals can use the data they already have to uncover planning opportunities, evaluate strategies, and deliver actionable advice to clients year-round.
Guide
When the IRS Challenges an S-Corp Owner's Salary: Back FICA, §6662 Penalties and Interest
Friday, October 2, 2026 WageProof How a reasonable compensation exam starts, what the IRS reclassifies, and what back payroll tax, the accuracy penalty and interest add up to. Includes the documentation that changes the outcome. Free 9-page guide, no form.
Guide
Transform Compliance into Recurring Advisory Revenue — A Practical Guide for CPA Firms
Wednesday, September 9, 2026 Quoin Compliance Discover how to deepen client relationships, boost recurring revenue, and streamline entity management with proven strategies tailored for accounting professionals.
Guide
Unlock New Advisory Revenue with The CPA’s 2026 Cost Segregation Opportunity Guide
Thursday, September 3, 2026 FirmPro Leverage permanent 100% bonus depreciation changes to expand your firm’s tax strategy offerings and deepen client relationships.
Guide
The 9 IRS Factors for S-Corp Reasonable Compensation (FS-2008-25) and the IRS Job Aid
Tuesday, September 1, 2026 WageProof What each of the nine factors in IRS Fact Sheet 2008-25 asks for, how the Tax Court applied them in McAlary and Watson, and what the internal IRS Job Aid tells examiners to look for. Free 14-page guide, no form.
Case Study
Discover How June CPA Achieved True Paperlessness and Scalable Growth with SurePrep + SafeSend
Monday, August 31, 2026 Thomson Reuters A 40-Year-Old Hilton Head CPA Firm’s Proven Workflow to Boost Efficiency, Enhance Client Experience, and Empower Remote Work
Case Study
Transform Your K-1 Processing Workflow with AI: Discover How Crowe LLP Did It
Monday, August 31, 2026 Thomson Reuters Learn how Crowe LLP leveraged Thomson Reuters Additive to automate complex K-1 data extraction, improve accuracy, and empower their tax professionals to deliver higher-value client services.
Guide
Modernize Your Fixed Asset Management: The CPA Firm’s Essential Guide for Efficiency and Growth
Tuesday, July 28, 2026 FirmPro Discover how to eliminate costly manual processes, reduce risk, and scale your firm’s fixed asset management with a modern system built for today’s tax landscape.
White Paper
Fueling Forward: From Compliance to Advisory
Monday, July 27, 2026 Intuit How leading tax professionals are transforming their firms through advisory services.
Research / Report
Sample Reasonable Compensation Report (S-Corp Owner)
Thursday, July 9, 2026 WageProof A complete 21-page WageProof report for a fictional consulting S-corp: task-by-task BLS pricing, the Cost, Market and Income approaches, and the citations an examiner would expect. Direct download, no form.