Resources

Smarter Card Solutions: Meeting the Challenges of Mid-Market Travel & Expense

Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.

Harness the Potential of Your Enterprise Knowledge

The first Market Momentum Index: AI and Unstructured Data Management, conducted by Deep Analysis with support from AIIM and M-Files, surveyed 500 enterprises across various industries to assess their readiness to employ AI. The results reveal that AI is already far more embedded into organizations' operations than previously realized. These findings and more insights have been brought to you in the "Market Momentum Index: AI and Unstructured Data Management.

Digital Transformation in Accounting: Why It’s Essential for Modern Firms

Accounting firms must embrace digital transformation to stay competitive. From improving efficiency and client experience to ensuring data security, digital tools offer the edge needed in a digital-first world. Discover how Fincent can streamline your transition. The accounting industry faces a digital revolution. As technology reshapes business, firms must adapt or risk obsolescence.

The 12-Minute Guide to Eliminating Client Ghosting and Securing Revenue

Have you ever felt the pain and loss of a client suddenly going silent, leaving you questioning everything? Ghosting can cause heartbreak; in business, it drains resources and emotionally, it shatters your confidence. This guide discusses the phenomenon of client ghosting, exploring why it happens, and how it impacts us in more areas than one. You'll see ghosting happens to the best of us and it’s not always in our control.

5 Steps to Shield Your Business: The Ultimate Guide to Avoiding Payment Fraud

As scams grow more sophisticated, it's crucial to stay proactive in defending against these threats. This guide equips CFOs, accountants, and business leaders with five essential steps—from fundamental safeguards to advanced security measures to strengthen your financial defenses. From enhancing data security to implementing fraud detection tools and safeguarding financial transactions, this guide provides expert advice that could save your company millions.

3 Must-Have Reports to Help Financial and Accounting Firms Become More Profitable

Bizinta highlights three crucial reports for financial and accounting consultancies to enhance profitability: Utilization Reporting maximizes billable hours Profitability by Consultant identifies top performers Contribution by Client prioritizes high-value clients These reports provide accurate insights, replacing guesswork with data-driven decisions.

How CPA Firms Can Profit From Payroll Services Without the Extra Work

"Offer payroll and do it yourself,” they said. “It’ll be fun!” Spoiler alert: It was not fun. Most CPA firms know that they need to offer payroll services to their clients or risk losing them to another firm that will. However, many don’t really want to. It is often time-consuming and complex due to changing tax laws and regulations, and with the growing staffing shortages, most just don’t have the resources.

The Definitive Guide to Spend Management

The status quo for AP in small and mid-market companies is broken. It consists of messy tech stacks of siloed solutions that give rise to manual work, a lack of control, wasted spend, and unnecessary risks. The benefits of shifting to spend management are tangible, measurable, and are felt across the whole organization. Spend management is a different way of thinking and an innovation whose time has come.

Automating Vendor Bills: Solving Six Major Pain Points for Small Businesses

Small business owners are looking to reduce manual work and manage people more efficiently. Manually keying invoice data, approving invoices and losing or hiring staff are just some of the pain points they experience when managing vendor bills. This report covers key topics such as: automating the input of vendor bills to the accounting system, having an automated workflow for approvals, being able to search for invoice data on both paid and current invoices, and automating payment processes.

How to Set and Land High Prices: A Complete Workbook

Does pricing your services stump you? Throughout this proven workbook, you will learn that high-pricing is an essential function of your sales process! *By downloading, you consent to receive marketing communications from Ignition and Future Firm.

Build the Ultimate ROI Machine for Your Accounting Firm

Jumpstart the ROI you're getting from your technology stack. Download this guide from Canopy to see how!

5 Pain Points Every Small to Medium-Sized Accounting Firm Experiences

These are the top 5 pain points that come up over and over again when we talk to small to medium-sized accounting firms. Let's break each one down and talk about solutions! Download this guide to read about solutions for your firm's: Workflow & Project Management. Document Management. Billing, Invoicing, and Time Tracking. Client Communications. Reporting and Analysis.

5 Ways to Improve DE&I in the Workplace

Diversity, equity, and inclusion are critical for an organization’s success. And companies that take bold action to help ensure an inclusive workplace will win every time. Discover how your company can create a culture that celebrates DE&I while achieving higher revenue and growth.

Why Offshoring is Better than Outsourcing

Offshoring and outsourcing are becoming more mainstream across organizations of all industries and sizes. But these trends of non-traditional employment are creating as many questions as they answer. One question that’s positioned to answer many others is this: Is offshoring or outsourcing the better option? Download this comprehensive guide, "Why Offshoring is Better than Outsourcing," to learn why.

Top 10 Finance Processes to Automate Now

The work needed in accounting and finance roles continues to shift, moving from being reactive and transactional to proactive and analytical. Therefore, many businesses are beginning to reap the benefits of automating financial processes, but are also being optimistic and realistic on how to get there. Automation can’t work without a solid, reliable data infrastructure, so many businesses have or are currently implementing cloud-based accounting software to build that foundation.

Predicting What’s Next for Firms & Collaboration Tech

It's no secret that technology has fundamentally changed the way we communicate—both in our personal lives and at work. What might be more surprising is the speed and scale at which that evolution has taken—and will continue to take—place. Read this whitepaper to understand the evolution of collaboration in audit and tax engagements, its impact on firms, and predict where technology will take collaboration next.

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