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Accounting White Papers

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Thinking about offering financial services to your Tax Clients?

Thinking about offering financial services to you Tax Clients? Read on.



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Learning from Experience: Benefits Trump Concerns When Tax Professionals Offer Financial Services

Tax professionals offering financial services have gained notable benefits that outweigh any potential concerns, according to new survey. Read on to learn more.



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Missing a Natural Opportunity: A Financial Services Offering

Providing financial services and wealth management advice can help address your client’s future.



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Mastering Risk with Business Forecasting

Sponsor: IBM

Read about a four-step program for incorporating risk into your business forecasting and learn to spot traps that can snare the unwary.



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Does Your Planning & Forecasting Consider Risk? It Should.

Sponsor: IBM

Read this white paper from the Pervasive Performance Group to learn how risk-adjusted planning helps finance organizations evaluate, forecast, measure and react to risk.



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LinkedIn Social-Selling Secrets of Financial Advisors

Personal introductions let you build off the trust of the introducer—and LinkedIn is an excellent way to capitalize on that trust.

LinkedIn Social-Selling Secrets of Financial Advisors is a how-to guide created jointly by Cetera Financial Group, Inc. and The Oechsli Institute.

It will show you how to:

  • Find ideal prospects
  • Get face-to-face introductions to potential clients
  • Craft a “voice” that resonates
  • Deliver marketing that people actually want

Whether you are already using social media to grow your client base or haven’t touched your LinkedIn account since the day you set it up, you’re sure to find this guide a valuable toolbox of ideas.



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Extending the value of Business Intelligence with 'Disclosure Management'

Sponsor: IBM

Learn how a disclosure management solution like Cognos Disclosure Management can extend the value of your existing BI tools.



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Analyst Insight - Disclosure Management and Analytics by Aberdeen Group

Sponsor: IBM

This analyst research paper contains findings from Aberdeen Group on the financial reporting pressures, challenges faced by organizations particularly with regulatory mandates.



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Seven Symptoms of Forecasting Illness

Sponsor: IBM

This white paper describes the most common forecasting problems and provides a prescription for bringing them back to health.



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Where Finance Belongs on the IT Agenda

Sponsor: IBM

Learn how IT and Finance can work together to succeed in the post-recession economy.



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Extending Planning & Forecasting with Analytics

Sponsor: IBM

Steve Player, of the Beyond Budgeting Roundtable, explains how finance teams can use advanced planning and forecasting to deliver the insights that drive better decision making.



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Serving and Retaining Small Business Clients

Sponsor: ADP

Seasoned accountants know that it’s far better to keep existing clients happy than to expend resources prospecting for new ones. Yet, on average, 15% to 20% of small business clients leave their accountants each year. Why do they leave? And how do successful accountants manage client interactions for better retention rates? Based on a research survey, this paper provides insights that may help your firm adjust strategies for prospecting and retaining small business clients.




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