Marketing Material
Whitepapers
- Planning the Exit: Strategic Guidance for Success
- Beyond the Numbers: Enhancing Analytical Procedures in Audits & Reviews with ProfitCents
- Your Mid-Year Advantage: How Advisors Can Steer Clients Toward Success With a Financial Health Check
- Lessons From Tax Season: Strengthening Financial Resilience for Long-Term Success
- Marketing ProfitCents: Attract & Convert Clients
- The Future of Advisory: Leveraging Technology & Automation to Elevate Advisory Services
Newsletters
- August 2025: Strategic Guidance for Succession
- July 2025: Rethinking Assurance
- June 2025: Mid-Year Momentum
- May 2025: Lessons From Tax Season
- April 2025: Leveraging Technology & Automation to Elevate Advisory Services
- March 2025: Making the Shift
Enhancing a ProfitCents Engagement
Presentation Tips
Practice Aids
Helpful Presenting Tips During Economic Struggle
Value-Added Reporting
Case Studies
- Accounting Firm: Management Meetings
- Accounting Firm: Nonprofit Dashboard Reporting System
- Accounting Firm: Using ProfitCents for Audit Planning
- Acquiring Clients with ProfitCents
- CPA: Direct Marketing
- CPA: Internal Training