Marketing Material

Whitepapers

• 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
• Compliance to Advisory: Making the Shift

Newsletters

• 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
• February 2025: What is FAS?
• January 2025: New Year Strategies for Success

See all 32 articles

Enhancing a ProfitCents Engagement

• An Accountant's Checklist for Client Meetings
• ProfitCents for Business Advisors
• Financial Health: What to Look For

Presentation Tips

• Presenting Tips for the Industry Data & Industry Data with Company Comparisons Reports
• Presenting Tips for the Narrative Report
• Presenting Tips for the Projections Report
• Presenting Tips for the Analytical Procedures Report

Practice Aids

• Talking Value
• How to Retain a Good Client
• 10 Keys to Growing Advisory Services
• Building Relationships with Consultative Client Meetings

Helpful Presenting Tips During Economic Struggle

• How to Help Clients During Economic Struggle: Industry Data Report
• How to Help Clients During Economic Struggle: Narrative Report
• How to Help Clients During Economic Struggle: Projections Report

Value-Added Reporting

• Industry Benchmarking with Abrigo Connect
• From Compliance to Consulting
• Mining Advisory Engagements Through Tax Season

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

See all 7 articles