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Our library of free downloadable content includes white papers, webinars, product guides, case studies, industry analysis and much more, provided by experts and vendors within the accounting industry.
  • Sample Security Policy for CPA Firms
    Thursday, January 21, 2021 CPACharge

    Sample Security Policy for CPA Firms

    This free sample policy provides a great starting point, and you can adapt it to meet your firm's unique needs.

    Read More
  • The Freedom Point: A Financial Planning Guide for Business Owners
    Wednesday, January 20, 2021 The Value Builder System

    The Freedom Point: A Financial Planning Guide for Business Owners

    Learn how to pinpoint the most optimal time a business owner should exit their business and be rewarded with financial freedom.

    Read More
  • The Pricing Survival Guide for Accountants
    Tuesday, January 19, 2021 Receipt Bank

    The Pricing Survival Guide for Accountants

    In this guide, we gathered advice and strategies from pricing expert Ron Baker on how to make the move from hourly billing to value-based pricing, so that you can have easier and more fruitful conversations with clients when the time comes to transition.

    Read More
  • Helping Small Business Clients Weather Uncertainty with These Winning Strategies
    Thursday, January 14, 2021 SurePayroll

    Helping Small Business Clients Weather Uncertainty with These Winning Strategies

    New research highlights the pivotal role of accounting firms in the road to recovery for small businesses in the wake of COVID-19.

    Read More
  • Improve 'Work from Home' Productivity and Safeguard Your Business as it Evolves In the Future
    Tuesday, January 12, 2021 Ooma

    Improve 'Work from Home' Productivity and Safeguard Your Business as it Evolves In the Future

    In 2020, the percentage of people working from home has increased to over 66%. Download this whitepaper and learn some easy and cost effective ways to stay competitive, attracting and keeping top talent and enabling them to work remotely.

    Read More
  • Proven Lead Magnet for Working with More Business Owners
    Tuesday, January 12, 2021 UFC for Legal and Accounting

    Proven Lead Magnet for Working with More Business Owners

    Find more clients using this business valuation playbook.

    Read More
  • 10 Steps to True Document Management in Today’s Remote Landscape
    Thursday, January 7, 2021 Doc.It

    10 Steps to True Document Management in Today’s Remote Landscape

    If finding a file takes more than seven seconds, a DMS is a necessity. Have a look at this whitepaper outlining the 10 steps to a true document management system.

    Read More
  • Practical Guide for Payroll Processors
    Tuesday, December 15, 2020 AccountantsWorld

    Practical Guide for Payroll Processors

    This new ebook reveals why some payroll practices are highly profitable, while others are not.

    Read More
  • Rethinking Your Clients’ Spending: How Enforceable Budgets Keep Spending In Check
    Wednesday, November 18, 2020 Divvy

    Rethinking Your Clients’ Spending: How Enforceable Budgets Keep Spending In Check

    Are your clients staying in budget with their spending? Between siloed financial technology, delayed expense reports and chasing receipts, this question can often be difficult to answer. Learn how accounting firms are solving this problem for their firm and their clients with enforceable budgets.

    Read More
  • Cybersecurity Brief for CPAs
    Tuesday, November 10, 2020 Fluency Security

    Cybersecurity Brief for CPAs

    Audit Analytics cites a 400% increase in cyber breaches since 2011. They also note on average it takes 108 days to discover a breach. Can you really afford to have your clients' data made public for that long before you know? Are you prepared? Download this brief for helpful suggestions.

    Read More
  • Support Your Business Continuity Plan with ePayments
    Friday, November 6, 2020 Paymerang

    Support Your Business Continuity Plan with ePayments

    This 5-page white paper highlights 3 steps to help you manage through business disruptions, including, 1.Addressing unforeseen business circumstances, 2. Enabling a remote workforce and business payments, and 3. Solving critical payment gaps in business continuity. Download today and learn more!

    Read More
  • New Ebook Unlocks The Secret to Boosting Accounting Profits
    Friday, November 6, 2020 AccountantsWorld

    New Ebook Unlocks The Secret to Boosting Accounting Profits

    Download this complimentary eBook to learn how you can cure the accounting pain of your clients while also growing your practice.

    Read More
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©2021 California Society of CPAs • 1710 Gilbreth Road • Burlingame, CA 94010 • (800) 922-5272

Founded in 1909, the California Society of Certified Public Accountants (CalCPA) is the largest statewide professional association of certified public accountants in the United States. CalCPA offers a wide variety of benefits and services for CPAs and financial professionals. CalCPA, with 14 chapters located throughout the state, is committed to the education and betterment of our members and the profession.

CalCPA Institute is a registered 501(c)(3). EIN: 20-0978565 | CalCPA Education Foundation is a registered 501(c)(3). EIN: 94-613084