The past few years have tested the limits of accountants. Accountants pivoted quickly to serve Main Street during one of the most critical times in history. They worked alongside many small business owners as they navigated top challenges such as new legislation, hiring challenges, inflation, supply chain challenges, and more.

Accountants are unique in that they have complete access to every line of the balance sheet of a small business. This insight elevates accountants to be integral to small business owners — as trusted advisors for nearly every aspect of a small business.

In this white paper, explore tools small and mid-sized accounting firms can leverage today to help their firm operate more efficiently and better manage clients. With a wide range of options available, this white paper takes a deeper look at leading technologies and methodology that can help firms demonstrate greater value to clients and position them as trusted advisors.