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Case Study

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Case Study

Monday, December 22, 2025 Oracle NetSuite Products

The CFO´s Playbook to Strategic Leadership

Uncover how top CFOs are driving technology planning, cybersecurity compliance, HR strategies, and much more.

Case Study

Friday, December 19, 2025 Oracle NetSuite Products

EBITDA Doesn’t Pay Your Bills

EBITDA is a popular metric, but it doesn’t reflect the complete financial health of your business. Learn why operating cash flow is key for every CFO and receive your go-to checklist for optimizing financial operations.

Case Study

Saturday, August 16, 2025 SafeSend

How One Firm Cut Tax Appointments by 90%

GSA LLP was buried in tax appointments, manual admin work, and outdated processes. After switching to SafeSend One, the firm saved time, reduced burnout, and made life easier for staff and clients alike. Hear how one change led to better client service and fewer long nights. Download the case study to see what changed.

Case Study

Friday, August 15, 2025 SafeSend

How BMSS Cut Tax Prep Time and Boosted Staff Morale

BMSS was spending too much time on tax returns and staff were feeling the pressure. After switching to SafeSend One, they saw major time savings, fewer errors, and happier clients. This case study shares how they streamlined across three offices and transformed the tax engagement from start to finish.

Case Study

Tuesday, July 30, 2024 SmartVault Accounting

“We Doubled Our Client Base”: An Accounting Firm's Success Story

This is the story of how one firm doubled its client base, dramatically improved retention, and achieved the holy grail of the accounting world: making more money while working less.

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