Tips for Prospecting and Lead Nurture
June 1, 2020

Tips for Prospecting and Lead Nurture

This free guide provides insight into developing an advisory based practice built around prospecting strategies for your ideal client and nurturing consulting leads.


Eliminating Expense Reports For Your Clients
May 29, 2020

Eliminating Expense Reports For Your Clients

RLJ Financial was spending too much time helping get their clients’ expense reports across the line. Learn how Divvy helped them not only reduce that time but eliminate expense reports altogether for their clients.


Building Firm Loyalty Guide
May 27, 2020

Building Firm Loyalty Guide

Instantly access this free guide to learn how incorporating a simple loyalty strategy can help empower overall firm growth.


Streamlining Your Clients\
May 25, 2020

Streamlining Your Clients' Credit Card Categorizations

Sick of chasing receipts and manually categorizing your clients' credit card spend? Learn how one firm automated the process with Divvy's free software.


Three Technologies Transforming the Accounting Profession
February 6, 2020

Three Technologies Transforming the Accounting Profession

Download this FREE eBook to discover what the future holds for technology and the accounting profession.


Sample Security Policy for CPA Firms
February 4, 2020

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


Debunking the Top 10 Myths about Client Advisory Services
January 29, 2020

Debunking the Top 10 Myths about Client Advisory Services

Download this FREE eBook to take a closer look at the myths around advisory services and how you can move past them for the betterment of your firm and your clients.


Need a new ERP/Accounting Solution? See How Yours Stacks Up.
December 13, 2019

Need a new ERP/Accounting Solution? See How Yours Stacks Up.

Download this free self-assessment to determine if a new ERP/Accounting solution is needed for your organization.


Password Management Guide
September 10, 2019

Password Management Guide

This free guide lists the top eight dos and don’ts every CPA should know about creating and managing strong, effective passwords.