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Resources Your CPA Firm Needs

Now that you are enrolled in DBA | FIRM resource updates, you will receive notifications when new resources are available.

Client Implementation Guide Outline - COMING SOON

Wow your new clients with a deliverable comprehensive guide for their onboarding phase and services with your firm.


Controller Commentary Outline - COMING SOON

Add value and ensure clients review their monthly financial statement deliverables with this guide for recorded feedback.

Have questions on implementing these resources in your advisory firm? We can help!