Everything a Small Firm Needs

At Wolters Kluwer, we are committed to helping small firms with the tools, resources and insights they need to achieve their goals.

The future has never been brighter for small firms, and forward-thinking accountants are finding exciting and innovative ways to capitalize. Your journey starts here, and we are thrilled to be a part of it. 

The Definitive Guide to Starting Your Accounting Firm
The Definitive Guide to Starting Your Accounting Firm

Have you been considering breaking out to start your own firm, but the prospect of creating a new business feels... overwhelming? 

In this guide, we’ll go through what you should be thinking about as you consider starting an accounting firm from scratch, from legal requirements to marketing to hiring and everything in between.

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Starting a Small Firm with Howell Strazcek
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Small Firm Spotlight: Howell Straczek
"Play to your strengths. Find those areas where you're strong and have experience, and then build out from there." - John Howell, Howell Straczek
Focus on Growth: More Resources Specifically for Smaller Firms
Build Your Small Firm Tech Stack
White Paper: Building Your Small Firm's Ideal Tech Stack

How do small firms set themselves up for long-term success? It starts with aligning your resources — your people, processes, and technology — with your growth goals.


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Deep Dive Into the Strategic Goals of Today's Accounting Firms
White Paper: Deep Dive Into the Strategic Goals of Today's Accounting Firms
There are many paths to growing your firm, but regardless of the path you choose, growth comes the demand for greater work capacity. In this white paper, we will help you understand your growth path and the steps needed to prepare. 
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Tech for the Lifecycle of a Growing Firm
White Paper: Technology for the Lifecycle of a Growing Firm
In this white paper, our partners from Boomer Consulting walk you through seven things you should consider when choosing new technology to meet your goals at different stages of your firm's lifecycle. 
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Start with a Vision: Best Practices for Firms of All Sizes

  • Tax Best Practices
  • Firm Management Best Practices
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The Future of Tax

What does the firm of the future look like? In this white paper, the experts at Boomer Consulting discuss how to find the right balance of client service best practices and emerging technologies going forward. 

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No Touch Tax Return White Paper
How to Achieve a "No-Touch" Tax Return

The reality of a "no-touch" tax return is closer than you think. Learn to digitize and automate your full tax return prep process in this white paper, giving you more capacity for higher-value client work. 

Download the eBook
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The Agile Accountant: Responding to a Changing Landscape
The 2020 pandemic forced many CPA firms to pivot into remote work on the fly. In this white paper, we share strategies and resources top firms are using to grow and thrive in unpredictable times. 
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Build Resilience with Predictive Intelligence
3 Ways Peak Performing Firms Overcome Challenges with Business Intelligence Tools
Learn to turn the labor-intensive process of using data to manage your business into an automated system of dashboards and real-time reports.  
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5 Ways Workflow Automation Supports Firm Goals
5 Ways Workflow Automation Supports Firm Goals
Every accounting firm has a unique definition of business success, but in order to fully align your firm in pursuit of those goals, you need to tailor your workflows accordingly. 
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Expert Insights: Achieving Your Growth Goals
Wolters Kluwer Voices
  • How you grow is up to you.
Georgia Smith
The wonderful thing about growth is that how you grow is up to you. You can grow a single stage at a time, in multiple stages, or all at once. The key is in identifying your specific stages so that you pair them with the appropriate solutions to help you bridge the gap between your firm is and where you want it to be.
Georgia Smith
Technology Product Manager, Wolters Kluwer Tax & Accounting North America, US Professional Market
Find the Right Tools for Your Firm
Our Solutions Consultants are ready to help you find the tools to meet your firm's unique needs.
Contact a Solutions Consultant Today
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Grow and thrive with CCH Axcess™

The best-in-class software you need. Support you can rely on. A price you can afford.
As a smaller firm, you may feel like you need to choose between price and performance. Don’t settle for just one. For over ten years, CCH Axcess has been the leader in cloud tax and accounting software, and our new package options provide this industry-leading solution at a budget-friendly price. Plus, professional training and support are included to ensure you are primed for years of success.
See the CCH Axcess Options for Smaller Firms

Wolters Kluwer Solutions for Small Firms

Talk to a Solutions Consultant

Find out how Wolters Kluwer solutions can help your small firm.

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