Free Resources for Your Practice
Not course materials — working documents for your firm. Written by the same instructors who teach our technology curriculum. Free to read and download, no strings.
🔐 Accounting Firm Security Checklist
A practical, WISP-aligned hardening checklist — 40 checkpoints across identity, devices, data, email, and incident response.
Read & download free →📗 The Excel Power User's Cheat Sheet
The shortcuts, functions, and habits that separate accountants who use Excel from accountants Excel uses.
Read & download free →Want the skills behind the documents?
Each resource pairs with a full CPE program taught by its authors.
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