Resources for Accountants

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Prime Source Accounting Case Study Accounting Firm Saves Time With Patriot’s Tax Filings & “Unbelievably Great” Support
Lisa Bal is the owner of Prime Source Accounting, a firm offering payroll, bookkeeping, invoicing, and tax services.

Sentinel Tax Case Study Sentinel Tax Partners With Patriot to Save Time and Money
Download the free case study to learn how Partnering with Patriot benefited a busy accounting firm.

Anne-Books Case Study Patriot’s Partner Program Is a Time-saver for Anne-Books
Download the free case study to find out how partnering with Patriot benefited a busy accountant.

An Accountant's Guide to Offering Payroll Services to Clients
Download this free guide to learn the ins and outs of expanding your accounting firm’s offerings to include payroll services.

Your Checklist for Communicating Payroll Changes to Clients
Switching payroll partners can be a wonderful thing. But for a smooth transition, you must communicate the changes ahead of time to your clients.

The Complete Marketing Checklist for Accountants
Step 1 of successfully marketing your firm’s services is having a plan. Download our free checklist to help you stay organized with your marketing to-dos.

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