The Suralink Blog

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Four lessons I learned from my time as a CX expert—and how you can apply them to your firm
Learn how Suralink's Director of Customer Success Ryan Smith has translated his experience managing the CX initiatives of Fortune 500 companies to accounting firms.
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Four lessons I learned from my time as a CX expert—and how you can apply them to your firm

Learn how Suralink's Director of Customer Success Ryan Smith has translated his experience managing the CX initiatives of Fortune 500 companies to accounting firms.

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Integrating accounting systems to avoid gaps in knowledge

According to a 2019 Report, more than 50% of organizations report that integration challenges cost their businesses on average $500,000 every year. 

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Focusing on prioritization during a remote audit

You’re facing unprecedented challenges while trying to complete a remote audit. Find out how you can prioritize your workload during a remote audit.

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Preparing and planning for a remote audit

It’s critical that when completing a remote audit, auditors actually spend more time—not less—preparing and planning for the audit.

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The five primary challenges of remote audits

As Covid-19 has changed the way we work, more and more firms are transitioning to either partially or fully remote audits.

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The impact of Covid-19 on accounting firms and audits

Suralink recently conducted a survey of 65 firms of all sizes and how their business has adapted to the challenges presented by Covid-19. 

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Understanding the basics: PBC request lists 101

Mastering the basics. Find answers to the fundamental questions about PBC lists.

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Why it's critical for accounting firms to invest in technology NOW

Firms that implement technology—to gather and deliver client data—are the firms that will thrive through difficult times.

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