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  • Workforce Optimization: Seven Steps to Realize Operational and Strategic Benefits

    Workforce Optimization eBook_Title page

    So what exactly is workforce optimization? It is a strategy that addresses scheduling, time and attendance,
    and other HR matters while balancing cost effectiveness with high-level client service (i.e., ensuring the
    right employee at the right time for the right rate).

    Learn more
  • Getting It All Done

    getting-it-all-done

    From managing core finance responsibilities to pursuing top-line growth opportunities, finance has more on its plate than ever before.

    Learn more
  • The Four Characteristics of an Excellent Client Experience

    ups-client-experience

    If your firm is wondering why clients are looking elsewhere, it’s time to reevaluate the experience you’re offering.

    Learn more
  • Building Your Brand: The Value of Reputation

    Brand

    Today when potential clients are researching which professional service firms to engage, they will investigate your firm’s online presence, reputation, core beliefs, personnel, and results achieved for your clients. Collectively, these findings can and will establish your firm’s “brand” in the minds of these prospects.

    Learn more
  • Finding the Right Technology for Your Professional Service Firm

    UPS Technology Trends eBook New Cover 072715_Page_1

    Firms around the country have been facing extreme pressures. Whether from shrinking workforces, ever-stricter regulations, or growing competition from their peers, professional service firms have had to make major adjustments to their business practices to continue growing and serving clients effectively.

    Learn more
  • Understanding and Managing Risk in Professional Service Firms

    Understanding and Managing Risk in Professional Service Firms eBook_Page_1

    Your firm didn’t get where it is now by ignoring risks. Today, as professional service firms look for opportunities to expand and grow, risk management is more critical than ever.

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  • The Front-Line Finance Officer

    CFO_UPS_Front-Line_Finance_Officer_final_Page_01

    In the professional services firm of tomorrow, the full finance function will be asked to evolve and change—facing the challenge and the opportunity of adapting its skills and experience to help guide the firm’s strategy and vision. Learn what more than 160 CFOs of professional service firms have to say about the evolving finance function.

    Learn more
  • Better Processes, Better CFOs

    Better Processes Better CFOs eBook_Page_1

    Time and resources are precious to every firm. Yet most professionals in your firm would agree that their time is wasted by inefficient processes. Despite a shortage of administrative staff, current processes at many firms are often manual and resource-intensive, resulting in lost staff time and hidden costs.

    Learn more
  • How CFOs Can Find the Time to Lead Strategically

    UPS eBook 3 Leadership Cover

    Driven by growth and the desire to adopt better business practices, many professional service firms are shifting their approach to finance leadership. How can you become the strategic leader your firm needs?

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  • Practical Processes: Five Smart Cost-Allocation Strategies

    ups-practical-processes

    For CFOs, finding the balance between cost allocation and time spent on cost-capture is often elusive. How can you be certain that your firm is properly and efficiently passing through costs?

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The Front-Line Finance Officer

Yesterday’s small professional services firms are quickly becoming the growth companies of today.

Read this recent survey of finance executives at mid-sized professional services firms, conducted by CFO Research in collaboration with UPS, to learn more.

Get the Research Report

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