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Guide
Find Your Purpose at Work Again (Even on Mondays)
Wednesday, December 17, 2025 Oracle NetSuite Products You didn’t become a CFO just for the numbers. You’re in a position to shape careers, drive impact, and start the workweek energized—even on the most Monday of Mondays. Download Ron Monteiro’s latest guide for a step-by-step approach to rediscovering your purpose, at any stage of your career.
Guide
Payroll Software Buyers Guide
Tuesday, December 16, 2025 IRIS Global Whether you’re starting to offer payroll services or considering a software upgrade, this guide will help you identify the key features to look for and recognize when it’s time for a change.
Guide
Upskill Your Finance Team with AI Soft Skills
Monday, December 15, 2025 Oracle NetSuite Products Written by finance coach, Ron Monteiro, this practical guide is packed with real-world examples, proven frameworks, and actionable strategies to help your team deliver sharper insights and drive business growth.
Guide
A CFO’s Guide to AI-Enhanced Finance
Monday, December 15, 2025 Oracle NetSuite Products Download the guide to discover how NetSuite’s AI capabilities can empower your financial leadership and drive your organization’s success.
Guide
Unlock Higher Firm Valuation with the Cloud Advantage
Friday, December 5, 2025 Intuit Discover why cloud-based tax and accounting firms are commanding premium valuations and how firm owners can scale profitably without sacrificing sanity. This exclusive guide reveals actionable strategies to boost cash flow, build capacity, enhance firm value, and prepare for your next chapter.
Guide
The Tax Automation Buyer’s Checklist
Wednesday, December 3, 2025 QX Accounting Services A C-suite checklist for choosing the right tax automation tool. Learn the must-have features, hidden red flags, key integrations, and how leading firms speed up delivery by 30–40%. Includes a quick decision matrix to guide your 2026 automation strategy.
White Paper
The State of Audit Efficiency
Thursday, November 27, 2025 Suralink This report provides a data-driven analysis of these challenges, backed by extensive survey data from auditors in public accounting, and offers actionable solutions to streamline the audit process.
On-Demand Webinar
The Death of Busy Season?
Tuesday, November 25, 2025 QX Accounting Services For many firms, busy season feels less like a cycle and more like a crisis. Staff are stretched thin, reviews pile up, and efficiency drops right when clients need you most. The old model? No longer works. This webinar unpacks how forward-thinking firms are rewriting the playbook. Read more here.
Guide
The Silent Killer in Your Investigations
Wednesday, November 19, 2025 Valid8 Financial Stop wasting billable hours fixing errors and patching spreadsheets in financial investigations. This guide makes the case for shifting to a forensic verification platform that delivers court-ready speed, accuracy, and defensibility for high-stakes cases.
Guide
General Purpose vs. Professional AI: When to Upgrade
Monday, November 17, 2025 CPA Pilot A practical framework for evaluating AI adoption in tax and accounting workflows
Guide
2025 Midyear CFO Agenda
Monday, November 17, 2025 Oracle NetSuite Products Whether you’re seeking tactical solutions or big-picture strategies, this essential guide offers 25 fresh, practical suggestions to drive success, manage volatility, and set your organization apart. Download now to gain insights that empower you to build resilience, stay agile, and shape a winning agenda for 2025 and beyond!
Case Study
What Top 200 CPA Firms Know (That You Don’t)
Friday, November 14, 2025 QX Accounting Services Discover how top firms are rethinking capacity, talent, and technology to build sustainable growth. This toolkit brings together real-world case studies, practical outsourcing FAQs, and a step-by-step playbook on how Outsourcing 3.0 outperforms traditional models. Everything you need to start building your future-ready firm—in one powerful guide.