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Results: (59)

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Guide
Intuit Accountants Tax Planning Guide 2026-2027
Friday, May 29, 2026 Intuit Stay ahead with insights to guide clients through changing tax laws and evolving strategies
White Paper
How Tax Firms Can Fix Disconnected Tech Stacks and Work More Efficiently
Friday, May 1, 2026 Intuit Many firms are operating with disconnected systems that create inefficiencies, manual work, and unnecessary complexity. This white paper breaks down the “Franken-stack” problem and how a platform strategy can streamline workflows and unlock capacity for growth.
Guide
Advisor Insights: Top Financial Planning Tools to Tackle 2026’s Economic Shifts
Tuesday, April 21, 2026 Capterra 2026 is shaping up to be another year of economic uncertainty. This free guide highlights expert-backed financial planning tools that help businesses like yours adapt quickly, budget wisely, and stay ahead, no matter what the market throws at you.
White Paper
Elevating Your Firm's Pricing Strategy: Are You Leaving Money on the Table?
Monday, April 20, 2026 Intuit Move beyond the billable hour. Learn how tax and accounting firms are using value-based and subscription pricing models to increase revenue, retain clients, and reduce burnout—while delivering more value.
eBook
Make your accounting firm sellable. Even if you have no intention of selling.
Wednesday, March 18, 2026 Anchor Sellable isn’t a future event. It’s an operating condition that makes your firm easier to buy — and run. Learn how to adopt the sellable standard and create more clarity, consistency, and confidence where it matters most.
Case Study
Tax preparation in the cloud
Tuesday, March 10, 2026 Intuit This white paper shows how integrating ProConnect Tax with SmartVault creates an end-to-end, cloud-native workflow that eliminates document bottlenecks, improves accuracy and security, and enables high-volume firms to scale revenue and advisory services without adding headcount.
Guide
The CFO Agenda 2026: 12 Ways to Flourish Now
Monday, March 9, 2026 Oracle NetSuite Products We’ve gathered a dozen action items to help CFOs achieve their 2026 goals, focusing on efficiency, data use, and cash flow while navigating risks and adopting AI in a way that forwards business objectives.
White Paper
5 Tech Trends To Watch in 2026
Tuesday, January 13, 2026 Intuit Five key technology trends are set to transform the tax and accounting profession in 2026, with artificial intelligence leading the charge.
Case Study
The CFO´s Playbook to Strategic Leadership
Friday, January 9, 2026 Oracle NetSuite Products Uncover how top CFOs are driving technology planning, cybersecurity compliance, HR strategies, and much more.
Guide
Upskill Your Finance Team with AI Soft Skills
Tuesday, December 23, 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.
Case Study
EBITDA Doesn’t Pay Your Bills
Friday, December 19, 2025 Oracle NetSuite Products EBITDA is a popular metric, but it doesn’t reflect the complete financial health of your business. Learn why operating cash flow is key for every CFO and receive your go-to checklist for optimizing financial operations.
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.