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Guide
Friday, May 29, 2026
Intuit
Intuit Accountants Tax Planning Guide 2026-2027
Stay ahead with insights to guide clients through changing tax laws and evolving strategies
Guide
Tuesday, April 21, 2026
Capterra
Advisor Insights: Top Financial Planning Tools to Tackle 2026’s Economic Shifts
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.
Guide
Monday, March 9, 2026
Oracle NetSuite Products
The CFO Agenda 2026: 12 Ways to Flourish Now
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.
Guide
Tuesday, December 23, 2025
Oracle NetSuite Products
Upskill Your Finance Team with AI Soft Skills
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
Wednesday, December 17, 2025
Oracle NetSuite Products
Find Your Purpose at Work Again (Even on Mondays)
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
Monday, December 15, 2025
Oracle NetSuite Products
A CFO’s Guide to AI-Enhanced Finance
Download the guide to discover how NetSuite’s AI capabilities can empower your financial leadership and drive your organization’s success.
Guide
Friday, December 5, 2025
Intuit
Unlock Higher Firm Valuation with the Cloud Advantage
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
Monday, October 13, 2025
TXF Intelligence
How AI Empowers Small Accounting Firms
Small accounting firms face steep competition from larger players with bigger budgets and more staff, but AI is helping level the playing field. Download this guide to learn how AI can help your firm boost efficiency, reduce burnout, and deliver the high-value advisory services clients now expect.
Guide
Monday, October 13, 2025
TXF Intelligence
Discover how AI helps relieve burnout
Tax season compression is draining your team’s energy and limiting your firm’s potential. This guide reveals how AI can redistribute your workload, reduce burnout, and help you build a more efficient and sustainable practice.
Guide
Friday, September 26, 2025
TXF Intelligence
How AI helps small tax firms transition toward more CAS
Small accounting firms can leverage AI to expand advisory services, streamline routine tasks, and deliver insights previously available only to larger firms. This guide shows how AI empowers you to provide strategic guidance, risk management, and advanced tax planning while maintaining the personal client relationships that drive long-term success.
Guide
Monday, September 15, 2025
TXF Intelligence
Ethical AI Implementation for Accounting
AI is transforming the accounting profession, but responsible implementation is essential to maintain trust, accuracy, and integrity. Download this guide to learn best practices for ethical AI use in your firm and how to lead confidently in this new era of technology.
Guide
Wednesday, September 3, 2025
Wolters Kluwer Tax
