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Guide

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Guide
7 Questions to Ask Before Buying Accounting Software
Friday, October 9, 2026 G2 Go beyond the software demo. Use these seven questions to uncover hidden costs, assess integrations, and evaluate whether an accounting platform fits your business.
Guide
When the IRS Challenges an S-Corp Owner's Salary: Back FICA, §6662 Penalties and Interest
Friday, October 2, 2026 WageProof How a reasonable compensation exam starts, what the IRS reclassifies, and what back payroll tax, the accuracy penalty and interest add up to. Includes the documentation that changes the outcome. Free 9-page guide, no form.
Guide
2026 AI Guide for Tax Professionals
Friday, September 25, 2026 Bloomberg Tax In tax, not every AI tool is built for the job. Download the complimentary 2026 AI Guide for Tax Professionals to learn how leading tax teams are approaching AI responsibly and what to look for when evaluating solutions.
Guide
Transform Compliance into Recurring Advisory Revenue — A Practical Guide for CPA Firms
Wednesday, September 9, 2026 Quoin Compliance Discover how to deepen client relationships, boost recurring revenue, and streamline entity management with proven strategies tailored for accounting professionals.
Guide
The 9 IRS Factors for S-Corp Reasonable Compensation (FS-2008-25) and the IRS Job Aid
Tuesday, September 1, 2026 WageProof What each of the nine factors in IRS Fact Sheet 2008-25 asks for, how the Tax Court applied them in McAlary and Watson, and what the internal IRS Job Aid tells examiners to look for. Free 14-page guide, no form.
Guide
July–January Outsourcing Strategy: Your Playbook for a Stress-Free Tax Season
Wednesday, August 12, 2026 Datamatics Business Solutions, Inc. Smart CPA and Tax firms don't wait for the deadline crunch. Learn why the July–January window is the ideal time to onboard an outsourcing partner, cut costs by up to 60%, and walk into 2026's tax season fully prepared.
Guide
A CFO’s Guide to AI-Enhanced Finance
Wednesday, July 15, 2026 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
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
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.
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.
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.
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.