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White Paper
Friday, May 1, 2026
Intuit
How Tax Firms Can Fix Disconnected Tech Stacks and Work More Efficiently
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.
Case Study
Tuesday, March 10, 2026
Intuit
Tax preparation in the cloud
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
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.
White Paper
Tuesday, January 13, 2026
Intuit
5 Tech Trends To Watch in 2026
Five key technology trends are set to transform the tax and accounting profession in 2026, with artificial intelligence leading the charge.
Case Study
Friday, January 9, 2026
Oracle NetSuite Products
The CFO´s Playbook to Strategic Leadership
Uncover how top CFOs are driving technology planning, cybersecurity compliance, HR strategies, and much more.
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.
Case Study
Friday, December 19, 2025
Oracle NetSuite Products
EBITDA Doesn’t Pay Your Bills
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
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.
Case Study
Friday, November 14, 2025
Capterra
Highest-Rated Accounts Payable Tools (According to Real Users)
Which AP platforms are actually worth your time and money? This shortlist ranks the top 25 tools by user satisfaction and online buzz—so you can skip the guesswork and start comparing smarter.
White Paper
Thursday, November 6, 2025
Intuit
