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Guide
Wednesday, August 12, 2026
Datamatics Business Solutions, Inc.
July–January Outsourcing Strategy: Your Playbook for a Stress-Free Tax Season
Smart CPA 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.
White Paper
Thursday, July 16, 2026
CSSI
Unlocking Real Estate Tax Savings: A CPA's Guide to Key Depreciation Provisions
A CPA's guide to real estate depreciation strategy such as cost segregation, bonus depreciation, partial asset disposition, QIP, and more with practical guidance for delivering defensible, high-value tax outcomes for property-owning clients.
Guide
Wednesday, July 15, 2026
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.
eBook
Wednesday, March 18, 2026
Anchor
Make your accounting firm sellable. Even if you have no intention of selling.
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
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.
Case Study
Friday, October 10, 2025
Datamatics Business Solutions, Inc.
Stay Ahead This Tax Season: Download Your Essential Tax Preparation Checklist 2026
The 2026 tax season presents new challenges and opportunities for CPAs, CPA firms, and business owners. “Your Essential Tax Preparation Checklist 2026” is the must-have guide for navigating this demanding period with confidence and precision.
Guide
Monday, August 25, 2025
Oracle NetSuite Products
Data-Driven Tariff Management
The current tariff situation is complex—affecting companies' supply chain management, pricing, and long-term planning. Download this guide to access practical tools and insights you can leverage to navigate tariffs and choose the right strategy for your business.
eBook
Monday, August 25, 2025
Oracle NetSuite Products
Your quick MBA refresh. Built for today’s CFOs.
In his new report, MBA for Lunch, Jack McCullough distills the sharpest insights from top MBA programs into actionable strategies for navigating today’s complex landscape—from AI and data science to marketing and leadership.
Guide
Saturday, August 23, 2025
Oracle NetSuite Products
