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eBook
Your quick MBA refresh. Built for today’s CFOs.
Monday, August 25, 2025 Oracle NetSuite Products 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
Data-Driven Tariff Management
Monday, August 25, 2025 Oracle NetSuite Products 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.
Guide
Find Your Purpose at Work Again (Even on Mondays)
Monday, August 25, 2025 Oracle NetSuite Products Download Ron Monteiro’s latest guide for a step-by-step approach to rediscovering your purpose, at any stage of your career.
Case Study
How One Firm Cut Tax Appointments by 90%
Friday, August 15, 2025 SafeSend GSA LLP was buried in tax appointments, manual admin work, and outdated processes. After switching to SafeSend One, the firm saved time, reduced burnout, and made life easier for staff and clients alike. Hear how one change led to better client service and fewer long nights. Download the case study to see what changed.
Case Study
How BMSS Cut Tax Prep Time and Boosted Staff Morale
Friday, August 15, 2025 SafeSend BMSS was spending too much time on tax returns and staff were feeling the pressure. After switching to SafeSend One, they saw major time savings, fewer errors, and happier clients. This case study shares how they streamlined across three offices and transformed the tax engagement from start to finish.
eBook
21 Proven Strategies To Slash Your Business Expenses Fivefold
Wednesday, August 6, 2025 Forwardly A practical guide for business owners to identify hidden costs, reduce spending fast, and boost operational efficiency without cutting corners.
White Paper
2025 Accountant Tech Outlook: Strategies for Growth, Efficiency & Competitive Advantage
Friday, August 1, 2025 Intuit Discover the key technology and advisory trends shaping the future of accounting firms in 2025. This white paper, based on insights from Intuit’s exclusive Accountant Technology Survey, reveals how leading firms are leveraging AI, automation, and strategic advisory to stay ahead.
Guide
The Forensic Accountant’s Guide to Accelerating Financial Intelligence in Restructuring Cases
Tuesday, July 8, 2025 Valid8 Financial This guide uses real-world case studies and expert insights to explore the challenges, strategies, and technologies that enable efficient financial intelligence in restructuring cases, while upholding the standards required in forensic accounting.
White Paper
How to Attract and Retain Gen Z Talent in Your Tax & Accounting Firm
Tuesday, July 8, 2025 Intuit Gen Z is entering the workforce with new expectations around purpose, flexibility, and technology. This guide explores what motivates them—and how your firm can adapt to attract, engage, and retain the next generation of accounting professionals
White Paper
Elevating Your Firm's Pricing Strategy: Are You Leaving Money on the Table?
Friday, June 13, 2025 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
Unlock Greater Efficiency and Client Satisfaction with Workpaper Suite: A Thought Leadership Guide for Accounting Professionals
Tuesday, June 3, 2025 Suralink Discover how innovative tools can transform your engagement processes, reduce errors, and elevate client experiences.