Close Advanced Search Filters
Search
Companies
Topics
Content Types
Results > guide: (59)
Advanced Search Filters
Clear Filters
Thursday, June 5, 2025
Figured
How To: Farm Financial Planning & Budgeting at Scale
Learn how to easily deliver financial planning and budgeting services to your farm & agriculture clients. Download this free guide that covers the types of actions to take throughout the year, when, and how - without adding to your workload.
Wednesday, May 28, 2025
Taxfyle
Unlock Talent Retention and Workforce Excellence with AI in Accounting
AI can help accounting firms retain talent by reducing burnout, enabling strategic work, and creating a more modern, employee-centric workplace culture.
Wednesday, May 21, 2025
Oracle NetSuite Products
C-Suite’s Risk Management Checklist
To build a business ready to weather these ups and downs, we’ve put together eight risks the C-suite should keep a cautious eye on as they pursue their next big opportunities. For each, we’ve suggested steps you can take to be ready for whatever comes next.
Tuesday, May 20, 2025
Taxfyle
How to spot red flags in your tax software and switch to a new provider
Identify red flags in tax software, such as excessive manual work, time-consuming reviews, poor user experience, and security concerns, and outlines steps for selecting a more efficient provider and managing a smooth transition to new software.
Monday, May 19, 2025
Intuit
Stay Ahead of the Curve: Get the 2025 Tax Planning Guide for Tax and Accounting Professionals
Stay on top of your tax year with an overview of the key tax law changes that come into effect in tax year 2025, plus every critical deadline, to-do, and other considerations that will help keep you and your clients on track.
Wednesday, May 14, 2025
Taxfyle
What Accounting Firms Need to Know About AI and the Industry
AI is reshaping accounting, from automating tasks to improving decision-making. Learn how firms are using it today, why adoption is key, and how Taxfyle’s TXF Intelligence can help streamline tax prep.
Thursday, May 1, 2025
Figured
What Great Farm Financial Management Looks Like
New Research: Based on a decade of experience working with over 35,000 farm businesses and advisors worldwide, see how CPAs working with agriculture clients can streamline farm accounting tasks and deliver high-value advisory services at scale to drive better financial outcomes for farmers across the United States.
Wednesday, April 23, 2025
Taxfyle
Is AI Replacing Tax Practitioners?
AI isn’t replacing tax practitioners, it’s enhancing them. This guide debunks the fear-driven myths and shows how firms can use AI to boost efficiency, deliver better client outcomes, and stay ahead of the curve.
Tuesday, April 22, 2025
SafeSend
How to Actually Take Care of Yourself During Busy Season
Tax season doesn’t have to mean burnout. This guide offers strategies to help CPAs reduce stress, stay focused, and keep their energy up. From nutrition tips to automation, it’s everything you need to survive tax season and feel better through it.
Monday, April 21, 2025
Oracle NetSuite Products
AI Is Changing the Game for Finance—Is Your Firm Ready?
Learn how AI is transforming the accounting profession and discover practical strategies CPAs can use to lead AI initiatives in their firms. This free guide offers real-world use cases, step-by-step advice, and insights to help you stay ahead in an AI-driven future.
Friday, March 28, 2025
AICPA Member Insurance Programs for ICPAS
Navigating the Client Lifecycle: Strategies for Success at Every Stage
Discover how to fuel growth, profitability, and sustainability while mitigating risks with our eBook, "Navigating the Client Lifecycle." Learn essential protocols to ensure your clients align with your firm's strategic goals and risk tolerance, positioning your firm for long-term success and reduced liability.
Tuesday, March 18, 2025
Blue J