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White Paper
Thursday, November 27, 2025
Suralink
The State of Audit Efficiency
This report provides a data-driven analysis of these challenges, backed by extensive survey data from auditors in public accounting, and offers actionable solutions to streamline the audit process.
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
Find Your Purpose at Work Again (Even on Mondays)
Download Ron Monteiro’s latest guide for a step-by-step approach to rediscovering your purpose, at any stage of your career.
Research / Report
Tuesday, April 8, 2025
Software Advice
5 Top-Rated Financial Reporting Tools for Accountants
Financial reporting software can be a game changer—it can help automate data collection and report generation, helping you uncover financial trends and make informed decisions while saving time and reducing errors.
On-Demand Webinar
Wednesday, January 29, 2025
Intuit for Retirement
Succession Planning Considerations for Accountants
You take great care of your clients and their businesses. Are you taking care of your business?
Research / Report
Thursday, January 16, 2025
Software Advice
5 Top-Rated Billing and Invoicing Tools for Accountants
Tired of endless manual tasks, delayed payments, and lost invoices? If your answer is yes, investing in a billing and invoicing tool can be a financial lifesaver.
Guide
Monday, November 25, 2024
Mango Practice Management
The Ultimate Engagement Letter Checklist
Feeling the weight of crafting an engagement letter that strikes the perfect balance between professionalism and clarity?
Guide
Thursday, November 21, 2024
Oracle NetSuite Products
6 Steps to Build an AI-Ready Finance Team
Download this guide to access six practical actions to build an AI-ready finance department, from finding valuable use cases for AI to identifying the right candidates to equipping current employees with skills that will soon be critical.
Guide
Wednesday, September 25, 2024
Canopy Tax
Transform Your Accounting Practice with Client-Centric Strategies
Client demands are higher than ever. Consumers are expecting an Amazon-like experience everywhere - even from their accountants. If your firm doesn't deliver, you risk losing clients (and revenue) to more modern competitors.
eBook
Tuesday, September 10, 2024
Canopy Tax
Transform Your Accounting Practice with AI Insights
Dive into how AI is revolutionizing efficiency, enhancing data security, and enabling strategic decision-making for accountants.
Guide
Friday, August 16, 2024
Canopy Tax
Build Your Ideal Accounting Team Today!
Experience isn't everything. Discover the secrets to building the perfect team for your accounting firm with insights from Jason Blumer, CPA, CEO and Founder of Blumer CPAs.
Infographic
Wednesday, July 3, 2024
Intuit for Retirement
