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Results > accounting-reporting: (70)

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White Paper
Innovation Deserves a Return: The CPA’s Practical Guide to the R&D Tax Credit
Friday, August 28, 2026 CSSI R&D This practical guide for CPA's and Tax Professionals breaks down the essentials of the R&D Tax Credit including what serves as qualified research, the IRS' Four-Part Test, amending returns for retroactive opportunities, and ultimately how to discern if your client's business qualifies.
Guide
A New Kind of Financial Reporting for Agriculture
Friday, August 28, 2026 Figured An introduction to Reporting Studio, Figured's reporting builder for ag accounting firms and farm advisers. See the reports you could be sending your clients, how they're built on live farm data, and what it takes to run them across a full client portfolio.
Guide
July–January Outsourcing Strategy: Your Playbook for a Stress-Free Tax Season
Wednesday, August 12, 2026 Datamatics Business Solutions, Inc. 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.
Guide
Ag Financial Planning & Budgeting Made Easy
Monday, August 10, 2026 Figured A free, three-level framework for turning farm planning and budgeting into a scalable, revenue-generating advisory service — built for accountants who are ready to move clients beyond reactive, spreadsheet-driven budgets.
eBook
How to Build Client Advisory Services for Agriculture
Monday, August 10, 2026 Figured A simple three-level framework, used by top accounting firms across the USA, to turn your tax and compliance skills into high-value advisory services for your agricultural client base. Get your free copy.
White Paper
Fueling Forward: From Compliance to Advisory
Monday, July 27, 2026 Intuit How leading tax professionals are transforming their firms through advisory services.
White Paper
Unlocking Real Estate Tax Savings: A CPA's Guide to Key Depreciation Provisions
Thursday, July 16, 2026 CSSI 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
A CFO’s Guide to AI-Enhanced Finance
Wednesday, July 15, 2026 Oracle NetSuite Products Download the guide to discover how NetSuite’s AI capabilities can empower your financial leadership and drive your organization’s success.
Research / Report
The State of AI in Audit & Finance
Monday, July 13, 2026 DataSnipper - Accounting How are accounting, finance, and audit professionals adopting AI? Explore new research on AI implementation, governance, trust, and the future of finance.
Case Study
How One Firm Turned Administrative Time into Advisory Capacity
Thursday, July 2, 2026 Intuit As accounting firms grow, administrative work can quickly become the biggest obstacle to scaling. In this case study, discover how Motta Financial built a modern operating model that transformed manual tax preparation into capacity for higher-value advisory services, stronger client relationships, and continued growth.
Case Study
From Compliance to Advisory: The New Standard in Row Crop Accounting
Wednesday, June 24, 2026 Figured See how to move your accounting firm from compliance-focused to advisory-driven and become the trusted advisor your row crop clients actually need. Featuring real-world insights from Empire Ag on how they built a thriving advisory practice.
Guide
How to Scale Farm Financial Advisory Services
Tuesday, June 23, 2026 Figured Most farm accounting practices run on a compliance calendar. By the time your client needs a decision, the numbers are months old. JC Ag Financial Services serves 110+ ag clients differently. This guide shows how they moved clients from tax & compliance to ongoing advisory, on always-current data.