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Guide
Monday, March 9, 2026
Oracle NetSuite Products
The CFO Agenda 2026: 12 Ways to Flourish Now
We’ve gathered a dozen action items to help CFOs achieve their 2026 goals, focusing on efficiency, data use, and cash flow while navigating risks and adopting AI in a way that forwards business objectives.
Guide
Wednesday, February 18, 2026
Bawn, Inc.
FTC Safeguards Rule Compliance Kit for CPA Firms
A practical implementation toolkit built specifically for CPA firms to meet FTC Safeguards Rule requirements. Includes compliance guidance, documentation frameworks, and clear steps to build a defensible security program.
Guide
Friday, January 30, 2026
QX Accounting Services
Tax Outsourcing Planning Sheet (2026)
This is not a sales guide. It’s a practical planning worksheet to help you decide what to outsource, how much, and when it actually works.
Guide
Tuesday, January 27, 2026
IRIS Global
A Guide to Selecting the Right Payroll Outsourcing Partner
Learn how a managed payroll provider can lighten the load for your firm while helping you grow your business. This guide will help you understand why outsourcing makes sense and what to look for in the perfect partner for your accounting firm.
Guide
Thursday, January 22, 2026
Software Advice
Accounts Payable Software: Pricing and Features Compared
See what real users are paying for top AP tools—plus what’s included at each tier.
Guide
Friday, January 16, 2026
Software Advice
Budgeting & Forecasting Software Pricing Guide
How do you know if you’re spending too much or too little on Budgeting & Forecasting software?
Guide
Monday, January 5, 2026
Capterra
Advisor Insights: Top Financial Planning Tools to Tackle 2026’s Economic Shifts
2026 is shaping up to be another year of economic uncertainty. This free guide highlights expert-backed financial planning tools that help businesses like yours adapt quickly, budget wisely, and stay ahead, no matter what the market throws at you.
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.
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.
Guide
Tuesday, December 16, 2025
IRIS Global
Payroll Software Buyers Guide
Whether you’re starting to offer payroll services or considering a software upgrade, this guide will help you identify the key features to look for and recognize when it’s time for a change.
Guide
Monday, December 15, 2025
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.
Guide
Friday, December 5, 2025
Intuit