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Guide
Thursday, February 19, 2026
IGNITION APP
The profitable cloud accounting firm playbook
Discover a data-backed guide featuring Ryan Lazanis, CEO & Founder of Future Firm, revealing the strategies behind top-performing cloud accounting firms.
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
AcoBloom
Tips to Encourage 7216 Consent Form Sign-Off
A practical guide for CPA and tax firms on obtaining IRS Section 7216 consent when using offshore support. It explains consent requirements, best practices for confidentiality, data security, and compliance, highlights key benefits, and includes sample cover letters, engagement language, and 7216 consent forms for 1040 and non-1040 taxpayers.
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
Tuesday, January 6, 2026
AcoBloom
Due Diligence Checklist for Evaluating Accounting & Tax Partners
Outsourcing support can scale your firm—but only with the right safeguards in place. Download a practical due diligence checklist built for accounting and tax professionals
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