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Guide

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Guide
Unlock New Advisory Revenue with The CPA’s 2026 Cost Segregation Opportunity Guide
Thursday, September 3, 2026 FirmPro Leverage permanent 100% bonus depreciation changes to expand your firm’s tax strategy offerings and deepen client relationships.
Guide
Master Your CPA Firm’s Cloud Migration: The Essential Checklist for Accountants and Tax Professionals
Wednesday, September 2, 2026 CETROM TX Ensure a secure, seamless, and successful move to the cloud with expert guidance designed specifically for CPA firms.
Guide
26 Essential Questions Every CPA Firm Must Ask Before Hiring an IT Provider
Wednesday, September 2, 2026 CETROM TX Protect Your Practice, Streamline Busy Season, and Partner with IT Experts Who Understand Accounting
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
A Tax Firm's Playbook for Adopting AI Agents
Thursday, August 27, 2026 TaxGPT A step-by-step framework for evaluating, piloting, and scaling AI agents in your practice - without risking compliance or client trust
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.
Guide
Modernize Your Fixed Asset Management: The CPA Firm’s Essential Guide for Efficiency and Growth
Tuesday, July 28, 2026 FirmPro Discover how to eliminate costly manual processes, reduce risk, and scale your firm’s fixed asset management with a modern system built for today’s tax landscape.
Guide
Prepare Your CPA Firm for the AI Revolution: Close the Readiness Gap Today
Thursday, July 23, 2026 CETROM TX Discover why most accounting firms are more exposed than they realize and learn how Zero Trust security empowers safe, compliant AI adoption.
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.
Guide
The Agentic Tax Firm
Tuesday, July 14, 2026 TaxGPT How Forward-Looking Practices Are Restructuring Work Around AI
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.