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Results > accounting-reporting: (76)

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Guide
7 Questions to Ask Before Buying Accounting Software
Friday, October 9, 2026 G2 Go beyond the software demo. Use these seven questions to uncover hidden costs, assess integrations, and evaluate whether an accounting platform fits your business.
White Paper
Green Light Your Advisory Growth
Thursday, October 8, 2026 Intuit The opportunity to grow your advisory practice extends beyond tax season. See how tax professionals can use the data they already have to uncover planning opportunities, evaluate strategies, and deliver actionable advice to clients year-round.
eBook
The Outsourced Bookkeeping Go-Live Checklist for CPA Firms
Thursday, October 8, 2026 Datamatics Business Solutions, Inc. Prepare your CPA firm for a smooth outsourcing transition with our comprehensive bookkeeping go-live checklist. Learn the essential steps, best practices, and implementation strategies to ensure seamless onboarding, improved efficiency, and long-term success.
Research / Report
5 Top-Rated Accounting Software Options for Midsize Businesses
Friday, October 2, 2026 G2 Outgrowing your accounting tools? Compare five top-rated platforms using verified user reviews, feature comparisons, and pricing insights from G2.
Research / Report
Help Clients Make Smarter Tax Moves Before Year-End
Wednesday, September 30, 2026 Bloomberg Tax Bloomberg Tax's 2026 Mid-Year Individual Tax Planning Guide brings together the key considerations tax professionals should be discussing with individual clients now, from income and deduction timing to investments, retirement, credits, and more
Guide
2026 AI Guide for Tax Professionals
Friday, September 25, 2026 Bloomberg Tax In tax, not every AI tool is built for the job. Download the complimentary 2026 AI Guide for Tax Professionals to learn how leading tax teams are approaching AI responsibly and what to look for when evaluating solutions.
Guide
10 Things Your Firm Should Automate Before Busy Season
Wednesday, September 9, 2026 Inscope This complimentary guide identifies 10 time-consuming audit and accounting tasks that can be automated before workloads peak, along with an estimate of the hours each one consumes and where automation can make the biggest impact.
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.
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
July–January Outsourcing Strategy: Your Playbook for a Stress-Free Tax Season
Wednesday, August 12, 2026 Datamatics Business Solutions, Inc. Smart CPA and Tax 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.
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.
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.