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Guide
The Hidden Revenue Stream Most CPAs Are Overlooking in 2025
Thursday, June 19, 2025 Tailor Brands Discover how forward-thinking CPAs are turning LLC questions into passive income
Guide
How To: Farm Financial Planning & Budgeting at Scale
Thursday, June 5, 2025 Figured Learn how to easily deliver financial planning and budgeting services to your farm & agriculture clients. Download this free guide that covers the types of actions to take throughout the year, when, and how - without adding to your workload.
Guide
What Great Farm Financial Management Looks Like
Thursday, May 1, 2025 Figured Based on 10+ years of experience with 35,000+ farm businesses and advisors, learn how CPAs serving agriculture clients can streamline farm accounting and deliver scalable, high-value advisory services that drive stronger financial results for farmers.
Guide
How to Actually Take Care of Yourself During Busy Season
Tuesday, April 22, 2025 SafeSend Tax season doesn’t have to mean burnout. This guide offers strategies to help CPAs reduce stress, stay focused, and keep their energy up. From nutrition tips to automation, it’s everything you need to survive tax season and feel better through it.
Guide
The Art of Asking: Blue J’s Guide to Crafting Better Prompts for Better Tax Answers
Tuesday, March 18, 2025 Blue J Curious about generative AI but not quite sure where to start? Learn how to craft effective prompts for generative AI. Featuring real-world examples, this guide provides all the essential techniques you need to make the most of this emerging technology.
Guide
Busy Season Survival Guide for Tax
Tuesday, March 18, 2025 SafeSend Busy season means long hours and high pressure. This guide covers five key challenges and offers simple ways to cut stress, protect energy, and stay focused using tools like music, laughter, smarter systems, and automation.
Guide
How to Identify, Evaluate, and Choose the Right Practice Management Software for Your Accounting Firm
Wednesday, March 12, 2025 Karbon A robust accounting practice management tool is at the core of every high-performing accounting firm. This guide will help you identify, evaluate, and choose the right accounting practice management tool for your firm.
Guide
21 Essential Tips for Ensuring Customers Pay
Thursday, January 30, 2025 Forwardly Get paid on time, every time, with our tips and tricks for avoiding debtors and follow-ups.
Guide
Automate This! The Ultimate Guide to Overcoming Accounting Hurdles with Automation
Monday, January 20, 2025 Forwardly Explore how automating critical bookkeeping functions can transform your firm with insights from accounting industry leaders.
Guide
Tax Season Survival Guide for CPAs and Accounting Firms in 2025
Thursday, January 16, 2025 Infinity Globus The tax season is upon us and accounting firms owners should be applying these tips to not only survive but thrive during the busy tax season.
Guide
21 Things to Know Before Sending Payments to Suppliers
Tuesday, January 7, 2025 Forwardly Whether you're just getting started or are a payment pro, we’ve got 21 tips to make your bill payment process smoother, smarter, and way less stressful.
Guide
The Ultimate Engagement Letter Checklist
Monday, November 25, 2024 Mango Practice Management Feeling the weight of crafting an engagement letter that strikes the perfect balance between professionalism and clarity?