Accounting and Finance Tools

Individual refunds are up 6 percent. By Beth Bellor Go PRO for members-only access to more Beth Bellor. View the full article

Reduce audit time by 20% without reducing quality. By Alan Anderson, CPA Transforming Audit for the Future Go PRO for members-only access to more Alan Anderson. View the full article

Right pricing for the right clients. By Jody Padar Radical Pricing – By The Radical CPA Go PRO for members-only access to more Jody Padar. View the full article

From a business perspective, funding the IRS is an excellent investment. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

Training? Inadequate. Best recruitment method? Who knows? By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

“It’s not about what’s happening today, but about staying ahead of what’s coming next.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article

Focus on actual risks, not artificial fear. By Donny C. Shimamoto Go PRO for members-only access to more Donny Shimamoto. View the full article

The roles that purpose, vision and culture play. By John Fenton The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

Focus on the results and behaviors, letting go of “how.” By Tamera Loerzel Go PRO for members-only access to more Tamera Loerzel. View the full article

Plus the three stages of evolution. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

Get paid for what you’re probably already providing. By Hitendra Patil The Definitive Success Guide to Client Accounting Services Go PRO for members-only access to more Hitendra Patil. View the full article

Help them prepare for what’s to come. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

By CPA Trendlines Research A survey found that more than half of all Americans would rather get mugged than audited by the IRS. Getting audited can mean a lot of work, a lot of expense and maybe a lot of … Continued Go PRO for members-only access to more CPA Trendlines Research. View the full article

Avoid the dreaded “what’s the status of” questions. By Frank Stitely The Relentless CPA Go PRO for members-only access to more Frank Stitely. View the full article

Plus six tips for those aspiring to the role. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

Individual amounts are up 5 percent. By Beth Bellor Go PRO for members-only access to more Beth Bellor. View the full article

By CPA Trendlines Research High-income clients have special needs. They want strategic guidance beyond basic compliance and tax preparation. MORE Listicles here Exclusively for PRO Members. Log in here or upgrade to PRO today. For obvious reasons, they deserve the … Continued Go PRO for members-only access to more CPA Trendlines Research. View the full article

Let color-coded tick marks be your friends. By Frank Stitely The Relentless CPA Go PRO for members-only access to more Frank Stitely. View the full article

But firms must prepare for it. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

Innovation, AI, and next-gen leaders must successfully adapt to constantly changing landscapes. Accounting Influencers with Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

Six roadblocks to avoid. By Alan Anderson, CPA Transforming Audit for the Future Go PRO for members-only access to more Alan Anderson. View the full article

Plus two other ways to solve the pipeline problem. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

The good news: they’re preventable. By Ed Mendlowitz Tax Season Opportunity Guide Go PRO for members-only access to more Edward Mendlowitz. View the full article

How it can benefit you and your firm. By Jennifer Wilson Go PRO for members-only access to more Jennifer Wilson. View the full article

Your current cloud use plays a role. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Beth Bellor. View the full article