Accounting and Finance Tools

Respondents tell us what they’re watching. Does it match what you’re seeing? By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

The future is watching. Accounting ARC With Arpan Grewal Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article

By CPA Trendlines Research NOTE: Here’s a handout for tax preparers to give to clients. Tax returns don’t have to be a terrible headache or big expense. Minimizing the work required by the tax preparer during the busy tax season … Continued Go PRO for members-only access to more CPA Trendlines Research. View the full article

Today's Bissett Bullet: “There’s always something on the horizon with the potential to negatively impact the economy.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

Consider options beyond donor advised funds. By Randy A. Fox The Holistic Guide to Wealth Management Go PRO for members-only access to more Randy Fox. View the full article

Move from quality control to quality assurance. By Alan Anderson, CPA Transforming Audit for the Future Go PRO for members-only access to more Alan Anderson. View the full article

BONUS: A voting decision grid. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. 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

Find your community; find your people. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

Are you ready? Is your competition? By Jody Padar The Radical CPA Go PRO for members-only access to more Jody Padar. View the full article

Fifteen age-based client milestones for advisors to note. By Philipp Hecker The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

Without the right strategy, even the best intentions can go to waste. Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. View the full article

Refunds average around 5 percent over last year. By Beth Bellor Go PRO for members-only access to more Beth Bellor. View the full article

Plus outlooks from our exclusive expert council: Pipe, Dobek, Grundy. By Martin Bissett Passport to Partnership Go PRO for members-only access to more Martin Bissett. View the full article

Depending on the information you're sharing, you'll want to select the right imagery. Quick Tech Talk With Steve Yoss CPE Today Go PRO for members-only access to more Stephen Yoss. View the full article

“I’d go through cancer again before I’d go back to not having confidence.” Accounting ARC With Arpan Grewal Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article

“Politics affects tax laws, compliance, and financial decisions. We can’t afford to ignore it." Transformation Talks With Donny Shimamoto Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article

Plus some thoughts on compensation. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

Pivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models. The Concierge CPA With Jackie Meyer For CPA Trendlines Go PRO for members-only access to more Jackie Meyer. View the full article

Six ways your firm will benefit. By Caroline Ready Go PRO for members-only access to more Caroline Ready. View the full article

By CPA Trendlines Research Every tax client is a potential client for other services. Stay busy after busy season by helping with other financial and tax-related services. MORE Listicles here Exclusively for PRO Members. Log in here or upgrade to … Continued Go PRO for members-only access to more CPA Trendlines Research. View the full article

Help your clients run their businesses better. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil. View the full article

How accountants can help. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. 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

“Politics affects tax laws, compliance, and financial decisions. We can’t afford to ignore it." Transformation Talks With Donny Shimamoto Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article