Accounting and Finance Tools

The real value of accounting isn’t in the numbers but in the conversations we’re not having. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

"Do you believe that the person who worked with you on this job could run this job next year?" By Alan Anderson, CPA Transforming Audit for the Future Go PRO for members-only access to more Alan Anderson. View the full article

Stop billing. Start thrilling. Gear Up for Growth With Jean Caragher Go PRO for members-only access to more Jean Marie Caragher. View the full article

Technology that finds all the needles in the haystack is better than sampling. By Alan Anderson, CPA Transforming Audit for the Future Go PRO for members-only access to more Alan Anderson. View the full article

Provide clients with actionable information they can use to move their businesses forward. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

Venture funding heats up practice management sector. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

Unpacks the basics—and the big misses—of capital gains planning. Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. View the full article

Predict future cash flows effortlessly with Microsoft Excel’s Forecast ETS function. Quick Tech Talk With Steve Yoss CPE Today Go PRO for members-only access to more Stephen Yoss. View the full article

Today's Bissett Bullet: “Clients employ accounting firms to deliver outcomes, not services, whether that be basic compliance or far more aspirational goals.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

“Leaders should model respect, not just expect it.” 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

Treat cryptocurrencies like the next dot-com bubble. Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. View the full article

Hall of Fame leaders share the lessons, mistakes, and trends shaping the future of firm growth. Gear Up for Growth With Jean Caragher For CPA Trendlines Go PRO for members-only access to more Jean Marie Caragher. View the full article

It’s a perfect storm. Embrace it. By Jody Padar The Radical CPA Go PRO for members-only access to more Jody Padar. View the full article

Use your engagement letter to provide some reassurance. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil. View the full article

Unlock the full value of charitable contributions with one of the tax code's most underused tools. Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. View the full article

From mindful walking to redefining worth, this conversation reveals what it really takes to thrive. 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

“If you think change is hard, try not changing and see what happens.” Accounting Influencers with Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

Traditional reports fall short. Here’s how to do 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

Expand capabilities, boost client satisfaction, and build thriving businesses—without sacrificing independence. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

Despite uncertainties, accountants have an opportunity to lead clients with confidence, expertise, and a forward-looking strategy. Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. View the full article

What do tax pros need to know about the uncertainty in Washington? Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. View the full article

Go PRO for members-only access to more CPA Trendlines Research. View the full article

Why it works ... and how it can fail. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

The profession is gearing up despite the perceived threats of artificial intelligence and outsourcing. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil. View the full article

Do you mean business? Show it. By Martin Bissett Passport to Partnership Go PRO for members-only access to more Martin Bissett. View the full article