Accounting and Finance Tools

Today's Bissett Bullet: “I told your person on the phone I was happy with what my accountant does. Good.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

An eight-point quick-start guide for new accounting firms. By Jackie Meyer Go PRO for members-only access to more Jackie Meyer. View the full article

Are CPA firm retention tactics finally paying off? By CPA Trendlines Research The Rosenberg Survey Go PRO for members-only access to more CPA Trendlines Research. View the full article

But ensure you understand costs, premiums, risks, and potential surrender charges. By Rory Henry CFP®, BFA™ For CPA Trendlines Go PRO for members-only access to more Rory Henry. View the full article

Firms that want to stay independent must transform how they operate, lead, and plan for succession. 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

Growth doesn’t always mean moving on—it can mean moving deeper. 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

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

“We didn’t plan to build a 100-person firm. We just wanted to work for ourselves.” Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines Go PRO for members-only access to more Dominic Piscopo. View the full article

Price discrimination segments customers by what they value most. Accounting ARC With Harshita Multani Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article

When you're too tired to lead, step aside. 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

Success depends on making deliberate choices. It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Go PRO for members-only access to more Penny Breslin. View the full article

Fieldguide’s AI rewrites the rules that have held audit back for decades. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

Fieldguide’s AI rewrites the rules that have held audit back for decades. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

Use hope to shift stress, strengthen culture, and keep talent. Know-How Korner With Donny Shimamoto Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article

By CPA Trendlines Research Unexpected questions at a job interview can help you assess a candidate’s awareness of what’s involved in the human (as opposed to technical) side of the job. MORE Listicles here Exclusively for PRO Members. Log in … Continued Go PRO for members-only access to more CPA Trendlines Research. View the full article

Eight ways to derail a merger. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Go PRO for members-only access to more Marc Rosenberg. View the full article

Directors must read and understand financials. By Ed Mendlowitz 77 Ways to Wow! Go PRO for members-only access to more Edward Mendlowitz. View the full article

We need more revenue per person, and private equity alone won't solve that. By Michelle Golden River The Rosenberg Survey Go PRO for members-only access to more Michelle Golden. View the full article

The OBBBA just reset the rules. Quick Tax Tip With Art Werner Go PRO for members-only access to more Art Werner. View the full article

Plans for succession and capital are critical. By Kristen Rampe The Rosenberg Survey Go PRO for members-only access to more Kristen Rampe. View the full article

The number one complaint isn’t pricing, it’s confusion. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines Go PRO for members-only access to more Dominic Piscopo. View the full article

Plus 23 issues to negotiate. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

The Definitive Guide to Private Equity’s Transformation of the CPA Profession. Exclusively for PRO Members Only, here The accounting profession is changing faster than at any time in its modern history—and private equity is driving the shift. More than $30 … Continued Go PRO for members-only access to more CPA Trendlines Research. View the full article

Trust remains the profession’s currency, even in an automated future. Accounting Voices With Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

It’s reshaping the future of holistic advice. By David Knoch and Ryan George The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article