Accounting and Finance Tools

Automation deletes tasks, then dares accountants to create new value on purpose. Accounting Voices With Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

Build “clear, consistent, data-driven workflows.” CPE Webinar: “Advisory Revenue Strategies: Navigating the New FICA Tip Credit Landscape.” With Jody Padar. Jan. 16, Noon ET. 1 CPE. $49.50. Register | Learn more Go PRO for members-only access to more Jody Padar. View the full article

Integrated planning, not heroics, creates life-changing outcomes for clients. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines Go PRO for members-only access to more Dominic Piscopo. View the full article

E-commerce growth forces firms to rethink accruals, margins, and sustainability. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Go PRO for members-only access to more Center for Accounting Transformation. View the full article

New honesty and ethics ratings place accountants near historic lows. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. View the full article

Maybe you can help a client at the same time. By August Aquila MAX: Maximize Productivity, Profitability and Client Retention Go PRO for members-only access to more August J. Aquila. View the full article

The math is simple, even if the implications are not. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

Decode energy signals & stay sharp even when you're running low. Accounting ARC With Liz Mason and Donny Shimamoto Go PRO for members-only access to more Center for Accounting Transformation. View the full article

You can get AI to help, too. By Jackie Meyer The Balanced Millionaire: Advisor Edition Go PRO for members-only access to more Jackie Meyer. View the full article

Today's Bissett Bullet: “Listing the services of your firm – bad. Demonstrating the outcomes ...” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

Keep employees engaged and connected with transparency and beauty. 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

Get tax-free growth and even a $1,000 government kickstart. Quick Tax Tip With Art Werner Go PRO for members-only access to more Art Werner. View the full article

Today's Bissett Bullet: “If you are not seeing growth in your firm, there is only so long that you can stand back and wait before you must take control of your own destiny.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

By CPA Trendlines Research Your low-income clients really need your advice, often at a basic level. MORE Listicles here Exclusively for PRO Members. Log in here or upgrade to PRO today. Here are 10 things to tell them, balancing encouragement … Continued Go PRO for members-only access to more CPA Trendlines Research. View the full article

CPAs translate fame into cash flow, contracts, and accountability. 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

Grunt work is no longer the rite of passage. 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

Agentic AI in Tax & Accounting: How CPA Firms Are Embracing a New Era By CPA Trendlines Research Cornerstone Report The accounting industry is witnessing a seismic technological shift as artificial intelligence moves from buzzword to business imperative. In the … Continued Go PRO for members-only access to more CPA Trendlines Research. 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

"If they’re consistently uncooperative, they’re not a good CAS client, no matter how much they pay.” 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

Do you have rainmakers? You’ll need them. By Tamera Loerzel The Rosenberg Survey Go PRO for members-only access to more Tamera Loerzel. View the full article

Do they understand what you’re offering? By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil. 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

Watch for the 38 events that trigger those needs. By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito. View the full article

Fourteen provisions to include. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Go PRO for members-only access to more Marc Rosenberg. View the full article

A CPA credential amplifies your ability to question systems and push for fairness. 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