Accounting and Finance Tools

The answers track firm size and practice focus. By CPA Trendlines Research Join theBusy Season Barometer survey here. Go PRO for members-only access to more CPA Trendlines Research. View the full article

Three reasons that hourly billing fails. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil. View the full article

Today's Bissett Bullet: “Framing the conversation is a tremendously useful way of focusing a prospect on what the meeting is about.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

Holding Steady, Tuning Workflow, and Testing AI By CPA Trendlines Research Join the Busy Season Barometer survey here. Go PRO for members-only access to more CPA Trendlines Research. View the full article

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

Eight questions to check. By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito. View the full article

Eight questions to check. By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito. View the full article

Now, with smarter search, deeper analysis, more detailed responses (v.2.7). Go PRO for members-only access to more CPA Trendlines Research. View the full article

Fortunately, they all can be overcome ... if everyone is willing. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

Short-term thinking and rigid hierarchies stifle creative solutions. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

“Being efficient got me more work, not more money. So I left.” Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines Go PRO for members-only access to more Dominic Piscopo. View the full article

By CPA Trendlines Research Job candidates need more than technical skills. The wrong hire can ruin client relationships, poison an office culture and lead to loss of time and money. MORE Listicles here Exclusively for PRO Members. Log in here … Continued Go PRO for members-only access to more CPA Trendlines Research. View the full article

Today's Bissett Bullet: “As the old saying goes, we esteem too lightly that which we obtain too cheaply.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

"You can write off lingerie?" Learn how one accountant built a judgment-free firm for the adult industry. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines Go PRO for members-only access to more Dominic Piscopo. 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

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

Collaboration, transparency, and independence drive BeachFleischman’s 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

Embracing empathy helped build a healthier, more profitable firm with a smaller, stronger team. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

Partners can solve staffing, retention, and motivation in one bold move. 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

Make your job easier. By Ed Mendlowitz 77 Ways to Wow! Go PRO for members-only access to more Edward Mendlowitz. View the full article

Chatbots can get you started. 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

Your Guide to Tax Technology Meets Transformation Planning, Research, and the Rise of Intelligent Automation Artificial intelligence is moving beyond the testing phase. It’s now powering the everyday workflows of tax professionals. Tech providers are racing to integrate AI. And new … Continued Go PRO for members-only access to more CPA Trendlines Research. View the full article

Eleven steps that will help them help you. By Ed Mendlowitz Tax Season Opportunity Guide Go PRO for members-only access to more Edward Mendlowitz. View the full article

For some, independence is a strategic choice. By Gary Thomson The Rosenberg Survey Go PRO for members-only access to more CPA Trendlines Research. View the full article

What happens to accountants when AI agents run the economy? By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article