Accounting and Finance Tools

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

Today's Bissett Bullet: “How easy or difficult it is for an accountant to write a powerful proposal document is often dependent on how well the initial meeting with the prospective client went.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

"They get a check every month, and they don’t have to do any work.” The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

Most are preventable—if CPAs spot the warning signs early enough. Quick Tax Tip With Art Werner Go PRO for members-only access to more Art Werner. View the full article

The smaller firm gets a say, so decide what you want. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

They can be great tools but you have to use them properly. 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

Strategies for building your dream team. By Jackie Meyer The Balanced Millionaire: Advisor Edition Go PRO for members-only access to more Jackie Meyer. View the full article

Accountants show renewed pricing power as rates gain 5.7%. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. View the full article

You get a trial period. Use it! By Jody Grunden Building the Virtual CFO Firm in the Cloud Go PRO for members-only access to more Jody Grunden. View the full article

M&A BONUS: A 22-point due diligence kit. By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito. View the full article

Why Tax Pros Are Imposing Standards on Themselves. By CPA Trendlines Join the Busy Season Barometer daily pulse check for top trends, best practices, and emerging opportunities Go PRO for members-only access to more CPA Trendlines Research. View the full article

Goldman’s rationale: Vertical AI with measurable ROI. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. View the full article

Expanding access while maintaining rigorous standards. 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

Don’t wait for opportunity to come to you. By Martin Bissett Business Development on a Budget Go PRO for members-only access to more Martin Bissett. View the full article

How about an executive committee from both firms? By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Go PRO for members-only access to more Marc Rosenberg. View the full article

Stop scouring for talent that doesn’t exist. By Jody Padar The Radical CPA Go PRO for members-only access to more Jody Padar. View the full article

Look to history for some wisdom. By Sandi Leyva Go PRO for members-only access to more Sandi Smith Leyva. View the full article

Don't get stung. Here's how. By CPA Trendlines CPA Trendlines Academy Go PRO for members-only access to more Bradley Burnett. View the full article

Normalize money talk, foster belonging, and guide clients toward lives of meaning and well-being. By Rory Henry CFP®, BFA™ For CPA Trendlines Go PRO for members-only access to more Rory Henry. 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

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

Today's Bissett Bullet: “Imagine you’re a business owner and you’ve just had a meeting with an accounting firm.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

Here's how to label, package, and price the value you already provide. 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 in the workflow, but do you know what it’s doing? 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

Firms that prioritize, listen, and align position themselves for better long-term outcomes. Holistic Guide to Wealth Management By Rory Henry CFP®, BFA™ For CPA Trendlines Go PRO for members-only access to more Rory Henry. View the full article