Accounting and Finance Tools

Rather than rely on sampling, you’ll use technology to find all the needles in the haystack. By Alan Anderson, CPA Transforming Audit for the Future Go PRO for members-only access to more Alan Anderson. View the full article

Spend a few minutes imagining a clean slate. By Ed Mendlowitz Tax Season Opportunity Guide Go PRO for members-only access to more Edward Mendlowitz. View the full article

Focus on actual risks, not artificial fear. By Donny C. Shimamoto Go PRO for members-only access to more Donny Shimamoto. View the full article

Plus how to read your firm’s cultural blueprint. By Martin Bissett Passport to Partnership Go PRO for members-only access to more Martin Bissett. View the full article

Reduce audit time by 20% without reducing quality. By Alan Anderson, CPA Transforming Audit for the Future Go PRO for members-only access to more Alan Anderson. View the full article

Plus the three stages of evolution. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

Key differences between the current and proposed rules. By CPA Trendlines Research> Go PRO for members-only access to more CPA Trendlines Research. View the full article

Seven areas of focus for every firm. By Susan Bryant The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

Want to retain employees? Here’s one way. By Beth Bellor Go PRO for members-only access to more Beth Bellor. View the full article

Most pros will hit the ground running. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

Who needs what? A checklist for making matches. By Ed Mendlowitz Tax Season Opportunity Guide Go PRO for members-only access to more Edward Mendlowitz. View the full article

Don’t just think you’re doing great; quantify it. By Jody Padar Radical Pricing – By The Radical CPA Go PRO for members-only access to more Jody Padar. View the full article

In a special episode, student Arpan Grewal asks questions future CPAs and business leaders need answered. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Introducing Special Guest Arpan Grewal Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article

Six steps to making it happen. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

Individual refunds are up 6 percent. By Beth Bellor Go PRO for members-only access to more Beth Bellor. View the full article

Don't be afraid to try new ideas or plans--or afraid to fail. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

The roles that purpose, vision and culture play. By John Fenton The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

Tax pros handling 41% of e-filings. By Beth Bellor Go PRO for members-only access to more Beth Bellor. View the full article

"Have fun. Make it accurate, clear, and interesting." Accounting Influencers with Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

Sit with clients early and address good and bad financial situations to help them make smart tax decisions. Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. View the full article

Two things to demonstrate with existing clients. By Martin Bissett Passport to Partnership Go PRO for members-only access to more Martin Bissett. View the full article

Seven steps to transition your firm. By Jody Padar Radical Pricing – By The Radical CPA Go PRO for members-only access to more Jody Padar. View the full article

It’s an upgrade pitch, so they have to see the value. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil. View the full article

Learn how a 1% owner can wield more power than a 99% shareholder under specific agreements. Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. View the full article

Who needs what? A checklist for making matches. By Ed Mendlowitz Tax Season Opportunity Guide Go PRO for members-only access to more Edward Mendlowitz. View the full article