Accounting and Finance Tools

New IRS Form 1099-DA raises the stakes for compliance—and tax professionals are racing to prepare. By Center for Accounting Transformation 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

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

"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

"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

Expect strong demand for planning, advisory and cleanup work. By CPA Trendlines Research Join the survey. Get the results Go PRO for members-only access to more CPA Trendlines Research. View the full article

Expect strong demand for planning, advisory and cleanup work. By CPA Trendlines Research Join the survey. Get the results Go PRO for members-only access to more CPA Trendlines Research. View the full article

Money conversations need structure, not spontaneity. 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

Money conversations need structure, not spontaneity. 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

New jobs trend signals painful pivot for accounting firms. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

New jobs trend signals painful pivot for accounting firms. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

Cue purpose, vision and culture as you pursue excellence. By John Fenton The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

Cue purpose, vision and culture as you pursue excellence. By John Fenton The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

AI-powered firms are closing books faster, reallocating staff time to higher-value work, and widening the competitive gap with slower adopters. By CPA Trendlines Research Cornerstone Report Go PRO for members-only access to more CPA Trendlines Research. View the full article

AI-powered firms are closing books faster, reallocating staff time to higher-value work, and widening the competitive gap with slower adopters. By CPA Trendlines Research Cornerstone Report Go PRO for members-only access to more CPA Trendlines Research. View the full article

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

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

Key components and how to optimize them. By Jackie Meyer Go PRO for members-only access to more Jackie Meyer. View the full article

Key components and how to optimize them. By Jackie Meyer Go PRO for members-only access to more Jackie Meyer. View the full article

Your team and your clients both win. 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

Your team and your clients both win. 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

Firm leaders can no longer ignore this conversation. 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

Firm leaders can no longer ignore this conversation. 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

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

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