Accounting and Finance Tools

Today's Bissett Bullet: “One reason why accounting professionals find it difficult to sell is that they rarely give a reason to move that the prospect cares about.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

The three key IRS tools every pro must learn today. By Eric L. Green, LLM Go PRO for members-only access to more Eric Green. View the full article

Small changes make a powerful impact. By Alan Anderson, CPA Transforming Audit for the Future Go PRO for members-only access to more Alan Anderson. View the full article

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

Today's Bissett Bullet: “Giving away your knowhow for free to potential clients can be dangerous.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

How CAS could be affected. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

Plus some thoughts on compensation. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

Accept your inherent value and don’t compromise. By Jody Padar The Radical CPA Go PRO for members-only access to more Jody Padar. View the full article

The fees you charge make a statement about your firm. By Loren Fogelman The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

Five tasks for business development. By Martin Bissett Business Development on a Budget Go PRO for members-only access to more Martin Bissett. View the full article

By CPA Trendlines Research A survey found that more than half of all Americans would rather get mugged than audited by the IRS. Getting audited can mean a lot of work, a lot of expense and maybe a lot of … Continued Go PRO for members-only access to more CPA Trendlines Research. View the full article

Stopping cyber threats before they start begins with adopting one essential email habit today. Quick Tech Talk With Steve Yoss CPE Today Go PRO for members-only access to more Stephen Yoss. View the full article

How about lending new hires out to your best clients? By Alan Anderson, CPA Transforming Audit for the Future Go PRO for members-only access to more Alan Anderson. View the full article

The future is watching. 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

Plus six tips for those aspiring to the role. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

Three leading indicators for your firm to move toward. By Samantha Mansfield Go PRO for members-only access to more Samantha Mansfield. View the full article

Five KPIs to measure success. By Jackie Meyer The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

Fifteen age-based client milestones for advisors to note. By Philipp Hecker The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

Prepare now. By Jennifer Wilson Go PRO for members-only access to more Jennifer Wilson. View the full article

Treat cryptocurrencies like the next dot-com bubble. Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. View the full article

"Embrace change and keep filling your tool belt with the best technology out there." Accounting Influencers with Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

Engaging staff in proactive fraud detection can be critical in spotting issues early. Quick Tech Talk With Steve Yoss CPE Today Go PRO for members-only access to more Stephen Yoss. View the full article

Tax professionals still edge out DIYers. By Beth Bellor Go PRO for members-only access to more Beth Bellor. View the full article

Pivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models. The Concierge CPA With Jackie Meyer For CPA Trendlines Go PRO for members-only access to more Jackie Meyer. View the full article

Full commitment is critical in niche accounting. 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