Accounting and Finance Tools

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

How many people? What do they do? And more. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

“I’d go through cancer again before I’d go back to not having confidence.” 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

Two experts chime in. By Martin Bissett Passport to Partnership 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

Move from quality control to quality assurance. By Alan Anderson, CPA Transforming Audit for the Future Go PRO for members-only access to more Alan Anderson. 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

Refunds average around 5 percent over last year. By Beth Bellor Go PRO for members-only access to more Beth Bellor. View the full article

Refunds still are the only positives. By Beth Bellor Go PRO for members-only access to more Beth Bellor. View the full article

Level up your skills with powerful lookup formulas. Quick Tech Talk With Steve Yoss CPE Today Go PRO for members-only access to more Stephen Yoss. View the full article

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

Maybe a better question: Is the IRS trying to make it not work? By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

... and lots of it. By CPA Trendlines Research 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

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

By CPA Trendlines Research NOTE: Here’s a handout for tax preparers to give to clients. Tax returns don’t have to be a terrible headache or big expense. Minimizing the work required by the tax preparer during the busy tax season … Continued 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

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

“Politics affects tax laws, compliance, and financial decisions. We can’t afford to ignore it." Transformation Talks With Donny Shimamoto Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article

Insights on engagement, value, billing and more. By Jody Padar Radical Pricing – By The Radical CPA Go PRO for members-only access to more Jody Padar. 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 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

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

Use these exercises to refine your message. By Martin Bissett Passport to Partnership Go PRO for members-only access to more Martin Bissett. View the full article