Accounting and Finance Tools

“A bad process is a bad process, whether a person or a piece of technology is doing it.” Accounting Influencers with Rob Brown Go PRO for members-only access to more Rob Brown. 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

Without the right strategy, even the best intentions can go to waste. Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. 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

Today's Bissett Bullet: “The less time we take telling our potential clients about what we do, the more time we have to learn about them.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. 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

Do you appreciate what you have? By Ed Mendlowitz Tax Season Opportunity Guide Go PRO for members-only access to more Edward Mendlowitz. View the full article

“Compensation is one tool, not the tool, to change behaviors and outcomes." 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

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

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

Bonus: Turn your clients into loyal fans. By Alan Anderson, CPA Transforming Audit for the Future Go PRO for members-only access to more Alan Anderson. View the full article

But don't try comparing IRS.gov web traffic. By Beth Bellor Go PRO for members-only access to more Beth Bellor. 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

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

Help your clients run their businesses better. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil. View the full article

Depending on the information you're sharing, you'll want to select the right imagery. Quick Tech Talk With Steve Yoss CPE Today Go PRO for members-only access to more Stephen Yoss. View the full article

Today's Bissett Bullet: “Positive change in our firms happens when we decide to hold ourselves accountable for achieving the change and hire proven catalysts to help.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

"We’ve underestimated how quickly AI is changing our profession." Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article

Uncover growth hidden in plain sight. 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: “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

Clients will need your help sorting through it all. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. 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

Shaky markets. Panicky clients. Accountants, it’s your time to shine. Accounting ARC With Liz Mason Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article

Do you know your turnaround time? By Frank Stitely The Relentless CPA Go PRO for members-only access to more Frank Stitely. View the full article

Hall of Fame leaders share the lessons, mistakes, and trends shaping the future of firm growth. 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