Accounting and Finance Tools

Unlock the full value of charitable contributions with one of the tax code's most underused tools. Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. View the full article

"True inclusion isn’t about lowering standards; it’s about removing barriers so talent can rise." MOVE Like This With Bonnie Buol Ruszcyk For CPA Trendlines Go PRO for members-only access to more Bonnie Buol Ruszczyk. View the full article

Provide clients with actionable information they can use to move their businesses forward. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

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

What our Busy Season Barometer didn’t ask (but should have). By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

Keep an eye on the sunset of the Tax Cuts and Jobs Act. By Danny Lohrfink The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

Remember the three things you represent. By Martin Bissett Business Development on a Budget Go PRO for members-only access to more Martin Bissett. View the full article

Some worries grew unexpectedly worse. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

David Lau is the founder and CEO of DPL Financial Partners, a privately held financial services firm that specializes in the development and distribution of low-cost, commission-free insurance and annuity products, for registered investment advisors (RIAs) and individual investors. Plus … Continued Go PRO for members-only access to more Rory Henry. View the full article

Some worries grew unexpectedly worse. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

Traditional reports fall short. Here’s how to do 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

Unlock the full value of charitable contributions with one of the tax code's most underused tools. Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. 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

Don’t limit your choices to those developed for accounting. By Alan Anderson, CPA Transforming Audit for the Future Go PRO for members-only access to more Alan Anderson. View the full article

The profession is gearing up despite the perceived threats of artificial intelligence and outsourcing. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil. View the full article

Sought-after coach shares key philosophy and four daily rituals for effective leadership. Accounting Influencers with Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

Unpacks the basics—and the big misses—of capital gains planning. Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. View the full article

What our Busy Season Barometer didn’t ask (but should have). By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

ALSO: Seven things NOT to do. 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 Sometimes a client just isn’t worth the effort. Both CPA and client might be better off if they part ways. MORE Listicles here Exclusively for PRO Members. Log in here or upgrade to PRO today. But … Continued Go PRO for members-only access to more CPA Trendlines Research. 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

Turn communication breakdowns into trust-building moments. Transformation Talks With Donny Shimamoto Go PRO for members-only access to more Center for Accounting Transformation. View the full article

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

Provide clients with actionable information they can use to move their businesses forward. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article