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Accounting and Finance Tools

Explore software and financial tools to manage your business finances effectively.

  1. Nineteen Things to Expect When Merging Up

    Started by ResidentialBusiness,

    Smaller firms should be prepared. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

    • 0 replies
    • 12 views
    ResidentialBusiness

  2. Non-Equity Partners a Growing Trend

    Started by ResidentialBusiness,

    Why it works ... and how it can fail. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

    • 0 replies
    • 67 views
    ResidentialBusiness

  3. Non-Equity Partners a Growing Trend

    Started by ResidentialBusiness,

    Why it works ... and how it can fail. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

    • 0 replies
    • 65 views
    ResidentialBusiness

  4. OCR, Research Bots and Meeting Assistants: What Actually Helps This Year | ARC

    Started by ResidentialBusiness,

    Firms use AI, planning, and “hope” to make tax season more manageable. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Go PRO for members-only access to more Center for Accounting Transformation. View the full article

    • 0 replies
    • 11 views
    ResidentialBusiness

  5. OCR, Research Bots and Meeting Assistants: What Actually Helps This Year | ARC

    Started by ResidentialBusiness,

    Firms use AI, planning, and “hope” to make tax season more manageable. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Go PRO for members-only access to more Center for Accounting Transformation. View the full article

    • 0 replies
    • 9 views
    ResidentialBusiness

  6. Offer Three Tiers of Service

    Started by ResidentialBusiness,

    Are there ways to add on other services? Of course. By Jody Padar Radical Pricing – By The Radical CPA Go PRO for members-only access to more Jody Padar. View the full article

    • 0 replies
    • 118 views
    ResidentialBusiness

  7. Offer Three Tiers of Service

    Started by ResidentialBusiness,

    Are there ways to add on other services? Of course. By Jody Padar Radical Pricing – By The Radical CPA Go PRO for members-only access to more Jody Padar. View the full article

    • 0 replies
    • 130 views
    ResidentialBusiness

  8. Okorie Ramsey: Accounting’s Future Must Be Inclusive, Innovative, and Trustworthy | Accounting Influencers

    Started by ResidentialBusiness,

    “Diversity is about building bigger tables, not just filling seats.” Accounting Influencers with Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

    • 0 replies
    • 53 views
    ResidentialBusiness

  9. Okorie Ramsey: Accounting’s Future Must Be Inclusive, Innovative, and Trustworthy | Accounting Influencers

    Started by ResidentialBusiness,

    “Diversity is about building bigger tables, not just filling seats.” Accounting Influencers with Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

    • 0 replies
    • 46 views
    ResidentialBusiness

  10. One Times Fees Is Just One Way

    Started by ResidentialBusiness,

    Do the math. You might be surprised. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Go PRO for members-only access to more Marc Rosenberg. View the full article

    • 0 replies
    • 26 views
    ResidentialBusiness

  11. One Times Fees Is Just One Way

    Started by ResidentialBusiness,

    Do the math. You might be surprised. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Go PRO for members-only access to more Marc Rosenberg. View the full article

    • 0 replies
    • 31 views
    ResidentialBusiness

  12. Outlook 2026: Accountants Brace for a Rough Economy

    Started by ResidentialBusiness,

    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

    • 0 replies
    • 14 views
    ResidentialBusiness

  13. Outlook 2026: Accountants Brace for a Rough Economy

    Started by ResidentialBusiness,

    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

    • 0 replies
    • 12 views
    ResidentialBusiness

  14. Outlook 2026: Agentic AI Reaches the Tipping Point in Tax and Accounting Firms

    Started by ResidentialBusiness,

    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

    • 0 replies
    • 9 views
    ResidentialBusiness

  15. Outlook 2026: Agentic AI Reaches the Tipping Point in Tax and Accounting Firms

    Started by ResidentialBusiness,

    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

    • 0 replies
    • 8 views
    ResidentialBusiness

  16. Outlook 2026: AI, Not Layoffs, Powers PE Valuations

    Started by ResidentialBusiness,

    How CPAs are using AI to boost EBITDA multiples. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 16 views
    ResidentialBusiness

  17. Outlook 2026: AI, Not Layoffs, Powers PE Valuations

    Started by ResidentialBusiness,

    How CPAs are using AI to boost EBITDA multiples. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 13 views
    ResidentialBusiness

  18. Outlook 2026: Can Tax & Accounting Payrolls Keep Surging to New Highs?

    Started by ResidentialBusiness,

    Signs of weakening jobs growth begin to emerge. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 12 views
    ResidentialBusiness

  19. Outlook 2026: Can Tax & Accounting Payrolls Keep Surging to New Highs?

    Started by ResidentialBusiness,

    Signs of weakening jobs growth begin to emerge. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 11 views
    ResidentialBusiness

  20. Outlook 2026: Higher Tax Prices, Rising Strains, and a Widening Gap Among Firms

    Started by ResidentialBusiness,

    The 2026 filing season will have an increasingly uneven pricing structure. By CPA Trendlines JOIN the Busy Season Barometer survey. Get the results. Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 15 views
    ResidentialBusiness

  21. Outlook 2026: Higher Tax Prices, Rising Strains, and a Widening Gap Among Firms

    Started by ResidentialBusiness,

    The 2026 filing season will have an increasingly uneven pricing structure. By CPA Trendlines JOIN the Busy Season Barometer survey. Get the results. Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 11 views
    ResidentialBusiness

  22. Outlook 2026: Tax Prep Prices Surge and Diverge

    Started by ResidentialBusiness,

    Experience, complexity, and scarcity redefine the market By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 15 views
    ResidentialBusiness

  23. Outlook 2026: Tax Prep Prices Surge and Diverge

    Started by ResidentialBusiness,

    Experience, complexity, and scarcity redefine the market By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 14 views
    ResidentialBusiness

  24. Outlook 2026: The Painful Paradigm Shift in Staff Pay and Hiring

    Started by ResidentialBusiness,

    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

    • 0 replies
    • 9 views
    ResidentialBusiness

  25. Outlook 2026: The Painful Paradigm Shift in Staff Pay and Hiring

    Started by ResidentialBusiness,

    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

    • 0 replies
    • 8 views
    ResidentialBusiness




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