Accounting and Finance Tools

Rather than rely on sampling, you’ll use technology to find all the needles in the haystack. By Alan Anderson, CPA Transforming Audit for the Future Go PRO for members-only access to more Alan Anderson. View the full article

Don’t assume they know how good you have it. By Marc Rosenberg CPA Firm Staff: Managing Your #1 Asset Go PRO for members-only access to more Marc Rosenberg. View the full article

Don’t assume they know how good you have it. By Marc Rosenberg CPA Firm Staff: Managing Your #1 Asset Go PRO for members-only access to more Marc Rosenberg. View the full article

Plus tips on how to set your strategy. By Jody Padar Radical Pricing – By The Radical CPA Go PRO for members-only access to more Jody Padar. View the full article

Four best practices. By Frank Stitely The Relentless CPA Go PRO for members-only access to more Frank Stitely. View the full article

Seven experts offer their insights. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

Hours worked aren't a badge of honor. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

Even solos can provide it. Here’s how. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil. View the full article

Hours worked aren't a badge of honor. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

"It’s a five-year degree for accounting versus four years for finance, and finance graduates often earn more." Accounting Influencers with Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

By CPA Trendlines Research This is a list for CPAs to give to clients. MORE Listicles here Exclusively for PRO Members. Log in here or upgrade to PRO today. Deducting travel expenses can provide significant tax benefits, especially for those … Continued Go PRO for members-only access to more CPA Trendlines Research. View the full article

Survey respondents say a new year means new plans. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

Eleven steps to better instructions. By Ed Mendlowitz Tax Season Opportunity Guide Go PRO for members-only access to more Edward Mendlowitz. View the full article

The three stacks you need to consider. By Jody Padar Radical Pricing – By The Radical CPA Go PRO for members-only access to more Jody Padar. View the full article

Four best practices. By Frank Stitely The Relentless CPA Go PRO for members-only access to more Frank Stitely. View the full article

Yes, we included the answers ... just in case. By Ed Mendlowitz Tax Season Opportunity Guide Go PRO for members-only access to more Edward Mendlowitz. View the full article

CEO says it’s about investing in tech & talent. Accounting ARC With Donny Shimamoto Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article

Today's Bissett Bullet: “Utopia for a proactive accounting professional is a diary filled with appointments to meet with prospective ideal clients.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

Let them do the selling for you. By Jody Padar Radical Pricing – By The Radical CPA Go PRO for members-only access to more Jody Padar. View the full article

Guess who can fill that gap. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

It might take longer than you expect, but it’s so worthwhile. By Frank Stitely The Relentless CPA Go PRO for members-only access to more Frank Stitely. View the full article

Mitigate risk by balancing technology’s significant benefits: How to overcome your three biggest concerns. By Randy Johnston The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

"Coaching isn’t about fixing people—it’s about helping them unlock their full potential.” With Donny Shimamoto. Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article

Bonus: It’s cheaper than adding capacity. By Frank Stitely The Relentless CPA Go PRO for members-only access to more Frank Stitely. View the full article

Refunds are up; everything else is down. By Beth Bellor Go PRO for members-only access to more Beth Bellor. View the full article