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Accounting and Finance Tools

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

  1. The Three-Lens Model for CAS Conversations

    Started by ResidentialBusiness,

    Clients will feel seen, heard and helped. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil. View the full article

    • 0 replies
    • 22 views
    ResidentialBusiness

  2. 5 Ways to Stay Ahead of the AI Curve | Accounting Influencers

    Started by ResidentialBusiness,

    Automation isn’t replacing accountants—it’s exposing who can’t evolve. Accounting Influencers With Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

    • 0 replies
    • 23 views
    ResidentialBusiness

  3. 5 Ways to Stay Ahead of the AI Curve | Accounting Influencers

    Started by ResidentialBusiness,

    Automation isn’t replacing accountants—it’s exposing who can’t evolve. Accounting Influencers With Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

    • 0 replies
    • 23 views
    ResidentialBusiness

  4. Why Clients Must Become Part of Your CAS Team | It’s Not Just the Numbers

    Started by ResidentialBusiness,

    "If they’re consistently uncooperative, they’re not a good CAS client, no matter how much they pay.” It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Go PRO for members-only access to more Penny Breslin. View the full article

    • 0 replies
    • 19 views
    ResidentialBusiness

  5. Why Clients Must Become Part of Your CAS Team | It’s Not Just the Numbers

    Started by ResidentialBusiness,

    "If they’re consistently uncooperative, they’re not a good CAS client, no matter how much they pay.” It's Not Just the Numbers With Penny Breslin and Damien Greathead For CPA Trendlines Go PRO for members-only access to more Penny Breslin. View the full article

    • 0 replies
    • 20 views
    ResidentialBusiness

  6. CPA Trendlines cites 4impactdata for Leadership in CAS Tech

    Started by ResidentialBusiness,

    CPA Trendlines announces a new strategic partnership with 4impactdata, citing their Business Guidance System that helps firms deliver 10X Advisory without adding headcount. Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 18 views
    ResidentialBusiness

  7. CPA Trendlines cites 4impactdata for Leadership in CAS Tech

    Started by ResidentialBusiness,

    CPA Trendlines announces a new strategic partnership with 4impactdata, citing their Business Guidance System that helps firms deliver 10X Advisory without adding headcount. Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 17 views
    ResidentialBusiness

  8. Private Equity, Mergers Transforming the Accounting Profession

    Started by ResidentialBusiness,

    Focus on return on relationship, not just ROI. By Rory Henry The Holistic Guide to Wealth Management. Go PRO for members-only access to more Rory Henry. View the full article

    • 0 replies
    • 23 views
    ResidentialBusiness

  9. Private Equity, Mergers Transforming the Accounting Profession

    Started by ResidentialBusiness,

    Focus on return on relationship, not just ROI. By Rory Henry The Holistic Guide to Wealth Management. Go PRO for members-only access to more Rory Henry. View the full article

    • 0 replies
    • 23 views
    ResidentialBusiness

  10. Strategic Growth Is Key for Most Accounting Firms This Year

    Started by ResidentialBusiness,

    Do you have rainmakers? You’ll need them. By Tamera Loerzel The Rosenberg Survey Go PRO for members-only access to more Tamera Loerzel. View the full article

    • 0 replies
    • 22 views
    ResidentialBusiness

  11. Strategic Growth Is Key for Most Accounting Firms This Year

    Started by ResidentialBusiness,

    Do you have rainmakers? You’ll need them. By Tamera Loerzel The Rosenberg Survey Go PRO for members-only access to more Tamera Loerzel. View the full article

    • 0 replies
    • 20 views
    ResidentialBusiness

  12. Aislinn Sroczynski: Fact, Fear, and Fairness – What Every Employer Should Know About DEI Law | MOVE Like This

    Started by ResidentialBusiness,

    “A knee-jerk pullback can actually increase legal risk." MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Go PRO for members-only access to more Bonnie Buol Ruszczyk. View the full article

    • 0 replies
    • 16 views
    ResidentialBusiness

  13. Aislinn Sroczynski: Fact, Fear, and Fairness – What Every Employer Should Know About DEI Law | MOVE Like This

    Started by ResidentialBusiness,

    “A knee-jerk pullback can actually increase legal risk." MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Go PRO for members-only access to more Bonnie Buol Ruszczyk. View the full article

    • 0 replies
    • 17 views
    ResidentialBusiness

  14. Ten Tough Questions for Happy Staff | Listicle

    Started by ResidentialBusiness,

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

    • 0 replies
    • 22 views
    ResidentialBusiness

  15. Ten Tough Questions for Happy Staff | Listicle

    Started by ResidentialBusiness,

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

    • 0 replies
    • 20 views
    ResidentialBusiness

  16. Use Scorecards to Measure Partner Behavior

    Started by ResidentialBusiness,

    How to drive consistent results. By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito. View the full article

    • 0 replies
    • 21 views
    ResidentialBusiness

  17. Use Scorecards to Measure Partner Behavior

    Started by ResidentialBusiness,

    How to drive consistent results. By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito. View the full article

    • 0 replies
    • 20 views
    ResidentialBusiness

  18. Vanover: 5-Star Firms Don’t Bill by the Hour | The Disruptors

    Started by ResidentialBusiness,

    Measuring impact creates happier teams, better clients, and a stronger profession. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

    • 0 replies
    • 21 views
    ResidentialBusiness

  19. Vanover: 5-Star Firms Don’t Bill by the Hour | The Disruptors

    Started by ResidentialBusiness,

    Measuring impact creates happier teams, better clients, and a stronger profession. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

    • 0 replies
    • 22 views
    ResidentialBusiness

  20. Are You Waiting for Business to Come to You?

    Started by ResidentialBusiness,

    Practice makes perfect. By Martin Bissett Business Development on a Budget Go PRO for members-only access to more Martin Bissett. View the full article

    • 0 replies
    • 23 views
    ResidentialBusiness

  21. Are You Waiting for Business to Come to You?

    Started by ResidentialBusiness,

    Practice makes perfect. By Martin Bissett Business Development on a Budget Go PRO for members-only access to more Martin Bissett. View the full article

    • 0 replies
    • 23 views
    ResidentialBusiness

  22. If You’re Thinking Merger, You Need Data

    Started by ResidentialBusiness,

    Seventeen data points you should exchange. 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
    • 23 views
    ResidentialBusiness

  23. If You’re Thinking Merger, You Need Data

    Started by ResidentialBusiness,

    Seventeen data points you should exchange. 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
    • 21 views
    ResidentialBusiness

  24. In “The Balanced Millionaire,” Jackie Meyer Empowers Accountants — and the Taxpayers They Serve

    Started by ResidentialBusiness,

    New step-by-step guide to turning the stress of tax season into financial opportunity. "The Balanced Millionaire: Advisor Edition" Buy now | Learn more Go PRO for members-only access to more Jackie Meyer. View the full article

    • 0 replies
    • 17 views
    ResidentialBusiness

  25. In “The Balanced Millionaire,” Jackie Meyer Empowers Accountants — and the Taxpayers They Serve

    Started by ResidentialBusiness,

    New step-by-step guide to turning the stress of tax season into financial opportunity. "The Balanced Millionaire: Advisor Edition" Buy now | Learn more Go PRO for members-only access to more Jackie Meyer. View the full article

    • 0 replies
    • 17 views
    ResidentialBusiness




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