Accounting and Finance Tools

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

Sit with clients early and address good and bad financial situations to help them make smart tax decisions. Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. View the full article

Also: Are you one firm or a bunch of solos under one roof? By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

Tax pros hold 44 percent of the market. By Beth Bellor Go PRO for members-only access to more Beth Bellor. View the full article

Don’t just think you’re doing great; quantify it. By Jody Padar Radical Pricing – By The Radical CPA Go PRO for members-only access to more Jody Padar. View the full article

Want to retain employees? Here’s one way. By Beth Bellor Go PRO for members-only access to more Beth Bellor. 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

Be blunt. Give clients advice they should hear, not what they want to hear. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

Why sharing beats hoarding. By Donny C. Shimamoto Go PRO for members-only access to more Donny Shimamoto. View the full article

Most pros will hit the ground running. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

Seven areas of focus for every firm. By Susan Bryant The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

Not this time of year. By Frank Stitely The Relentless CPA Go PRO for members-only access to more Frank Stitely. View the full article

Not this time of year. By Frank Stitely The Relentless CPA Go PRO for members-only access to more Frank Stitely. View the full article

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

Get paid for what you’re probably already providing. By Hitendra Patil The Definitive Success Guide to Client Accounting Services Go PRO for members-only access to more Hitendra Patil. View the full article

Plus how to read your firm’s cultural blueprint. By Martin Bissett Passport to Partnership Go PRO for members-only access to more Martin Bissett. View the full article

True tales about the busy season. By Frank Stitely The Relentless CPA Go PRO for members-only access to more Frank Stitely. View the full article

Don’t just think you’re doing great; quantify it. By Jody Padar Radical Pricing – By The Radical CPA Go PRO for members-only access to more Jody Padar. View the full article

Your due diligence must meet the challenge. Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. View the full article

Survey respondents have specific suggestions. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

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

Some of the fixes are simple. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

Most other tallies are down by around 7 percent. By Beth Bellor Go PRO for members-only access to more Beth Bellor. View the full article

Plus the three stages of evolution. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

Helping clients with these filings isn’t just a responsibility—it’s a chance to enhance your practice and grow your billable hours. Quick Tax Tip With Art Werner CPE Today Go PRO for members-only access to more Art Werner. View the full article