Accounting and Finance Tools

Firms built on heroics instead of systems eventually crack. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

Three tech solutions for protecting client data. By Jody Grunden Building the Virtual CFO Firm in the Cloud Go PRO for members-only access to more Jody Grunden. View the full article

Burnett Says Maybe — If You Know the Rules. By CPA Trendlines Research LIVE WEBINAR: Is AI Fit for Tax? with Bradley Burnet Mon, Dec. 29. Register | Learn more Go PRO for members-only access to more Bradley Burnett. View the full article

Charitable gift financing has been IRS-validated for decades, yet many still avoid it. The Concierge CPA With Jackie Meyer For CPA Trendlines Go PRO for members-only access to more Jackie Meyer. View the full article

Automation deletes tasks, then dares accountants to create new value on purpose. Accounting Voices With Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

The benefits are high, but only if the right people are involved. By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito. View the full article

Plus thirteen questions to ask. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Go PRO for members-only access to more Marc Rosenberg. View the full article

Plus thirteen questions to ask. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Go PRO for members-only access to more Marc Rosenberg. View the full article

It accelerates advisory work, but only if firms rethink pricing and risk. 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

The Big Four pull ahead by treating AI as a system, not a shortcut. Accounting Voices With Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

The Big Four pull ahead by treating AI as a system, not a shortcut. Accounting Voices With Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

Today's Bissett Bullet: “How easy or difficult it is for an accountant to write a powerful proposal document is often dependent on how well the initial meeting with the prospective client went.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

Automation deletes tasks, then dares accountants to create new value on purpose. Accounting Voices With Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

Why busy season is better for CAS accountants. By CPA Trendlines Research With busy season, accountants specializing in client accounting services are reaping the benefits of a year’s worth of hard work, in a smoother path to April 15, … Continued Go PRO for members-only access to more CPA Trendlines Research. View the full article

Analytics, automation, and AI will reshape audit roles—and that should excite CPAs. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

A CPA credential amplifies your ability to question systems and push for fairness. Accounting ARC With Arpan Grewal Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article

Stop “playing small ball,” and reimagine client experiences. 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

Smaller, larger firms likely have different concerns. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Go PRO for members-only access to more Marc Rosenberg. View the full article

Today's Bissett Bullet: “When we can listen to our prospective client’s issues without giving away all the answers in our replies, we’ve got a chance of winning work.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

What are your competitive advantages? By Jackie Meyer Go PRO for members-only access to more Jackie Meyer. View the full article

Firms that prioritize, listen, and align position themselves for better long-term outcomes. Holistic Guide to Wealth Management By Rory Henry CFP®, BFA™ For CPA Trendlines Go PRO for members-only access to more Rory Henry. View the full article

Real employee stories, not polished slogans, are winning the war for talent. 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

...And it has less to do with technical skills than firms expect. Accounting ARC With Arpan Grewal and Harshita Multani Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article

The benefits are high, but only if the right people are involved. By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito. View the full article

Whose needs are you focused on? By Martin Bissett Business Development on a Budget Go PRO for members-only access to more Martin Bissett. View the full article