Accounting and Finance Tools

Today's Bissett Bullet: “In writing a proposal for a potential client, it serves us to remember that they want us to help them create history more than record it.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

Your fees send a message about your firm. By Loren Fogelman The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

The math is simple, even if the implications are not. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

Most are preventable—if CPAs spot the warning signs early enough. Quick Tax Tip With Art Werner Go PRO for members-only access to more Art Werner. View the full article

Three reasons that hourly billing fails. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil. View the full article

They can be great tools but you have to use them properly. By August Aquila MAX: Maximize Productivity, Profitability and Client Retention Go PRO for members-only access to more August J. Aquila. View the full article

Put your problem-solving skills to use. By Sandi Leyva The Complete Guide to Marketing for Tax & Accounting Firms Go PRO for members-only access to more Sandi Smith Leyva. 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

BONUS: Eleven questions about your ambitions and finances. By Martin Bissett Passport to Partnership Go PRO for members-only access to more Martin Bissett. View the full article

BONUS: Eleven questions about your ambitions and finances. By Martin Bissett Passport to Partnership Go PRO for members-only access to more Martin Bissett. View the full article

How to set up your system, starting with progress reports. By August Aquila MAX: Maximize Productivity, Profitability and Client Retention Go PRO for members-only access to more August J. Aquila. View the full article

Eight questions to check. By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito. View the full article

Today's Bissett Bullet: “Listing the services of your firm – bad. Demonstrating the outcomes ...” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

Some of these you may want to keep year round. By Sandi Leyva Go PRO for members-only access to more Sandi Smith Leyva. View the full article

They have to work in harmony. 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

Within 3 years, 2/3 of current firm leaders could be obsolete. Accounting Influencers With Rob Brown Go PRO for members-only access to more Rob Brown. View the full article

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

Yes, there are checklists. By Ed Mendlowitz Tax Season Opportunity Guide Go PRO for members-only access to more Edward Mendlowitz. View the full article

Your Guide to Tax Technology Meets Transformation Planning, Research, and the Rise of Intelligent Automation Artificial intelligence is moving beyond the testing phase. It’s now powering the everyday workflows of tax professionals. Tech providers are racing to integrate AI. And new … Continued Go PRO for members-only access to more CPA Trendlines Research. 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

By CPA Trendlines Research You want to hit the busy season running, not getting organized. The holiday season provides an excellent slow-time opportunity for tax offices to get ahead on tax season preparations. MORE Listicles here Exclusively for PRO Members. … Continued Go PRO for members-only access to more CPA Trendlines Research. View the full article

Understand the legal tax hack the IRS actually wants you to use. The Concierge CPA With Jackie Meyer For CPA Trendlines Go PRO for members-only access to more Jackie Meyer. View the full article

Only disciplined planning, accountability, and open communication will cut through the industry’s rapidly thickening fog. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

Eight questions to ask yourself. By Martin Bissett Winning Your First Client Go PRO for members-only access to more Martin Bissett. View the full article