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Accounting and Finance Tools

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

  1. Picking Up the Phone Helps Retain Tax Clients

    Started by ResidentialBusiness,

    Personal touches matter. By Ed Mendlowitz Tax Season Opportunity Guide Go PRO for members-only access to more Edward Mendlowitz. View the full article

    • 0 replies
    • 102 views
    ResidentialBusiness

  2. Tax Refunds Up 18% Early On

    Started by ResidentialBusiness,

    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

    • 0 replies
    • 112 views
    ResidentialBusiness

  3. Tax Refunds Up 18% Early On

    Started by ResidentialBusiness,

    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

    • 0 replies
    • 120 views
    ResidentialBusiness

  4. Art Werner: It’s Not Too Late to Help Clients Reduce Their Tax Burden | Quick Tax Tip

    Started by ResidentialBusiness,

    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

    • 0 replies
    • 105 views
    ResidentialBusiness

  5. Art Werner: It’s Not Too Late to Help Clients Reduce Their Tax Burden | Quick Tax Tip

    Started by ResidentialBusiness,

    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

    • 0 replies
    • 108 views
    ResidentialBusiness

  6. SURVEY: Which Client Industries Will Grow This Year

    Started by ResidentialBusiness,

    Respondents tell us what they’re watching. Does it match what you’re seeing? By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 93 views
    ResidentialBusiness

  7. SURVEY: Which Client Industries Will Grow This Year

    Started by ResidentialBusiness,

    Respondents tell us what they’re watching. Does it match what you’re seeing? By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 94 views
    ResidentialBusiness

  8. You Don’t Have Time for Every Client Question

    Started by ResidentialBusiness,

    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

    • 0 replies
    • 114 views
    ResidentialBusiness

  9. You Don’t Have Time for Every Client Question

    Started by ResidentialBusiness,

    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

    • 0 replies
    • 113 views
    ResidentialBusiness

  10. Why People Struggle with Communication

    Started by ResidentialBusiness,

    Two things to demonstrate with existing clients. By Martin Bissett Passport to Partnership Go PRO for members-only access to more Martin Bissett. View the full article

    • 0 replies
    • 112 views
    ResidentialBusiness

  11. Why People Struggle with Communication

    Started by ResidentialBusiness,

    Two things to demonstrate with existing clients. By Martin Bissett Passport to Partnership Go PRO for members-only access to more Martin Bissett. View the full article

    • 0 replies
    • 104 views
    ResidentialBusiness

  12. Tina McGill: How Solo CPAs Can Create Lasting Client Impact | The Disruptors

    Started by ResidentialBusiness,

    Meet your clients where they are. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

    • 0 replies
    • 88 views
    ResidentialBusiness

  13. Tina McGill: How Solo CPAs Can Create Lasting Client Impact | The Disruptors

    Started by ResidentialBusiness,

    Meet your clients where they are. The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

    • 0 replies
    • 95 views
    ResidentialBusiness

  14. Grow Leaders to Transform Accounting

    Started by ResidentialBusiness,

    Create a culture where leadership can be learned and practiced. By Donny C. Shimamoto Go PRO for members-only access to more Donny Shimamoto. View the full article

    • 0 replies
    • 99 views
    ResidentialBusiness

  15. Grow Leaders to Transform Accounting

    Started by ResidentialBusiness,

    Create a culture where leadership can be learned and practiced. By Donny C. Shimamoto Go PRO for members-only access to more Donny Shimamoto. View the full article

    • 0 replies
    • 105 views
    ResidentialBusiness

  16. Put People without Degrees on Your Audit Team

    Started by ResidentialBusiness,

    Plus best practices for year-round and remote audits. By Alan Anderson, CPA Transforming Audit for the Future Go PRO for members-only access to more Alan Anderson. View the full article

    • 0 replies
    • 100 views
    ResidentialBusiness

  17. Put People without Degrees on Your Audit Team

    Started by ResidentialBusiness,

    Plus best practices for year-round and remote audits. By Alan Anderson, CPA Transforming Audit for the Future Go PRO for members-only access to more Alan Anderson. View the full article

    • 0 replies
    • 99 views
    ResidentialBusiness

  18. Ten Marketing Ideas for Accountants | Listicle

    Started by ResidentialBusiness,

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

    • 0 replies
    • 97 views
    ResidentialBusiness

  19. Ten Marketing Ideas for Accountants | Listicle

    Started by ResidentialBusiness,

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

    • 0 replies
    • 98 views
    ResidentialBusiness

  20. Steve Yoss: Mastering Excel Integration and Enhanced Productivity | Quick Tech Talks

    Started by ResidentialBusiness,

    Level up your skills with powerful lookup formulas. Quick Tech Talk With Steve Yoss CPE Today Go PRO for members-only access to more Stephen Yoss. View the full article

    • 0 replies
    • 90 views
    ResidentialBusiness

  21. Steve Yoss: Mastering Excel Integration and Enhanced Productivity | Quick Tech Talks

    Started by ResidentialBusiness,

    Level up your skills with powerful lookup formulas. Quick Tech Talk With Steve Yoss CPE Today Go PRO for members-only access to more Stephen Yoss. View the full article

    • 0 replies
    • 92 views
    ResidentialBusiness

  22. Maybe the Pipeline Problem Is Technology

    Started by ResidentialBusiness,

    Advances may have had an unintended effect. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 93 views
    ResidentialBusiness

  23. Maybe the Pipeline Problem Is Technology

    Started by ResidentialBusiness,

    Advances may have had an unintended effect. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 95 views
    ResidentialBusiness

  24. How WealthTech Is Reshaping the Future of Holistic Advice 

    Started by ResidentialBusiness,

    Five key areas where firms can make inroads; three areas in which WealthTech has a disproportionate impact. By David Knoch and Ryan George The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

    • 0 replies
    • 188 views
    ResidentialBusiness

  25. How WealthTech Is Reshaping the Future of Holistic Advice 

    Started by ResidentialBusiness,

    Five key areas where firms can make inroads; three areas in which WealthTech has a disproportionate impact. By David Knoch and Ryan George The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

    • 0 replies
    • 192 views
    ResidentialBusiness




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