Accounting and Finance Tools

Firms that translate AI-driven data into clear insight will lead the next era of advisory. 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

“If you don’t have accountability, you can never reach your ambition." 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

The Definitive Guide to Private Equity’s Transformation of the CPA Profession. Exclusively for PRO Members Only, here The accounting profession is changing faster than at any time in its modern history—and private equity is driving the shift. More than $30 … Continued Go PRO for members-only access to more CPA Trendlines Research. View the full article

Signs of weakening jobs growth begin to emerge. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. View the full article

"They get a check every month, and they don’t have to do any work.” The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

New IRS Form 1099-DA raises the stakes for compliance—and tax professionals are racing to prepare. By Center for Accounting Transformation Go PRO for members-only access to more Center for Accounting Transformation. View the full article

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

Embrace artificial intelligence in your accounting practice. By Jackie Meyer Go PRO for members-only access to more Jackie Meyer. 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

The silver bullet technique can transform messaging and persuasion. The Concierge CPA With Jackie Meyer For CPA Trendlines Go PRO for members-only access to more Jackie Meyer. View the full article

BONUS: Sample client feedback letter. By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito. 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

Today's Bissett Bullet: “Framing the conversation is a tremendously useful way of focusing a prospect on what the meeting is about.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

The secret sauce? Value pricing tax advisory services. By Jackie Meyer The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

Holding Steady, Tuning Workflow, and Testing AI By CPA Trendlines Research Join the Busy Season Barometer survey here. Go PRO for members-only access to more CPA Trendlines Research. 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

Toss the timesheets and give your clients more value. By Jody Padar The Radical CPA Go PRO for members-only access to more Jody Padar. View the full article

“If you don’t have accountability, you can never reach your ambition." 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

The Definitive Guide to Private Equity’s Transformation of the CPA Profession. Exclusively for PRO Members Only, here The accounting profession is changing faster than at any time in its modern history—and private equity is driving the shift. More than $30 … Continued Go PRO for members-only access to more CPA Trendlines Research. View the full article

Plus 19 more key takeaways! The Disruptors With Liz Farr Go PRO for members-only access to more Liz Farr. View the full article

Accountants need to reframe their thinking. By Martin Bissett Winning Your First Client Go PRO for members-only access to more Martin Bissett. View the full article

AI-powered firms are closing books faster, reallocating staff time to higher-value work, and widening the competitive gap with slower adopters. By CPA Trendlines Research Cornerstone Report Go PRO for members-only access to more CPA Trendlines Research. View the full article

New jobs trend signals painful pivot for accounting firms. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

Money conversations need structure, not spontaneity. 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

New honesty and ethics ratings place accountants near historic lows. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. View the full article