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Accounting and Finance Tools

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

  1. What Gen Z Wants from Business | ARC

    Started by ResidentialBusiness,

    The future is watching. 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

    • 0 replies
    • 86 views
    ResidentialBusiness

  2. What If You Could Start Over?

    Started by ResidentialBusiness,

    Spend a few minutes imagining a clean slate. By Ed Mendlowitz Tax Season Opportunity Guide Go PRO for members-only access to more Edward Mendlowitz. View the full article

    • 0 replies
    • 110 views
    ResidentialBusiness

  3. What If You Could Start Over?

    Started by ResidentialBusiness,

    Spend a few minutes imagining a clean slate. By Ed Mendlowitz Tax Season Opportunity Guide Go PRO for members-only access to more Edward Mendlowitz. View the full article

    • 0 replies
    • 107 views
    ResidentialBusiness

  4. What Internal Controls Mean to Clients

    Started by ResidentialBusiness,

    And how to explain them. By Ed Mendlowitz 77 Ways to Wow! Go PRO for members-only access to more Edward Mendlowitz. View the full article

    • 0 replies
    • 29 views
    ResidentialBusiness

  5. What Internal Controls Mean to Clients

    Started by ResidentialBusiness,

    And how to explain them. By Ed Mendlowitz 77 Ways to Wow! Go PRO for members-only access to more Edward Mendlowitz. View the full article

    • 0 replies
    • 25 views
    ResidentialBusiness

  6. What Keeps Accountants in Public Accounting? Research Unpacks Key Retention Factors | Know-How Korner

    Started by ResidentialBusiness,

    Study finds job embeddedness, not engagement, drives retention. Know How Korner With Donny Shimamoto Center for Accounting Transformation Go PRO for members-only access to more Donny Shimamoto. View the full article

    • 0 replies
    • 58 views
    ResidentialBusiness

  7. What Keeps Accountants in Public Accounting? Research Unpacks Key Retention Factors | Know-How Korner

    Started by ResidentialBusiness,

    Study finds job embeddedness, not engagement, drives retention. Know How Korner With Donny Shimamoto Center for Accounting Transformation Go PRO for members-only access to more Donny Shimamoto. View the full article

    • 0 replies
    • 61 views
    ResidentialBusiness

  8. What Millennial Managing Partners Face

    Started by ResidentialBusiness,

    Plus six tips for those aspiring to the role. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

    • 0 replies
    • 94 views
    ResidentialBusiness

  9. What Millennial Managing Partners Face

    Started by ResidentialBusiness,

    Plus six tips for those aspiring to the role. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

    • 0 replies
    • 83 views
    ResidentialBusiness

  10. What Multiples Mean to Accounting Firms

    Started by ResidentialBusiness,

    Plus the appeal of RIAs. By Rory Henry The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

    • 0 replies
    • 112 views
    ResidentialBusiness

  11. What Other Tax Pros Want to Know About You

    Started by ResidentialBusiness,

    What our Busy Season Barometer didn’t ask (but should have). By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 65 views
    ResidentialBusiness

  12. What Other Tax Pros Want to Know About You

    Started by ResidentialBusiness,

    What our Busy Season Barometer didn’t ask (but should have). By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 68 views
    ResidentialBusiness

  13. What Struggling Small Businesses Need

    Started by ResidentialBusiness,

    Digital apps and credit cards are helping. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 90 views
    ResidentialBusiness

  14. What Struggling Small Businesses Need

    Started by ResidentialBusiness,

    Digital apps and credit cards are helping. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 87 views
    ResidentialBusiness

  15. What Will Innovation in Audit Do for Your Firm?

    Started by ResidentialBusiness,

    AI, blockchain and other technologies elevate our responsibility to understand what these tools are telling us. 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
    • 95 views
    ResidentialBusiness

  16. What Will Innovation in Audit Do for Your Firm?

    Started by ResidentialBusiness,

    AI, blockchain and other technologies elevate our responsibility to understand what these tools are telling us. 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
    • 96 views
    ResidentialBusiness

  17. What’s In, What’s Out for the Digital CPA in 2026

    Started by ResidentialBusiness,

    Cloud Foundations Out, AI-Powered Growth In. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 13 views
    ResidentialBusiness

  18. What’s In, What’s Out for the Digital CPA in 2026

    Started by ResidentialBusiness,

    Cloud Foundations Out, AI-Powered Growth In. By CPA Trendlines Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 13 views
    ResidentialBusiness

  19. What’s Keeping Firms from Growing?

    Started by ResidentialBusiness,

    Despite ideal market, challenges obstruct expansion. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 240 views
    ResidentialBusiness

  20. What’s Keeping Firms from Growing?

    Started by ResidentialBusiness,

    Despite ideal market, challenges obstruct expansion. By CPA Trendlines Research Go PRO for members-only access to more CPA Trendlines Research. View the full article

    • 0 replies
    • 249 views
    ResidentialBusiness

  21. What’s the ROI on That Shiny New Thing?

    Started by ResidentialBusiness,

    Innovate for the right reasons. 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

    • 0 replies
    • 14 views
    ResidentialBusiness

  22. What’s the ROI on That Shiny New Thing?

    Started by ResidentialBusiness,

    Innovate for the right reasons. 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

    • 0 replies
    • 14 views
    ResidentialBusiness

  23. When Customer Service Is an Opportunity to Lead

    Started by ResidentialBusiness,

    Who is observing? By Martin Bissett Passport to Partnership Go PRO for members-only access to more Martin Bissett. View the full article

    • 0 replies
    • 28 views
    ResidentialBusiness

  24. When Customer Service Is an Opportunity to Lead

    Started by ResidentialBusiness,

    Who is observing? By Martin Bissett Passport to Partnership Go PRO for members-only access to more Martin Bissett. View the full article

    • 0 replies
    • 25 views
    ResidentialBusiness

  25. When Tax Meets AI, Practitioners Turn to ‘Tax Platforms 2026’

    Started by ResidentialBusiness,

    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

    • 0 replies
    • 14 views
    ResidentialBusiness




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