Accounting and Finance Tools

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

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

Maybe you can help a client at the same time. 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

Firms use AI, planning, and “hope” to make tax season more manageable. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto 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

IRS dysfunction replaces OBBBA as top concern. 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

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 smaller firm gets a say, so decide what you want. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. 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

Strategies for building your dream team. By Jackie Meyer The Balanced Millionaire: Advisor Edition Go PRO for members-only access to more Jackie Meyer. View the full article

Strategies for building your dream team. By Jackie Meyer The Balanced Millionaire: Advisor Edition Go PRO for members-only access to more Jackie Meyer. 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

You get a trial period. Use it! 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

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

Consider delegation vs. automation. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil. View the full article

M&A BONUS: A 22-point due diligence kit. By Domenick J. Esposito 8 Steps to Great Go PRO for members-only access to more Dom Esposito. View the full article

The personal touch goes a long way toward client retention. By Ed Mendlowitz Tax Season Opportunity Guide Go PRO for members-only access to more Edward Mendlowitz. View the full article

The personal touch goes a long way toward client retention. By Ed Mendlowitz Tax Season Opportunity Guide Go PRO for members-only access to more Edward Mendlowitz. View the full article

Plus 10 elements for your staff guidelines. By Jackie Meyer The Balanced Millionaire: Advisor Edition Go PRO for members-only access to more Jackie Meyer. View the full article

Why equity is the new standard for talent retention. Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines Go PRO for members-only access to more Dominic Piscopo. View the full article

Why they beat AUM and hourly fees for wealth management. By Rory Henry The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. View the full article

How to integrate accounting and advisory technology. By Hitendra Patil Client Accounting Services: The Definitive Success Guide Go PRO for members-only access to more Hitendra Patil. 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

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

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