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

Here's how to label, package, and price the value you already provide. 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

BONUSES: Smaller firm to larger, 25 questions to ask and 17 data points to request. By Marc Rosenberg CPA Firm Mergers: Your Complete Guide Go PRO for members-only access to more Marc Rosenberg. View the full article

Automation deletes tasks, then dares accountants to create new value on purpose. Accounting Voices With Rob Brown Go PRO for members-only access to more Rob Brown. 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

"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

Smaller firms should be prepared. By Marc Rosenberg The Rosenberg Practice Management Library Go PRO for members-only access to more Marc Rosenberg. View the full article

Paychecks and perks are no longer enough for retention. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Go PRO for members-only access to more Bonnie Buol Ruszczyk. 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

Reputation now grows through clarity and communication, not tenure. Accounting Voices With Rob Brown Go PRO for members-only access to more Rob Brown. 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

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

Revenues and client rosters outpace gains in profits as firms battle cost pressures. By CPA Trendlines Join the Busy Season Barometer survey here. Go PRO for members-only access to more CPA Trendlines Research. 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

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

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

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

Label intent, clarify tone and choose the right channel so feedback lands as coaching, not conflict. 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

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

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

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

Today's Bissett Bullet: “How easy or difficult it is for an accountant to write a powerful proposal document is often dependent on how well the initial meeting with the prospective client went.” By Martin Bissett See more Bissett Bullets here Go PRO for members-only access to more Martin Bissett. View the full article

Expect strong demand for planning, advisory and cleanup work. By CPA Trendlines Research Join the survey. Get the results Go PRO for members-only access to more CPA Trendlines Research. View the full article