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showing 25–48 of 53 results
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full-length video
how to win the new breed of client
inspiring. informative.
$149.97learn more
martin bissett's 90-minute presentation to a worldwide meeting of accounting firm leaders.
download the video today. the big pivot
building the virtual cfo firm in the cloud
our journey growing from $500,000 to $5 million in 10 years – by changing the way people think about accounting
by jody grunden, cpa
the true-life case-study handbook for building a totally work-from-anywhere accounting firm delivering high-value cfo services.
$375.00–$395.00learn more- sale!
thrive in disruption
the new fundamentals: practical guidance for today’s accounting firms
by steven e. sacks, cpa
the new practice management handbook with time-tested tried-and-true strategies for growth and profit.
$139.97–$149.97learn more get what you're worth
implementing fee increases
by ed mendlowitz
the practice doctor” answers practitioners’ critical questions with sample client letters, checklists, and illustrative schedules.
freeforpro membershere.
$95.00learn more
not apro memberyet?sign up here.the spreadsheet manifesto
the complete guide to marketing for tax & accounting firms
the a-to-z program with checklists, samples, step-by-step procedures, and case studies
by sandi leyva
$149.95–$195.00learn morepro-member benefit
making mergers work: special report [ebook]
essential management and leadership considerations in effectively integrating organizations in the event of a merger or acquisition.
after the deal is done, and the celebrations end, the hard work begins.
freeforpro members!
$99.95learn moredollars & sense
cpa firm partner compensation: the art and science
the complete guide to balancing fairness, accountability, trends and controversies.
$280.00–$320.00learn moresuccession strategies
cpa firm partner retirement / buyout plans
the essential tool for revising, updating or creating new buyout agreements.
by marc rosenberg
$280.00–$320.00learn morenew edition
how to bring in new partners: the guide for firms and future partners
fully updated and expanded
by marc rosenberg, cpa
plus: bonus toolkit with customizable practice aids
$280.00–$410.00learn moretax essentials
how to review tax returns: the field-tested update
covering the latest tax laws, recent developments in procedures, and incorporating the comments of more than 500 tax professionals.
theoriginalno-hassle super-simplified seven-step tax return review system.
$334.95–$354.95learn morenew handbook
leading from the edge – new! growth handbook with bonus toolkit
creating a standout, high-performing organization
the new handbook for adapting to change, seizing new opportunities, and driving success.
by anthony zecca
plus – bonus downloadable eight-piece toolkit at no additional charge
$339.95–$359.95learn morerecruiting, retention, development
cpa firm staff: managing your #1 asset
the complete guide for managing your #1 asset
by marc rosenberg
$280.00–$320.00learn morefrom cas to cash
client accounting services: the definitive success guide
the why, what, and how of cas
by hitendra r. patil
more than 300 pages of ideas, insights, tips, tricks, and best practices for your cas success
plus – bonus downloadable toolkits (included free with every order)
$395.00–$450.00learn morenewly updated and expanded
cpa firm mergers: your complete guide [new & updated]
your complete guide to how mergersreallywork
new second edition: updated and expanded. three new chapters. new bonus toolkits.
by marc rosenberg cpa
$280.00–$410.00learn moreinstant download
tax season checklists
almost 300 pages of essential tools, tips & techniques, printable and customizable.
by edward mendlowitz, cpa, abv, pfs
free for pro members!
$197.00learn morethe do's & don't's
cpa firm partner agreement essentials
marc rosenberg's step-by-step instructions, tips andtraps, do's and don't's, best practices and worst nightmares. with tables, charts, illustrations, case studies, and checklists. all in plain-english.
$280.00–$320.00learn moreall new! expanded!
cpa firm retreats: the do-it-yourself guide
created for firms committed to making their next meeting a game-changer
$280.00–$320.00learn more- sale!
unleashing partner super-powers
what makes a great partnership
just about everything you need to know
$139.97–$159.97learn more
by august j. aquila the ira rescue guide
the practitioner’s guide to ira distribution rules under the secure act [updated & expanded]
the essential guide for retirement distribution planning for ira owners and beneficiaries.
with 42-page supplement covering new irs rules issued in 2022
by seymour goldberg, cpa, mba (taxation), jd
the nationally renowned ira author and instructornew and critically important insight, examples, and guidance in a concise 134-page printer-friendly pdf ebook for accountants and tax practitioners advising clients with substantial retirement-type assets.
$109.00learn more- sale!
for the covid recovery
your $5 million high-net-worth practice
guidelines for sourcing and working with the wealthy
by russ alan prince and anthony glomski
the proprietary step-by-step guide to launching and growing a lucrative book of business with the highly affluent.
plus: six bonus appendices
$199.97–$239.49learn more - sale!
tough questions, smart answers
202 questions and answers: managing an accounting practice, the complete 2-volume set
complete two-volume set
by edward mendlowitz, cpa, abv, pfs
with tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$149.97–$229.97learn more