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professional resourcesforprofessionalsbyprofessionals
how-to guides • concise• practical• easy to read • full of handouts, checklists, templates
exclusive information. extraordinary insight.
showing all 68 results
updated & expanded.
what really makes cpa firms profitable?
new! expanded. updated. the second edition!
by marc rosenberg, cpa, with kristen rampe, cpa
including bonus toolkit
$280.00–$410.00learn moreira danger zones
retirement assets: traps, failures and errors
by seymour goldberg, cpa, mba, (taxation) jd
the many practical issues you must be aware of when dealing with retirement assets
$85.00learn morebeyond cas. go bos.
it’s not just the numbers
by penny breslin and damien greathead
how to movebeyond the numbersanddeliver real valuefor your clients.
the 11-step process for building a back office support practice.
includes toolkit at no extra charge. (not sold separately)
$265.95–$295.00learn morerun with the big dogs
8 steps to great
by domenick j. esposito, cpa
the practice management handbook for achieving unbeatable branding, rapid growth, and extraordinary profits.
$279.95–$299.95learn morenew! 2023 outlook
the rosenberg map survey: national study of cpa firm statistics
the leading national study of cpa firm practice management benchmarks.
$500.00–$600.00learn moresuccess secrets revealed
call me before you do anything: the art of accounting
by edward mendlowitz, cpa
over 150 lessons learned the hard way – so you don't have to.
$249.95–$295.95learn more- sale!
advisory essentials
77 ways to wow! the complete guide to small-business consulting
by edward mendlowitz, cpa
plus: 125-item toolkit, with fully customizable, immediately-useful practice aids
$350.00–$377.77learn more practice-proven processes & procedures
the 90-day marketing plan for cpa firms
how to create the roadmap for your firm's growth
$279.95–$299.95learn more
step-by-step, week-by-week process and procedures guidebook.- 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 - 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 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!
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 all 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 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 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 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 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 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 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 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 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 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 moredollars & sense
cpa firm partner compensation: the art and science
the complete guide to balancing fairness, accountability, trends and controversies.
$280.00–$320.00learn 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 morethe 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 moreget 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.- 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 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!
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. - sale!
instant download
the 30:30 training method
the field-tested and proven time-saving technique for rapid staff development at tax and accounting firms
$49.97learn more marketing tax services
marketing tax services: build a bigger, stronger tax practice
how to build a bigger, stronger tax practice
the who, what, when, where, why, and how for delivering more client services and making more money
by edward mendlowitz, cpa, abv, pfs
$189.95–$229.95learn morethe new how-to guide
getting new clients: new research, new strategies
chief author sandi leyva, accountants accelerator, with 卡塔尔世界杯常规比赛时间 research
purchase today, get the instant download pdf ebook
$99.95learn morenew ebook option
tax season opportunity guide
27 ways to make more money, service clients better, and have more fun
$200.00–$240.00learn moreessential & comprehensive
the role of the managing partner
the definitive guide to cpa firm leadership
by marc rosenberg, cpa, with kristen rampe, cpa
the comprehensive handbook and how-manual to building a thriving, growing, and profitable accounting business. with checklists, sample forms, step-by-step procedures, real-world case studies, and insights from dozens of the nation's leading cpa firm ceos.
$280.00–$410.00learn morethe step-by-step success manual
cpa firm growth: keys to practice development
the comprehensive new guide for getting great clients and rapidly growing revenues
by marc rosenberg, cpa, jeffrey s. pawlow, and charles hylan, cpa
$280.00–$320.00learn morethe workflow manifesto
the relentless cpa
the new 21st-century system for driving success at tax and accounting firms
by frank stitely, cpa, cva
– transform your firm into a profit machine.
– for firms of all sizes
– make more money with less effort.
– work smarter, not harder.
– step-by-step procedures, worksheets, and checklistsfree bonus: the excel workbook that takes you through every step.
$195.95–$249.95learn more- sale!
real-life solutions
take your firm to the next level: a case study
win the best clients, recruit and retain top people, and increase profitability
by august j. aquila and robert j. lees
with checklists, sample worksheets, flowcharts, diagrams, tables, illustrations, and guides for group discussions.
$134.97–$154.97learn more - sale!
value-based selling
winning your first client – and your next client
understanding selling in practice
by martin bissett
$29.97learn more instant download
the idea book for career planning in accounting
guidance, tips, strategies, tactics, real-life stories, and research data — from finding a new job to succeeding in your career
$14.95learn moreinstant download
the idea book for accounting firm hiring managers
guidance, tips, strategies, tactics, real-life stories, and research data for recruiting, training and retaining the best talent.
$34.95learn morethe 卡塔尔世界杯常规比赛时间 pathfinder series
talent development & career planning
serious, pertinent topics and ideas accompanied by action-oriented self-assessments and workbook activities designed to inspire personal and professional development.
free u.s. shipping via priority mail
$195.00learn more- sale!
the #metoo handbook
sponsoring women: what men need to know (instant download)
the must-have management manual for the #metoo movement.
designed to arm men with the tools and perspective they will need to usher professional women into the top ranks of their firms.
by ida o. abbott, j.d.
$99.97learn more - sale!
value billing made simple
price it right
how to value accounting services
by august j. aquila
new step-by-step handbook for firms of every size
add the pdf edition and start benefiting immediately with the instant download
$149.97–$159.59learn more - sale!
next-gen leadership
passport to partnership
sailing through the seven cs to cpa firm leadership – the personal progress plan & workbook
by martin bissett
$149.97learn more streaming webcast
inside the 90-day marketing plan for cpa firms – streaming webcast [discontinued]
how to create the roadmap for your firm's growththe companion webinar to the handbook.
$95.00learn moreguidelines & guardrails
how to operate a compensation committee
the complete guide to compensation committees for cpa firms
$255.00–$295.00learn morewhat everyone should know
how cpa firms work: the business of public accounting
the talent-development primer that explains how cpa firms work as a business
$280.00–$320.00learn morethe roadmap for the new firm
from success to significance: the radical cpa guide
the practice-proven roadmap to a new business model for cpa firms
by jody padar, cpa, mst
$175.00–$215.00learn more
author of the best-sellingthe radical cpahow to herd cats
effective partner relations and communication
the complete guide to effective communication within cpa firms
$220.00–$260.00learn morebest-seller
cpa firm management & governance
the essential managing partner's guide to running a cpa firm like a business
by marc rosenberg cpa
$225.00–$295.00learn moresmart marketing
accounting marketing 101 for partners
a practical guide to the management of marketing strategy for leaders and managers of tax, accounting, and cpa firms
$25.95learn more- sale!
seize the future
accountaneur: the entrepreneurial accountant
mind-blowing insights into today's emerging opportunities
$149.97–$169.94learn more - sale!
best-seller!
101 questions and answers: managing an accounting practice, volume 2
by edward mendlowitz, cpa, abv, pfs
with tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$149.97–$169.94learn more instant download
the client service idea book
guidance, tips, strategies, tactics, real-life stories, and research data for driving client satisfaction, retention and new revenue
$49.95learn morethe original authority
professional services marketing 3.0
its evolution, its future, and how to thrive with it
$179.95–$195.95learn morethink big, get results
strategic planning and goal setting for results
the complete guide to successful planning
$220.00–$260.00learn more- sale!
creating the effective partnership
leadership at its strongest
what successful managing partners do.
by robert j. lees, august j. aquila, derek klyhn
$79.97–$99.97learn more - sale!
imagine a new future
the radical cpa
new rules for the future-ready firm
$129.97–$149.97learn more
by jody padar, cpa, mst
author of thenewfrom success to significance: the radical cpa guide - sale!
tough questions, smart answers
101 questions and answers: managing an accounting practice, volume 1
"fantastic..!" "wise..!" "great reference..!"
by edward mendlowitz, cpa, abv, pfs
with tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$149.97–$169.94learn more - sale!
herding cats
how to engage partners in the firm’s future
the secrets every leader needs to know
$139.97learn more instant classic
the accountant’s (bad) joke book
get yours today. share it with friends. be the life of the party! (or not.)
$6.99learn morebest seller!
cpa firm succession planning: a perfect storm
the roadmap for creating and implementing a succession plan.
$220.00–$260.00learn more