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PROFESSIONAL RESOURCES for PROFESSIONALS by PROFESSIONALS
How-To Guides • Concise • Practical • Easy to Read • Full of Handouts, Checklists, Templates
Exclusive Information. Extraordinary Insight.
Showing all 65 results
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COVID ESSENTIALS NEW! Your $5 Million High-Net-Worth Practice
Guidelines for Sourcing and Working with the Wealthy During the COVID-19 Crisis and Beyond
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.
Complete with diagnostic tools, strategic planning processes, essential attitudinal and behavioral traits, discovering new referral sources, positioning your firm's credentials and your personal brand, scripts for tough conversations, charts, diagrams, action plans, agendas, and procedures for successful virtual client meetings.
PLUS: Six Bonus Appendices
$229.50 – $249.50 Learn More -
FROM CAS TO CASH NEW! Client Accounting Services: The Definitive Success Guide
The Comprehensive Handbook on How to Launch and Grow a Profitable CAS Practice
By Hitendra R. Patil
More than 300 pages of ideas, insights, tips, tricks, and best practices for your CAS success.
With Bonus Downloadable Toolkit of Excel Worksheets and PDF Checklists
$339.95 – $359.95 Learn More -
ALL-NEW for 2020 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.
The ORIGINAL No-Hassle Super-Simplified Seven-Step Tax Return Review System. Now three times bigger and better!
$259.95 – $289.95 Learn More -
INSTANT DOWNLOAD Tax Season Checklists: The 2021 Update
More than 250 pages of essential tools, tips & techniques, printable and customizable.
By Edward Mendlowitz, CPA, ABV, PFS
2021 BONUS: The Getting-Your-Affairs-in-Order Toolkit
$149.95 Learn More -
LATEST EDITION The Accounting Firm Operations and Technology Survey – for Firms of All Sizes
Delivering critical decision-making data to firms of all sizes.
By Randolph P. Johnston and Brian Tankersley
Instant Download PDF eBook
$295.00 Learn More -
MARKETING TAX SERVICES Marketing Tax Services
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
$189.95 – $229.95 Learn More -
THRIVE in DISRUPTION The NEW Fundamentals: Thriving in Disruption
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.
$179.95 – $199.95 Learn More -
Sale!
SUCCESS 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.
$149.95 – $195.95 Learn More -
Sale!
NEXT-GEN LEADERSHIP Bridging the Gap
Strengthening the Connection between Current and Emerging Leaders in the CPA Profession
By 14 of the profession's top experts
Start benefiting immediately with the PDF eBook instant download
$99.97 – $119.47 Learn More -
THE BIG PIVOT NEW! 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.
$275.00 – $295.00 Learn More -
ACCELERATE YOUR RESULTS Business Development on a Budget – The Audio Series
The 25-Step Program for Building a Business Development Infrastructure in Your Accounting Firm
By Martin Bissett
$49.95 Learn More -
Sale!
FULL-LENGTH VIDEO How to Win the New Breed of Client
Inspiring. Informative.
Martin Bissett's 90-minute presentation to a worldwide meeting of accounting firm leaders.
Download the video today.$199.95$149.97 Learn More -
Sale!
TOUGH QUESTIONS, SMART ANSWERS 101 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.
$199.97 – $219.94 Learn More -
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
$79.95$49.97 Learn More -
THE DO'S & DON'T'S CPA Firm Partner Agreement Essentials
Marc Rosenberg's step-by-step instructions, tips and traps, do's and don't's, best practices and worst nightmares. With tables, charts, illustrations, case studies, and checklists. All in plain-English.
$180.00 – $275.00 Learn More -
FORECAST & TRENDS Gear Up for Growth: The Marketing Trends Manual for Accountants
COMPREHENSIVE NEW RESEARCH REPORT
Marketing and Business Development Strategies at Tax & Accounting Firms, Research Report
Exclusive new findings into what's working, why and for which firms.
$195.00 Learn More -
EVERYTHING YOU NEED CPA Firm Mergers: Your Complete Guide
Your Complete Guide! With 152 pages of instructions, case studies, sample letters, checklists and worksheets.
$180.00 – $275.00 Learn More -
THE NEW HOW-TO GUIDE Getting New Clients: New Research, New Strategies
Chief Author Sandi Leyva, Accountants Accelerator, with CPA Trendlines Research
Purchase today, get the instant download PDF eBook
$99.95 Learn More -
NEW EBOOK OPTION Tax Season Opportunity Guide
27 Ways to Make More Money, Service Clients Better, and Have More Fun
$99.95 – $149.95 Learn More -
ESSENTIAL & 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.
$180.00 – $350.00 Learn More -
Sale!
BEST PRACTICES FOR MAXIMUM PROFITS What Really Makes CPA Firms Profitable?
By Marc Rosenberg, CPA
The complete guide to maximizing profitability with updated benchmarks to rate your firm’s profitability.
$155.00 – $230.00 Learn More -
THE 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
$180.00 – $275.00 Learn More -
SPECIAL REPORT Cannabis: CPA Trendlines Special Report
Case Studies, Top Trends, and Exclusive Insights from the Frontlines of Today’s Hottest New Niche
Insights, best practices, and commentary from dozens of leading professionals and practitioners.
Plus: Five Secrets to Launching Your Own Cannabis Specialty
$59.50 Learn More -
THE 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 – $249.95 Learn More -
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.
$175.00 – $195.00 Learn More -
NEW HANDBOOK SEO for CPAs: The Accountant’s Handbook
Get found organically: The best and most trusted way to be found online.
By Becky Livingston
Author of the best-selling Accountant’s Social Media Handbook (Learn more here).Turn your website into Google-ranking gold.
$195.00 Learn More
With illustrated examples, step-by-step instructions, and handy checklists.
Get started today with the instant download eBook -
Sale!
VALUE-BASED SELLING Winning Your First Client – And Your Next Client
Understanding Selling in Practice
By Martin Bissett
$49.00$29.97 Learn More -
UNLEASHING PARTNER SUPER-POWERS What Makes a Great Partnership
Just About Everything You Need to Know
$99.50 – $119.50 Learn More
By August J. Aquila -
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
$14.95 Learn More -
INSTANT 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.
$34.95 Learn More -
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
$249.95 – $295.00 Learn More -
Sale!
POWERFUL, PROVEN SYSTEMS The Accountant’s Social Media Handbook
The new way to attract new clients, deliver amazing service, recruit and retain the best talent, and seize and manage new growth opportunities – in just minutes a day.
By Becky Livingston
$99.50 – $124.97 Learn More -
The CPA Trendlines 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
$195.00 Learn 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.
$149.50$99.97 Learn More -
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
$189.95 – $199.50 Learn 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
$199.95$149.97 Learn More -
Sale!
STREAMING WEBCAST Inside the 90-Day Marketing Plan for CPA Firms – Streaming Webcast
How to Create the Roadmap for Your Firm's Growth The companion webinar to the handbook.
$49.50$37.97 Learn More -
GET WHAT YOU'RE WORTH Implementing Fee Increases
Ed Mendlowitz, “The Practice Doctor,” answers practitioners’ critical questions with sample client letters, checklists, and illustrative schedules.
FREE for PRO Members here. Not a PRO Member yet? Sign up here.
$95.00 Learn More -
GUIDELINES & GUARDRAILS How to Operate a Compensation Committee
The complete guide to Compensation Committees for CPA firms
$155.00 – $230.00 Learn More -
THE ESSENTIALS How to Bring in New Partners
The complete guide for planning and structuring the process
$180.00 – $275.00 Learn More -
WHAT 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
$155.00 – $230.00 Learn More -
THE 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 – $215.00 Learn More
Author of the best-selling The Radical CPA -
HOW TO HERD CATS Effective Partner Relations and Communication
The complete guide to effective communication within CPA firms
$155.00 – $230.00 Learn More -
Sale!
RECRUITING, RETENTION, DEVELOPMENT CPA Firm Staff: Managing Your #1 Asset
The Complete Guide for Managing Your #1 Asset
By Marc Rosenberg
$180.00 – $275.00 Learn More -
SUCCESSION STRATEGIES CPA Firm Partner Retirement / Buyout Plans
The essential tool for revising, updating or creating new buyout agreements.
By Marc Rosenberg
$180.00 – $275.00 Learn More -
Dollars & Sense CPA Firm Partner Compensation: The Art and Science
The complete guide to balancing fairness, accountability, trends and controversies.
$180.00 – $275.00 Learn More -
BEST-SELLER CPA Firm Management & Governance
The Essential Managing Partner's Guide to Running a CPA Firm Like a Business
By Marc Rosenberg CPA
$155.00 – $230.00 Learn More -
Sale!
NEW 50-PART AUDIO SERIES Business Development on a Budget – The Full Workbook & Podcast Series
The 25-Step Program for Building a Business Development Infrastructure in Your Accounting Firm.
PLUS: A 50-Part Self-Study Audio SeriesBy Martin Bissett
$129.97 – $149.97 Learn More -
SMART 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
$25.95 Learn More -
Sale!
SEIZE THE FUTURE Accountaneur: The Entrepreneurial Accountant
Mind-blowing insights into today's emerging opportunities
$149.97 – $169.94 Learn 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 – $169.94 Learn 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
$49.95 Learn More -
THE ORIGINAL AUTHORITY Professional Services Marketing 3.0
Its evolution, its future, and how to thrive with it
$179.95 – $195.95 Learn More -
NEWEST EDITION The Rosenberg Survey: National Study of CPA Firm Statistics
The leading national compendium of CPA firm practice management benchmarks.
“THE barometer for CPA firm practice management.” – AccountingToday
NEW & UPDATED FOR 2021 PLANNING!
$500.00 Learn More -
THINK BIG, GET RESULTS Strategic Planning and Goal Setting for Results
The complete guide to successful planning
$155.00 – $230.00 Learn More -
CREATING THE EFFECTIVE PARTNERSHIP Leadership at its Strongest
What successful managing partners do
$99.95 – $129.95 Learn More -
Sale!
IMAGINE a NEW FUTURE The Radical CPA
New Rules for the Future-Ready Firm
$129.97 – $149.97 Learn More
By Jody Padar, CPA, MST
Author of the NEW From Success to Significance: The Radical CPA Guide -
ALL NEW! EXPANDED! CPA Firm Retreats: The Do-It-Yourself Guide
Created for firms committed to making their next meeting a game-changer
$155.00 – $230.00 Learn More -
PRACTICE-PROVEN PROCESSES & PROCEDURES The 90-Day Marketing Plan for CPA Firms
How to Create the Roadmap for Your Firm's Growth
$199.95 Learn More
Step-by-step, week-by-week process and procedures guidebook. -
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 – $169.94 Learn More -
HERDING CATS How to Engage Partners in the Firm’s Future
The secrets every leader needs to know
$99.50 Learn More -
INSTANT CLASSIC The Accountant’s (Bad) Joke Book
Get yours today. Share it with friends. Be the life of the party! (Or not.)
$6.99 Learn More -
BEST SELLER! CPA Firm Succession Planning: A Perfect Storm
The roadmap for creating and implementing a succession plan.
$155.00 – $230.00 Learn More -
Sale!
RUN with the BIG DOGS 8 Steps to Great
The practice management handbook for achieving unbeatable branding, rapid growth, and extraordinary profits.
By Domenick J. Esposito, CPA
$149.97 – $199.97 Learn More -
INSTANT DOWNLOAD 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
FREE for PRO Members of CPA Trendlines here. Not a PRO Member yet? Sign up here.
$199.50 Learn More