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professional resources for professionals by professionals
how-to guides • concise • practical • easy • full of handouts, checklists, templates
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start here go pro today
save 20% on the rest of your order when you sign up now.
and your first week of pro membership is free.instant sitewide access to all premium content and pro members-only deals.
$359.95 / year with a 7-day free trial learn more -
tools & resources never mind the bullets
two minutes a day is all it takes to turn small steps into big growth.
by martin bissett
$195.00 learn more -
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real-world answers turbocharge your profits
how to thrive in the new economy
by frank stitely, cpa, cva
author of the relentless cpa
$59.99 – $74.97 learn more -
special tax planning bulletin practitioner’s introductory guide to the new retirement distribution rules that you must know
special tax planning bulletin
by seymour goldberg, cpa, mba, (taxation) jd
webcast lecture, with commentary, analysis and study guide
$139.00 learn more -
beyond cas. go bos. it’s not just the numbers
by penny breslin and damien greathead
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how to move beyond the numbers and deliver real value for your clients.
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the 11-step process for building a back office support practice.
includes toolkit at no extra charge. (not sold separately)
$265.95 – $295.00 learn more -
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growth engine max: maximize productivity, profitability and client retention
the new growth engine manual.
complete with strategies, tools, checklists, and action planner.by august j. aquila
$385.00 – $395.00 learn more -
new! 2025 outlook the 2024 rosenberg map survey | 26th annual edition
national study of cpa firm statistics
$650.00 learn more -
the next big opportunity holistic guide to wealth management
the science behind integrating services with the human side of behavioral financial advice
by rory henry and 34 renowned thought-leaders, professionals and practitioners.
$295.00 learn more -
talent crunch cpa firm staff: managing your #1 asset [updated & expanded]
the complete guide, with bonus toolkit
second editionby marc rosenberg
$305.00 – $445.00 learn more -
bill what you're worth radical pricing – by the radical cpa™
optimize profits, delight clients, and build a top-value firm
by jody padar
best-selling author of the radical cpa and
$335.00 – $350.00 learn more
from success to significance: the radical cpa guide -
form 5329 major penalty changes involving failure to take timely required minimum distributions from retirement accounts (including iras)
by seymour goldberg, cpa, mba, (taxation) jd
webcast lecture, with commentary, analysis and study guide
$45.00 learn more -
tax season how to review tax returns: updated & expanded
completely updated 3rd edition
including the latest tax law changes, recent developments in procedures, and comments from over 1,000 tax professionals.
still, the one and only, original no-hassle super-simplified seven-step tax return review system.
$335.00 – $355.00 learn more -
instant download tax season checklists
new & expanded edition with 50 new checklists
over 300 pages of essential tools, tips & techniques, printable and customizable.
by edward mendlowitz, cpa, abv, pfs
free for pro members!
$195.00 learn more -
the new manifesto transforming audit for the future
the five essential attributes of audit leadership
by alan anderson
the bold new roadmap for advancing audit from a commodity in danger of irrelevance into a valuable range of services that clients need and want.
$279.95 – $295.00 learn more -
3rd edition new 3rd edition: what really makes cpa firms profitable?
by marc rosenberg, cpa, with kristen rampe, cpa
including bonus toolkit
$305.00 – $445.00 learn more -
ira 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
$85.00 learn more -
run 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 – $299.95 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.
$199.95 – $249.95 learn more -
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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
$377.00 – $477.77 learn 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 – $299.95 learn more
step-by-step, week-by-week process and procedures guidebook. -
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.
$199.95 – $299.95 learn more -
for the post-covid economy 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
$279.95 – $329.95 learn 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
$109.00 learn more
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unleashing partner super-powers what makes a great partnership
just about everything you need to know
$159.97 – $169.97 learn more
by august j. aquila -
strategic planning cpa firm retreats: the do-it-yourself guide
created for firms committed to making their next meeting a game-changer
$305.00 – $350.00 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.
$305.00 – $350.00 learn more -
newly updated and expanded cpa firm mergers: your complete guide [latest edition]
your complete guide to how mergers really work
new second edition: updated and expanded. three new chapters. new bonus toolkits.
by marc rosenberg cpa
$305.00 – $445.00 learn more -
from 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)
$439.95 – $459.95 learn more -
new handbook leading from the edge – 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 – $359.95 learn more -
new 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
$305.00 – $445.00 learn more -
succession strategies cpa firm partner retirement / buyout plans
the essential tool for revising, updating or creating new buyout agreements.
by marc rosenberg
$305.00 – $350.00 learn more -
dollars & sense cpa firm partner compensation: the art and science
the complete guide to balancing fairness, accountability, trends and controversies.
$305.00 – $350.00 learn more -
special report cannabis: 卡塔尔世界杯常规比赛时间 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
$49.95 learn more -
pro-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.
free for pro members!
$99.95 learn more -
level-up your client base 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
$275.00 – $295.00 learn 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.
free for pro members here.
$95.00 learn more
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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.
$275.00 – $295.00 learn 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.
$275.00 – $295.00 learn more -
sale!
full-length video how to win the high-value client
inspiring. informative.
original price was: $199.95.$99.97current price is: $99.97. learn 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
original price was: $79.95.$49.97current price is: $49.97. learn more -
marketing tax services how to build a bigger, stronger tax practice
marketing tax services: 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 – $229.95 learn more -
the 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
$19.95 learn more -
new ebook option tax season opportunity guide
27 ways to make more money, service clients better, and have more fun
$195.00 – $215.00 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.
$305.00 – $445.00 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
$305.00 – $350.00 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 -
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 – $154.97 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.
$95.00 learn more
with illustrated examples, step-by-step instructions, and handy checklists.
get started today with the instant download ebook -
value-based selling winning your first client – and your next
understanding selling in practice
by martin bissett
$39.50 learn 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
$14.95 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 -
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
$95.00 – $145.00 learn more -
the 卡塔尔世界杯常规比赛时间 pathfinder series talent development and career planning
serious, pertinent topics and ideas accompanied by action-oriented self-assessments and workbook activities designed to inspire personal and professional development.
$95.00 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.
original price was: $149.50.$99.97current price is: $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 -
next-gen leadership passport to partnership
sailing through the seven cs to cpa firm leadership – the personal progress plan & workbook
by martin bissett
$149.95 learn more -
streaming webcast
inside the 90-day marketing plan for cpa firms – streaming webcast [discontinued]
how to create the roadmap for your firm's growth the companion webinar to the handbook.
$95.00 learn more -
guidelines & guardrails how to operate a compensation committee
the complete guide to compensation committees for cpa firms
$280.00 – $325.00 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
$305.00 – $350.00 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 and
the new! radical pricing – by the radical cpa™ -
how to herd cats effective partner relations and communication
the complete guide to effective communication within cpa firms
$245.00 – $290.00 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
$89.95 – $95.00 learn more -
think big, get results [out of print] strategic planning and goal setting for results
the complete guide to successful planning
$245.00 – $290.00 learn more -
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creating the effective partnership leadership at its strongest
what successful managing partners do.
by robert j. lees, august j. aquila, derek klyhn
$79.97 – $99.97 learn more -
imagine a new future the radical cpa
new rules for the future-ready firm
by jody padar, cpa, mst
author of from success to significance: the radical cpa guide and
the new! radical pricing – by the radical cpa™
$149.50 – $195.00 learn more -
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
$99.95 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.
$245.00 – $290.00 learn more
