checklists & worksheets
showing 1–24 of 45 results
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best seller!
cpa firm succession planning: a perfect storm
the roadmap for creating and implementing a succession plan.
$245.00 – $290.00 learn more -
think big, get results
strategic planning and goal setting for results
the complete guide to successful planning
$245.00 – $290.00 learn more -
how to herd cats
effective partner relations and communication
the complete guide to effective communication within cpa firms
$245.00 – $290.00 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™ -
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 -
guidelines & guardrails
how to operate a compensation committee
the complete guide to compensation committees for cpa firms
$280.00 – $325.00 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 -
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 -
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 -
the 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
$195.00 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 -
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 -
sale!
value-based selling
winning your first client – and your next client
understanding selling in practice
by martin bissett
original price was: $49.00.$29.97current price is: $29.97. 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 -
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 -
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 -
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
$99.95 learn 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 – $229.95 learn more -
sale!
full-length video
how to win the new breed of client
inspiring. informative.
original price was: $199.95.$149.97current price is: $149.97. learn 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 – $395.00 learn more -
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