recommended
showing 49–71 of 71 results
-
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 -
newly updated and expanded
cpa firm mergers: your complete guide [new & updated]
your complete guide to how mergers really work
new second edition: updated and expanded. three new chapters. new bonus toolkits.
by marc rosenberg cpa
-
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 -
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 -
sale!
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 -
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.
$109.00 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 -
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 -
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. -
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
$377.00 – $477.77 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 -
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.
-
beyond cas. go bos.
it’s not just the numbers
by penny breslin and damien greathead
-
how to move beyond the numbers and deliver real value for your clients.
-
the 11-step process for building a back office support practice.
includes toolkit at no extra charge. (not sold separately)
$265.95 – $295.00 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 -
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
$305.00 – $445.00 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 -
sale!
instant download
tax season checklists: new for 2024
new & expanded 2024 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!
original price was: $259.95.$199.49current price is: $199.49. 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 -
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 -
bill what you're worth
new! 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
$325.00 – $350.00 learn more
from success to significance: the radical cpa guide -
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 -
new! 2025 outlook
pre-order: the rosenberg map survey | 26th annual edition
national study of cpa firm statistics
pre-order today and get the instant download pdf ebook oct. 1
$700.00 learn more