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showing all 71 results
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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
$650.00 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
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 -
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 -
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 -
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 -
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 -
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 -
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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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.
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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 -
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 -
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
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 -
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 -
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 [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
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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 -
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
not a pro member yet? sign up here. -
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 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. -
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
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 -
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 -
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 -
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 -
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 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 -
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 -
best-seller
cpa firm management & governance
the essential managing partner's guide to running a cpa firm like a business
by marc rosenberg cpa
$305.00 – $350.00 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
strategic planning and goal setting for results
the complete guide to successful planning
$245.00 – $290.00 learn 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 – $99.97 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™ -
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
$139.97 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