eBooks

Tax Season Preview: Clear and Present Dangers

Date: December 1, 2016

As tax professionals gear up for next year, identity theft is looming larger and larger as the defining issue of the filing season.



Sales & Use Tax: Opportunity in Complexity

Date: October 26, 2016

As this area grows more and more complex -- and ensnares more and more clients -- accountants are finding new services opportunities in the sales and use tax arena.



The 2016 Best Accounting Firms to Work For

Date: October 26, 2016

Our annual ranking of the top workplaces in the profession, including profiles of the No. 1 Small, Midsized and Large Firms.



Payroll: Making the Machine Work

Date: October 3, 2016

Accountants are using payroll and a host of new back office services to boost their clients’ businesses. This special report dives into how they’re making it work to lighten their clients’ burdens and boost their own profitability.…



The 2016 Top 100 Most Influential People in Accounting

Date: September 1, 2016

The thought leaders, visionaries, regulators, and others who are shaping the profession.

Clarifications/corrections: This year's list gave the wrong Twitter handle for Illinois' Todd Shapiro; the correct handle is @Todd_ICPAS. In addition, it neglected to mention that BDO's Wayne Berson is a member of the Governing Board of the Center for Audit Quality.



Your Place in the Cloud

Date: September 1, 2016

The move is inevitable, so you’ll want to make the most of it. This special report outlines the benefits of the cloud, details the new niches and services it makes possible, and shares real-life transition strategies.



Software Ecosystems: No App Is an Island

Date: August 1, 2016

Accounting software vendors are surrounding their solutions with “ecosystems” of third-party apps that let users access more services and more customized solutions. This report looks at how accountants are making the most of them to better serve clients in a host of niches.



CAS Takes Off

Date: July 1, 2016

Between cloud-based accounting software and a range of new business models, leading accounting firms are finding new, more profitable ways to serve their clients.



The VAR 100

Date: July 1, 2016

This annual report ranks the top resellers in the accounting space, and dives into the major issues they’re facing, as well as their strategies for success.



The Tax Office of Tomorrow

Date: June 1, 2016

What will your tax practice be like in five years? Most likely it will involve more specialties – and much more technology, according to this special report.



The Top 150 Firms by AUM

Date: June 1, 2016

This annual report ranks the top CPA financial planners by assets under management, and shares their concerns, major issues and success strategies.



Inside the Top 100

Date: May 2, 2016

This annual special report features in-depth profiles of four of the most successful public accounting firms in the country, sharing their strategies for growth and their unique approaches to the issues facing firms of all sizes.



Accounting in the Cloud

Date: May 2, 2016

This special report offers a guide to the new models and new possibilities for the accounting profession being created by the technological revolution online.



Payroll = Profits

Date: March 30, 2016

An updated formula combines new technologies and new business models to make payroll a new profit center.



The 2016 Top 100 Firms and Regional Leaders

Date: March 4, 2016

Our annual ranking of the largest firms across the country and in individual regions offers a host of benchmarking data, as well as strategies and advice from the most successful firms.



Alternative Lending

Date: March 4, 2016

With small businesses finding it harder and harder to get loans from traditional sources, a whole new crop of alternative sources of financing are popping up – and many want to work with accountants.



Working with Nonprofits

Date: February 3, 2016

As they grow more sophisticated, nonprofit organizations of all kinds are looking for more from their accounting tools – and from their advisors. This report looks at trends in both areas, and how accountants can serve their clients better.



Tax Season Kick-Off

Date: January 4, 2016

With filing due to start on January 20, the countdown clock is ticking – our special report will help tax preparers get ready for 2016 issues like the ACA and ID theft, and offers tips on making the most of new technologies.



A Resource for Growth-minded Accounting Professionals

Date: December 3, 2015

In a competitive and at times turbulent business environment, accounting professionals need a rock-solid client base to maintain and grow revenue and profitability. For many, that means broadening the scope of services offered to clients to serve their financial needs holistically. Read on to learn more.



The Year Ahead: 2016 Toolkit

Date: December 2, 2015

A primer on what to expect in the next 12 months, with insights from industry experts, and results from a survey of over 600 firms of their plans for 2016.



The 2015 Best Firms to Work For

Date: December 2, 2015

Check out the 100 greatest workplaces in accounting – the small, midsized and large firms that establishing the best practices the profession needs to employ to recruit and retain the best.…



Special Report: Tax Season Preview

Date: November 5, 2015

Soon, you’ll be entering the labyrinth of tax season – this special report can be your guide to the legislative, regulatory, logistical and technological twists and turns you’ll face in 2016.



Payroll Opens Doors

Date: October 1, 2015

Payroll isn’t just an add-on anymore – it’s a path to a whole range of other services. This special report looks at how accountants are integrating it into the practices, and the new opportunities it’s leading them to.



Where Should You Be in the Cloud?

Date: September 2, 2015

The special report looks at the different stages of cloud adoption among accounting firms, and why they should be thinking of moving up.



The 2015 Top 100 Most Influential People in Accounting

Date: September 2, 2015

Our annual listing of the change-makers and thought leaders who are shaping the profession.



Wealth Magnets: The Top Firms by AUM

Date: July 23, 2015

Our annual ranking of the leading CPA financial planners by assets under management also shares their major concerns and their strategies for dealing with their most pressing issues, from the rise of robo-advisors to keeping their clients in line.



VAR 100

Date: July 1, 2015

Our annual ranking of the leading resellers and implementers in the accounting space, all with the strategies they’re using to succeed in a more competitive world.



The Tax Office of Tomorrow

Date: June 2, 2015

New technologies and new regulations are fast reshaping today’s tax practices; this special report looks at what tax professionals need to do to keep up – and to make the most of these changes in the future.



The Future-Ready Client

Date: May 27, 2015

In surveys on how the public regards various categories of service providers, accounting professionals typically land high on the trustworthy rankings. For that reason, clients generally are willing to discuss and seek advice from you on sensitive personal financial topics that go well beyond the scope of their immediate tax or investing concerns. Being able to help guide them with money issues surrounding marriage, retirement, long-term care and estate planning deepens your relationship with clients. The purpose of this eBook is to provide you with insights from technical experts at HD Vest Financial Services and Accounting Today that will broaden and deepen your understanding these topics with the ultimate aim of allowing you to make your clients ready for whatever faces them in the future.



Cloud 101

Date: April 21, 2015

As the accounting profession reaches a tipping point in cloud adoption, this special report debunks some of the more pernicious myths surrounding this technology, and points the way for firms to make the most of it.



Inside the Top 100 Firms

Date: April 21, 2015

As a follow-up to our annual ranking of the Top 100 Firms, we go inside four of the most dynamic firms on the list to uncover their success strategies.



Payroll: Cash Machine?

Date: March 23, 2015

When it’s automated by technology, streamlined by the cloud, and integrated into your practice, payroll can be a profit center. Pioneering firms and experts share how in this special report.



2015 Top 100 Firms/Regional Leaders

Date: March 9, 2015

Our annual ranking of the largest firms across the country and in individual regions offers a host of benchmarking data, as well as strategies and advice from the most successful firms. Notes: On further clarification, KatzAbosh reported slightly lower revenue figures, and did not qualify for this year's Regional Leaders list.

Also, Crowe Horwath's revenue figure is marked incorrectly as an estimate; it is a hard figure, and also represents a $48.1 million decrease in revenue due to a divestiture.

Abdo, Eick & Meyers' personnel figures are different than those reported: its number of partners is 15, its number of professionals is 105, and its total number of employees is 125.

This is not Yeo & Yeo's first appearance in the Top 100; the firm was on the list previously from 2000-2005.

Finally, in the "Leaders in MAS" chart on page 5, McGladrey and Grant Thornton were inadvertently reversed; Grant Thornton should be at No. 5.



CAS 2.0

Date: March 9, 2015

The cloud has revolutionized client accounting services, turning them into a serious profit center and a way to build deeper, more valuable relationships with your business clients. This report looks into the opportunities available, and how firms can make the most of them.



A Complex World: Working with Nonprofits

Date: January 23, 2015

Serving the not-for-profit niche can be a great complement to your regular practice – but it’s not as easy as it seems. Our special report looks at the complex needs of this unique client base, and what it takes to serve them.



Tax Season Kickoff: Lighting the Fuse

Date: January 2, 2015

Our annual guide to the issues, tips and strategies you’ll need to make it through to April 15.



The 2014 Best Firms to Work For

Date: December 4, 2014

Our annual report on the best workplaces in accounting, including rankings by size categories, and in-depth profiles of the top firms.



Tax Season Preview: The Year of the ACA

Date: November 4, 2014

Each tax season presents its own set of issues, and as our new special report makes clear, 2015 looks set to be dominated by the ramifications of the Affordable Care Act, with tax preparers stuck squarely in the middle between lawmakers and taxpayers.



Beyond Payroll

Date: September 26, 2014

Automation has made payroll a much more profitable service for accountants – and it’s leading more and more firms into a wider world of “adjacent” services, from HR to staffing to benefits administration.



The MP Elite

Date: September 26, 2014

Our annual list of outstanding firm leaders profiles 10 managing partners who are leading their organizations to new levels of success.



The Top 100 Most Influential People in Accounting

Date: September 2, 2014

Our annual list of the thought leaders and change-makers who are reshaping the professional landscaping is one of our most-read – and controversial – reports of the year.



Wealth Magnets: Top Firms by AUM

Date: August 13, 2014

Our annual report ranks CPA financial planners by assets under management – and also looks at some of the most important issues they’re facing, as well as the strategies they’re employing to overcome them.

Correction: ShankerValleau is listed twice; the correct entry is for $195 million in AUM.



The 2014 VAR 100

Date: July 8, 2014

Our annual report ranks the biggest resellers of accounting software by revenue – and also looks into their strategies for success, and why the “VAR” moniker may soon be a thing of the past.



The Tax Office of Tomorrow

Date: May 28, 2014

Few traditional areas of accounting have been as radically changed by technology as the tax practice – and the changes are still coming. Our special report looks at the tools that will make the tax office of tomorrow completely different, and more profitable than ever.



2014 Top 100 Firms/Regional Leaders

Date: March 7, 2014

Our annual ranking of the top firms in the country and of the leaders in various regions shares the secrets of success in public accounting.



2014 TAX SEASON PREVIEW

Date: October 30, 2013




The IRS may have pushed the start of tax season back for a bit, but it¹s still more or less just around the corner, and our special report highlights some of the most important issues facing tax preparers in 2014.