eBooks

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

Sponsor: Accounting Today
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

Sponsor: Accounting Today
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

Sponsor: Accounting Today
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?

Sponsor: Accounting Today
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

Sponsor: Accounting Today
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

Sponsor: Accounting Today
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

Sponsor: Accounting Today
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

Sponsor: Accounting Today
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

Sponsor: Accounting Today
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.



Beyond Payroll

Sponsor: Accounting Today
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

Sponsor: Accounting Today
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

Sponsor: Accounting Today
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

Sponsor: Accounting Today
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.



2014 Top 100 Firms/Regional Leaders

Sponsor: Accounting Today
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.




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