Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Education & CPE: Grow your tax expertise with an MS Taxation from UC Online Featured
Why Choose an MS Taxation at University of Cincinnati? 100% Online Coursework - no campus visits required. Earn credits toward CPA Exam and continuing education as a CPA. Flexibility to balance school, work, and family life.
Sponsored By: University of Cincinnati

Webinars: Free 1 CPE Webinar: How to Grow Your Practice Through Business Advisory Services! Featured
Attend this Masterclass, How to Grow Your Practice Through Business Advisory Services! When: Thu Feb 9 @ 3pm ET. Learn why now is the right time to pitch your clients a business advisory service and how much you should be charging for a business advisory service.
Sponsored By: The CFO Project

Business Funding: ALTERNATIVE SOLUTIONS FOR BUSINESS, INVESTMENT AND COMMERCIAL LOANS Featured
We specialize in helping CPAs with clients that have less than perfect credit . When your clients are turned down by their local bank – give us a chance to prove to you what we can do. Our New York lending relationships are ready to lend.
Sponsored By: CPAdirectory

Payment Solution: Pair your practice with the perfect solution Featured
Feeling overwhelmed by the upcoming tax season? Pair your practice with CPACharge, the online payment solution designed specifically for the accounting profession. Open your account by February 28, and you'll pay no monthly fees for 6 months!
Sponsored By: CPACharge

EBook: How to Fix Email at Your Firm Featured
Most people love to hate email. For good reason. Relying on email leads to information getting buried, documents going missing, and communication breaking down. So, how do you fix it?
Sponsored By: Canopy

Business Funding: Earn $250 when you apply and get approved for the American Express® Business Line of Credit Featured
To be eligible for this limited time offer, apply for a American Express® Business Line of Credit between 11/21/22 and 2/28/23 at 11:59pm ET. If approved, add and verify your Funding primary account on or before 2/28/23 and we'll deposit $250 into it!
Sponsored By: American Express

Webinars: Free 1 CPE Webinar: Work Faster With Excel Featured
In this complimentary 1-hour webinar, you'll discover 5 practical Excel tips that you can use immediately to save time and boost efficiency. Presented by Jeff Lenning - CPA, Microsoft MVP, Microsoft Certified Trainer. Excel users of ALL levels are welcome. Join for FREE now!
Sponsored By: Excel University

Staffing: Scale your firm with Offshore Staffing Featured
Entigrity is the number 1 offshore staffing firm for CPA & accounting firms. Supporting 500+ clients nationwide. Hire experienced professionals starting at $10/hour. Hire staff accountants, tax preparers, bookkeepers, audit associates, and more.
Sponsored By: Entigrity

Webinars: Tips to upsell this tax season Webcast
Tax busy season is the most demanding time of year for industry professionals. It requires the most of every practitioner, and it finds client demands at levels not seen at any other time of the year.
Sponsored By: Thomson Reuters

Webinars: Address your firm's biggest needs with this webcast
Take these 30 minutes to map your firm’s path ahead, reducing the stress and workload that face today’s tax and accounting firms. Watch the on-demand event now!
Sponsored By: Thomson Reuters

Events: You're invited to Partner Summit 2023
At our advisory-focused event - Partner Summit - our experts and guest practitioners share insights, their success stories, and a step-by-step guide to make the leap to advisory services.
Sponsored By: Thomson Reuters

Payment Solution: QuickBooks + CPACharge = Streamlined success for you
Deposit reconciliation has never been easier with CPACharge’s seamless QuickBooks Online integration. Schedule a demo to see it in action today.
Sponsored By: CPACharge

Tax: This tax planning toolkit has the resources you need to hit 2023 in stride
This tax planning toolkit by Thomson Reuters compiles all the year-end need-to-know information for your firm to prepare for 2023.
Sponsored By: Thomson Reuters

Events: Powerful and Practical Education, Productive Networking at the 2023 FSP Institute
Join us for the 2023 FSP Institute, live in Arizona or via livestream from the convenience of your home or office. Don’t miss the hallmarks of the FSP Institute—powerful and practical learning and an all-star faculty, plus up to 18 hours of CE credit.
Sponsored By: Society of Financial Service Professionals

Tax: Struggling to keep up to date with constant changes in tax codes?
Tax professionals are dealing with multiple tax changes, and to assist you in developing year-end tax planning strategies for your clients, Checkpoint’s tax experts have analyzed current tax rules to identify the unique opportunities and challenges facing taxpayers in the current year.
Sponsored By: Thomson Reuters

Tax: This tax planning toolkit has the resources you need to hit 2023 in stride
This tax planning toolkit by Thomson Reuters compiles all the year-end need-to-know information for your firm to prepare for 2023. With tools to assess the current state of your firm and guides to help address any prevalent issues, your firm will be rock-solid heading into 2023.
Sponsored By: Thomson Reuters

Tools & Technology: Are you hiring?
With the talent gap growing, it might be time to consider giving junior staff more meaningful work to dig into and let technology handle mundane tasks. Checkpoint Edge is like having an entire tax encyclopedia at the touch of your fingertips, making the need for more staff less imperative.
Sponsored By: Thomson Reuters

Tools & Technology: SPECIAL REPORT: ESG Under Strain
A new report shows that after a period of ascendancy, the momentum behind ESG initiatives among companies and governments has recently come under strain. The Thomson Reuters Institute and Thomson Reuters Regulatory Intelligence have published a new special report, ESG Under Strain.
Sponsored By: Thomson Reuters

Books: Thomson Reuters | Federal Tax Handbook 2023
Designed to provide quick and easy answers to critical tax questions, the Federal Tax Handbook offers comprehensive, insightful guidance on federal tax law, including the latest regulations, rulings, and revenue procedures as well as precise explanations about changes that could impact your business
Sponsored By: Thomson Reuters

Webinars: 1 CPE: Tax Planning Real Estate Strategies
Tax Planning Real Estate Strategies. Tax Strategies to Address Capital Gains Tax Liability. Elevate your understanding of how tax deferred real estate solutions including Delaware Statutory Trusts, 721 exchanges and Qualified Opportunity Funds can help address capital gain tax liability.
Sponsored By: Cantor Fitzgerald

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