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Education & CPE: The Guide to Updates for Tax Season 2024

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With the new 2024 tax season right around the corner, are you confident that you have the tools and the information necessary to jump into the season armed with the knowledge you need?

Sponsored By: Canopy

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Webinars: Unlock Client-Centric Success: Register Today

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We are excited to invite you to our upcoming webcast, "The Future of Tax Automation: Optimizing Client Service with Tax Advancements," on December 13th. 

Sponsored By: Thomson Reuters

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Webinars: Free 1 CPE: How to Grow Your Practice Through Business Advisory Services!

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Free CPE Webinar for Accountants, CPAs, and Bookkeepers. How to Start a CFO Service. Grow your practice this year through CFO and business advisory services.

Sponsored By: The CFO Project

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Retirement: Help clients save for retirement in 2024 and beyond

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With Guideline Pro, you get tools and expertise to help guide clients to a secure retirement. Plus, 4-6 month discounts for each client you sign up

Sponsored By: Guideline

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Webinars: Retire Your Way: The Solo 401 Strategy for Entrepreneurs

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Join Quest President Nathan Long as he shares what makes the Solo 401k so desirable, its many benefits, and the main frustrations associated with administering this plan. And get a sneak peek at Quest’s new Solo 401k platform.

Sponsored By: Quest Trust Company

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Insurance: CPAdirectory members have access to discounted auto and home insurance

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At CPAdirectory, we think it's a good thing to provide our members with access to programs they may find valuable, including one for auto insurance from Farmers GroupSelect℠. Through this program, others have saved an average of $661* on their auto insurance by switching.

Sponsored By: Farmers

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Education & CPE: Earn up to 37 CPE Credits and Improve Excel and Data Skills

We have a variety of tools to give you a leg up on your professional development, including our certificate programs — Microsoft® Excel Fundamentals + Data Analytics Certificate and Data and Analytics for Business Professionals Certificate.  

Sponsored By: Becker

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Education & CPE: Save 40% on Tax Season Prep with Becker CPE

For a limited time save 40% on all tax related bundles. Prep yourself for the busy season!

Sponsored By: Becker

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Tools & Technology: Client Communications: Save your valuable time!

Cloud Audit Suite is your dynamic, end-to-end solution for accurate and efficient audits. Avoid common auditing challenges, complete audits faster, and gain confidence in your work with our cloud-based technology and seamless workflow.

Sponsored By: Thomson Reuters

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EBook: A complete guide to finding and attracting the ideal clients

This eBook will guide you in choosing an accounting niche and understanding your ideal client profile. 

Sponsored By: Canopy

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Education & CPE: Maximize Efficiency: Partner with Becker for Superior Professional Development!

Stay ahead of the competition with Becker's specialized tools for unlocking your team's full potential.

Sponsored By: Becker

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Webinars: How can you find, motivate, and capture the talents of new staff?

Using solid research as your guide, you’ll understand the motivators and unique strengths across generations.

Sponsored By: Thomson Reuters

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Webinars: 5 Excel Tips - Complimentary 1 CPE

Learn Excel and earn CPE credit while doing so! In this complimentary 1-hour webinar, you'll discover 5 practical Excel tips that you can use immediately to save time.

Sponsored By: Excel University

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Webinars: Stay ahead of change and the competition.

Don't let change seem daunting. Get ahead and see immediate results.

Sponsored By: Thomson Reuters

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Events: Have you signed up for Partner Summit?

Hope to see you at an upcoming Partner Summit to network, learn, and unlock advisory opportunities.

Sponsored By: Thomson Reuters

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Webinars: Free webcast: The psychology of change

Join our industry experts on August 8th at 12:00 pm ET. Join us to gain practical strategies, tips, and insights that will help you thrive in your practice. 

Sponsored By: Thomson Reuters

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Report: Do you know the strategic priorities for accounting firms this year?

This report highlights re-emerging priorities of efficiency and client service, as well as what firms need to diversify their offerings and remain competitive.

Sponsored By: Thomson Reuters

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EBook: Have you protected your firm against cyber attacks?

Did you know that an estimated 2,200 cyberattacks happen per day? With the kind of sensitive financial information your accounting firm has, including clients' personal and financial data, you become a prime target for cyberattacks. 

Sponsored By: Canopy

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Events: Ready to take your firm to new heights?

Being one of the most popular and thought-provoking events of the year, the Partner Summit fills up fast. Don’t miss out on your chance to take your firm into a more progressive future by registering for our upcoming two-day sessions.

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Sponsored By: Thomson Reuters

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Whitepaper: Are silent red flags impacting your bottom line?

Making a tax software change is a big, daunting process – right? Maybe not. And it may be just the thing that is holding back your firm from making progress, especially during times of great change.

Sponsored By: Thomson Reuters

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Ask a CPA

Get answers to your most pressing tax questions.

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