Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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HCM & Payroll: Why CPAs Should Partner With an HCM Company
It’s about your role as a trusted advisor. Business clients now have a greater expectation that their CPA will refer them to services to help their business grow. Learn why 72% of small business owners expect CPAs to offer HCM advice, and how 1,000s of CPAs are benefiting from referring HCM.
Sponsored By: Asure
Social Security: Become a Social Security Expert
The RSSA® credential is the standard of excellence in Social Security advisory and planning. As a Registered Social Security Analyst®, you will help clients potentially gain tens or hundreds of thousands of dollars in incremental Social Security income. Take advantage of this smart opportunity.
Sponsored By: National Association of Registered Social Security Analysts (NARSSA)
Payment Solution: Treat yourself to a $100 gift card
Here at CPAdirectory, we believe accounting professionals like yourself could use a little extra time in your day to enjoy the warm summer season instead of the tedious task of billing. Sign up for CPACharge by June 30 and get a $100 Visa Gift Card to treat yourself however you please!
Sponsored By: 8am™ CPACharge
Tools & Technology: Memorial Day Savings on CPA Certificate Frame
Hard work never looked so good! Congrats on earning your license, now frame it in a handcrafted certificate frame and save! Get an additional $15 off our already discounted pricing on a purchase of $165 or more now through 5/31/22 with code: FrameIt.
Sponsored By: Church Hill Classics
Events: Join us in-person for Advisory Symposium
Join Thomson Reuters’ experts, guest practitioners and your peers at the 2022 Advisory Symposium to hear how to build on advisory success, remove roadblocks and generate more revenue. what’s new in client expectations, and address roadblocks.
Sponsored By: Thomson Reuters
Payment Solution: Streamline your billing and get paid faster
CPACharge is an online payment solution designed specifically with accountants, bookkeepers, CPAs, and enrolled agents in mind. With CPACharge, you can easily and securely accept payments from anywhere—in person, online, or on the go using our mobile app. Try CPACharge risk free.
Sponsored By: 8am™ CPACharge
Education & CPE: UC Online offers master's degrees that will pay dividends
The University of Cincinnati and the Lindner College of Business have brought their award-winning, rigorous business master’s programs online for working professionals. Deepen your expertise with a specialized master’s degree in Finance or Tax.All coursework is 100% online.
Sponsored By: University of Cincinnati
Business Funding: Apply: CPAdirectory's Impossible Commercial Loan/Mortgage Program
Apply before rates go even higher and credit dries up. We make difficult & impossible loans happen. Tell us what you want to accomplish. Many of our loan programs do not require tax returns or W-2s. Perfect for investors, self-employed and individuals that do not qualify for traditional bank loans.
Sponsored By: CPAdirectory
Cryptocurrency: Questions on cryptocurrency? Here’s what accountants need to know.
Individuals use it to buy and sell; businesses accept crypto-payments. How do you account for cryptocurrency and accurately report it in filings? As cryptocurrency gains acceptance, your firm will see more clients seeking help navigating the complexity of virtual money.
Sponsored By: Thomson Reuters
Education & CPE: Register Now: Summer Sprint 2022
Would you like to learn how to build workbooks that practically update themselves ... and earn 124 CPE in the process? Excel University's Summer Sprint 2022 is now open for registration. In order to provide incredible support, seats are limited.
Sponsored By: Excel University
Payment Solution: Let CPACharge give you fewer things to worry about
CPACharge is an affordable, user-friendly payment solution that allows accountants, bookkeepers, CPAs, and enrolled agents to easily and securely accept payments from anywhere. With CPACharge, you can accept credit, debit, and eCheck payments in person, online, or on the go using our mobile app.
Sponsored By: 8am™ CPACharge
Webinars: 5 Excel Tips - Complimentary 1 CPE Webinar
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. Your instructor for the webinar is Jeff Lenning CPA and Microsoft Certified Trainer.
Sponsored By: Excel University
Whitepaper: Understanding cryptocurrency: A guide for accountants
As cryptocurrency gains acceptance, your firm will see more clients seeking help navigating the complexity of virtual money. To help them, your staff needs to understand digital currency basics.
Sponsored By: Thomson Reuters
Payment Solution: Online payments designed for the accounting industry
CPACharge is a simple, affordable online payment solution that makes it easy for accountants, bookkeepers, CPAs, and enrolled agents to securely accept credit, debit, and eCheck payments in person, online, or on the go. See for yourself why 30+ state CPA societies chose CPACharge.
Sponsored By: 8am™ CPACharge
Webinars: How did you do this year? Webcast: Tax Season Report Card
In this webcast, we’ll reflect on your firm’s performance in 4 categories: Talent, Growth, Client Service, and Efficiency. Together, we’ll recognize common pitfalls, nuances, and pain points for your firm, so we can begin the process of a stronger, more successful next tax season.
Sponsored By: Thomson Reuters
Insurance: GEICO's CPA Auto Insurance Program
When was the last time you looked at your auto insurance policy premiums? You are probably paying too much.GEICO is now offering CPAs and Tax Professionals a special discount not available to the general public. Find out how much you can save on auto insurance with GEICO.
Sponsored By: GEICO
Webinars: Make time to expand your advisory practice
Both your compliance and advisory services have value and fill needs, but shifting the emphasis to advisory, without degrading the importance of getting compliance work done can be a challenge for some. Look at strategies with proven success to bridge the gap between compliance and advisory.
Sponsored By: Thomson Reuters
Virtual Event: Get tax + tech insights for accountants at Avalara CRUSH Global
Join us May 17–18 for a free virtual event that can help you and your clients grow! At Avalara CRUSH Global, you’ll see tax compliance solutions, hear from experts, and learn about regulatory and other trends. Register at AvalaraCRUSH.com.
Sponsored By: Avalara
Survey: Please Share Your Thoughts on the Tax & Accounting Solutions – Win a Gift Card
WK Research is conducting a survey on behalf of a leading software / information solutions provider to the tax and accounting industry. Complete the survey before April 29th, 2022 by 5:00 p.m. CDT and you will be eligible to win one of twenty $100 VISA gift cards.
Sponsored By: Wolters Kluwer
Payment Solution: Accept Payments Anywhere, Anytime
A professional, affordable payment solution made specifically for CPAs, accountants, enrolled agents, and bookkeepers with all the reporting tools you need for fast, easy reconciliation.
Sponsored By: 8am™ CPACharge
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