Resources
Valuable services, products, tools, and whitepapers from our partners, hand selected by our staff.
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Payment Solution: The CPA’s Ultimate Guide to Credit Card Processing
Processing fees, security, minimizing chargebacks - all critical factors when choosing the right payment solution for your accounting business. Don't know where to start? We're here to help! With our "The CPA's Ultimate Guide to Credit Card Processing," you'll have an all-in-one resource.
Sponsored By: CPACharge
Payment Solution: How Accountants Can Leverage Fee Funding
Online fee funding plans have become more popular than ever before. Today’s consumers prefer to pay for their goods in small installments over time, even if they have the funds to cover the full cost of the product from the start. Schedule a demo of CPACharge!
Sponsored By: CPACharge
Your Business: For a limited time only, you may be eligible to earn $200
To be eligible for this limited time offer, apply and get approved for a Kabbage Funding line of credit between 6/27/2022 and 9/30/2022 at 11:59pm ET. Then, add and verify your Funding primary account on or before 9/30/2022, and we’ll deposit $200 into it! *See terms and conditions on partner page*
Sponsored By: American Express
Education & CPE: Save 10% on all webinars and on-demand CPE
CPAdirectory and Checkpoint Learning have partnered for a special offer! Save 10% on all webinars and self-study courses with PROMO CODE: CPADIR10 through July 4th!
Sponsored By: Thomson Reuters
Tools & Technology: End-to-end professional software: Client docs, preparation, tax filing.
Imagine the relief: Introducing a new partnership of SurePrep + Thomson Reuters, bringing you an end-to-end 1040 solution. Thomson Reuters has partnered with SurePrep to provide your firm with solutions that automate your 1040 tax workflow.
Sponsored By: Thomson Reuters
Payment Solution: CPACharge thinks you deserve a break
You made it to summer! No doubt you’re looking forward to some well-deserved relaxation…just as soon as you’re finished wrapping up your work.Right now, we have a special offer. If you sign up for CPACharge by June 30, you’ll get a $100 Visa Gift Card to treat yourself however you please!
Sponsored By: CPACharge
Webinars: Register: Expand Your Niche Accounting Practice - June 16
Many accounting firms have one or more niches, some by choice and some through natural course of business. Niches can provide great opportunity. During this session Thomson Reuters and a firm owner who services a niche will talk about maximizing the opportunity your niche(s) provides.
Sponsored By: Thomson Reuters
Webinars: Accountants stressed out? Webcast: 1040 workflow stress relief
Join Greg Pope, Vice President of Marketing at SurePrep, and Corey Greene, Senior Product Marketing Manager at Thomson Reuters, as they provide solutions to common 1040 tax workflow pain points. June 9 at 1 p.m. ET, see how you can make life easier.
Sponsored By: Thomson Reuters
Business Funding: KABBAGE FUNDING™ Funding that’s built for your business
We’ve made it simple and fast for you to apply for a line of credit. The benefits of Kabbage® with the power of American Express. Apply for Kabbage Funding. You’ll only pay a fee if you use it. You have nothing to lose by applying.
Sponsored By: American Express
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
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: CPACharge
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: Registered Social Security Analysts (RSSA)
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
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
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: CPACharge
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
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
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