Course Library

Let’s be honest… You’re about to kick off another budget season filled with revision cycles, disengaged department heads, sandbagged numbers, and a final plan that gets ignored after approval. Sound f ...

Learn key strategies that can flip tax season at your firm from the most stressful time of year to just another date in the calendar. Accountability Services’ COO & Owner Lera Kooper shares how they t ...

Are tax problems keeping your clients awake at night? Are your clients afraid that they could lose their homes, businesses, or other assets?Delinquent returns are often more closely examined and scrut ...

Long-Term Care Insurance (LTCI) has been available to consumers for less than 50 years. With little historical data to draw from in pricing policies, insurers over the last several decades often made ...

Almost all employers are eligible for union organizationthere is no minimum size or type of industry required for a union to represent employees. However, there are strategies employers can use to min ...

Repurchase obligation is one of the most complex and consequential financial realities of running an ESOP company. It makes ESOPs such a powerful retirement plan, ownership structure, and recruitment ...

If you're an accounting, tax, or bookkeeping firm owner who knows you're great at what you do but still finds yourself stuck financially— working harder without seeing the return—you likely have money ...

This course looks at assessing your skills, team, environment, and the primary items on which you should focus when getting started in a new CFO role.

This course looks at assessing your skills, team, environment, and the primary items on which you should focus when getting started in a new CFO role.

This course looks at assessing your skills, team, environment, and the primary items on which you should focus when getting started in a new CFO role.

This course looks at assessing your skills, team, environment, and the primary items on which you should focus when getting started in a new CFO role.

Craft the companys story!Stepping into the CFO role requires a transition from being a truth-teller in the organization to becoming a storyteller.In this online continuing education course, we are goi ...

In this course we are going to look at getting started in a new CFO role. Whether this is your first appointment as CFO or perhaps you are transitioning to a new CFO role at another organization, we w ...

There are all sorts of characteristics and attributes that shape us and our interactions with others. One of the interesting aspects is your unique human wiring. When you tap into your human wiring tr ...

This course arms a new or prospective leader with the knowledge and skills they need to confront the challenges they face early in their leader career. The course encourages the learner to think about ...

This course arms a new or prospective leader with the knowledge and skills they need to confront the challenges they face early in their leader career. The course encourages the learner to think about ...

Traditionally, couples retire using the 4% rule and that is each year they would withdraw 4% per year from their savings. With more and more couples living beyond the age of 95, this rule doesnt help ...

Part of planning for retirement is to determine what you want to do during retirement. A good chunk of time is spent on saving, investing, and coming up with a budget to suit your retirement needs. Fa ...

Is 40 x 40 a sure way? That is, you work 40 hours per week for 40 years.We all work right from graduating till retirement for five days a week -- sometimes six days -- only to spend what we have earne ...

Embark on a journey to unlock ChatGPTs full potential in your consulting practice. This CPE Course prepares you to harness AI as a powerful tool, transforming your approach to consulting and driving i ...

Embark on a journey to unlock ChatGPTs full potential in your consulting practice. This CPE Course prepares you to harness AI as a powerful tool, transforming your approach to consulting and driving i ...

The Auditing Standards Board has recently changed the standards for quality in accounting firms by replacing the old SQCS 8 with a brand new set of standards: SQMS 1, SQMS 2, SAS 146 and SSARS 26 (iss ...

Thomas will share everything he's learned about making financial content on YouTube and how to convert viewers to clients.   Learning Objectives: 1.) Why YouTube is an attractive medium for content cr ...

Zero-based budgeting (ZBB) is a method of budgeting in which all expenses must be justified for each new period. It provides a magnificent alternative that can strip or right-size expenditures that ha ...

In this online Excel CPE webinar Excel instructor David H. Ringstrom, CPA will shine a light on some of the darkest corners of Excel. Watch as David helps you resurrect features that you may have thou ...