February 26, 2019
Company Overview CPA2Biz is a subsidiary of the American Institute of Certified Public Accountants (AICPA), the national professional association of CPAs. CPA2Biz is the exclusive marketing arm for AICPA products and services — including publications, webcasts, conferences, continuing professional education and member benefits programs — for CPAs and financial professionals nationwide. www.cpa2biz.com is the leading...…
April 14, 2016
November 16, 2015
September 5, 2014
July 1, 2010
Engagement & Trial Balance: Do You Need A Standalone System?
June 15, 2010
Quick, Simple, Visual Retirement income planning software.
May 25, 2010
ValuAdder Business Valuation Software for professional advisors, business owners and buyers.
March 23, 2010
Calculating, allocating, and illustrating contributions under SIMPLE IRA and 401(k) SIMPLE plans.
March 23, 2010
The ONLY Unified Wealth Management Solution, which offers financial planning, portfolio management, and CRM.
February 17, 2010
Excel based stock option strategy modeling software that enables financial advisors to model exercise and sell strategies over a 15 year period and optimize them for tax and cash flow efficiency. StockOpter Pro is an effective tool for advisors who need to model complex exit strategies or address AMT issues from ISOs.
February 17, 2010
Design and allocating contributions in SEPs, SARSEPs, PS, and MP plans for corps and self-employed.
February 17, 2010
Designed for the small to medium sized business, PlanGuru gives you multi-year capabilities and sophisticated budgeting and forecasting methods all without having to create or maintain formulas. PlanGuru’s simple, intuitive interface and integration with QuickBooks and Excel makes implementation and utilization simple for businesses of all sizes and shapes. Plus you get cash flow analysis,...…
February 17, 2010
Professional valuation report builder. Create SSVS and USPAP compliant business appraisal reports.
February 17, 2010
190 pages of must-have info on valuing a private business. Guide, valuation Tutorials, Glossary.
February 17, 2010
BNA Estate & Gift Tax™ 709 Preparer simplifies gift tax form preparation, saving you time and effort while ensuring accuracy. You’ll complete returns faster and with greater confidence, while streamlining and improving client communications with automated letters and reports about the client’s gift tax return. Learn More About BNA Estate & Gift Tax 709 Preparer...…