today’s top trending topics
what tax & accounting professionals are reading today
advisory
- why you should function as a fiduciary
- women-owned businesses upbeat but need help
- start with existing clients to add cas
- creating a back office support playbook
- accountants to the rescue as startups struggle
- james graham: drop the billable hour and you’ll bill more
- workflow tools only as good as their users
busy season
- train now before it costs you down the road
- “done” only has one meaning
- surge pricing: what works for uber could work for cpa firms
- keep clients from “balance due” shock
- stop clients from performing “favors”
- who needs fall tax planning? clients … and you
- it’s okay to say no to clients (even the large ones)
outlook & analysis
- outlook: soft skills are front and center
- survey: 42% of accountants turn away work over staff shortages
- outlook: it’s time for a new business model
- ethics on sustainability puzzle some accountants
- accountants to the rescue as startups struggle
- talent gap widening: be very scared
- accountants hopeful, concerned and confused about ai
staffing & recruiting
- survey: 42% of accountants turn away work over staff shortages
- talent gap widening: be very scared
- new survey: the staffing crisis
- looking for fresh accounting grads? good luck
- wanted: great audit mentors
- giles pearson: fix the staffing crisis by swapping experience for education
- tax & accounting firms grow for 9th straight month
pay & compensation
- tax & accounting firms grow for 9th straight month
- staff need good pay and tlc
- tax & accounting profession grows, but wages don’t
- how to boost profits by (omg) sharing the upside
- bill penczak: stop forcing smart people to do stupid work
- tax and accounting pay advancing at 5.9% pace
- 11 best practices for partner compensation
surveys & research
- new survey: the staffing crisis
- looking for fresh accounting grads? good luck
- cpa biz is booming, but for how long?
- accountants bullish on the 2024 outlook
- tax & accounting firms grow for 9th straight month
- rosenberg map: partner incomes surge 11.4%
- pcps map: profits and pay lag behind revenue gains at cpa firms
innovation & change management
- is audit in crisis because of definitions?
- disturb the present to improve the future
- chris vanover: question the why or stay with the status quo
- it’s okay to say no to clients (even the large ones)
- heather satterley: you’ve got to meet people where they are
- are you ready to become a data analyst?
- stop sending the wrong message to audit teams
mergers & acquisitions
- thirteen things to consider before you sell your practice
- be the flywheel to increase revenue
- ira rosenbloom: with m&a, nobody wants a fixer-upper
- robert fligel: private equity shakes up m&a
- when returns should be submitted for review
- five business models for wealth management
- five ways to put success into succession planning
pricing, fees & billing rates
- james graham: drop the billable hour and you’ll bill more
- surge pricing: what works for uber could work for cpa firms
- four considerations for effective client culling
- keep clients from “balance due” shock
- who needs fall tax planning? clients … and you
- tax pros are expanding and earning more
- it’s okay to say no to clients (even the large ones)
staffing & recruiting
- survey: 42% of accountants turn away work over staff shortages
- talent gap widening: be very scared
- new survey: the staffing crisis
- looking for fresh accounting grads? good luck
- wanted: great audit mentors
- giles pearson: fix the staffing crisis by swapping experience for education
- tax & accounting firms grow for 9th straight month
succession & retirement
- thirteen things to consider before you sell your practice
- ready to retire? selling your practice is no strategy
- seven keys to a complete succession plan
- sandra wiley: staffing problem? check your culture
- be the flywheel to increase revenue
- how partner buyouts work
- jody padar: build a practice that works for you, not vice-versa.
partnership issues
- fifteen big questions for your next strategy session
- five steps to transition to partnership
- uncooperative partner might not be the problem
- partner accountability: the only two things that really matter
- new partners must be impact players
- four surprising keys to communication
- why partners can’t shirk performance reviews
the virtual cfo
- james graham: drop the billable hour and you’ll bill more
- accountants are perfect for virtual cfo roles
- the six pillars for fp&a transformation
- cybersecurity poses challenges for virtual firms
- why remote workers need retreats
- what running a virtual cpa firm really costs
- client accounting services: the definitive guide